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Exact Synergy Enterprise   
 

Listing People for the Purposes of Linking, Unlinking, Blocking, and Unblocking of Work Groups Schedules to or from People

Introduction

This is only available if you have selected the Activate: Advanced Work Schedules check box under the Person: Planning section of the HRM general settings. For more information on the general settings, see Defining HRM General Settings. At this page, you can define one or more criteria of the required people for the following purposes:

  • to link one work schedule group or more to one person or more,
  • to unlink a work schedule group from one person or more,
  • to block a work schedule group from one person or more, or
  • to unblock a work schedule group from one person or more.

Menu path

HRM/Setup/Schedules/Work schedule linking

Roles & rights

To list the required people, function right 100 - Maintain default work schedule, 101 – Maintain company work schedule, or 102 – Maintain individual work schedule is required. Users with the HR role have these function rights. However, users with the HR assistant role also have function right 102.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to display the list of people based on the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh and the Link, Delete, Block, and Unblock buttons will be available.

Refresh

Click this to update the list, according to the defined criteria.

Reset

Click this to clear the defined criteria so that you can define a new list.

Link

Click this to link the selected person(s) to a work schedule group.

Note: This is available only after you click Show.

Delete

Click this to unlink a work schedule group from the selected person(s).

Note: This is available only after you click Show.

Block

Click this to block a work schedule group from the selected person(s).

Note: This is available only after you click Show.

Unblock

Click this to unblock a work schedule group from to the selected person(s).

Note: This is available only after you click Show.

Close

Click this to exit and return to the previous page.

Description

Criteria section

In this section, you can define one or more criteria to filter the required people.

Division

By default, the division of the person who is currently logged on to the system is displayed. If required, type or select a different division to display the people under this division. This information is mandatory. For more information, see Overview of Divisions.

Cost center

Type or select a cost center to display the people under this cost center. Leave this blank to display the people under all cost centers. For more information, see Overview of Cost Centers.

Person

Type or select a person or range of people to display this person or people in this range. Leave this blank to display all the people. For more information, see Viewing People.

Type

Select the Employee, Contractor, Student, and/or or Temporary check boxes to display the corresponding types of people. Clear all the check boxes to display all types of people.

Job group

Type or select a job group to display the people under this job group. Leave this blank to display the people under all job groups. For more information, see Overview of Job Groups.

Job title

Type or select a job title to display the people with this job title. Leave this blank to display the people with any job title. For more information, see Overview of Job Titles.

Job activity

Type or select a job activity to display the people that are linked to this job activity. Leave this blank to display the people that are linked to any job activity. For more information, see Overview of Job Activities.

Status

Select the Active, and/or Hired check boxes to display people with the corresponding status. Clear all the check boxes to display people with any status.

Results section

After defining one or more criteria, click Show or Refresh. The people will be displayed in this section, as shown in the following screen:


*

Select the check box in the header to select all the people at once. Select the check box for the corresponding person(s) to select only the particular person(s).

ID

This displays the IDs of people. Click the hyperlink to link multiple work schedule groups to a person. For more information, see Linking Multiple Work Schedule Groups to a Person.

Person

This displays the names of people.

Division

This displays the names of divisions of the corresponding people.

Cost center

This displays the codes and description of cost centers of the corresponding people.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.172.760
 Assortment:  Date: 13-12-2010
 Release:  Attachment:
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