Exact Synergy Enterprise

Generating MRS

Menu paths

To generate MRS manually, go to Modules ? HRM ? Setup ? General ? Settings.
To generate MRS automatically, select the Generate: MRS check box under the Schedule section of a division card. For more information, see Creating and modifying divisions.

Introduction

On this page, you can generate Master Resource Schedule (MRS) of people. Before you can generate MRS, you need to set up the working days and public holidays in the HRM general settings at Modules ? HRM ? Setup ? General ? Settings. For more information, see Defining HRM general settings.

In Exact Synergy Enterprise, you have the following options to generate MRS:

Generate manually.
Generate automatically whenever a person is created and when an individual work schedule is modified. It will also be generated when you are linking work schedule groups to people.

Roles and rights

To generate MRS, function right 106 — View organisations chart reports is required. By default, users with the General manager, HR, or HR assistant role have this function right.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I generate MRS?

On the HRM: Generate - MRS page, type or select a division code to generate MRS for people belonging to the selected division.
Define the rest of the fields.
Click Generate.

Buttons

Fields

Criteria section

If you are generating MRS manually, you can define the criteria of the people that you wish to generate MRS in this section. However, if you are generating MRS automatically, the information will be automatically filled in based on the tasks that you are performing.

Division

If you are generating MRS manually, type or select a division to display the people belonging to this division. This information is mandatory.
If you are generating MRS automatically, this is pre-filled with the division selected in the corresponding features that generate MRS automatically. The information cannot be edited.

You can view the details of the selected division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.

Cost centre

If you are generating MRS manually, type or select a cost center to display the people under this cost center.
If you are generating MRS automatically, this field is not available.

You can view the details of the selected cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and modifying cost centers.

Person

If you are generating MRS manually, type or select a person to display the corresponding person. Once you have selected a person, you can view the details of the person by clicking the hyperlink displayed next to the box. For more information, see Viewing personal cards.
If you are generating MRS automatically, this field is not available.

Date

If you are generating MRS manually, select one of the options, or type or select the date or range of dates to generate the MRS on this date or within this period. If you select This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, or Last days: 36, the corresponding date(s) will be filled in. However, if you select <Range> and <All>, you need to type or select a different date or range of dates.
If you are generating MRS automatically, the start date will be automatically filled in based on the effective date defined in the corresponding functionality that generates MRS automatically. This information cannot be edited.

When you are generating MRS automatically, the people defined in the corresponding functionality that generates MRS automatically will be displayed below the Criteria section.

For both the manual and automatic MRS generation, the data will be generated based on the work schedules or work schedule groups that are effective on or within the defined date, according to the following priorities:

Priority 1 — The work schedule group linked to the person.
Priority 2 — The default work schedule for division level if no work schedule group is linked to the person.
Priority 3 — The default work schedule for corporate level if no work schedule group and division work schedules are linked to the person.