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Exact Synergy Enterprise   
 

Creating and modifying divisions of people for Central Master Data Management (CMDM)

Menu path

HRM à Reports à People à Search

Introduction

This page allows you to create and modify the division of the person. This page is available only if you have selected the license option YA0150 Central Master Data Management at System à Setup à License à Update (for more information, see Updating license), and People check box at System à Setup à Central Master Data Management à Settings (for more information, see Activating Central Master Data Management (CMDM) functions).

Roles & rights

To create and edit divisions for people, function right 85 – Allows to create employees is required. Users with the HR and HR assistant roles have these function rights.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.

  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 248.

How do I create a division for a person?

1. On the HRM: Search – People page, define the search criteria.

2. Click Show.

3. Select a person under the Name column.

4. In the Divisions section, click Add.

5. Define the fields.

6. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the division of a person?

1. On the HRM: Search – People page, define the search criteria.

2. Click Show.

3. Select a person under the Name column.

4. In the Divisions section, select a division that you want to edit under the Person – Division column.

5. Make the change(s).

6. Click Save.

How do I delete the division of a person?

1. On the HRM: Search – People page, define the search criteria.

2. Click Show.

3. Select a person under the Name column.

4. In the Divisions section, select a division that you want to delete under the Person – Division column.

5. Click Delete.

6. A message “Are you sure that you want to delete this record?” will be displayed.

7. Click OK.

Buttons

Save

Click this to save the details of the division for the person.

Save + New

Click this to save the details of the division and create another division entry.

Note: This button is available only if you are creating a division for the person.

Delete

Click this to delete the division of the person.

Note: This button is available only if you are maintaining a division entry.

Close

Click this to exit.

Fields

Division section

Person

This field displays the selected person. This field cannot be edited.

Division

Type or select a division for the selected person. This field cannot be edited once you have saved the division.

Main

Select this check box if this is the main division of the selected person.

Employment section

Manager

Type or select the manager whom the person is reporting to.

Assistant

Type or select the assistant manager of the person.

Cost center

Type or select the cost center where the person is assigned to.

Cost unit

Type or select the cost unit where the person is assigned to.

Phone

Type the office phone number of the person.

Extension

Type the office phone extension number of the person.

Mobile

Type the business mobile number of the person.

Fax

Type the office fax number of the person.

Main location

Type or select the permanent office location where the person is based at.

Location

Type or select the office location where the person works.

Room

Type the office room number of the person.

E-mail

Type the company email address of the person.

Current rating

Select the current appraisal of the person.

Previous rating

Select the previous appraisal for the person.

Security level

Type a security level for the person.

Back office

Select this check box to disallow access rights to Exact Globe Next.

Status

This field displays the status of the person. This field cannot be edited.

Creditor

Type the creditor code for the person.

Debtor

Type the debtor code for the person.

Limit section

This section allows you to define a limit for purchase orders, sales orders, service orders, sales invoices, and Return to Merchant Authorization (RMA) orders for the division of the person. If the limit is exceeded for the order(s), the order(s) cannot be created and authorized in Exact Globe.

Purchase orders

Type the limit amount for the purchase order(s) of the division.

Sales / Service orders

Type the limit amount for the sales or service order(s) of the division.

Sales invoice

Type the limit amount for the sales invoice(s) of the division.

RMA order

Type the limit amount for the Return to Merchant Authorization (RMA) order(s) of the division.

Contract section

Type

Select the type of employment for the person. You can select any of the following options:

  • Contractor — A contractor is a self-employed independent person, who receives payment from the company based on the invoices submitted for the work or services provided.

  • Employee — An employee is a person who has an employment contract with the company.

  • Student — A student is a person who has a study contract with the company, with a defined end date, to obtain working knowledge and experience.

  • Temporary —A temporary employee is a person employed by a temporary employment agency.

Job title

Type or select a job title for the person.

Job level

Select the job level of the position which the person has been assigned to.

Start date / Contract end date

Type or select the expected start date of the employment of the person. By default, the current date is displayed.

At Contract end date, type or select the end date of the employment contract of the person.

Inactive

Type or select the date on which the person resigned or was terminated from employment.

Reason

Type the reason for the resignation or termination of the person.

FTE

Type a Full Time-Equivalent (FTE) factor for the vacancy. By default, “1.000000” is filled in. The FTE factor is calculated based on the Master Resource Schedule (MRS). For example, if a person is applying for a job with an MRS of 40 hours a week, which means the person is expected to work based on the standard work schedule of 40 hours a week, the FTE value will be 1.000000. However, if the person is applying for a job that requires only 20 hours a week, the FTE will be 0.5000000. The value is calculated by dividing 20 over 40.

Creditor data section

Name

Type the name of the creditor for the division.

Payee name

Type the payee name for the division.

Classification

Type or select the classification for the division.

Price list

Type or select a price list for the division.

Discount (%)

Type the discount percentage for the division.

Payment condition

Type or select the payment condition code for the division.

VAT number

Type the tax number for the division.

Offset account

Type or select an offset account for the division.

Creditor account

Type or select a creditor account for the division.

Currency

Type or select a currency code for the division.

Fiscal code

Type the fiscal code for the division.

Rate

Type or select a rate for the division.

Internal rate

Type an internal rate for the division.

Related documents

     
 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: 22.800.811
 Assortment:  Date: 09-07-2012
 Release: 248  Attachment:
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