Creating and modifying groups
Menu paths
- Financial à Setup à Organization à Groups
- HRM à Setup à Organization à Groups: Division
Introduction
On this page, you can create or modify the division groups.
Roles and rights
To maintain the layout and groups for divisions, function right 49 – Maintain Division Layout is required. Users with the General manager or Controller role have this function right.
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 250.
How do I create subgroups at level 1 for the group layout?
- On the HRM: Groups page, click the hyperlink under the Description column.
- Click New.
- At Subgroup Level 1, type the name of the subgroup.
- At Description, type the description of the subgroup.
- Click Save.
Keep in mind: All fields with the "!" icon are mandatory.
How do I create subgroups at level 2 for the group layout?
- On the HRM: Groups page, click the hyperlink under the Description column.
- Under the Description column, click the hyperlink of the subgroup (level 1) that you want to add the second level of subgroup to.
- Click New.
- At Subgroup Level 2, type the name of the subgroup.
- At Description, type the description of the subgroup.
- Click Save.
Keep in mind:
- All fields with the "!" icon are mandatory.
- To create subgroups of level 3, 4, or onwards, at step 2, continue clicking the hyperlink(s) under the Description column until you reach the desired level.
How do I remove level 1 subgroups from the group layouts?
- On the HRM: Groups page, click the hyperlink under the Description column.
- Then, under the Description column, click the hyperlink of the subgroup (level 1) that you want to delete.
- Click Delete. A message "Are you sure that you want to delete this record" is displayed.
- Click OK.
How do I remove level 2 subgroups from the group layouts?
- On the HRM: Groups page, click the hyperlink under the Description column.
- Then, under the Description column, click the hyperlink of the subgroup (level 1) where the subgroup level 2 is at.
- Under the Description column, click the hyperlink of the subgroup (level 2) that you want to delete.
- Click Delete. A message "Are you sure that you want to delete this record?" is displayed.
- Click OK.
Keep in mind: The same method is used to remove subgroups of other levels from the group layout. Click the hyperlinks under the Description column until you reach the subgroup that you want to delete.
Buttons
Save
Click this to save the details of the subgroup.
Delete
Click this to delete the subgroup.
Close
Click this to exit.
Fields
General section
Subgroup Level 1
This displays the ID of the subgroup. Once the entry is saved, this information cannot be edited. The level displayed will differ depending on the subgroup level that you are creating or modifying.
Description
Type the description of the subgroup.
Page size
Type a number to define the number of subgroups to be displayed on a single page. Click Show to update the page size.
Columns
Subgroup
This column displays the names of the subgroups.
Description
This column displays the descriptions of the subgroups in the next level. You can click the hyperlink of a subgroup to modify the description or add subgroups of the next level to the respective group layout. To create a subgroup, click New.
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: |
15.452.664 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
02-10-2012 |
Release: |
|
Attachment: |
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Disclaimer |