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| <book version="5.0" xmlns="http://docbook.org/ns/docbook" |
| xmlns:xlink="http://www.w3.org/1999/xlink" |
| xmlns:xi="http://www.w3.org/2001/XInclude" |
| xmlns:svg="http://www.w3.org/2000/svg" |
| xmlns:m="http://www.w3.org/1998/Math/MathML" |
| xmlns:html="http://www.w3.org/1999/xhtml" |
| xmlns:db="http://docbook.org/ns/docbook"> |
| <info> |
| <title>OFBiz Human Resource Guide</title> |
| |
| <pubdate>July 1, 2012</pubdate> |
| </info> |
| |
| <chapter xml:id="HUMANRES_about"> |
| <title>About OFBiz Human Resources</title> |
| |
| <para>The people who work for your company, it's human capital, are it's |
| most important asset. Selecting a software platform that increases the |
| value of your companies human capital and delivers benefits, services and |
| opportunities to your workforce, is critical to your companies success |
| .</para> |
| |
| <para>That platform must be able to accurately and reliability process |
| worker transactions, collect decision support information, and communicate |
| between management, workers and outside resources. The OFBiz Human |
| Resource application (HR App) can provide a backbone for building that |
| platform.</para> |
| |
| <para>In this chapter you are introduced to the organization of this |
| document and to the key business objects that are the core to HR |
| App.</para> |
| |
| <sect1> |
| <title>Document Organization</title> |
| |
| <para>Chapter numbers are used here to refer to parts of the document. |
| Chapters numbers are not displayed in the on line help version of the |
| document. Hopefully this will not be to confusing to the online |
| reader.</para> |
| |
| <para>Chapter 1 is this introduction chapter. It lays out the purpose of |
| the remaining chapters and introduces some of the core HR App |
| features.</para> |
| |
| <para>Chapter 2 has instructions to get you started using HR App. A |
| list, in logical order, describes some activities you can preform to get |
| up and running.</para> |
| |
| <para>Chapters 3 thru 15 of provide the help documents that can be |
| invoked from the HR App in a context sensitive manner. When you work in |
| any of the HR App screens you can click on the Help icon in the menu bar |
| and the help browser will open to the relevant page in the |
| document.</para> |
| |
| <para>Each feature in the <glossterm linkend="G_HR_APP_MENU">HR App |
| Menu</glossterm> has in it's own chapter, screens within the feature are |
| sections within the chapter. Introductions to the chapters describe how |
| the screens work together to implement an important application feature. |
| Each screen is pictured and documented consistently with:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>A picture of the screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Breadcrumbs to show where to find the screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>A brief description of the screen usage.</para> |
| </listitem> |
| |
| <listitem> |
| <para>A list of fields in the screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>A list of actions that can be performed from the |
| screen.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>Chapter 16 discuses OFBiz security settings for HR App</para> |
| |
| <para>Chapter 17 <link linkend="INTRA_APPL_INTEGRATION">HR App |
| Intra-Application Integration</link> covers usage scenarios for other |
| OFBiz applications. The HR Application is part of the larger OFBiz back |
| office set of administrative applications and is often dependent on |
| these other applications.</para> |
| |
| <para>Important terms in the documentation are defined in a Glossary. In |
| order to promote a consistent usage and understanding of terms, links to |
| the Glossary definitions are placed throughout the document.</para> |
| |
| <para>Notes in the document describe behavior that is not intuitive. |
| Links between document sections are used liberally tie together concepts |
| that cross chapter boundaries. For example screens that use information |
| managed in Global HR Settings are linked to the screens where they are |
| used.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Introduction HR App</title> |
| |
| <para>The HR App data design, like most of the OFBiz back office |
| administration applications, was inspired by the data models in The Data |
| Model Resource Books by Len Silverston (see <command |
| xlink:href="http://silverston.wiley.com/index.html" |
| xlink:show="new">Silverston Data Model Resource Companion |
| Site</command>.) The sections below introduces some of the concepts in |
| HR App that were derived from the models.</para> |
| |
| <sect2> |
| <title>Positions</title> |
| |
| <para>Generally positions are authorized by a budget and fulfilled by |
| people. The person may be a company employee, or contract employee. |
| Positions may be salary or hourly, fulltime or part time. Positions |
| have responsibilities.</para> |
| |
| <para>Positions are defined by a type of work.</para> |
| |
| <para>For example there may be 20 positions in an organization for a |
| type secretary. Each position is authorized by a budget request from a |
| department in the organization. A position can me thought of as a |
| full-time equivalent employee (FTE). So an FTE may be assigned to one |
| or more positions and position can be assigned to more then one FTEs |
| (job sharing).</para> |
| |
| <para>In the HR App you can:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create positions</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulfill positions</para> |
| </listitem> |
| |
| <listitem> |
| <para>Define the responsibilities of a position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Define a tree reporting structure between positions</para> |
| </listitem> |
| |
| <listitem> |
| <para>Track the positions fulfillments over time</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>See: <link |
| linkend="HUMANRES_FindEmplPositions">Position</link></para> |
| </sect2> |
| |
| <sect2> |
| <title>People and Employees</title> |
| |
| <para>People may be employees of your Company, a company you do |
| business with, or unaffiliated contract employees. Any of these people |
| may be applicants for and assigned to positions in your |
| Company.</para> |
| |
| <para>If OFBiz a <glossterm linkend="G_PERSON">person</glossterm>is a |
| type of <glossterm linkend="G_PARTY">party</glossterm>. One of the |
| strengths of OFBiz is the rich set of features it has build up to |
| manage information and relationships for parties. This makes OFBiz a |
| great platform for HR services because managing people and |
| organizations is a core OFBiz technology.</para> |
| |
| <para>In the HR App you can:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>View employee profiles</para> |
| </listitem> |
| |
| <listitem> |
| <para>Manage recruitment</para> |
| </listitem> |
| |
| <listitem> |
| <para>Create employees</para> |
| </listitem> |
| |
| <listitem> |
| <para>Track an employees performance, positions, skills, |
| qualifications, training, and leave</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>See: <link |
| linkend="HUMANRES_FindEmplLeaves">Employees</link></para> |
| </sect2> |
| |
| <sect2> |
| <title>Employments</title> |
| |
| <para>An employee is a person who works for your company. The terms |
| and history of this relationship between this person and your company |
| are managed in the Employments feature. Employments track the |
| benefits, pay preferences, pay history, unemployment claims and |
| agreements for the employment.</para> |
| |
| <para>In the HR App you can:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create employments</para> |
| </listitem> |
| |
| <listitem> |
| <para>Track employment benefits, pay history, unemployment claims |
| and employment agreements</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>See: <link |
| linkend="HUMANRES_FindEmplPositions">Employments</link></para> |
| </sect2> |
| |
| <sect2> |
| <title>Department Organization</title> |
| |
| <para>Many companies organize departments<footnote> |
| <para>There is no special meaning attached to the word department. |
| It is used to describe any sub-division of a business |
| organization.</para> |
| </footnote> in a tree structure. Your Companies organizational tree |
| is shown on the main page of the HR App.</para> |
| |
| <para>In the HR App you can:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add and remove departments</para> |
| </listitem> |
| |
| <listitem> |
| <para>View department profiles</para> |
| </listitem> |
| |
| <listitem> |
| <para>Assign positions to departments</para> |
| </listitem> |
| |
| <listitem> |
| <para>Manage department employments</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Getting Started</title> |
| |
| <para>The Getting Started chapter discusses the common usage pattern |
| followed in the HR App UI, offers some links to general OFBiz getting |
| started documentation and most importantly provides a list of activities |
| you can perform to get the HR App up and running.</para> |
| |
| <sect1> |
| <title>The User Interface</title> |
| |
| <para>This guide was written based on the OFBiz trunk in the Summer of |
| 2012 using the default Tomahawk theme. The information should be useful |
| for users of earlier versions and other themes. The screen shots may |
| look different from what you see in your version but not so much so that |
| you can not understand the gist of the features.</para> |
| |
| <para>With close to 100 screens, some which link to applications outside |
| of the HR App, it is easy for a new user to get lost. Knowing the common |
| UI pattern used in HR App, as described here, will help you stay |
| oriented.</para> |
| |
| <para>In OFBiz screens are collection of graphical user interface (GUI) |
| elements that provide an intuitive way to interact with applications. In |
| the back office applications, like Accounting, Marketing and Human |
| Resource, menus are the primary method of navigation between GUI |
| screens. The Application menu is the top level menu and links to a back |
| office administration application. Each application has an application |
| sub menu that is the top level menu within the application.</para> |
| |
| <para>The HR App Menu in the diagram, which we will refer as the HR App |
| menu in this document, is such a sub menu. The pattern of navigation |
| from the HR App menu is depicted in the diagram below.</para> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/OFBizMainScreen.gif" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para>Typically, but not always, HR App Menu items take their name from |
| an important application <glossterm |
| linkend="G_ENTITY">entity</glossterm>. For example you have Employees, |
| Employments, Employee Positions etc. All important information subjects |
| in human resource departments.</para> |
| |
| <para>Many of these menu items open a screen, we will call a <glossterm |
| linkend="G_MAIN_SEARCH_SCREEN">Main Search Screen</glossterm>, the top |
| layout in the above diagram. It has three screenlets 1. A link to a |
| screen for creating a new entity 2. A Search Options screenlet for |
| building a search filter 3. A search results screenlet that has columns |
| with navigation widgets to open other application areas.</para> |
| |
| <para>One of these navigation columns will open a screen we will call a |
| Feature Menu Screen. It has menu items for displaying / editing the |
| feature entity and it's supporting entities. The lower layout in the |
| diagram is an example of a Feature Menu Screen that shows a default |
| screen with summary information about the entity. The default screen is |
| sometimes an edit screen where the main entity can be edited and |
| updated.</para> |
| |
| <para>HR App Features that follow this pattern include:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="HUMANRES_FindEmployee">Employees</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link |
| linkend="HUMANRES_FindEmployments">Employments</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_ListEmplPositions">Employee |
| Position</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_FindPerfReviews">Performance |
| Review</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_FindPartySkills">Skills</link> |
| <footnote> |
| <para>This entity does not link to a Feature Menu Screen. Entity |
| editing and update are done in the Search Results.</para> |
| </footnote></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_FindPartyQuals">Qualifications</link> |
| <superscript>1</superscript></para> |
| </listitem> |
| |
| <listitem> |
| <para><link |
| linkend="HUMANRES_FindJobRequisitions">Recruitment</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_FindEmploymentApps">Employment |
| Applications</link> <superscript>1</superscript></para> |
| </listitem> |
| |
| <listitem> |
| <para><link |
| linkend="HUMANRES_FindPartyResumes">Resumes</link></para> |
| </listitem> |
| |
| <listitem> |
| <para><link linkend="HUMANRES_FindEmplLeaves">Leave</link></para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Getting Started With OFBiz</title> |
| |
| <para>If you are just getting started with OFBiz you will want to read |
| the <command |
| xlink:href="https://cwiki.apache.org/OFBADMIN/demo-and-test-setup-guide.html" |
| xlink:show="new">Demo and Test Setup Guide</command>. If you are |
| reviewing the application you will likely want to run the load-demo ant |
| task for this purpose. This will load the seen HR data for Global HR |
| Settings plus demo users and selected user HR data.</para> |
| |
| <para>If you are setting up for production you should have read <command |
| xlink:href="https://cwiki.apache.org/confluence/display/OFBTECH/Apache+OFBiz+Technical+Production+Setup+Guide#ApacheOFBizTechnicalProductionSetupGuide-InitialDataLoading" |
| xlink:show="new">Apache OFBiz Technical Production Setup |
| Guide</command>. Follow the instructions on Initial Data Loading. If you |
| run the ant task load-seed the data for the HR Portlet, <link |
| linkend="HUMANRES_EditSkillType">Global HR2 Settings</link>, and the |
| Human Resource security settings admin, view, create, update, and delete |
| are loaded.</para> |
| |
| <para>If you are going to be writing pay checks you will need to set up |
| the Accounting feature, see <command |
| xlink:href="https://cwiki.apache.org/confluence/display/OFBIZ/Quick+Start+-+Basic+Accounting+Setup" |
| xlink:show="new">Quick Start - Basic Accounting Setup.</command></para> |
| </sect1> |
| |
| <sect1> |
| <title>Getting Started With HR App</title> |
| |
| <para>Here is a list of activities you can follow that will help you get |
| HR App up and running in your company.</para> |
| |
| <sect2> |
| <title>Reference Data</title> |
| |
| <para>Reference data in the HR App are the items used in |
| drop-down-list for the purpose of classifying other information or |
| limiting user selections. These list are managed in <link |
| linkend="HUMANRES_EditSkillType">Global HR Settings</link>, review all |
| of the information in that feature to make sure the list items make |
| sense for your business. Some list items in HR App are not exposed in |
| Global HR Settings. To customize those list use <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data |
| Maintenance</link> described in the HR App Intra-Application |
| Integration chapter.</para> |
| </sect2> |
| |
| <sect2> |
| <title>People</title> |
| |
| <para>In this section we will set up information about people. After |
| completing this section you will be able to answer questions about |
| people and their skills, qualifications and experience.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add employees and people who may be applicants or contract |
| employees. You add employees using the <link |
| linkend="HUMANRES_FindEmployee">New Employee</link> screen. Add |
| other people to your system using the Party Manager application. |
| See HR App Intra-Application Integration <link |
| linkend="INTRA_APPL_INTEGRATION_CREATE_PERSON">Create |
| Person</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add the skills and qualifications for the people you added |
| in the prior step. For employees you can use the <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link> menu item and |
| <link linkend="HUMANRES_EditEmployeeQuals">Qualifications</link> |
| menu item in the Employees Feature Menu Screen. For non employees |
| (and employees) you can use the <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link> and <link |
| linkend="HUMANRES_EditEmployeeQuals">Qualifications</link> |
| features.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add employee resumes using <link |
| linkend="HUMANRES_EditPartyResume">Resume</link> feature.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add training classes in the <link |
| linkend="HUMANRES_TrainingCalendar">Training</link> feature and |
| class participants</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Department Organization</title> |
| |
| <para>In this section we will set up your organization structure using |
| the GUI tree interface in the <link linkend="HUMANRES_main">Main |
| Window</link>.</para> |
| |
| <para><itemizedlist> |
| <listitem> |
| <para>In the HR App your organization structure is a tree built |
| of <link linkend="G_INTERNAL_ORGANIZATION">internal |
| organizations.</link> You will create the internal organizations |
| using the Party application and then link them together using |
| the HR App GUI Tree in <link linkend="HUMANRES_main">Main |
| Window</link>. See <link |
| linkend="INTRA_APPL_INTEGRATION_CREATE_INTERNAL_ORG">Create |
| Internal Organization</link> to learn how to create Internal |
| Organizations.</para> |
| </listitem> |
| |
| <listitem> |
| <para>After creating your Internal Organizations link them |
| together into an organization structure using the context menu |
| in the tree widget. Right click on an organization icon. Select |
| a internal organization from the drop-down list. The |
| organization is added to the tree beneath the selected |
| node</para> |
| </listitem> |
| </itemizedlist></para> |
| </sect2> |
| |
| <sect2> |
| <title>Employments</title> |
| |
| <para>Now that we have people and organizations in our application we |
| can bring them together in an employment. An employment is a |
| relationship between person (who must be an employee) to an internal |
| organization. The employment relationship tracks information about |
| employees benefits, preferences and employment agreement.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create an employment using the <link |
| linkend="HUMANRES_EditEmployment">Employments</link> |
| feature.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add <link |
| linkend="HUMANRES_EditPartyBenefits">Benefits</link> and <link |
| linkend="HUMANRES_EditPayrollPreferences">Preferences</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>You can establish a formal agreement for the employment in |
| the <link |
| linkend="HUMANRES_EditAgreementEmploymentAppls">Agreement |
| Employment Applications</link> screen</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Positions</title> |
| |
| <para>At this point we have people and organizations and an employment |
| agreement that specifies the terms of the employment. It's time to |
| give the employee something to do so in this section you will set up |
| positions (jobs). As you set up your positions you can add |
| responsibilities and reporting structure.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add jobs in the <link |
| linkend="HUMANRES_EditEmplPosition">Employee Position</link> |
| feature.</para> |
| </listitem> |
| |
| <listitem> |
| <para>You can list the responsibilities of a position over time |
| using the <link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Responsibilities</link> |
| screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>You can set up a reporting structure for positions using the |
| <link |
| linkend="HUMANRES_EditEmplPositionReportingStructs">Reporting |
| Structure</link> screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>After you have created a job you bind it to a person (who be |
| an employee or a contract employee) using <link |
| linkend="HUMANRES_EditEmplPositionFulfillments">Fulfillments</link></para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Recruiting</title> |
| |
| <para>The business is growing and you need help. Hear is how you can |
| recruit new employees.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>User the <link |
| linkend="HUMANRES_FindJobRequisitions">Recruitment</link> feature |
| to requisition new jobs.</para> |
| </listitem> |
| |
| <listitem> |
| <para>After a requisition is created you post the job using <link |
| linkend="HUMANRES_FindInternalJobPosting">Internal Job |
| Posting</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Applicants can apply for positions in the <link |
| linkend="HUMANRES_FindEmploymentApps">Employment |
| Applications.</link></para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Security</title> |
| |
| <para>HR App display and usage is controlled by OFBiz security which |
| depending on a users role allows or prevents a user from seeing |
| information in or taking action on HR App features. General |
| information about Security is discussed in the <link |
| linkend="SECURITY">Security</link> chapter.</para> |
| </sect2> |
| </sect1> |
| </chapter> |
| |
| <chapter xml:id="HUMANRES_main"> |
| <title>Main Window</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/MainCompanyTreeView.jpg" |
| format="jpg" scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs -</emphasis> Applications > |
| HR</para> |
| |
| <para>The Main window is the entry point into the HR App and displays the |
| Company tree view for navigating to key HR App items.</para> |
| |
| <para><emphasis role="bold"> Nodes In the Company Tree</emphasis></para> |
| |
| <para>There are three node types in the tree, each identified by a |
| different icon. The top of the tree represents your Company, the highest |
| level in the HR App organization. The Company and departments under the |
| Company can have children departments or positions. Under positions are |
| the people who fulfill the position.</para> |
| |
| <para>See: <command |
| xlink:href="https://cwiki.apache.org/OFBENDUSER/apache-ofbiz-business-setup-guide.html#ApacheOFBizBusinessSetupGuide-generalCompanySetup" |
| xlink:show="new">OFBiz General Company Setup</command> for directions on |
| replacing the root "Your Company Name Here [Company]" with the name of |
| your company.</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Navigate the HR Organization to view departments, positions and |
| people</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add or remove a department</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add a person</para> |
| </listitem> |
| |
| <listitem> |
| <para>Quickly open the profile of any item in the tree</para> |
| </listitem> |
| |
| <listitem> |
| <para>If the item is a position you can add a person to fulfill the |
| position</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Click on an tree node to open the profile view of the item |
| represented by the node</para> |
| </listitem> |
| |
| <listitem> |
| <para>Right click on a node to open a pop up context menu</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Context Menu Actions</emphasis></para> |
| |
| <para>Right click on a node in the Company tree to open the context |
| menu.</para> |
| |
| <para><emphasis role="bold">Organization Node Options</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add Employee Position: Select to open the <link |
| linkend="HUMANRES_EditEmplPosition">Employee Position</link> |
| screenlet</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add Internal Organization: Select opens a drop down list of |
| internal organization Id's. Select an id and click create. The |
| organization name is added below the current node.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Remove Internal Organization: Select Remove Internal |
| Organization. You are prompted to confirm. Click OK. The organization |
| is remove from the tree.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Position Node Option:</emphasis> Add Person: |
| Select to open the <link |
| linkend="HUMANRES_EditEmplPositionFulfillments">Add Position |
| Fulfillment</link> screenlet.</para> |
| </chapter> |
| |
| <chapter xml:id="HUMANRES_FindEmployee"> |
| <title>Employees</title> |
| |
| <para>The Employees feature manages information about people who have an |
| <glossterm linkend="G_EMPLOYMENT">employment</glossterm> relationship with |
| your Company or one of it's departments. This features include an |
| <glossterm linkend="G_EMPLOYEE">employee</glossterm> Profile, a display of |
| all employee related information in a single screen and facilities for |
| managing employee skills, qualifications, training, leave and payroll |
| history.</para> |
| |
| <sect1> |
| <title>Find Employee</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeesMain.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis> - HR Human Resources |
| > Employees</para> |
| |
| <para><emphasis role="bold">Usage</emphasis> - In the Employees screen |
| you can create a new employee, search for an existing employee and view |
| a list of employees. Selecting an employee in the list opens the |
| employees profile and other screens associated with the employee. The |
| Employees screen is divided in three screenlets, they are described in |
| the following sections.</para> |
| |
| <sect2 xml:id="HUMANRES_NewEmployee"> |
| <title>New Employee</title> |
| |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/EmployeeNewEmployee.png" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Employees - Click New Employee</para> |
| |
| <para><emphasis role="bold">Usage</emphasis> - Create a new |
| Employee.</para> |
| |
| <para><emphasis role="bold">Actions</emphasis> - Click so save a new |
| Employee.</para> |
| </sect2> |
| |
| <sect2> |
| <title>Find an employee</title> |
| |
| <para><emphasis role="bold">Breadcrumbs - </emphasis>Human Resources |
| > Employees</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Find an employee using |
| search criteria.</para> |
| |
| <note> |
| <para>Only Employees Are Found.</para> |
| |
| <para>Use the Party Manager application to get information about |
| people who are not employees.</para> |
| |
| <para>To do this: In the Applications menu select Party, enter |
| search criteria to search for the person, to return the HR App |
| select HR from the Applications menu.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Party ID - Must be the id of a party who is an |
| employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>User Login - The identifier used to login to OFBiz</para> |
| |
| <note> |
| <para>An employee may have zero or more user logins.</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>Last name - Employee last name</para> |
| </listitem> |
| |
| <listitem> |
| <para>First name - Employee first name</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <para>Actions are described from the left to right, top to bottom of |
| the Find an employee screen.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Contact Information radio buttons - Displays or hides |
| additional criteria fields.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Lookup Party button (title bar): Opens a list of employees |
| based on the criteria entered.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Hide Fields / Show Lookup Fields button (title bar): Hides / |
| shows the filter fields in the "Find an employee" |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Lookup Party icon (right of Party Id field): Opens a pop up |
| search form that finds a Party Id. Use the form to find employees |
| by id or first and last name when you do not know the employee id. |
| Remember the search is only for employees and not all people are |
| employees.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Lookup Party button(button center of "Find an employee" |
| footer): Opens a list of employees using the criteria in the "Find |
| an employee" screenlet (same as Lookup Party in the title |
| bar).</para> |
| </listitem> |
| |
| <listitem> |
| <para>Show all records button: Opens a list of all employees (same |
| as selecting Lookup Party without entering a criteria).</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Parties found</title> |
| |
| <para>This section list the employees found by the Find an employee |
| search.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>PARTY ID: The unique identifier for the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>USER LOGIN: The user login for the employee. May be |
| "(None)", "(Many)" in the case where an employee has no or more |
| then one login.</para> |
| </listitem> |
| |
| <listitem> |
| <para>NAME: The last name, first name of the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>TYPE: The party type of the employee. Typically |
| "Person"</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Party Id link (left column in Parties Found list): Opens the |
| employees profile.</para> |
| </listitem> |
| |
| <listitem> |
| <para>DETAILS button (right column in Parties Found list): Opens |
| the employees profile (same as clicking the Party Id link).</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EmployeeProfile"> |
| <title>Profile (Employee)</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeProfile.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para>The Profile screen for an employee is a collection of screenlets |
| each presenting information about a different aspect of the employee. It |
| is the first item on a menu that has screens for other information |
| related to the employee.</para> |
| |
| <para>Usage</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>View a summary of information on an employee in a single |
| screen</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update Personal Information</para> |
| </listitem> |
| |
| <listitem> |
| <para>View, create, update, and expire employee contact |
| information</para> |
| </listitem> |
| |
| <listitem> |
| <para>View and create a list of related accounts</para> |
| </listitem> |
| |
| <listitem> |
| <para>View training records</para> |
| </listitem> |
| |
| <listitem> |
| <para>View employment information</para> |
| </listitem> |
| |
| <listitem> |
| <para>View, create, and update login id's, update security |
| group</para> |
| </listitem> |
| |
| <listitem> |
| <para>View and create party attributes</para> |
| </listitem> |
| |
| <listitem> |
| <para>Upload party content</para> |
| </listitem> |
| |
| <listitem> |
| <para>View and create notes</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Each of the Profile screenlets are described |
| in the sections that follow.</emphasis></para> |
| |
| <sect2> |
| <title>Personal Information Screenlet</title> |
| |
| <para>The Personal Information screenlet has only a few of the fields |
| available in OFBiz for recording information about an employee. You |
| can collect and edit additional information by clicking the Update |
| link in the title bar.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Party Id: The id of a employee associated with the profile |
| information</para> |
| </listitem> |
| |
| <listitem> |
| <para>Name: The first and last name of the employee</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments: A comment associated with the employee</para> |
| </listitem> |
| |
| <listitem> |
| <para>External Id: The id of an external login system e.g. An LDAP |
| server</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID: Available status: Enabled, Disabled, and |
| Assigned.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action </emphasis>Update title bar button: |
| Edit Personal Information</para> |
| </sect2> |
| |
| <sect2> |
| <title>Contact Information Screenlet</title> |
| |
| <para>The Contact Information screenlet summarizes contact details for |
| multiple channels including:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Electronic Address</para> |
| </listitem> |
| |
| <listitem> |
| <para>Postal Address</para> |
| </listitem> |
| |
| <listitem> |
| <para>Phone Number</para> |
| </listitem> |
| |
| <listitem> |
| <para>Email Address</para> |
| </listitem> |
| |
| <listitem> |
| <para>Internet IP Address</para> |
| </listitem> |
| |
| <listitem> |
| <para>Internet Domain Name</para> |
| </listitem> |
| |
| <listitem> |
| <para>Web URL/Address</para> |
| </listitem> |
| |
| <listitem> |
| <para>Internal Party Note</para> |
| </listitem> |
| |
| <listitem> |
| <para>LDAP Address</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create New - Opens the Create New Contact Information |
| screen</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update - Click to change information or add a contact |
| purpose. You can add a contact purpose when you create and Email |
| Address, Phone Number or LDAP Address. Use Update to add a contact |
| purpose to Postal Address or Web URL/Address. You can not add a |
| purpose to Electronic Address, Internet IP Address, Internet |
| Domain Name and Internal Party Note</para> |
| </listitem> |
| |
| <listitem> |
| <para>Expire - Click to sets the through date (not visible the |
| user) on the contact item. The item is no longer displayed in |
| Contact Information.</para> |
| </listitem> |
| |
| <listitem> |
| <para>lookup:anywho.com (only in Phone Number)- Click opens |
| http://www.anywho.com/reverse-lookup in a new browser |
| window</para> |
| </listitem> |
| |
| <listitem> |
| <para>Look up White pages (only in Phone Number) - Click opens |
| http://www.whitepages.com/search in a new browser window</para> |
| </listitem> |
| |
| <listitem> |
| <para>Send Mail (only in Email Address) - Opens a new |
| communications event. For help see Send Email in the OFBiz Support |
| Apps document.</para> |
| </listitem> |
| |
| <listitem> |
| <para>open page in new window (only in Web URL/Address) - Click to |
| open the address in a new browser window.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>List Related Accounts Screenlet</title> |
| |
| <para>Accounts are created in the SFA Manger application See SFA |
| Manager Accounts SFA. Listing an account in the Profile provides a |
| quick link in the HR App to the profile of the account.</para> |
| |
| <para><emphasis role="bold"> To Add a Related |
| Account:</emphasis></para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Click Create New to add an account to your Profile</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Lookup Icon</para> |
| </listitem> |
| |
| <listitem> |
| <para>Select from the list of Id's.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Add</para> |
| </listitem> |
| |
| <listitem> |
| <para>The Account is added to the list of Related Accounts in your |
| profile.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Click the From Party Id |
| field (in brackets and bold) to open the Related Account |
| profile.</para> |
| </sect2> |
| |
| <sect2> |
| <title>Training Screenlet</title> |
| |
| <para>The Training screenlet displays a list of classes that have been |
| assigned to this person.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>From Date - Start date time for training</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - End date time for training</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Type - Name describing class category. See : |
| <link linkend="HUMANRES_EditTrainingTypes">Training Class |
| Type</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Status - One of Applied, Approved, Assigned, |
| Proposed or Rejected</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - Person with authority to approve |
| training</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>For more information see: <link |
| linkend="HUMANRES_TrainingCalendar">Training</link></para> |
| </sect2> |
| |
| <sect2> |
| <title>Current Employment information Screenlet</title> |
| |
| <para><emphasis role="bold">Usage -</emphasis> This screenlet shows |
| the employee's department, position and salary.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Company - The organization unit to which the employee is |
| assigned</para> |
| </listitem> |
| |
| <listitem> |
| <para>Position - Position(s) held by the employee</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary - Employee salary</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Company [some text]: Click to open Company profile<note> |
| <para>The Profile opened is in the Party Manager application. |
| To return to the HR App select Applications > HR</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Position [some text]: Click to open position Summary |
| screen.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>User Name(s) Screenlet</title> |
| |
| <para><emphasis role="bold">Usage -</emphasis> The User Name(s) |
| screenlet manages user logins and security settings. Logins give a |
| user the ability log into an OFBiz application while security settings |
| control what the user can do while logged on.</para> |
| |
| <para>Users with create privileges in the Party Manager application |
| have the ability to create user logins and then to manage the login |
| password and security setting. Others will see a list user login names |
| and status (ENABLED or DISABLED).</para> |
| |
| <para>Users may have no user login or multiple logins. Each login has |
| it's own set of security settings so multiple logins provide |
| flexibility in controlling a users connection to OFBiz |
| applications.</para> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create New text in title bar: Opens the Create User Login |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Edit button: Opens the Edit Login screen where a user can |
| update the login or change the password.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Security Groups button: Opens the |
| AddUserLoginToSecurityGroup screenlet where you can add, update or |
| delete <glossterm linkend="G_SKILL_GROUP">Security |
| Groups</glossterm>.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Party Attribute(s) Screenlet</title> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Party Attributes |
| provide an ability for users to attach arbitrary names and values to |
| people. These name value pairs can be used in different ways to extend |
| the information collected about a person without having to make |
| changes to the database.</para> |
| |
| <para>For example, a name could be added "On Company Team" with a |
| value "Football". A report could be created for employees grouped by |
| Company Team.</para> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create New title bar button: Opens the Party Attribute |
| screenlet where you can create name value pairs for the |
| party.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Edit button: Click to open Party Attribute screenlet where |
| you can update name value pairs for the party.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Party Content Screenlet</title> |
| |
| <para><emphasis role="bold">Usage -</emphasis> The Party Content |
| screenlet provides a means to load content to the OFBiz Content |
| Manager application. You can use this feature to load your picture for |
| display in your profile.</para> |
| |
| <para><emphasis role="bold">Action -</emphasis> To load an image for |
| display in the Personal Information screenlet:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Click Browse and select an image using the native file |
| search</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the drop-down list select Logo Image URL</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Is Public select Yes</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Upload.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>After a screen refresh the selected image will appear above |
| Party Id in the Personal Information as Personal Image</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Content Id - A unique content identifier linking the |
| employee to the content</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Type - One of Internal Content, User Defined |
| Content, Logo Image URL, or Vendor Shipping Info</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Name - A user defined name for the content</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Description - A user defined description of the |
| content</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content mime type - One of application/octet-stream, |
| application/pdf, image/gif, image/jpeg, text/html, text/plain, or |
| text/x-diff</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status- One of Available Deactivated, Final Draft, In |
| Progress, Initial Draft, Published, or Revised Draft</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Content Id button: Opens the dedicated Party Content |
| screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>View button: Click to open content. Content will open in a |
| viewer appropriate for the content type.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Remove button: Deletes the record</para> |
| </listitem> |
| |
| <listitem> |
| <para>Browse button: Opens system file upload</para> |
| </listitem> |
| |
| <listitem> |
| <para>Upload button: Uploads file to OFBiz runtime > upload |
| folder. A record is created in Content Manager.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>You can manage the uploaded content in OFBiz content manager. |
| To find the content:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>In the main Applications menu select Content.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Content Manager Menu select Content</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the content id filed enter the content id as displayed |
| in the Party Content list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Find</para> |
| </listitem> |
| </orderedlist> |
| </note> |
| </sect2> |
| |
| <sect2> |
| <title>Notes Screenlet</title> |
| |
| <para><emphasis role="bold">Usage -</emphasis> In the Notes screenlet |
| you can create and display notes. Notes may not be updated after they |
| are created.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Note Name - Required name for the note. The text of the node |
| is to the right of the name.</para> |
| </listitem> |
| |
| <listitem> |
| <para>By - Name of the person who created the note.</para> |
| </listitem> |
| |
| <listitem> |
| <para>At - Date time note was entered</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_ListEmployments"> |
| <title>Employments</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeEmployments.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > Click Details > Click Menu |
| Item Employments</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> This screen displays a |
| convenient list of <glossterm |
| linkend="G_EMPLOYMENT">Employments</glossterm> for an employee, however |
| usually a person will have only a single employment. You can navigate to |
| the employee profile to view summary information on the employee or to |
| the employment edit page in the <link |
| linkend="HUMANRES_FindEmployments">Employments</link> feature to edit |
| the employment.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION">Internal |
| Organization</glossterm></para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party |
| Id</glossterm> of the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Hire date</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Last day of employment.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_TERMINATION_REASON">Termination |
| Reason</glossterm> Id - The reason for the. Reasons are defined in |
| Global HR Settings <link |
| linkend="HUMANRES_EditTerminationReasons">Termination |
| Reasons</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_TERMINATION_TYPE">Termination |
| Type</glossterm> Id - The type of termination. Types are defied in |
| Global HR Settings <link |
| linkend="HUMANRES_EditTerminationTypes"><link |
| linkend="HUMANRES_EditTerminationTypes">Termination |
| Type</link></link>.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>DemoEmployee button: Opens the PROFILE screen<note> |
| <para>This action is the same as clicking on the Profile menu |
| item adjacent to this item.</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Edit button: Opens the Edit Employment screen in the <link |
| linkend="HUMANRES_FindEmployments">Employments</link> |
| feature.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_ListEmplPositions"> |
| <title>Employee Position</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeListEmplPositions.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Employee Position</para> |
| |
| <para>Usage - This screen displays a convenient list of <glossterm |
| linkend="G_POSITION">positions</glossterm> for an employee. Employee |
| positions are created and managed in the <link |
| linkend="HUMANRES_EditEmplPosition">Employee Position</link> feature. |
| From this screen you can navigate to the employee position profile |
| screen of the employee to view summary information on the employees |
| position. Click the link button in the party id column to navigate to |
| the profile of the <link linkend="G_INTERNAL_ORGANIZATION">internal |
| organization</link> authorized to fill the position.</para> |
| |
| <para>To edit position information see <link |
| linkend="HUMANRES_EditEmplPosition">Edit Employee Position</link></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planed |
| For.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm><glossterm linkend="G_PARTY_ID">Party |
| Id</glossterm></glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_BUDGET_ID">Budget Id</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_BUDGET_SEQUENCE_ID">Budget Item Sequence |
| Id</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_EMPLOYEE_POSITION_TYPE">Employee |
| Position Type</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Estimate From Date - May be used for budgeting</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Estimate Thru Date - May be used for budgeting</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_SALARY_FLAG">Salary |
| Flag</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_EXEMPT_FLAG">Exempt |
| Flag</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_FULLTIME_FLAG">Fulltime |
| Flag</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_TEMPORY_FLAG">Temporary |
| Flag</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Actual From Data - May be used for financial and regulatory |
| reporting</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Actual Thru Data - May be used for financial and regulatory |
| reporting</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Position Id text link: Click to open the Summary |
| screen (profile) in the Employee Position feature for the employee |
| position</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Party Id button: Click to open profile screen of the |
| organization assigned to the position</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmployeeSkills"> |
| <title>Skills</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeSkills.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Skills</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> You can assign a skill to |
| an employee or organization in the Skills screen. Assign numeric values |
| to <link linkend="G_YEARS_EXPERIENCE">Years Experience</link>, <link |
| linkend="G_RATING">Rating</link> and <link linkend="G_SKILL_LEVEL">Skill |
| Level</link> to provide objective criteria for discriminating between |
| resources with the same skill. These attributes can be used in the <link |
| linkend="HUMANRES_FindPartySkills">Skills</link> feature to locate |
| resources with a needed skill.</para> |
| |
| <para>You manage skill in <link linkend="HUMANRES_EditSkillType">Global |
| HR Settings</link> by creating new skill groups and skills or editing |
| existing skills. You can search for employees skills as well as manage |
| employee skills in the <link |
| linkend="HUMANRES_FindPartySkills">Skills</link> feature.</para> |
| |
| <para><emphasis role="bold">. Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Person Id - The unique identifier of the person assigned the |
| skill.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Skill - The skill name from <link |
| linkend="HUMANRES_EditSkillType">Global HR Settings</link></para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_YEARS_EXPERIENCE">Years Experience</link> - A |
| numeric value identifying the number of years of experience.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_RATING">Rating</link> - A numeric value that |
| can be used as a filter for finding and reporting on skills in the |
| company.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_SKILL_LEVEL">Skill Level</link> - A numeric |
| value that can be used as a filter for finding and reporting on |
| skills in the company</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button - Click to add a skill to an employees list of |
| skills</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update button - Click to update changes Years Experience, |
| Rating and Skill Level</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Delete button - Click to delete a skill from the employee's |
| skill list. Deleted skills can not</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmployeeQuals"> |
| <title>Qualifications</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeEditEmployeeQuals.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Qualifications</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>You can assign a <link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">qualification</link> to a person |
| or an organization to track their ability to perform a job.</para> |
| |
| <para>You can search and also assign qualifications in the |
| Qualifications feature. You can manage qualification groups and types in |
| Global Settings Qualification Type.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">Qualification</link> - The |
| Qualification name.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The start date of the qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification Desc - A user defined description of the |
| qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Title - A user defined title of the qualification</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status - One of completed, deferred or incomplete may be used |
| to indicate if state of the qualification for the party.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Verify Status - Indicates if the validity of the qualification |
| has be checked.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end date of the qualification i.e. The |
| expiration date of a drivers license</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update button: Click to save changes to the |
| qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the qualification. The |
| qualification is deleted and can not be restored.</para> |
| |
| <note> |
| <para>Instead of deleting a qualification it is better to set the |
| thru date.</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>Create button: Click to create a new qualification for the |
| party.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmployeeTrainings"> |
| <title>Training</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeTraining.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Training</para> |
| |
| <para><emphasis role="bold">Usage </emphasis>- This screen presents a |
| list of a persons training status. Training is managed in the <link |
| linkend="HUMANRES_FindTrainingStatus">Training Status</link> screen in |
| the Calendar feature. Classes classes can be created and participants |
| assigned in <link linkend="HUMANRES_TrainingCalendar">Training |
| Calendar</link>.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Party Id - The unique identifier for person |
| associated with the training list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Request Id - The identifier for the request for this |
| person to attend the training.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Type - The name of the training class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Work Effort Id - This field can be ignored by the user.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date and time the training starts</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date and time the training ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status - The approval status for the person for this class. |
| May be one of</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reason - Reason for training</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Party Id button: Click to open the employees profile |
| in the OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party button: Click to open the approvers profile in |
| the OFBiz Party Manager application.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <warning> |
| <para>The OFBiz Party Manager application is separate from the HR App. |
| To return to the HR App Select HR from the Applications menu. You will |
| be returned to the main <link linkend="HUMANRES_main">Main</link> |
| screen.</para> |
| </warning> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmployeeLeaves"> |
| <title>Leave</title> |
| |
| <para>Payroll history displays a list of invoices</para> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeeEditEmployeeLeaves.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Training Leave</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>An employee can use this |
| screen to request leave. The List Leave screenlet is a list all of the |
| leave records for the employee. An employee can also create a leave |
| request in the Add Employee Leave screenlet.</para> |
| |
| <para>Any user with Human Resource Employee permission can view and |
| request leave for any other employee. Only users with Human Resource |
| Approver permission can update or approve a leave request.</para> |
| |
| <para>Leave request are managed in the <link |
| linkend="HUMANRES_FindEmplLeaves">Leave</link> feature where in addition |
| to requesting leave an approver may review and approve assigned request. |
| Leave types and reasons are managed by the administrator in the <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings Employee Leave |
| Type</link> feature.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Leave Type Id - The name of a leave type. Leave types are |
| defined in <link linkend="HUMANRES_EditEmplLeaveTypes">Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The data the leave starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user entered description of the leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update button: Click to save changes to a leave record.<note> |
| <para>You must have update or administrator permission to update |
| a leave request.</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Create button: Create button: Click to create a leave |
| request.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id button: Click to open the employees profile |
| in the OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party button: Click to open the approvers profile in |
| the OFBiz Party Manager application.</para> |
| |
| <warning> |
| <para>The OFBiz Party Manager application is separate from the HR |
| App. To return to the HR App Select HR from the Applications menu. |
| You will be returned to the main Main screen.</para> |
| </warning> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_PayrollHistory"> |
| <title>Payroll History</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmployeePayrollHistory.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employees > Click Lookup Party > In Parties Found Click Details |
| > Click Menu Item Payroll History</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> The Payroll History |
| screen displays a list of invoices for the employee. Generally these are |
| payroll or commission invoices. The invoices life cycle from creation |
| through payment is done in the Accounting application.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Invoice ID - The distance identifier of the invoice. This |
| number can be used to find the invoice in the Accounting |
| application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Invoice Type - Identifies the type of invoice. This will |
| typically be Payroll.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Invoice Date - Date the invoice was created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Invoice Status - Status may be In-Processes (can be edited), |
| Approved (has been reviewed, can not be edited), Ready (post to GL), |
| Paid (post to GL)</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user entered description of the |
| invoice.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Party - The employee identified by the <link |
| linkend="G_PARTY_ID">party id</link> . The invoice is in effect from |
| the employee to the company.</para> |
| </listitem> |
| |
| <listitem> |
| <para>To Party - The party the invoice is to. For payroll this will |
| typically by your company identified by the <link |
| linkend="G_PARTY_ID">party id</link> .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Total - Amount paid. For a payroll invoice this will typically |
| be less then the gross amount of the invoice due to deductions for |
| taxes and benefits etc</para> |
| </listitem> |
| |
| <listitem> |
| <para>Outstanding Amount - Any unpaid amount due on the |
| invoice.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Invoice Id - Click to open the invoices Overview screen in the |
| Accounting application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Party - Click to open the Fin. History screen for the |
| From Party party id the OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>To Party - Click to open the Fin. History screen for the To |
| Party party id the OFBiz Party Manager application.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <warning> |
| <para>The OFBiz Accounting and Party Manager applications are separate |
| from the HR App. To return to the HR App Select HR from the |
| Applications menu. You will be returned to the main Main |
| screen.</para> |
| </warning> |
| |
| <sect2> |
| <title>Invoice Overview</title> |
| |
| <note> |
| <para>Description of the Invoice Overview screen is outside the |
| scope of this document.</para> |
| </note> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/AccountingSetInvoiceStatus.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| </sect2> |
| |
| <sect2> |
| <title>Party Financial History</title> |
| |
| <note> |
| <para>Description of the Party Financial History screen is outside |
| the scope of this document.</para> |
| </note> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/PartyManagerPartyFinancialHistory.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| </sect2> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Employments</title> |
| |
| <para>An employment is a relationship between a person and your Company. |
| The HR App tracks employment benefits, pay history, unemployment claims |
| and employment agreements for each employed person.</para> |
| |
| <para>When you create new employee using the <link |
| linkend="HUMANRES_NewEmployee">New Employee</link> screen the employee |
| relationship is created for you automatically. If there is an a person |
| that was entered into the application by some other means you will have to |
| create the employee relationship manually in the Party Manager |
| application.</para> |
| |
| <para>The employment record includes the start and end date of the |
| employment. When the employment ends you include the type of termination |
| and reason. For example and employee may have been let go for poor |
| performance. The type would be fired the reason incompetence.</para> |
| |
| <sect1 xml:id="HUMANRES_FindEmployments"> |
| <title>Search Employments</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use the Employments |
| screen to create an <glossterm |
| linkend="G_EMPLOYMENT">employment</glossterm>, search for an existing |
| employments. Use Search Options to refine the search. Selecting an |
| employment from the list opens the Edit Employment screen.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_INTERNAL_ORGANIZATION">Internal |
| Organization</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party |
| id</glossterm> of the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Hire date</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Last day of employment.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Termination Reason Id - The reason for the. Reasons are |
| defined in Global HR Settings <link |
| linkend="HUMANRES_EditTerminationReasons">Termination |
| Reasons</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Termination Type Id - The type of termination. Types are |
| defied in Global HR Settings <link |
| linkend="HUMANRES_EditTerminationTypes"><link |
| linkend="HUMANRES_EditTerminationTypes">Termination |
| Type</link></link>.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Employment button: Click to open the screen to create a |
| new employment for a person or organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of employments. Displays a list |
| of employments in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id button: Click to open the employees <link |
| linkend="HUMANRES_EmployeeProfile">Profile</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Edit button: Opens the Edit Employment screen. This is a |
| gateway to the other employment screens: benefits, pay history, |
| unemployment claims and employment agreements</para> |
| </listitem> |
| </itemizedlist> |
| |
| <sect2> |
| <title>New Employment</title> |
| |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/EmploymentNewEmployment.png" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Employments Click New Employment</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Create a New Employment |
| relationship between and <glossterm |
| linkend="G_INTERNAL_ORGANIZATION">internal organization</glossterm> |
| and an <glossterm linkend="G_EMPLOYEE">employee.</glossterm> Sets the |
| start date for the employment.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION">internal |
| organization</glossterm></para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id - The <glossterm |
| linkend="G_PARTY_ID">party id</glossterm> of the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Hire date</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action - </emphasis>Create button: Click |
| to create the employment.</para> |
| </sect2> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmployment"> |
| <title>Edit Employments</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>This screen is used to |
| create or edit and update an employment. In the Main Search Screen it is |
| opened in create mode by clicking the New Employment button or update |
| mode by clicking the Edit button in Search Results.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>From Date - Hire date</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Last day of employment.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Termination Reason Id - The reason for the. Reasons are |
| defined in Global HR Settings <link |
| linkend="HUMANRES_EditTerminationReasons">Termination |
| Reasons</link>.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Termination Type Id - The type of termination. Types are |
| defied in Global HR Settings <link |
| linkend="HUMANRES_EditTerminationTypes"><link |
| linkend="HUMANRES_EditTerminationTypes">Termination |
| Type</link></link>.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action - </emphasis> Update button: Click to |
| create or update changes to a employment record.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditPartyBenefits"> |
| <title>Party Benefits</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentCreatePartyBenefit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit > Click Party |
| Benefits</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add an employee benefit</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update an employee benefit</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete an employee benefit</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>At this time Party benefits are not integrated with the OFBiz |
| Accounting application.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Benefit Type Id - A name describing the benefit. See <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data |
| Maintenance</link> to manage Benefit Type Id .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the benefit ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Period Type Id - The time period covered by the cost.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Cost - Cost of the benefit over the Period Type.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual Employer Paid Percentage</para> |
| </listitem> |
| |
| <listitem> |
| <para>Available Time - Use to track time off for vacation, sick |
| leave and other benefits of that nature</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>Use Web Tools <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data |
| Maintenance</link> to manage Benefit Type Id. The entity name is |
| BenefitType.</para> |
| </note> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add button: Click to add a benefit.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the benefit. The benefit is |
| deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditPayrollPreferences"> |
| <title>Payroll Preferences</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentPayrollPreferences.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit > Payroll |
| Preferences</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add a payroll preference</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update a payroll preference</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete a payroll preference</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>At this time the Payroll Preferences are not integrated with the |
| OFBiz Accounting application.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Payroll Preference SequenceId - This is an identifier to |
| distinguish between different preference for the same employee.<note> |
| <para>This value is required during data entry but is over |
| written with an OFBiz generated sequential number.</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Deduction Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Payment Method Type - Offers options for how the employee |
| would like to be paid.</para> |
| |
| <note> |
| <para>HR App demo data contains many payments types that may not |
| be appropriate for paying an employee. Who wants to be paid by |
| Gift Card? Use Web Tools <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data |
| Maintenance</link> to manage Payment Type. The entity name is |
| PaymentMethodType.</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>Period Type Id - Identifies the frequency of payment.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date when this preference ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Percentage - The percentage of total pay to be paid using |
| payment preference.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Flat Amount - A flat amount of pay to be paid using payment |
| preference.<note> |
| <para>Percentage and Flat Amount are exclusive. Use one or the |
| other.</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Routing Number - A Bank Routing Number for use in electronic |
| payments.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Account Number - A Bank account number for use in electronic |
| payments.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Bank Name - The Bank name for use in electronic |
| payments.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to add a benefit. - Requires Employee |
| Role permission.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the benefit. The benefit is |
| deleted and can not be restored. Requires HR Delete or HR Admin |
| permission.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above. |
| Requires HR Delete or HR Admin permission.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_ListPayHistories"> |
| <title>Pay Histories</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentPayHistories.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit > Pay |
| Histories</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Sets the Salary Step, Pay |
| Grade and Amount for a pay period. This form sets properties for using |
| the Pay Grade method for setting employee pay as described in <link |
| linkend="HUMANRES_EditEmplPositionTypeRates">Position Types and |
| Rates</link>.</para> |
| |
| <note> |
| <para>At this time the Payroll Preferences are not integrated with the |
| OFBiz Accounting application and the screenlet is not in operation. |
| There should be one pay history for each employment. Currently that |
| pay history is not being displayed.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>From Date - The start date of the employment.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end date of the pay history</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Step Sequence Id - Enter to use Pay Grades. This is the |
| Step Sequence Id for a Pay Grade which indicates the Rate |
| Amount.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grad Id - Enter use to Pay Grades. The Pay Grade Id |
| determines the Salary Step Sequence Id used.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Period Type - The time period over which payment is |
| made.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Delete button: Click to delete the Pay History. The Pay |
| History is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to save changes to a leave record.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditUnemploymentClaims"> |
| <title>Unemployment Claims</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentcreateUnemploymentClaim.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit > Employment |
| Claims</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Track unemployment claims |
| for an employment.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Unemployment Claim Id - Unique Id for claim. May be user |
| entered of system generated.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Unemployment Claim Date</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - User defined description of the claim.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planned |
| For<note> |
| <para>Use Web Tools <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data |
| Maintenance</link> to manage Payment Type. The entity name is |
| StatusItem with StatusTypeId set to |
| "EMPL_POSITION_STATUS".</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Unemployment Claim end date</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to create an unemployment claim.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the unemployment claim. The |
| claim is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditAgreementEmploymentAppls"> |
| <title>Agreement Employment Applications</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentEditAgreementEmploymentAppls.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employments > In the Search Results Click Edit > Agreement |
| Employment Appl</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Creates a record |
| associating the employment to an employment agreement. An employment |
| agreements must be created in the Accounting Application before you can |
| complete this task. See <link |
| linkend="INTRA_APPL_INTEGRATION_EMPL_AGREEMENTS">Employment |
| Agreements</link></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Agreement Id - Unique identifier for the agreement. Created in |
| the Accounting Application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Agreement Item Seq Id - Sequence Id - A unique identifier for |
| an agreement item created in the Accounting Application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id From - Typically your Company, this is generally the |
| originating party for an employment agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id To - The party subject to the terms of the agreement. |
| This defaults to the id of the employments party.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Role Type Id From - This defaults to 'Internal Organization', |
| the role of the party id from (Company).</para> |
| </listitem> |
| |
| <listitem> |
| <para>Role Type Id To - This defaults to Employee, the role to the |
| Party Id To</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - This is the From Date of the Employment. This date |
| can be found in the Employments screen described above.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Agreement Date - The date when the Agreement was originated, |
| accepted, signed, or amended. This is not necessarily the From Date |
| which covers the period of performance for the Agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Agreements should and usually do have an |
| expiration date, after which the Agreement is no longer in effect |
| unless extended or amended by another Agreement.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Employment button: Click to open the New Employment |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Create button: Click to create the association between the |
| employment and an agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter xml:id="HUMANRES_FindEmplPositions"> |
| <title>Employee Position</title> |
| |
| <para>In OFBiz a <glossterm linkend="G_POSITION">position</glossterm> is |
| the authorization, typically from the budget of an internal organization, |
| for the Company to engage one person to do a job. OFBiz handles positions |
| in a flexible manner so you can think of a position as an authorization |
| for a full-time equivalent (FTE).</para> |
| |
| <para>This means that you can fulfill a position with a person in a number |
| of different ways. You can Fill a position with one full time person, |
| change the assignment of a position from one person to another over time, |
| or split a position across more then one person at the same a time.</para> |
| |
| <note> |
| <para>As implemented a position can be fulfilled by either a person or |
| organization. For discussion here we will assume that positions are only |
| fulfilled by people. The person may or may not be an employee.</para> |
| </note> |
| |
| <para>Positions have a status. They can be one of: Planned For, |
| Active/Open, or Inactive/Closed.</para> |
| |
| <para>Positions have a type, defined in Global HR Settings, which |
| describes the job and it's pay rates. Some examples types could be |
| secretary, production worker, sales manager, executive vice president or |
| OFBiz programmer. If more then one person is needed for a type of job then |
| a position must be created for each required person i.e. If 10 secretaries |
| are authorized for the Human Resource department then 10 positions are |
| created with type secretary.</para> |
| |
| <para>Positions have a reporting structure. Positions report to other |
| positions and not the people who hold the position. You can identify the |
| position a position reports to and/or the positions(s) a position |
| manages.</para> |
| |
| <warning> |
| <para>In the HR App it is possible to create circular reporting |
| structures where a Position the reporting to and managed by positions |
| are the same. It is the users responsibility to exercise common sense |
| when creating the reporting structure.</para> |
| </warning> |
| |
| <para><emphasis role="bold">Position Features</emphasis><itemizedlist> |
| <listitem> |
| <para>Create Positions</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulfill Positions</para> |
| </listitem> |
| |
| <listitem> |
| <para>Assign Position Responsibilities</para> |
| </listitem> |
| |
| <listitem> |
| <para>Create a Reporting Structure</para> |
| </listitem> |
| |
| <listitem> |
| <para>Administer Position Types, Responsibilities and Rates</para> |
| </listitem> |
| </itemizedlist></para> |
| |
| <sect1> |
| <title>Position Search</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PositionSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employee Position</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use the position search |
| screen to create a position, search for an existing position and view a |
| list of positions. Use Search Options to refine the search. Selecting a |
| position from the list opens positions Summary screen and provides |
| access the supporting screens Employee Position, Fulfillments, |
| Responsibilities and Reporting Structure.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Id - Unique Id for the position. Limits Search |
| Results to id's position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planned |
| For</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party If - The party id of the <glossterm |
| linkend="G_INTERNAL_ORGANIZATION">internal organization</glossterm> |
| authorized to fill the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Id - Identifies the budget authorizing the |
| position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Item Seq Id - Identifies the item within the budget |
| authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Type Id - The name of the position type. |
| Position types are defined in Global HR Settings <link |
| linkend="HUMANRES_FindEmplPositionTypes">Position Types</link> |
| .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated From Date - The date the position is expected to be |
| filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated Thru Date - The date on which the positions budget |
| authorization is expected to end.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Flag - Y if this is a salaried position else N.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exempt Flag - Y if this position exempt from a requirement |
| else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulltime Flag - Y if this is a fulltime position else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Temporary Flag - Y if this is a temporary position else |
| N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual From Date - The date the position is filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual Thru Date - The date the position is no longer |
| authorized.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Employee Position button: Click to open the screen to |
| create a new Employee Position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of employee positions. Displays |
| a list of positions in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Position Id text link: Click to open position Summary |
| screen. Summary is the first menu item in a menu list of supporting |
| screens Employee Position, Fulfillments, Responsibilities and |
| Reporting Structure.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> button: Click to open the |
| Profile of the internal organization authorized to fill the |
| position.</glossterm></para> |
| </listitem> |
| </itemizedlist> |
| |
| <sect2 xml:id="HUMANRES_EditEmplPosition"> |
| <title>New Employee Position</title> |
| |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/EmployeePositionEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>:</para> |
| |
| <para>Human Resources > Employee Position > Click New Employee |
| Position</para> |
| |
| <para>Human Resources > Employee Position > In Search Results |
| Click EmployeePosition Id column</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>This screen is used to |
| create or edit and update an employee position. In the Main Search |
| Screen it is opened in create mode by clicking the New Employee |
| Position button or update mode by clicking the EmployeePosition Id |
| column in Search Results.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Position Id - Unique Id for the position. May be |
| user entered or if empty the system will generate sequence |
| number.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planned |
| For.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> - The party id of the |
| internal organization authorized to fill the |
| position.</glossterm></para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Id - A user entered identifier for the budget |
| authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Item Seq Id - A user entered identifier for the |
| budget item authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Type Id - Select a name for the position type. |
| Position types are defined in Global HR Settings <link |
| linkend="HUMANRES_FindEmplPositionTypes">Position Types</link> |
| .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated From Date - Enter date the position is expected to |
| be filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated Thru Date - Enter date on which the positions |
| budget authorization is expected to end.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Flag - Enter Y if this is a salaried position else |
| N.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exempt Flag - Enter Y if this position exempt from a |
| requirement else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulltime Flag - Enter Y if this is a fulltime position else |
| N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Temporary Flag - Enter Y if this is a temporary position |
| else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual From Date - Enter the date the position is |
| filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual Thru Date - Enter the date the position is no longer |
| authorized.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions </emphasis>Create button: Click to |
| create the position.</para> |
| </sect2> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EmplPositionView"> |
| <title>Position Summary</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentEmplPositionView.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employee Position > In Search Results Click text in column Employee |
| Position Id</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>The Summary screen has a |
| collection of screenlets with information on the different aspects of a |
| position.</para> |
| |
| <sect2> |
| <title>Employee Position Information</title> |
| |
| <para>Position information list all of the fields the HR App records |
| for a position. These fields can be edited by clicking on the EMPLOYEE |
| POSITION menu item that follows SUMMARY.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Position Id - Unique Id for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planned |
| For.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> - The party id of the |
| internal organization authorized to fill the |
| position.</glossterm></para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Id - A user entered identifier for the budget |
| authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Item Seq Id - A user entered identifier for the |
| budget item authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Type Id - Name for the position type. Position |
| types are defined in Global HR Settings <link |
| linkend="HUMANRES_FindEmplPositionTypes">Position Types</link> |
| .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated From Date - Date the position is expected to be |
| filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated Thru Date - Date on which the positions budget |
| authorization is expected to end.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Flag - Y if this is a salaried position else |
| N.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exempt Flag - Y if this position exempt from a requirement |
| else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulltime Flag - Y if this is a fulltime position else |
| N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Temporary Flag - Y if this is a temporary position else |
| N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual From Date - Date the position is filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual Thru Date - Date the position is no longer |
| authorized.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Party Id text link: Click to open the Profile of the |
| internal organization authorized to fill the position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Type Id text link: Click to open Global HR |
| Settings <link linkend="HUMANRES_FindEmplPositionTypes">Position |
| Types</link> for position type.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Fulfillments</title> |
| |
| <para>A fulfillment is the assignment of people to the position. You |
| can create update and delete fulfillments. See: <link |
| linkend="HUMANRES_EditEmplPositionFulfillments">Fulfillments.</link></para> |
| |
| <para><emphasis role="bold">Fields</emphasis><itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> </glossterm>- The party |
| id of the <glossterm linkend="G_PERSON">person</glossterm> |
| fulfilling the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the fulfillment starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the fulfillment ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered comment on the fulfillment.</para> |
| </listitem> |
| </itemizedlist></para> |
| </sect2> |
| |
| <sect2> |
| <title>Responsibilities</title> |
| |
| <para>The RESPONSIBILITIES screen lets you assign responsibilities to |
| a position. See: <link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Responsibilities.</link></para> |
| |
| <para>The administrator can add and remove responsibilities shown in |
| the Responsibility Type Id drop-down list in <link |
| linkend="HUMANRES_FindPartySkills">Global HR Settings</link>.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Responsibility Type Id - Unique Id for the |
| responsibility.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the responsibility starts for the |
| position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the responsibility ends for the |
| position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered comment about the |
| responsibility</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Reporting Structure:ReportsTo</title> |
| |
| <para>The Reports To screenlet list the position(s) that this position |
| reports to. See: <link |
| linkend="HUMANRES_EditEmplPositionReportingStructs">Reporting |
| Structure.</link></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Id Reporting To - The unique identifier of the |
| position this position reports to.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the report to starts for the |
| position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the report to ends for the |
| position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered comment about the report to.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Primary Flag - Identifies the primary report to when there |
| is more then one report to. Y indicates primary, all other reports |
| to should be no.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Reporting Structure:ReportedTo</title> |
| |
| <para>The Reports To screenlet list the position that the selected |
| position reports to. See: <link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Reporting |
| Structure.</link></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Id Managed By - The unique identifier of the |
| position reporting to this position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the reporting to starts for the |
| position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the reporting to ends for the |
| position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered comment about the reporting |
| to.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Primary Flag - Identifies this as the primary reporting to |
| when the position also reports to other positions. Y indicates |
| primary.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Employee Position</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PositionEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employee Position > In Search Results Click text in column Employee |
| Position Id > Click Employee Position menu item.</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Update positions.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Position Id - Unique Id for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - One of Active/Open, Inactive/Closed or Planned |
| For.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> - The party id of the |
| internal organization authorized to fill the |
| position.</glossterm></para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Id - A user entered identifier for the budget |
| authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Budget Item Seq Id - A user entered identifier for the budget |
| item authorizing the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Type Id - Name for the position type. Position |
| types are defined in Global HR Settings <link |
| linkend="HUMANRES_FindEmplPositionTypes">Position Types</link> |
| .</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated From Date - Date the position is expected to be |
| filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Estimated Thru Date - Date on which the positions budget |
| authorization is expected to end.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Flag - Y if this is a salaried position else N.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exempt Flag - Y if this position exempt from a requirement |
| else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Fulltime Flag - Y if this is a fulltime position else N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Temporary Flag - Y if this is a temporary position else |
| N</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual From Date - Date the position is filled.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Actual Thru Date - Date the position is no longer |
| authorized.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action - </emphasis>Update button: Click to |
| save changes to a position record.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmplPositionFulfillments"> |
| <title>Fulfillments</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PositionFulfillments.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employee Position > In Search Results Click text in column Employee |
| Position Id > Click Fulfillments menu item</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Add, update and delete a |
| <glossterm linkend="G_FULFILLMENT">fulfillment.</glossterm></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_INTERNAL_ORGANIZATION"><glossterm |
| linkend="G_PARTY">Party Id</glossterm> </glossterm>- Enter the party |
| id of the <glossterm linkend="G_PERSON">person</glossterm> |
| fulfilling the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Enter the date the fulfillment starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Enter the date the fulfillment ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - Enter a comment on the fulfillment.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add button: Click to add a fulfillment.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id column button: Click to open the profile of the |
| person filling the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update column button: Click to save changes to the |
| fulfillment</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the fulfillment. The item is |
| deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmplPositionResponsibilities"> |
| <title>Responsibilities</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PositionResponsibilities.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employee Position > In Search Results Click text in column Employee |
| Position Id > Click Responsibilities menu item</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Add, update and delete a |
| <glossterm linkend="G_RESPONSIBILITY">responsibility</glossterm></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Responsibility Type Id - One of the available responsibility |
| types as, defined in <link |
| linkend="HUMANRES_EditResponsibilityTypes">Global Settings |
| Responsibility Types</link> , describing the duties required of the |
| position</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the when the position became responsible |
| for this type</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the when the position was no longer |
| responsible for this type</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User defined comment</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add button: Click to add a responsibility.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to save changes to the |
| responsibility.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the responsibility. The |
| responsibility is deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmplPositionReportingStructs"> |
| <title>Reporting Structure</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PositionReportingStruct.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Add, update and delete a |
| Reports To / Reported To reporting structure.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Id Reporting To - Enter the unique identifier of |
| the position this position reports to.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Id Managed By - Enter the unique identifier of |
| the position reporting to this position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The date the reporting to starts for the |
| position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The date the reporting to ends for the |
| position</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered comment about the reporting to.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Primary Flag - Identifies this as the primary reporting to |
| when the position also reports to other positions. Y indicates |
| primary.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add button: Click to add a Reports / Reported To |
| structure.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to save changes to the structure.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the structure. The structure is |
| deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Performance Review</title> |
| |
| <para>Performance Review allows employees to post reviews that can be used |
| by management in evaluating the performance of individual employee. Each |
| review has a list of items that can be rated and commented on. The |
| employee's position is also captured with the review which allows the |
| creation of reports that look at ratings for a review item by |
| position.</para> |
| |
| <sect1 xml:id="HUMANRES_FindPerfReviews"> |
| <title>Search Performance Review</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PerformanceReviewSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Performance Review</para> |
| |
| <para><emphasis role="bold">Usage</emphasis>: Use the Performance Review |
| screen to create a review, search for an existing review and view a list |
| of reviews. Use Search Options to refine the search. Selecting a review |
| from the list opens the Edit Performance Review screenlet.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Reviewed - Name of the employee being |
| reviewed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Review Id - An automatically created unique identifier for the |
| review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reviewer - The name of the employee performing the review. |
| Employees may review themselves in a self-assessment review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Payment Id - A review may be associated with a payment when |
| the payment is relevant to the review. When you use the Lookup |
| Payment screen you can filter the payment types that apply to |
| employee compensation e.g. Commission Payment, Paycheck or |
| Payroll.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Position Id - The position held by the Employee Reviewed is |
| stored with the review. When entering this item make sure to enter |
| the correct position for the employee. This will help in evaluating |
| reviews grouped by position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The start of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - A user defined description for the review.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Perfreview button: Click to open the New Performance |
| Review screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list reviews. Displays a list of |
| reviews in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Reviewed column text: Click to open the employee's |
| profile screen.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Review Id column text: Click to open Edit Performance Review |
| screenlet.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Reviewer column text: Click to open reviewers profile |
| screen.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>New Performance Review</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PerformanceReviewEditPerfReviewItems.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Performance Review > Click New Perfreview</para> |
| |
| <para><emphasis role="bold">Usage:</emphasis> Create a new performance |
| review.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Reviewed - Enter a Name of the employee being |
| reviewed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reviewer - Enter the name of the employee performing the |
| review. Employees may review themselves in a self-assessment |
| review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Payment Id - A review may be associated with a payment when |
| the payment is relevant to the review. When you use the Lookup |
| Payment screen you can filter the payment types that apply to |
| employee compensation e.g. Commission Payment, Paycheck or |
| Payroll.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Position Id - The position held by the Employee Reviewed is |
| stored with the review. When entering this item make sure to enter |
| the correct position for the employee. This will help in evaluating |
| reviews grouped by position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Enter the start of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Enter the end of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - Enter a user defined description for the |
| review.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Create button: Click to |
| create the a review.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditPerfReviews"> |
| <title>Edit Performance Review</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/PerformanceReviewEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs:</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Human Resources > Performance Review > Click New |
| Perfreview</para> |
| </listitem> |
| |
| <listitem> |
| <para>Human Resources > Performance Review > In Search Results |
| Click text in Review Id column</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Usage:</emphasis> Usage - This screen is |
| used to create or edit and update an performance review. In the Main |
| Search Screen it is opened in create mode by clicking the New Perfreview |
| button or update mode by clicking the Perf Review Id column in Search |
| Results.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Reviewed - Name of the employee being |
| reviewed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reviewer - Name of the employee performing the review. |
| Employees may review themselves in a self-assessment review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Payment Id - A review may be associated with a payment when |
| the payment is relevant to the review. When you use the Lookup |
| Payment screen you can filter the payment types that apply to |
| employee compensation e.g. Commission Payment, Paycheck or |
| Payroll.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Position Id - The position held by the Employee Reviewed is |
| stored with the review. When entering this item make sure to enter |
| the correct position for the employee. This will help in evaluating |
| reviews grouped by position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The start of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end of the period under review.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - A user defined description for the review.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Update button: Click to |
| save changes.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Perfreview Items</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/PerformanceReviewItem.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Performance Review > In Search Results Click text in Review Id column |
| > Click Perfreview Items</para> |
| |
| <para><emphasis role="bold">Usage:</emphasis> Add or delete a |
| performance review item. <note> |
| <para>Review items can not be changed.</para> |
| </note></para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Review Item drop-down list: Select an item from the list. The |
| items describe a review category.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Rating drop-down list: Select a rating for the review |
| item.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments text: User defined comment on the review item.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Item List Delete button: Click to delete the review item type. |
| The review item is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Create button: Click create to save the review item.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Skills</title> |
| |
| <para>The Skills feature serves two important functions. In Skills you |
| can:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Find employees or organizations that have the required skills |
| for a job.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Assign skills to an employees and organizations</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>Skills are organized into skill groups. Skills and skill groups are |
| managed in <link linkend="HUMANRES_EditSkillType">Global Settings |
| Skills</link> where they can be created updated and deleted.</para> |
| |
| <para>Skills are characterized by the fields Years Experience, R2ating and |
| Sill Level, which are all numeric values. You can apply any meaning that |
| suites your business needs to these values.</para> |
| |
| <sect1 xml:id="HUMANRES_FindPartySkills"> |
| <title>Search Skills</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/SkillsFindEmployeeSkills.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Skills</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Launch a screen to assign a skills to an employee or |
| organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Look for skills using a variety of criteria. You can search |
| for both people and organizations using the Type drop-down-list, |
| find skills by geography using the Country / State drop-down-list, |
| look by skill or skill group, and your search by experience rating |
| and skill level. Using all of these criteria you an answer a |
| questions like "What companies in CA with over $1,000,000 in revenue |
| have more them 5 years experience in OFBiz Installation".</para> |
| </listitem> |
| |
| <listitem> |
| <para>From the Search Results screenlet you can navigate to the |
| profile of people and organizations that meet your criteria, |
| navigate to an update screen or delete a skill.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>The Search Results will have one row for each skill assigned to |
| a person or group. Some columns in the results only apply to people |
| while others only belong to groups. The list is ordered by the persons |
| last name and then the group name.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_PARTY_ID">Party Id</glossterm> - Use the |
| Party Id to narrow your search to a single person or |
| organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Type - Use Type to filter Search Results to only people or |
| organizations.</para> |
| </listitem> |
| |
| <listitem> |
| <para>City - Limits the results to one city.</para> |
| </listitem> |
| |
| <listitem> |
| <para>State - Limits the results to a single state or providence. |
| The list of states is dependent on the selection in Country.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Country - Limits the results to a single country. Changing the |
| country will update the list of states.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL_GROUP">Skill Group</glossterm> - |
| Limits results to member of the group.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL">Skill</glossterm> - Limits |
| results to a single skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_ANNUAL_REVENUE">Annual |
| Revenue</glossterm> - Limits results to a range of annual |
| revenue.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_NUMBER_OF_EMPLOYEES">Number of |
| Employees</glossterm> - Limits results to an range of the employee |
| count.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_YEARS_EXPERIENCE">Years |
| Experience</glossterm> - Limits results to the range or the years of |
| experience.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_RATING">Rating</glossterm> - Limits |
| results to a range or the ratings.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL_LEVEL">Skill Level</glossterm> - |
| Limits results to a range or the skill levels.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Fields Search Results</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Group Name - Name of a group applies only if the skill belongs |
| to a group</para> |
| </listitem> |
| |
| <listitem> |
| <para>Annual Revenue - Only reported for a group.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Number of employees - Only reported for a group.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Last Name - Only reported for a person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>First Name - Only reported for a person.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Party Skill button: Click to open the screen to create a |
| new skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party column button: Click to open the parties profile.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update column button: Click to update the parties skill |
| list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete column button: Click to delete the item. The item is |
| deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_NewPartySkill"> |
| <title>New Skill</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/SkillsNewPartySkill.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Skills > Click button New Party Skill</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a new skill. |
| Skills are assigned to a party so a person or organization can have a |
| skill. You can continue to create skills without leaving the screenlet. |
| When finished click return to go back to the main screen.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_PARTY_ID">Party Id</glossterm> - Unique |
| identifier of the Person or Organization with the skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL">Skill</glossterm> - Skill |
| name</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_YEARS_EXPERIENCE">Years |
| Experience</glossterm> - The years of experience.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_RATING">Rating</glossterm> - A user |
| defined numeric skill rating.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL_LEVEL">Skill Level</glossterm> - A |
| user defined numeric skill level.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to create the party skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Return button: Click to return the main Skills screen.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Update Skills</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/SkillsEditEmployeeSkills.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Skills > In Search Results Click Update button</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>From this screen you can |
| create, update or delete a party skill.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><glossterm linkend="G_SKILL">Skill</glossterm> - Skill |
| name</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_YEARS_EXPERIENCE">Years |
| Experience</glossterm> - The years of experience.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_RATING">Rating</glossterm> - A user |
| defined numeric skill rating.</para> |
| </listitem> |
| |
| <listitem> |
| <para><glossterm linkend="G_SKILL_LEVEL">Skill Level</glossterm> - A |
| user defined numeric skill level.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Party Skill button: Click to open the screen to create a |
| new skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the row.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the rows skill. The skill is |
| deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Return button: Click to return the main Skills screen.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Qualifications</title> |
| |
| <sect1 xml:id="HUMANRES_FindPartyQuals"> |
| <title>Search Qualifications</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/QualificationsFindPartyQuals.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Qualifications</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Use the Qualifications |
| screen to create or update a <link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">qualification</link>. When the |
| qualification opens the first 20 qualifications are displayed in the |
| Search Results. Use Search Options to refine the search.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - Limits the list |
| to a single person or organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para><link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">Qualification</link> - The |
| Qualification name.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The start date of the qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification Desc - A user defined description of the |
| qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Title - A user defined title for the qualification</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status - One of completed, deferred or incomplete may be used |
| to indicate if state of the qualification for the party.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Verify Status - Indicates if the validity of the qualification |
| has be checked or not.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end date of the qualification i.e. The |
| expiration date of a drivers license</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Party Qualification button: Click open the screen to |
| create a new qualification for a person or organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of qualifications. Displays a |
| list of qualifications in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id column button: Click to open the person or |
| organizations profile screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the qualification. The |
| qualification is deleted and can not be restored.<note> |
| <para>Instead of deleting a qualification it is better to set |
| the thru date.</para> |
| </note></para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above the |
| button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_NewPartyQual"> |
| <title>New Party Qualification</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/QualificationsNewPartyQual.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Qualifications > Click New Party Qualification</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use this screen to add a |
| <link linkend="G_PARTY_QUALIIFICATION_TYPE">qualification</link> to a |
| person or organization.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - Limits the list |
| to a single person or organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para><link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">Qualification</link> - The |
| Qualification name.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The start date of the qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification Desc - A user defined description of the |
| qualification.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Title - A user defined title of the qualification</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status - One of completed, deferred or incomplete may be used |
| to indicate if state of the qualification for the party.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Verify Status - Indicates if the validity of the qualification |
| has be checked.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The end date of the qualification i.e. The |
| expiration date of a drivers license</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Click Create to add a |
| qualification to a person or organization. The qualification will appear |
| in the party <link linkend="HUMANRES_EditEmployeeQuals">Qualities</link> |
| screen and <link linkend="HUMANRES_FindPartyQuals">Qualities</link> |
| Search Results list.</para> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Recruitment</title> |
| |
| <para>In the OFBiz Recruitment feature you can create job requisitions |
| when you are looking for candidates to fill a position. The requisition |
| identifies the skills, qualifications, experience and number of resources |
| needed for a position. You can track job interviews of different types and |
| align them to the requisition. You can post requisitions internally to |
| track the status of applicants for a position.</para> |
| |
| <sect1 xml:id="HUMANRES_FindJobRequisitions"> |
| <title>Search Job Requisition</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentJobRequisitionSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment</para> |
| |
| <para><emphasis role="bold">Usage</emphasis>: Use the Job Requisition |
| screen to create a requisitions, search for an existing requisitions and |
| view a list of requisitions. Selecting an requisition from the list |
| opens the Edit Job Requisition screen.</para> |
| |
| <para><emphasis role="bold">Fields Search Options</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Requisition Id - Unique identifier, generated |
| automatically by the system, when the requisition is created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in months - A number (not text) for number of |
| months experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in years - A number (not text) for number of years |
| experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Location - User defined text describing the location of |
| the job.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Skill Type Id - Select one of the Skill Types from the Drop |
| Down list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Posting Type - Select one of the Job Types from the Drop |
| Down list</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exam Type Enum Id - Select one of the Exam Types from the Drop |
| Down list</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Job Requisition button: Click to open the screen to create |
| a new Job Requisition.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of requisitions. Displays a list |
| of requisitions in the Search Results screenlet.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>New Job Requisition</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentJobRequisitionNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click the New Job Requisition Button</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a New Job |
| Requisition</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Location - Enter text describing the location of the |
| job.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Age - Enter desired age of applicant.</para> |
| </listitem> |
| |
| <listitem> |
| <para>No Of Resources - Number of people required for this position. |
| You can create an internal job posting for each required resource to |
| an instance of the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Gender - Enter desired gender of applicant.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Duration Months</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exam Type Enum Id - Select one of the Exam Types from the Drop |
| Down list</para> |
| </listitem> |
| |
| <listitem> |
| <para>Skill Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in months - Enter a number (not text) for number of |
| months experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in years - Enter a number (not text) for number of |
| years experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Skill Type Id - Select one of the Skill Types from the Drop |
| Down list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Posting Type - Select one of the Job Types from the Drop |
| Down list</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to create a requisition.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Edit Job Requisition</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentJobRequisitionEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click the button In Search Results column Job |
| Requisition Id</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Update a |
| requisition</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Location - Enter text describing the location of the |
| job.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Age -</para> |
| </listitem> |
| |
| <listitem> |
| <para>No Of Resources - Number of people required for this position. |
| You can create an internal job posting for each required resource to |
| an instance of the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Gender</para> |
| </listitem> |
| |
| <listitem> |
| <para>Duration Months</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification</para> |
| </listitem> |
| |
| <listitem> |
| <para>Exam Type Enum Id - Select one of the Exam Types from the Drop |
| Down list</para> |
| </listitem> |
| |
| <listitem> |
| <para>Skill Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in months - Enter a number (not text) for number of |
| months experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Experience in years - Enter a number (not text) for number of |
| years experience desired for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Skill Type Id - Select one of the Skill Types from the Drop |
| Down list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Posting Type - Select one of the Job Types from the Drop |
| Down list</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update button: Click to save changes to the |
| requisition.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindInternalJobPosting"> |
| <title>Internal Job Posting</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentFindJobInterview.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click the button In Search Results column Apply</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a Job Posting. A |
| posting links a requisition to a position.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Application Date - Date application was submitted.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - Party Id of application approver.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Requisition Id - The target requisition or the |
| application.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action </emphasis>Create button: Click to |
| create the application.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Search Internal Job Posting</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentInternalJobPostingSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click Internal Job Posting menu item</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use the Internal Job |
| Applications screen to create a job posting, search for an existing |
| posting and view a list of postings. Use Search Options to refine the |
| search. Clicking the button in the Application Id column of the Search |
| Results opens the Internal Job Posting screenlet for updating.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Application Id - System generated unique identifier for the |
| application. May not be changed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Application Date - Date the application was submitted.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - Party Id of person approving the |
| application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Requisition Id - The target requisition or the |
| application.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Update button: Click to |
| save changes to a leave record.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Search for Job Interview</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentFindJobInterview.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click Internal Job Posting menu item > Click Job |
| Interview menu item</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use the Job Review screen |
| to create an interview, search for an existing interview and view a list |
| of interviews. Use Search Options to refine the search. Click the button |
| in the Job Interview Id column of the Search Results screenlet to open |
| the Edit Job Interview screenlet.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Interview Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interviewee Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Requisition Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interviewer Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Grade Secured Enum Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Result</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Date</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Job Interview</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Id</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindJobInterview"> |
| <title>New Job Interview</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentJobInterviewNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click Internal Job Posting menu item > Click Job |
| Interview menu item > Click button New Job Interview</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a new job |
| interview.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Interviewee Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Requisition Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interviewer Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Grade Secured Enum Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Result</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Date</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Create button: Click to |
| create the an interview.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Update a Job Interview</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/RecuritmentJobInterviewEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Recruitment > Click Internal Job Posting menu item > Click Find |
| > Click the text In Search Results column Job Interview Id</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Update a job |
| interview.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Interview Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interviewee Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Requisition Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interviewer Party Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Type Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Grade Secured Enum Id</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Result</para> |
| </listitem> |
| |
| <listitem> |
| <para>Job Interview Date</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Update button:: Click to |
| save changes to a Job Interview</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindApprovals"> |
| <title>Approval</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/RecuritmentFindApprovals.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para>Defects prevent a description of the feature at this time.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindRelocation"> |
| <title>Relocation</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/RecuritmentFindRelocation.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para>Defects prevent a description of the feature at this time.</para> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Training</title> |
| |
| <para>Users with Work Effort User permission and HR Administrator |
| permission can create, assign and approve training classes in the Training |
| feature. Other users can view available classes, their training status and |
| request enrollment to a class. A persons training history is visible in |
| the Employees feature <link |
| linkend="HUMANRES_EditEmployeeTrainings">Training</link> screenlet. |
| Training classes are named and managed in Global HR Settings <link |
| linkend="HUMANRES_EditTrainingTypes">Training Class Type</link> |
| screen.</para> |
| |
| <para>The main screen in the Training feature is the Training Calendar. |
| This is where you add classes and class participants. You can navigate the |
| calendar by clicking the navigation text for day, week and month views |
| located in the calendar title bar.</para> |
| |
| <para>Training classes are created in the Training Calendar by clicking |
| the Add New text command located in each calendar day cell. This action |
| opens a screenlet above the calendar for entering information about the |
| training class. If you try to create a class and do not have Work Effort |
| User permission, as mentioned above, you will get an error. After a class |
| is created a numeric class identifier and text identifier description |
| appear in the calendar for the day of the class.</para> |
| |
| <para>You add participants to a class by clicking on the class identifier. |
| If you are the creator of the class the Participants screenlet above and |
| to the right of the calendar opens. Here you Add participants by entering |
| their party id and clicking the Add button. A list of participants appears |
| in Add screenlet.</para> |
| |
| <para>After a participant is added the Training Approvals search screen |
| opens showing the status as Assigned. To add another participant return to |
| the calendar and select the class again then repeat the process of |
| entering the party id.</para> |
| |
| <para>If you are not the creator of the class and the administrator did |
| not add you to the class you can request participation in the class. Click |
| on the class identifier and the training request screenlet opens above the |
| calendar on the left of the screen. When a user request a class they enter |
| the Party Id of the person who can authorize the class. The initial status |
| of the request is "Applied ".</para> |
| |
| <para>To approve the request the training administrator opens the Training |
| Approvals screen and finds all request with a status of "Applied". They |
| look up the person listed as the approver party. After checking with the |
| approver they click update button to open the approval screen. In the |
| approval screen the administrator sets the Approver Status and adds a |
| reason for the decision. The user can see the status of their training |
| schedule by clicking on the Training Status menu.</para> |
| |
| <sect1 xml:id="HUMANRES_TrainingCalendar"> |
| <title>Training Calendar</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/TrainingCalendar.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add New classes</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add participants to a class</para> |
| </listitem> |
| |
| <listitem> |
| <para>Request to participate in a class</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Field - </emphasis>Each cell in the calendar |
| displays a numeric and text identifier for each class created for the |
| day.</para> |
| |
| <para><emphasis role="bold">Action</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Add New text link: Click to open the Add Training |
| screenlet</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Id numeric text link: Click to Add Participants |
| to a class (class creator) or Request a class (not the class |
| creator)</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Add Training Event</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/TrainingCalendarAdd.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > Next to the Date / Time Click Add New</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Add a new training class |
| for a date and time.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Training Name - The name of a training class as defined in |
| Global HR Settings <link |
| linkend="HUMANRES_EditTrainingTypes">Training Class |
| Type.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - User entered description of the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Starting date time for the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Ending date time for the class.<note> |
| <para>Classes spanning more then one day will only appear in the |
| calendar on the day in which the class was started.</para> |
| </note></para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to create the training class. The new |
| entry will appear as a calendar entry in the day with the from and |
| thru time, a numeric identifier for the created class and text |
| identifier for the class type i.e. 12:00 AM-11:59 PM 10010 |
| ADVAN_TRAINING</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_AssignTraining"> |
| <title>Add Training Event Participant</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/TrainingCalendarAddParticipant.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > In a Calendar Entry click on the numeric Class identifier |
| (opens screenlet right side of screen above the calendar)</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Used by the Administrator |
| who created the class to add participants to the class.</para> |
| |
| <para><emphasis role="bold">Field </emphasis><glossterm |
| linkend="G_PARTY_ID">Party Id</glossterm> - The Party Id of a <glossterm |
| linkend="G_PERSON">person</glossterm> who will participate in the |
| class</para> |
| |
| <para><emphasis role="bold">Action - </emphasis>Add button: Click to add |
| the person to the class participant list.</para> |
| </sect1> |
| |
| <sect1> |
| <title>Request Training</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/TrainingCalendarTrainingCalendar.jpg"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > Click on the numeric Class identifier (opens screenlet |
| left side of screen above the calendar)</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Enables HR App users to |
| request participation in a training class.</para> |
| |
| <para><emphasis role="bold">Field </emphasis> Approver Party - The Party |
| Id of a <glossterm linkend="G_PERSON">person</glossterm> who will |
| approver the users participation in a class</para> |
| |
| <para><emphasis role="bold">Action - </emphasis>Apply button: Click to |
| add a request for participation in a class.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindTrainingApprovals"> |
| <title>Approve Training Participant</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/TrainingCalendarApprovals.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > Click Training Approvals menu item (visible only to the |
| administrator)</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Find training |
| participation records and update approver status.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party |
| id</glossterm> of the person assigned to a class. Use to find all |
| classes for a person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Request Id - A unique identifier of the request for a |
| person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Type - The type of class as defined in Global |
| Settings <link linkend="HUMANRES_EditTrainingTypes">Training Class |
| Type.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Work Effort Id - Another description used internally. Same as |
| the numeric identifier shown in the calendar entry.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Starting date time for the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Ending date time for the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The party id of the person with authority to |
| approve training for a participant applying for training.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Status - The status of the request for participation. |
| If request entered by the administrator the default value is |
| Assigned. If the request is from a user then the default value is |
| Applied. If the value is Applied then the Update button will appear |
| in the Update field of the Search Results if not then the text |
| "Update" appears and no further action can be taken.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reason - A user entered reason for a change in Approver |
| Status.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Find button: Click for a list of training class request. |
| Displays a list of request in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party Id column button: Click to open the |
| participants profile screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party column button: Click to open the approvers |
| profile screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to open the Edit HumanResTrainingApproval |
| screenlet to change the status of a training request.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditTrainingApprovals"> |
| <title>Training Approval</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/TrainingCalendarEditTrainingApprovals.jpg"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > Click Training Approvals menu item (visible only to the |
| administrator) > In Search Results screenlet Update column click |
| Update button</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis> Used by training |
| administrator to update the training Approval Status and Reason.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party |
| id</glossterm> of the person assigned to a class. Use to find all |
| classes for a person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Type - The type of class as defined in Global |
| Settings <link linkend="HUMANRES_EditTrainingTypes">Training Class |
| Type.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Starting date time for the class</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Request Id - A unique identifier of the request for a |
| person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Work Effort Id - Another description used internally. Same as |
| the numeric identifier shown in the calendar entry.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - Ending date time for the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The party id of the person with authority to |
| approve training for a participant applying for training.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Status - The status of the request for participation. |
| If request entered by the administrator the default value is |
| Assigned. If the request is from a user then the default value is |
| Applied. If the value is Applied then the Update button will appear |
| in the Update field of the Search Results if not then the text |
| "Update" appears and no further action can be taken.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Reason - A user entered description of the reason for a change |
| in Approver Status. e.g. Approver Status Reason Class is required |
| for all new employees.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Update button: Click to |
| save changes to a leave record</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindTrainingStatus"> |
| <title>Training Status</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/TrainingCalendarFindTrainingStatus.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Training > Click Training Status</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis> Users can view status of |
| training assignments. This information is also available to the employee |
| in the <link linkend="HUMANRES_EditEmployeeTrainings">Training</link> |
| screenlet of the Employees feature.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Training Request Id - A unique identifier of the request for a |
| person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Training Class Type - The type of class as defined in Global |
| Settings <link linkend="HUMANRES_EditTrainingTypes">Training Class |
| Type.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Work Effort Id - This is a unique identifier for the training |
| class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Starting date time for the class.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Thru Date - Ending date time for the class.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Approver Party - The party id of the person with authority to |
| approve training for a participant applying for training.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Approver Status - The status of the request for participation. |
| If request entered by the administrator the default value is |
| Assigned.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Reason - A user entered description of the reason for a change |
| in Approver Status. e.g. Approver Status Reason Class is required |
| for all new employees.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis>a</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Search button: Click for a list of training classes with |
| Approver Status. Displays a list of classes in the Search Results |
| section.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employee Party button: Click to open the profile in the Party |
| Manager application of the person participating in the class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party button: Click to open the profile in the Party |
| Manager application of the person approving participation in the |
| class.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <note> |
| <para>The OFBiz Party Manager application is separate from the HR App. |
| To return to the HR App.</para> |
| </note> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Employment Applications</title> |
| |
| <sect1 xml:id="HUMANRES_FindEmploymentApps"> |
| <title>Search Employment Applications</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentApplicationSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employment Applications</para> |
| |
| <para><emphasis role="bold">Usage</emphasis> Employment Applications |
| allows users to register a persons interest in applying for a position. |
| The application records the person applying for a position, the party |
| who recommended the person (this could be a person from the company or |
| an external organization like a placement service) and the person |
| responsible approving the application. It records the source of the |
| application and maintains a status.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Application Id - Unique Id for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Id - Identifies the position (job) applied for. |
| See <link linkend="HUMANRES_EditEmplPosition">Employee |
| Position</link> for information about a position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - Status of the application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employment App Source Type Id - Identifies the channel that |
| delivered the application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Applying Party Id - Party Id of the applicant.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Referred By Party Id - Party Id of the person or organization |
| referring the applicant for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Application Date - Date the application was submitted.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Employment Application button: Click to open the screen to |
| create a new employment application for a person</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of employment applications. |
| Displays a list of employment applications in the Search Results |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list above.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the employment application. The |
| employment applications is deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_NewEmploymentApp"> |
| <title>New Employment Application</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/EmploymentApplicationNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Employment Applications > Click button New Employment |
| Application</para> |
| |
| <para><emphasis role="bold">Usage</emphasis> Create a new application |
| for a position</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Application Id - Unique Id for the position. May be user |
| entered or if empty the system will generate sequence number</para> |
| </listitem> |
| |
| <listitem> |
| <para>Empl Position Id - Identifies the position (job) applied for. |
| See <link linkend="HUMANRES_EditEmplPosition">Employee |
| Position</link> for information about a position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Status ID - Status of the application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Employment App Source Type Id - Identifies the channel that |
| delivered the application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Applying Party Id - Party Id of the applicant.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Referred By Party Id - Party Id of the person or organization |
| referring the applicant for the position.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Application Date - Date the application was submitted.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis> Create button: Click to |
| create an Employment Application</para> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Resumes</title> |
| |
| <para>The resume feature matches people to a resume(s). Each entry has a |
| unique identifier that can be user entered or a system generated sequence |
| number. The identifier links a person to an instance of their resume. The |
| resume itself can be entered in text in the Resume Text field, identified |
| by a Content Id or both.</para> |
| |
| <para>The Content Id is from the Content Manager (CM) application. CM |
| offers a richer set options for tracking resumes. CM was designed for |
| acquiring, storing and retrieving electronic data in varying formats - |
| such as text, images, MS Word, PDF or even web URL's.</para> |
| |
| <sect1 xml:id="HUMANRES_FindPartyResumes"> |
| <title>Search Resumes</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/ResumeSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Resumes</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Use the Resume screen to |
| create a resume, search for an existing resume and view a list of |
| resumes. Use Search Options to refine the search. Select a resume from |
| the Search Results to update resume information.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Resume Id - Use the Resume Id to narrow your search to a |
| single resume.</para> |
| </listitem> |
| |
| <listitem> |
| <para>.Party Id - Use the Party Id to narrow your search to a single |
| person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Id - The content identifier for content in the Content |
| Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Date - A date can be entered to suite the business |
| needs. For example the date could be a date a resume was received or |
| the date it was entered into the system. If empty will default to |
| the current date.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Text - User entered text of the resume.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Party Resume button: Click to open the screen to create a |
| new Party Resume for a person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of resumes. Displays a list of |
| resumes in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Id:</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id button: Click to open HR App Profile of the subject |
| of the resume.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the item. The item is deleted |
| and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditPartyResume"> |
| <title>New Resume</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/ResumeNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Resume > Click button New Party Resume</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a New Party |
| Resume.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Resume Id - Unique identifier that associates a party with a |
| resume.</para> |
| </listitem> |
| |
| <listitem> |
| <para>.Party Id - Party Id of the person who is the subject of the |
| resume.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Id - The content identifier for content in the Content |
| Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Date - A date can be entered to suite the business |
| needs. For example the date could be a date a resume was received or |
| the date it was entered into the system. If empty will default to |
| the current date.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Text - User entered text of the resume.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action </emphasis>Create button: Click to |
| create a Resume</para> |
| </sect1> |
| |
| <sect1> |
| <title>Edit Resume</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/ResumeEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Resume > In Search Results Click text link Resume Id</para> |
| |
| <para><emphasis role="bold">Usage </emphasis>Edit and update a |
| resume.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Resume Id - Unique identifier that associates a party with a |
| resume. Can not be changed</para> |
| </listitem> |
| |
| <listitem> |
| <para>Content Id - The content identifier for content in the Content |
| Manager application. See for additional information</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Date - A date can be entered to suite the business |
| needs. For example the date could be a date a resume was received or |
| the date it was entered into the system. If empty will default to |
| the current date.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Resume Text - User entered text of the resume.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Update button: Click to |
| save changes to a resume record.</para> |
| </sect1> |
| </chapter> |
| |
| <chapter> |
| <title>Leave</title> |
| |
| <para>The HR App Leave feature is the way for your company to manage |
| employ leave in OFBiz. Employees can schedule leave for themselves by |
| using the Leave screen in the Employees feature or it can be done by an |
| administrator in as discussed in the section below.</para> |
| |
| <para>Any user with Human Resource Employee permission can view and |
| request leave for themselves or any other employee. Only users with Human |
| Resource Approver or Administration permission can approve a leave |
| request. Only users with Administrator permission can update and delete a |
| leave request.</para> |
| |
| <sect1 xml:id="HUMANRES_FindEmplLeaves"> |
| <title>Search Leave</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/LeaveApprovalSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Leave</para> |
| |
| <para><emphasis role="bold">Usage </emphasis>Use the Leave screen to |
| request leave, search for leave request and view a list of leave |
| requests. When the screen opens the first 20 leave request are displayed |
| in the Search Results. Use Search Options to refine the search. |
| Selecting a update in the Leave request list opens the request for |
| update.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - The party id of |
| the employee requesting leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Type Id - The name of a leave type. Leave types are |
| defined in <link linkend="HUMANRES_EditEmplLeaveTypes">Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The data the leave starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Status - A leave request may be Created, Approved, or |
| Rejected.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Leave button: Click open the screen to create a new leave |
| request for an employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of leave request. Displays a |
| list of request in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id button: Click to open the employees profile in the |
| OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party button: Click to open the approvers profile in |
| the OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to save changes to a leave record.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the leave request. The request |
| item is deleted and can not be restored.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <warning> |
| <para>The OFBiz Party Manager application is separate from the HR App. |
| To return to the HR App Select HR from the Applications menu. You will |
| be returned to the main <link linkend="HUMANRES_main">Main</link> |
| screen.</para> |
| </warning> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmplLeave"> |
| <title>New Employee Leave</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/LeaveEmployeeNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Leave > Click New Leave</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Create a new request for |
| leave for an employee.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis><itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - The party id of |
| the employee requesting leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Type Id - The name of a leave type. Leave types are |
| defined in <link linkend="HUMANRES_EditEmplLeaveTypes">Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The data the leave starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user entered description of the |
| leave.</para> |
| </listitem> |
| </itemizedlist></para> |
| |
| <para><emphasis role="bold">Action -</emphasis> Create button: Click |
| create to create a leave request. The request is in edit mode.</para> |
| |
| <note> |
| <para>To create another leave you must clear the previous leave from |
| the edit mode. To do this click the Employee Leave menu item. The the |
| Search Leave screen opens. Click the New Leave button, the Add |
| Employee Leave screenlet opens.</para> |
| </note> |
| </sect1> |
| |
| <sect1> |
| <title>Update Employee Leave</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/LeaveEmployeeEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Leave > In the Search Results click Update button</para> |
| |
| <para><emphasis role="bold">Usage: </emphasis>You can update the |
| information in any of fields listed below in the update leave |
| screenlet.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user entered description of the leave.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <warning> |
| <para>If you update Party Id, Leave Type Id or From Date you will get |
| an error message. The Update button will change to Create. You can |
| click create to save your changes as a new record. To update any of |
| update-able fields in the original record, return to the search screen |
| (Click the Employee Leave menu item) and click the update button for |
| the item you wish to update.</para> |
| </warning> |
| |
| <para><emphasis role="bold">Action </emphasis>Update button: Click to |
| save changes to the leave request.</para> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_FindLeaveApprovals"> |
| <title>Search Leave Approval</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/LeaveApprovalSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Leave > Click Leave Approval menu item</para> |
| |
| <note> |
| <para>The Leave Approval menu item is visible only to users with |
| Administrator or Approver permission.</para> |
| </note> |
| |
| <para><emphasis role="bold">Usage </emphasis> Use the Leave Approval |
| screen to search for leave request and view a list of leave requests in |
| the same manners as in the Employee Leave screen described in the |
| previous section. Selecting a update in the Leave Approval search |
| results opens the Edit Leave Approval Status screen (where the Leave |
| Approval screen opened the update screen).</para> |
| |
| <note> |
| <para>The Leave Approval Search Option Approver Party defaults to the |
| logon user id. This has the effect of only showing request for |
| approval that apply to the current login user. This field can be |
| manually cleared to show all leave request.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - The party id of |
| the employee requesting leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Type Id - The name of a leave type. Leave types are |
| defined in <link linkend="HUMANRES_EditEmplLeaveTypes">2Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The data the leave starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave. Defaults to the user logon |
| id.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Status - A leave request may be Created, Approved, or |
| Rejected.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Find button: Click for a list of leave request. Displays a |
| list of leave request in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Id button: Click to open the employees profile in the |
| OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party button: Click to open the approvers profile in |
| the OFBiz Party Manager application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Click to open the Edit Leave Approval Status |
| screenlet.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <warning> |
| <para>The OFBiz Party Manager application is separate from the HR App. |
| To return to the HR App Select HR from the Applications menu. You will |
| be returned to the main <link linkend="HUMANRES_main">Main</link> |
| screen.</para> |
| </warning> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditEmplLeaveStatus"> |
| <title>Edit Leave Approval</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/LeaveApproval.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Leave > Click Leave Approval menu item > Click Update</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Users with Approver or |
| Administrator may change the Leave status. The default status is |
| Created. Created status can be changed to status Approved or Rejected. |
| Approved status can be changed to Created or Rejected. Rejected status |
| can not be changed.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_PARTY_ID">Party Id</link> - The party id of |
| the employee requesting leave.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Type Id - The name of a leave type. Leave types are |
| defined in <link linkend="HUMANRES_EditEmplLeaveTypes">Global |
| Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - The data the leave starts.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Reason Type - The name of a leave type reason. Leave |
| types reasons are defined in <link |
| linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Thru Date - The data the leave ends.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Party - The <link linkend="G_PARTY_ID">party |
| id</link> of the <link linkend="G_PERSON">person</link> with |
| authority to approve the leave. Defaults to the user logon |
| id.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave Status - A leave request may be Created, Approved, or |
| Rejected.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user entered description of the leave.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Update button: Click to save changes to a leave status. The |
| new status is displayed. Click Employee Leave to return to the |
| Employee Leave screen or select another menu item as needed.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter xml:id="HUMANRES_EditSkillTypes"> |
| <title>Global HR Settings</title> |
| |
| <para>Global HR Settings are a collection of screens you can use to |
| customize some of the drop-down list that appear in the HR App. In |
| general, a user must have "administrator" or "create privileges" to make |
| changes to Global Settings. Data is loaded into the Global HR Settings |
| when you use the ant task load-demo or load-seed.</para> |
| |
| <para>Customization of entries in drop-down list that are not supported in |
| the Global HR Settings feature can be made by an administrator using <link |
| linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Web Tools</link> |
| .</para> |
| |
| <sect1 xml:id="HUMANRES_EditSkillType"> |
| <title>Skill Groups</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsEditSkillGroups.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Skill Groups</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the <link |
| linkend="G_SKILL_GROUP">skill groups</link> used in the <link |
| linkend="HUMANRES_FindPartySkills">Skills</link> feature. Your company |
| employees, contract workers and partners may have hundreds of different |
| of skills. Skill groups let you organize these <link |
| linkend="G_SKILL">skills</link> so they are manageable. This is helpful |
| for reporting on your companies skill inventory or searching for |
| resources with the skills needed for a job. You can search for skills |
| and assign skills to people and organizations in the <link |
| linkend="HUMANRES_FindPartySkills">Skills</link> feature. You can manage |
| the skills of a person or organization in their profile, see the <link |
| linkend="HUMANRES_EditEmployeeSkills">Employee Skills</link> |
| feature.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_SKILL_GROUP">Skill Group</link> - A name |
| describing a group of skills.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined detailed description of the skill |
| group.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save a new skill group. The screen is |
| refreshed and the new skill group is displayed in the Skill Group |
| List.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete a skill group. The skill group |
| is deleted and can not be restored. All skills <emphasis |
| role="bold">must</emphasis> be removed from the skill group before |
| it can be deleted.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Saves any changes made to any of the |
| descriptions in the skill group list.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Skills</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsEditSkills.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Skill Groups Click Skills menu item.</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete <link |
| linkend="G_SKILL">skills</link> used in the <link |
| linkend="HUMANRES_FindPartySkills">Skills</link> feature and <link |
| linkend="HUMANRES_EditSkillTypes">Edit Employees Skills</link> |
| screenlet. Skills are associated with people and organizations. This |
| screen lets you define them so everyone in the company has the same |
| understanding of what is expected a resource that has the skill. Each |
| skill <emphasis role="bold">must</emphasis> belong to a <link |
| linkend="G_SKILL_GROUP">skill group</link>. The skill group "Other" can |
| be used if no group applies to a skill and you do not want to create a |
| new skill group.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para><link linkend="G_SKILL">Skill</link> - A name describing the |
| skill.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined detailed description of the |
| skill.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save a new skill. The screen is |
| refreshed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete a skill. The skill is deleted |
| and can not be restored. A skill can not be deleted if it is |
| assigned to a person or organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Saves any changes made to any of the |
| descriptions in the skill list.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditResponsibilityTypes"> |
| <title>Responsibility Types</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsResponsibilitylTypes.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Click the Responsibility Types menu item</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the responsibility |
| types used to add a responsibility to a <link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Position</link>. |
| Responsibility is assigned to positions so that stake holders can |
| clearly see the position's scope.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Responsibility Type Id - A required unique identifier for the |
| Responsibility Type. If one is not entered a numeric id will be |
| created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the Responsibility Type. The |
| screen is refreshed. If no id was entered the system generated |
| numeric id is created and displayed.<warning> |
| <para>You must clear or change the Responsibility TypeId from |
| the text box before you can create another responsibility. If |
| you do not do this you will get a duplicate id error |
| message.</para> |
| </warning></para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Responsibility Type. The |
| Responsibility Type is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditTerminationReasons"> |
| <title>Termination Reasons</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsTerminationReason.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Click the Termination Reasons menu item</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>Termination Reasons are used by employments to track terminations |
| for analysis they are used in the <link |
| linkend="HUMANRES_FindEmployments">Employments</link> feature.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Termination Reason Id - A required unique identifier for the |
| Termination Reason. If one is not entered a numeric id will be |
| created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the Termination Reason. The |
| screen is refreshed. If no id was entered the system generated |
| numeric id is displayed</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Termination Reason. The |
| Termination Reason is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditTerminationTypes"> |
| <title>Termination Types</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsTerminationTypes.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Termination Types</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>Termination Types are used by employments to track terminations |
| for analysis see usage in the <link |
| linkend="HUMANRES_FindEmployments">Employments</link> feature for |
| usage.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Termination Type Id - A required unique identifier for the |
| Termination Type. If one is not entered a numeric id will be |
| created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the Termination Types. The screen |
| is refreshed. If no id was entered the system generated numeric id |
| is displayed</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Termination Types. The |
| Termination Reason is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Position Types and Rates</title> |
| |
| <para>The position type is used to categorize <link |
| linkend="HUMANRES_FindEmplPositions">Positions</link> . This is straight |
| forward and the examples Programmer, System Administrator and Business |
| Analyst form the demo data are a good demonstration of the intended |
| usage. Each position type has a schedule of rates that can be offered to |
| a applicant for a position.</para> |
| |
| <para>There are two methods for defining the schedule. The first is |
| built around a rate amount. The second uses Pay Grades, which are |
| defined in the <link linkend="HUMANRES_FindPayGrades">Pay Grade</link> |
| feature.</para> |
| |
| <para>The two methods are exclusive. If you use one for a position type, |
| you can not use the other.</para> |
| |
| <para><emphasis role="bold">Using the Rate Amount |
| Schedule</emphasis></para> |
| |
| <para>Each position type may have one or more associated rate types. |
| Rate type is identified by its rate type id, a description of the rate |
| type, time period and from thru dates. Each combination of rate type and |
| time period has a rate amount.</para> |
| |
| <para>Available rate types are Standard Rate, Discounted Rate, Overtime |
| Rate, Average Pay Rate, Highest Pay Rate, and Lowest Pay Rate.</para> |
| |
| <para>Available time periods are Fiscal Year, Fiscal Quarter, Fiscal |
| Month, Fiscal Week, Fiscal Bi-Week, Sales Quarter, Sales Month, Rate |
| amount per Hour, Rate amount per Week, Rate amount per month, and Rate |
| amount per Quarter.</para> |
| |
| <para>This sounds very complex but the example below, of a rate schedule |
| for a business analyst, should help to make it clear:</para> |
| |
| <informaltable frame="box" rules="all"> |
| <thead> |
| <tr align="center"> |
| <th>Position Type</th> |
| |
| <th>Rate Type Id</th> |
| |
| <th>Period Type Id</th> |
| |
| <th>Rate Amount</th> |
| </tr> |
| </thead> |
| |
| <tbody> |
| <tr> |
| <td>Business Analyst</td> |
| |
| <td>Standard Rate</td> |
| |
| <td>Fiscal Year</td> |
| |
| <td>65,000</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Standard Rate</td> |
| |
| <td>Rate amount per Hour</td> |
| |
| <td>40.00</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Discounted Rate</td> |
| |
| <td>Fiscal Year</td> |
| |
| <td>60,000</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Discounted Rate</td> |
| |
| <td>Rate amount per Hour</td> |
| |
| <td>38.50</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Highest Pay Rate</td> |
| |
| <td>Fiscal Year</td> |
| |
| <td>75,000</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Highest Pay Rate</td> |
| |
| <td>Rate amount per Hour</td> |
| |
| <td>75.00</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Lowest Pay Rate</td> |
| |
| <td>Fiscal Year</td> |
| |
| <td>55,000</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>Lowest Pay Rate</td> |
| |
| <td>Rate amount per Hour</td> |
| |
| <td>35.00</td> |
| </tr> |
| </tbody> |
| </informaltable> |
| |
| <para>Any of the rate amounts could be offered to a person taking the |
| position of Business Analyst.</para> |
| |
| <para>Only one record from the schedule is used at a time for computing |
| the employees actual pay.</para> |
| |
| <para><emphasis role="bold">Using Pay Grades</emphasis></para> |
| |
| <para>The pay grade method is more rigidly structured then the rate |
| amount method described above. A pay grade schedule, created in <link |
| linkend="HUMANRES_FindPayGrades">Pay Grades</link> , is used in place of |
| a schedule like the one shown above. There can be one or more pay grade |
| schedules. Each has a name and an ordered set of salary steps. Each step |
| has an amount.</para> |
| |
| <para>Here is a sample pay grade schedule:</para> |
| |
| <informaltable frame="box" rules="all"> |
| <thead> |
| <tr align="center"> |
| <th>Pay Grade Name</th> |
| |
| <th>Salary Step Sequence Id</th> |
| |
| <th/> |
| </tr> |
| </thead> |
| |
| <tbody> |
| <tr> |
| <td>Grade 1</td> |
| |
| <td>10000</td> |
| |
| <td>500</td> |
| </tr> |
| |
| <tr> |
| <td/> |
| |
| <td>10001</td> |
| |
| <td>750</td> |
| </tr> |
| |
| <tr> |
| <th align="left"/> |
| |
| <th align="left">10002</th> |
| |
| <th align="left">1,000</th> |
| </tr> |
| |
| <tr align="left"> |
| <th/> |
| |
| <th>10003</th> |
| |
| <th>1,250</th> |
| </tr> |
| </tbody> |
| </informaltable> |
| |
| <para>A position type is associated with a single row of the schedule |
| using the Pay Grade Name and Step Sequence Id.</para> |
| |
| <para><emphasis role="bold">Usage Difference Between Rate Amount |
| Schedule and Pay Grades</emphasis></para> |
| |
| <para>When using Rate Amount enter a value in the Rate Amount field and |
| omit values in the Pay Grade Id and Salary Step Sequence Id |
| fields.</para> |
| |
| <para>When using Pay Grades enter values in Pay Grade Id and Salary Step |
| Sequence Id fields but leave the Rate Amount empty.</para> |
| |
| <para>Enter values in the Rate Type Id, Period Type Id and Rate Currency |
| Uom Id for both methods.</para> |
| |
| <sect2 xml:id="HUMANRES_FindEmplPositionTypes"> |
| <title>Search Position Types</title> |
| |
| <para>Position Types group positions for reporting.</para> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsPositionTypeSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Position Types</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>Position types are used in the <link |
| linkend="HUMANRES_FindEmplPositions">Employee Position</link> feature. |
| Use the Position Types screen to create a Position Type, search for an |
| existing Position Type and delete position types. Selecting a position |
| type from the list opens the Edit Position Type screen.</para> |
| |
| <para><emphasis role="bold">Field Search Options</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Type Id - The drop-down list displays the |
| descriptions of the position types. The default is to select all |
| position types. If a selection is made only a single position will |
| be returned. (If two position types have the same description the |
| description will appear twice in the list but only the item |
| selected will be returned).</para> |
| </listitem> |
| |
| <listitem> |
| <para>Parent Type Id - Enter the parent type id to filter on the |
| children of the parent.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Has Table - This field is not used an can be ignored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - Enter all or part of the description. Unlike |
| the case in Empl Position Type Id where only one of two or more |
| identical descriptions are returned, here all the records matching |
| the description will be returned.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Field Search Results</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Position Types - This is the Empl Position Type Id, the |
| unique identifier of the type.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Find button: Click for a list of position types. Displays |
| the list of in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Employee Position Type. |
| The Employee Position Type is deleted and can not be |
| restored</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2 xml:id="HUMANRES_EditEmplPositionTypes"> |
| <title>New Position Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsPositionTypeNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs - Human Resources > Global |
| HR Settings > Position Types</emphasis></para> |
| |
| <para><emphasis role="bold">Click New Position Type</emphasis></para> |
| |
| <para><emphasis role="bold">Usage:</emphasis> Create a new position |
| type.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Type Id - A required unique identifier for the |
| Position Type. If one is not entered a numeric id will be |
| created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Parent Type Id - Enter the Empl Position Type Id of the |
| position type that will be the parent of this entry. This will |
| form a tree structure that could be used for roll up |
| reporting.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Has Table - Field is not used and can be ignored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - Required. Enter a user defined description for |
| the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis>: Click Create to a new |
| Position Type.</para> |
| |
| <para>From here you would typically click <link |
| linkend="HUMANRES_EditEmplPositionTypeRates">Position Type Rate</link> |
| on the menu and enter a rate schedule for the position.</para> |
| </sect2> |
| |
| <sect2> |
| <title>Edit Position Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsPositionTypeEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs -</emphasis> Human Resources |
| > Global HR Settings > Position Types</para> |
| |
| <para>Using Search Options find a position type</para> |
| |
| <para>In Search Results click on a value in the Position Type |
| column.</para> |
| |
| <para>The Edit Position Types screen opens</para> |
| |
| <para><emphasis role="bold">Usage</emphasis>: Update a position |
| type.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Empl Position Type Id - The unique identifier of the |
| position type. Can not be changed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Parent Type Id - Enter or change the Empl Position Type Id |
| of the position type that will be the parent of this entry.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Field is not used and can be ignored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - Required. You man change the user defined |
| description for the type. The field can not be made empty.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Click Update to save |
| changes.</para> |
| |
| <para>To leave the screen without saving changes click on any menu |
| item. The changes will be lost.</para> |
| </sect2> |
| |
| <sect2 xml:id="HUMANRES_EditEmplPositionTypeRates"> |
| <title>Position Type Rate</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsPositionTypeRates.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs -</emphasis> Human Resources |
| > Global HR Settings > Position Types > Click Position Type |
| Rate menu item</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>Create a rate schedule for a Position Type using either the Rate |
| Amount or Pay Grade features (See discussion in <link |
| linkend="HUMANRES_FindEmplPositionTypes">Position Type</link> |
| Introduction).</para> |
| |
| <note> |
| <para>When you enter a rate in the HR App it is has its position |
| type field set. Rates can be entered in other OFBiz Apps set to a |
| party id instead of the position.</para> |
| |
| <para>In Project Manager > Resources Click the button in the |
| Resource Name column > Rates, rates are assigned to a project |
| member who is a person. These rates are used in calculating invoices |
| to a client in a service organization scenario. Rates are managed in |
| the same way in SCRUM Application > My Profile > Rates</para> |
| |
| <para>You can manage rates by people or position types in Accounting |
| > Global GL Settings > Rates.</para> |
| </note> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Rate Type Id - Select one of Standard Rate, Discounted Rate, |
| Overtime Rate, Average Pay Rate, Highest Pay Rate, or Lowest Pay |
| Rate.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Period Type Id - Select one of Fiscal Year, Fiscal Quarter, |
| Fiscal Month, Fiscal Week, Fiscal Bi-Week, Sales Quarter, Sales |
| Month, Rate amount per Hour, Rate amount per Week, Rate amount per |
| month, or Rate amount per Quarter</para> |
| </listitem> |
| |
| <listitem> |
| <para>Rate Amount - Enter a rate amount if your are creating a |
| Rate Amount schedule. The Rate Amount is the numeric amount to be |
| paid for a Rate Type in a Time Period, in a Currency. Leave this |
| field blank if your are using a Pay Grade schedule</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grade Id - The unique identifier for a Pay Grade. Click |
| on the Search Form icon to lookup Pay Grade Ids</para> |
| </listitem> |
| |
| <listitem> |
| <para>Salary Step Sequence Id - The sequence identifier that is |
| associated with a Salary Step amount.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Rate Currency Uom Id - The currency the employee will be |
| paid in.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create - Click Update to save changes.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete - Click to remove the Rate form the rate list. The |
| causes the rates thru date to be set so it is no longer displayed. |
| The rate remains in the data store for reporting and audit.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Employee Leave Type</title> |
| |
| <para>Employee Leave Type has a menu with items for Leave Type and |
| Reason Type.</para> |
| |
| <sect2 xml:id="HUMANRES_EditEmplLeaveTypes"> |
| <title>Leave Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsEmployeeLeaveType.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Employee Leave Type > Leave |
| Type</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the leave types |
| used in the <link linkend="HUMANRES_FindPartySkills">Leave</link> |
| feature. Leave reason types are used to categorize an assigned |
| employee leave request.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Leave Type Id - A required unique identifier for the leave |
| type. If one is not entered a numeric id will be created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the leave type. The screen is |
| refreshed. If no id was enter the system generated numeric id is |
| displayed<warning> |
| <para>You must clear or change the Leave Type Id from the text |
| box before you can create another leave type. If you do not do |
| this you will get a duplicate id error message.</para> |
| </warning></para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the skill type. The skill |
| type is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2 xml:id="HUMANRES_EditEmplLeaveReasonTypes"> |
| <title>Reason Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsReasonType.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Employee Leave Type > Reason |
| Type</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the leave reason |
| types used in the <link |
| linkend="HUMANRES_FindPartySkills">Leave</link> feature. Leave types |
| are used to categorize an assigned employee leave request.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Leave Type Id - A required unique identifier for the reason |
| type. If one is not entered a numeric id will be created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the type.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the reason type. The screen is |
| refreshed. If no id was entered the system generated numeric id is |
| displayed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the reason type. The reason |
| type is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <tip> |
| <para>If you create more then one Leave Type you must manually clear |
| the Leave Type Id or you will get an error.</para> |
| </tip> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Pay Grades</title> |
| |
| <para>The Pay Grades set up here are used in the <link |
| linkend="HUMANRES_FindEmplPositionTypes">Employee Position Type</link> |
| feature with Pay Grade style position pay schedules.</para> |
| |
| <sect2 xml:id="HUMANRES_FindPayGrades"> |
| <title>Search Pay Grades</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsPayGradesSearch.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Pay Grades</para> |
| |
| <para><emphasis role="bold">Usage:</emphasis> Use the Pay Grades |
| screen to create a new Pay Grade, search for an existing Pay Grades |
| and view a list of Pay Grades. When the screen opens the first 20 Pay |
| Grades are displayed in the Search Results. Use Search Options to |
| refine the search.</para> |
| |
| <para>Each Pay Grade contains a list of Salary Steps. Each step |
| advances the salary by a fixed amount.</para> |
| |
| <para>Typically this method of defining a workers pay is used in |
| highly structured organizations like civil service jobs in the US. A |
| job has a pay grade and the worker rises through the steps of the pay |
| grade by well defined rules. The rules linked to years of service, |
| education level or some other fact based criteria. For example a |
| teacher may start in Pay Grade For Teacher Salary Step 1. After 3 year |
| on the job or completing additional training the teacher is advanced |
| to Salary Step 2.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Pay Grade Id - A unique identifier for the Pay Grade</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grade Name - A user created name describing the pay |
| grade.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - A user defined description for the pay |
| grade.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>New Pay Grade button: Click open the screen to create a new |
| Pay Grade.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find button: Click for a list of Pay Grades. Displays a list |
| of Pay Grades in the Search Results screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grade Id text link: Opens the Edit Pay Grade |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Pay Grade. The item is |
| deleted and can not be restored.<note> |
| <para>All Salary Steps must be deleted before the Pay Grade |
| can be deleted.</para> |
| </note></para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2 xml:id="HUMANRES_EditPayGrade"> |
| <title>New Pay Grade</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsPayGradesNew.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Pay Grades > Click New Pay |
| Grade</para> |
| |
| <para><emphasis role="bold">Usage - </emphasis>Create a Pay |
| Grade</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Pay Grade Id - Unique Id for the pay grade. May be user |
| entered or if empty the system will generate sequence |
| number.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grade Name - User entered text description of the pay |
| grade.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered additional information about the pay |
| grade.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action</emphasis> Create button: Click to |
| create a Pay Grade. The Salary Steps menu item is displayed. Typically |
| you will click to add steps to the new pay grade.</para> |
| </sect2> |
| |
| <sect2> |
| <title>Edit Pay Grade</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsPayGradesEdit.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Click Find > Click Pay GradeID text in Search Results</para> |
| |
| <para><emphasis role="bold">Usage </emphasis>Update a pay |
| grade.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Pay Grade Id - Unique Id for the pay grade. Can not be |
| updated.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Pay Grade Name - User entered text description of the pay |
| grade.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Comments - User entered additional information about the pay |
| grade.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Action </emphasis>Update button: Click to |
| save changes to a pay grade record</para> |
| </sect2> |
| |
| <sect2 xml:id="HUMANRES_EditSalarySteps"> |
| <title>Salary Steps</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsPayGradesSalaryStep.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Click Find > Click Pay GradeID text in Search Results > |
| Click Salary Steps menu item</para> |
| |
| <para><emphasis role="bold">Usage </emphasis>Add, update and delete |
| salary steps for a pay grade.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Date Modified - effective date of a change to a salary |
| step.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Amount - Salary amount for the pay grade step</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to create the salary step.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the salary step. The salary |
| step is deleted and can not be restored</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Click to save changes in the list |
| above.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditJobInterviewType"> |
| <title>Job Interview Types</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsJobInterviewType.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Job Interview Type</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the job interview |
| types used in the <link linkend="HUMANRES_FindJobInterview">Job |
| Interview</link> screenlet. The job interview records the interviewer |
| and the person being interviewed as well as the date of the interview |
| and some information about the interview like the interview type, a |
| grade and result.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Job Interview Type Id - A required unique identifier for the |
| skill type. If one is not entered a numeric id will be |
| created.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description that categorizes the |
| type of job interview.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the Job Interview Type. The |
| screen is refreshed. If no id was entered the system generated |
| numeric id is displayed</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the skill type. The skill type |
| is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <tip> |
| <para>If you create more then one Job Interview Type you must manually |
| clear the Job Interview Type Id or you will get an error.</para> |
| </tip> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_EditTrainingTypes"> |
| <title>Training Class Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsTraininClassType.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Training Class Type</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>This screen is used to create, edit and delete the Training Class |
| Types used in the <link |
| linkend="HUMANRES_TrainingCalendar">Training</link> feature. The |
| Training Class Type is used to categorize Training Classes.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Training Class Type - A required unique identifier for the |
| Training Class Type. You must enter a Training Class Type, the |
| system will display an error if you do not.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Prerequisite Skill - A Training Class Type class that should |
| be attended before this class.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description that categorizes the |
| type of training.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the Training Class Type . The |
| screen is refreshed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the Training Class Type. The |
| Training Class Type is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Submit button: Saves any changes made to any of the |
| descriptions in the list above the Submit button.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <tip> |
| <para>If you create more then one Training Class Type you must |
| manually clear the Training Class Type or you will get an |
| error.</para> |
| </tip> |
| </sect1> |
| |
| <sect1 xml:id="HUMANRES_PublicHoliday"> |
| <title>Public Holiday</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata align="center" |
| fileref="../humanres_en_images/GlobalHRSettingsPublicHoliday.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources > |
| Global HR Settings > Public Holiday</para> |
| |
| <para><emphasis role="bold">Usage</emphasis></para> |
| |
| <para>A holiday created here appears as an entry in the <link |
| linkend="HUMANRES_TrainingCalendar">Training</link> and Work Effort |
| Calendar features. To view the entry in Work Effort Calendar:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>In the Applications Menu select Work Effort</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Work Effort Manager menu select Calendar</para> |
| </listitem> |
| |
| <listitem> |
| <para>Use the Calendar navigation widgets to find the From Date of |
| the Public Holiday in the Calendar</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>The Holiday will appear as an entry under the From Date.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Holiday Name - Name of holiday</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description - A user defined description of the |
| holiday.</para> |
| </listitem> |
| |
| <listitem> |
| <para>From Date - Date of the Holiday</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Submit - Click to save the holiday . A messaged "Successfully |
| created" is displayed. The Add Public Holiday screenlet is cleared |
| and ready for the next entry.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update - On Click holiday is opened in the edit screenlet. |
| Click Update in the screenlet to save changes.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the holiday. The holiday is |
| deleted and can not be restored</para> |
| </listitem> |
| </itemizedlist> |
| </sect1> |
| |
| <sect1> |
| <title>Qualifications Type</title> |
| |
| <para>You can use the Qualifications Type feature to mange <link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">qualifications</link> to meet the |
| needs of your company. There are two sub screens:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Qualification Type Group - Groups organization <link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">qualifications</link> to make |
| searching and reporting more convenient.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Qualification Type - Manages a list of <link |
| linkend="G_PARTY_QUALIIFICATION_TYPE">qualifications</link>.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <sect2> |
| <title>Qualification Type Group</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsEditQualificationGroups.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Qualification Type > Qualification |
| Type Group</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> This screen is used to |
| create, update and delete Qualification Groups. There are two |
| screenlets: Add Party Qualification Group to create new groups and |
| List Party Qualification Groups, an editable list of all |
| groups.</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Name is a short description suitable for |
| drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description is an optional field for entering a detailed |
| definition of the group.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the qualification group. The |
| screen is refreshed and the new group appears in the List Party |
| Qualification Groups screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the qualification group. The |
| qualification group is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Saves any changes made to any of the |
| descriptions in the list above the Update button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2> |
| <title>Qualification Type</title> |
| |
| <screenshot> |
| <mediaobject> |
| <imageobject> |
| <imagedata fileref="../humanres_en_images/GlobalHRSettingsEditQualifications.jpg" |
| scalefit="1" width="100%"/> |
| </imageobject> |
| </mediaobject> |
| </screenshot> |
| |
| <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources |
| > Global HR Settings > Qualification Type > Click menu item |
| Qualification Type</para> |
| |
| <para><emphasis role="bold">Usage -</emphasis> Qualifications are used |
| in the <link linkend="HUMANRES_FindPartyQuals">Qualifications</link> |
| feature. This screen is used to create, update and delete |
| Qualifications. There are two screenlets: Add Party Qualification to |
| create a new qualification and List Party Qualification, an editable |
| list of all qualifications. Qualifications are grouped by |
| Qualification Type</para> |
| |
| <para><emphasis role="bold">Fields</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Qualification Type is a description for grouping |
| qualifications to enhance search and reporting of |
| qualifications.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Name is a short description of the qualification suitable |
| for drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Description is an optional field for entering a detailed |
| definition of the qualification.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para><emphasis role="bold">Actions</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create button: Click to save the qualification. The screen |
| is refreshed and the new qualification appears in the List Party |
| Qualifications screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Delete button: Click to delete the qualification. The |
| qualification is deleted and can not be restored.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update button: Saves any changes made to any of the |
| descriptions in the list above the Update button.</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| </chapter> |
| |
| <chapter xml:id="SECURITY"> |
| <title>Security</title> |
| |
| <para>OFBiz has a security model that controls access to resources at a |
| very fine grained level. This means that it is possible to manage who has |
| access to view information and perform work from the highest level (i.e. |
| Create or deny access to the application itself) down to the lowest level |
| (i.e. View, create, update or delete a single item of information).</para> |
| |
| <para>This chapter covers the security permissions that come with the HR |
| App and how an administrator can assign permissions to a user login using |
| the Party Manager application.</para> |
| |
| <note> |
| <para>A person may have one or more login id's. Each login id is |
| assigned to it's own set of Security Groups. This means that the id a |
| user logs in with determines what applications the person can work in |
| and what work can be done in the application. For an example of multiple |
| user logins see the party id admin in the demo data.</para> |
| </note> |
| |
| <sect1> |
| <title>Human Resource Permissions</title> |
| |
| <para>In OFBiz a Security Group is collection of permissions that allow |
| a members of the group to use the application and it's resources.</para> |
| |
| <para>The HR App has three special security groups that can be assigned |
| HR App users. There are also other general administrative security |
| groups that let managers and administrators work in the |
| application.</para> |
| |
| <para>You use the Party Manager application to add users to one or more |
| Security Groups.</para> |
| |
| <sect2> |
| <title>Special HR App Permissions</title> |
| |
| <para>The three special HR App Security Groups are named by |
| role:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Employee Role - Required to logon into the HR App. This is |
| true even if user has the Approver and Admin Roles, the Employee |
| Role is still needed to get into the HR App. It has the most |
| restrictions on what the user may view and the actions the user |
| may take of all the HR App roles.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Approver Role - The approver role gives members of the group |
| the ability to approve Training. The approver has all of the |
| permissions of the Employee Role and in addition may view and |
| update some of the screens that are not available to the Employee |
| role.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Administrator Role - A person with the Administrator Role |
| has permission to do everything in the HR App. A person with the |
| Administrator Role is allowed full access to view, create, update |
| and delete throughout the HR App.</para> |
| </listitem> |
| </orderedlist> |
| |
| <note> |
| <para>A person with the Administrator Role must also belong to the |
| Work Effort User, My Portal Employee, My Portal Customer or Scrum |
| Team security group to be able to add Training class in the Training |
| feature. This is an exception to the above explanation for |
| Administrator Role.</para> |
| </note> |
| </sect2> |
| |
| <sect2> |
| <title>General OFBiz Permissions</title> |
| |
| <para>Some users may not have any of the HR App permission but can |
| still access the HR App and perform operations. These include:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Business Admin has permission for all operations in the HR |
| App.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Flexible Admin has permission for create, update, delete and |
| view operations on the HR App</para> |
| </listitem> |
| |
| <listitem> |
| <para>Full Admin has permission for all operations in the HR |
| App.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Super has permission for all operations in the HR App</para> |
| </listitem> |
| |
| <listitem> |
| <para>Viewadmin has permission for viewing the HR App</para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Security Administration In Party Manager</title> |
| |
| <para>A user must be granted permissions to use the HR App. This section |
| describes how to do this in Party Manager. It assumes the user has a |
| user login and Party administration privileges.</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Login to the Party application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>User Search Option to find the person who is to be given |
| permission to use HR App.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Search Results click the text in the Party ID |
| column.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the User Name(s) screenlet click the Security Groups button |
| for the User Login that will receive HR App permissions.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Add User Login to Security Group screenlet select the |
| HUMANRES_EMPLOYEE... from the Group drop-down-list. Click the Add |
| button to use the current date for the From Date or enter dates for |
| From Date and Thru Date as needed then click Add.</para> |
| </listitem> |
| |
| <listitem> |
| <para>If the person is to be allowed to approve Training add the |
| HUMANRES_APPROVER permission. As in the previous step enter dates as |
| required.</para> |
| </listitem> |
| |
| <listitem> |
| <para>If the person is to be allowed all access then add the |
| HUMANRES_ADMIN permission... As in the previous steps enter dates as |
| required.</para> |
| </listitem> |
| </orderedlist> |
| </sect1> |
| </chapter> |
| |
| <chapter xml:id="INTRA_APPL_INTEGRATION"> |
| <title>HR App Intra-Application Integration</title> |
| |
| <para>From time to time you will need to use the features found in other |
| OFBiz applications in support of some HR App features. This section |
| describes these usage scenarios.</para> |
| |
| <sect1> |
| <title>Accounting</title> |
| |
| <para>In the Accounting application you can setup agreements to define |
| your employments and write checks to pay your employees.</para> |
| |
| <sect2> |
| <title>Payroll</title> |
| |
| <para>Although managing the payroll is not a part of HR App the task |
| is so important to the basic HR App requirement to process worker |
| transactions that we will cover it here. You write paychecks to an |
| employees in the OFBiz accounting application. In OFBiz pay checks are |
| paid against an invoice type Payrol, so the first thing to do is |
| create an invoice type Payrol. As you progress through the steps to |
| create a Payrol a payment is created for the invoice. You navigate to |
| the payment then return to the invoice to complete the |
| activity.</para> |
| |
| <para><emphasis role="bold">To crate a Payrol type |
| invoice:</emphasis></para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Log into the Accounting application and select Invoices from |
| the main menu.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the New Purchase Invoice screenlet Invoice Type |
| drop-down-list select Payrol.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the From Party ID field enter the party id of the |
| employee to be paid.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Create.</para> |
| |
| <para>A new invoice is created and header screen is displayed. The |
| status in the Header screenlet is In-Process.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Items.</para> |
| |
| <para>The Add a new invoice Item screenlet opens and presents |
| three sets to record types related to payroll: Earnings and Hours, |
| Taxes, and Deductions from Gross. Each type has fields Quantity |
| and Amount. Enter positive number in all fields, the applications |
| will process debits and credits accordingly so it is not necessary |
| to enter a negative amount for a payroll deduction.</para> |
| |
| <para>Some examples: Hourly Rate Q 40 A 20 (40 hours at 20 per |
| hour), Federal Withholding Q 1 A 120, 401K Emp Q 1 A 250. Fill in |
| these fields as required and click the Add button.</para> |
| |
| <note> |
| <para>There are a large number of fields on this screen and it |
| is important to enter the correct information. A discussion of |
| each fields outside the scope of this document. It is |
| recommended that you throughly examine the outcome of each entry |
| in a test environment and review results with your accountant |
| before using this feature.</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>The records created in the previous step are displayed above |
| in the Items screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Continue to edit and update in the Items screenlet as |
| necessary. You can return to the Add a new invoice Item screenlet |
| to Add additional items if necessary.</para> |
| </listitem> |
| |
| <listitem> |
| <para>When all of the invoice items are correct click Status To |
| Approved button in the menu above the Items screenlet. The status |
| in the Header screenlet is Approved. The Applied Payments |
| screenlet displays the record for the associated invoice |
| payment.</para> |
| |
| <note> |
| <para>Setting Status to approved locks down the invoice header |
| and invoice items so that no changes can be made. Also note the |
| screenlet Applied Payments. A payment record was created that |
| you will use to write the paycheck. The amount of the payment is |
| net of any deductions from the items entered in step 5. Those |
| items are displayed in the Items screenlet. Here you can see |
| deductions shown as negative amounts.</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>In the Applied Payments screenlet click Payment Id text to |
| navigate to the invoice's Payment record.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Print As Check in the status menu bar. A PDF that can |
| be printed onto a blank check is created. Print and deliver the |
| check to the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>As an optional step you can click the Update button in the |
| Payment Header screenlet and enter the check number in the |
| Comments section. The comments show in the Search Results, this |
| enables you to search for a check number in the Payments search |
| screen.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the status menu click the Status To Sent button. This |
| triggers the creation of the accounting transactions, they are |
| displayed in the Transactions screenlet. At this point the |
| transactions can set to void.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the status menu click the Status to Confirmed. The void |
| option is no longer available. You will now return to the Invoice |
| to complete it's transactions.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Payments Applied screenlet click the button Invoice |
| Id. The invoice Overview screen opens.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the status menu click the button Status to Ready. This |
| completes the process.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para><emphasis role="bold">Check It Out</emphasis></para> |
| |
| <para>After you complete the process if you select Accounting Manager |
| > Invoices filter on Invoice Type = Payrol and click Find you will |
| see your invoice at the top of the list. The status should = Paid and |
| the Outstanding amount = 0.</para> |
| |
| <para>If you select Accounting Manager > Payments filter on Payment |
| Type = Payroll Payment and click Find you will see your payment at the |
| top of the list. The status should = Sent and the Amount Applied = the |
| Amount.</para> |
| |
| <para><emphasis role="bold">To Copy a Payrol type |
| invoice:</emphasis></para> |
| |
| <para>Once you have processed an invoice for an employee you can use |
| the Copy command to duplicate the invoice the next time you need to |
| pay this person.</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Log into the Accounting application and select Invoices from |
| the main menu.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Search Options enter the party id of the payee in the |
| From Party ID and click Find.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Invoice Id field click the button for the invoice you |
| want to copy. The invoice Overview screen for the selected invoice |
| opens.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the status menu click Copy. The screen is refreshed. The |
| screenlets, where appropriate, have Upstate buttons for modifying |
| the copied information.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Update button in the Header screenlet. The Header |
| screenlet opens. Update the Invoice Date and Due Date fields. |
| Click the Update button.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Items in the Feature Menu Screen. The items from the |
| copied invoice are populated in the Items screenlet saving you |
| from duplicating the entry process.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Update Items as needed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add new items using the Add a new invoice Item screenlet if |
| new items are needed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>When all of the invoice items are correct click Status To |
| Approved button in the menu above the Items screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>The remainder of the process is the same as from step 9 in |
| To crate a Payrol type invoice above.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>The above two process appear complex but after you have done |
| them a few time you will see they can be completed very quickly. |
| Practice using the Employee's DemoEmployee, DemoEmployee1, |
| DemoEmployee2, DemoEmployee3 that are set up by the Ant task |
| load-demo.</para> |
| </sect2> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_EMPL_AGREEMENTS"> |
| <title>Employment Agreements</title> |
| |
| <para>Agreements are managed in the Accounting application. Employment |
| agreements spell out the terms of employment between a person and your |
| company. This section discusses creating employment agreements and how |
| they are used in the HR App. Additional information about agreements |
| in the Accounting application can be found at Accounting Screens |
| Reference <command |
| xlink:href="https://cwiki.apache.org/OFBIZ/accounting-screens-reference.html" |
| xlink:show="new">Agreements.</command></para> |
| |
| <para><emphasis role="bold">To create an Employment |
| agreement:</emphasis></para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Log into the Accounting application and select Agreements |
| from the main menu.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Create Agreement</para> |
| </listitem> |
| |
| <listitem> |
| <para>Leave the Product Id field empty</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Party Id From enter your company's party id.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Party Id To enter the party id of the employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Role Type Id From select Internal Organization from the |
| drop-down-list</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Role Type Id To select Employment from the |
| drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Agreement Type Id select Employment from the |
| drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Agreement Date field identify the date when the |
| Agreement was originated, accepted, signed, or amended.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the From Date field enter the start date of the |
| agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Thru Date field enter the end date of the |
| agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Description field enter a user defined description of |
| the agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Optionally you can enter the text of the agreement in the |
| Text Data field.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Agreement Items in the Agreement Menu bar.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Create Agreement Item.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Note the Agreement Id in the refreshed display. You will |
| need to know it when you associate the agreement with your |
| employment in the HR App</para> |
| </listitem> |
| |
| <listitem> |
| <para>Select Exhibit from the Agreement Item Type Id |
| drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Select a currency from the Currency drop-down-list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Agreement Text field type or paste the text |
| description of the agreement.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Submit.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Note the Agreement Item Seq Id in the refreshed display. You |
| will need to know it when you associate the agreement with your |
| employment in the HR App.</para> |
| </listitem> |
| </orderedlist> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Party Manager</title> |
| |
| <para>You can use the party manager to perform a number of useful |
| actions including:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Create a Person when you need to track people who are not |
| employees like contract employees.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Create a User Login when you need to allow a person to login |
| to OFBiz applications. For example a person applying for a position |
| will need a login.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Add security groups when you want to allow a person to login |
| to the HR App.</para> |
| </listitem> |
| |
| <listitem> |
| <para>You can use Create Employee Relationship when you have a |
| person who has an id and now needs to become an employee. For |
| example someone who applied for a position and was later |
| hired.</para> |
| </listitem> |
| |
| <listitem> |
| <para>User Create Internal Organizations to create an organization |
| that can be added to your organization tree so they can be related |
| to positions.</para> |
| </listitem> |
| </itemizedlist> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_CREATE_PERSON"> |
| <title>Create Person</title> |
| |
| <para>Persons created following the instructions below can be used as |
| follows:</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Fulfill a position. See <link |
| linkend="HUMANRES_EditEmplPositionFulfillments">Employee |
| Position.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Add skills. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills </link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Add qualifications. See Qualifications</para> |
| </listitem> |
| |
| <listitem> |
| <para>Interview for a job. See <link |
| linkend="HUMANRES_FindJobInterview">Job Interview</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Participate in training. See <link |
| linkend="HUMANRES_AssignTraining">Add Training Event |
| Participant</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Apply for a position. See <link |
| linkend="HUMANRES_NewEmploymentApp">New Employment |
| App</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Post a resume. See <link |
| linkend="HUMANRES_EditPartyResume">Add Resume</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Apply for Leave. See <link |
| linkend="HUMANRES_EditEmplLeave">New Employee Leave</link>.<note> |
| <para>It may not make sense in your business for a person who |
| is not an employee to apply for leave however there may be |
| scenarios for people who are contract employees.</para> |
| </note></para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>To create a person record;</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Login to the Party application. You will need create or |
| admin permission to create a new person.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New Person</para> |
| </listitem> |
| |
| <listitem> |
| <para>Inter the required First and Last names and other |
| information that is needed for your business.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Save</para> |
| </listitem> |
| |
| <listitem> |
| <para>A new person is created. The persons profile is open where |
| you can create a login.</para> |
| </listitem> |
| </orderedlist> |
| </sect2> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_USER_LOGIN"> |
| <title>User Login</title> |
| |
| <para>The following assumes you are starting from step 6 in create |
| person record above.</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>In the User Name(s) screenlet click Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>Enter a User Login ID, Current Password and Current Password |
| Verify</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Save</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the screenlet click Save</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>A generic user login is created that will allow the person to |
| login to the eCommerce application. To login to the HR App you will |
| need to add a security group.</para> |
| </sect2> |
| |
| <sect2> |
| <title xml:id="INTRA_APPL_INTEGRATION_SECURITY_GROUPS">Add HR App |
| Security Groups</title> |
| |
| <para>The following assumes you are starting from step 4 in User Login |
| above. There are three HR App specific security groups see <link |
| linkend="SECURITY">Security</link></para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Click the menu item Profile</para> |
| </listitem> |
| |
| <listitem> |
| <para>In User Names(s) click the button Security Groups</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Group drop-down-list select HUMANRES_EMPLOYEE</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Add button.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>The user now has login permission for the Human Resource |
| application. At this time the user is not an employee of the Company. |
| The user can preform the following operations.</para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>Fulfill a position. See <link |
| linkend="HUMANRES_EditEmplPositionFulfillments">Employee |
| Position.</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Add skills. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills </link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Add qualifications. See Qualifications</para> |
| </listitem> |
| |
| <listitem> |
| <para>Interview for a job. See <link |
| linkend="HUMANRES_FindJobInterview">Job Interview</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Request training. See <link |
| linkend="HUMANRES_FindTrainingApprovals">Request |
| Training</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Apply for a position. See <link |
| linkend="HUMANRES_NewEmploymentApp">New Employment |
| App</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Post a resume. See <link |
| linkend="HUMANRES_EditPartyResume">Add Resume</link></para> |
| </listitem> |
| |
| <listitem> |
| <para>Apply for Leave. See <link |
| linkend="HUMANRES_EditEmplLeave">New Employee Leave</link>.<note> |
| <para>It may not make sense in your business for a person who |
| is not an employee to apply for leave however there may be |
| scenarios for people who are contract employees.</para> |
| </note></para> |
| </listitem> |
| </itemizedlist> |
| </sect2> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_CREATE_EMPL_RELATIONSHIP"> |
| <title>Create Employee Relationship</title> |
| |
| <para>You may need to create an employment relationship between your |
| company and a person who is not an employee. Before you can do that |
| you must assign the person the role of employee in the Party Manager |
| application. To to that:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>From the Applications menu select Party</para> |
| </listitem> |
| |
| <listitem> |
| <para>Use Search Options to find the person who is to become an |
| employee.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Party Manager displays the persons profile under the menu |
| list.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the menu above the profile click Roles.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Add To Role screenlet select Employee from the Role |
| Type Id drop-down-list</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Add</para> |
| </listitem> |
| |
| <listitem> |
| <para>The Employee is displayed in the Member Roles list</para> |
| </listitem> |
| |
| <listitem> |
| <para>Return to the HR App and Create the Employment for the new |
| employee.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>People who are employees with Employee permission can perform |
| all of the actions of a person who is not an employee. In addition |
| employees can be found in the <link |
| linkend="HUMANRES_FindEmployee">Find Employee</link> screen, they can |
| be part of an <link linkend="HUMANRES_FindEmployments">New |
| Employment</link> employment relationship</para> |
| </sect2> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_CREATE_INTERNAL_ORG"> |
| <title>Create Internal Organizations</title> |
| |
| <para><link linkend="G_INTERNAL_ORGANIZATION">Internal |
| organizations</link> are the building blocks for your companies |
| organizational structure. They can be linked together to form an |
| organization tree using the GUI tree in the HR App <link |
| linkend="HUMANRES_main">Main Page</link>. Here are some steps for |
| setting this up.</para> |
| |
| <para>If you are building from ant load-demo you can follow the steps |
| below in <link linkend="INTRA_APPL_INTEGRATION_CREATE_ORG_TREE">Create |
| Org Tree</link>.</para> |
| |
| <para>If you ran ant load-seed, then first follow <link |
| linkend="INTRA_APPL_INTEGRATION_PRIME_TREE">Prime Company Tree</link> |
| before doing <link |
| linkend="INTRA_APPL_INTEGRATION_CREATE_ORG_TREE">Create Org |
| Tree</link> .</para> |
| |
| <sect3 xml:id="INTRA_APPL_INTEGRATION_PRIME_TREE"> |
| <title>Prime Company Tree</title> |
| |
| <para>If you ran the ant load-seed then you must "prime" the Company |
| tree form in the HR Main Page by adding at least one relationship |
| between your company and a child internal organization. You must |
| also enter a record using Web Tools to initialize a preference for a |
| default organization and set a value in the general.properties file |
| to use your company name as a default organization in |
| drop-down-list.</para> |
| |
| <para><emphasis role="bold">Create company seed |
| data</emphasis></para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Login to the Party application.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New Party Group</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Group Name field enter the name of an top level |
| internal organization (your company name).</para> |
| </listitem> |
| |
| <listitem> |
| <para>Enter any other information about the internal |
| organization that your company would like to track.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Save</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Roles menu item to open the Add To Role |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Role Type Id drop-down-list select Internal |
| Organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Add button</para> |
| </listitem> |
| |
| <listitem> |
| <para>Return to the main Party screen and click Create |
| New</para> |
| </listitem> |
| |
| <listitem> |
| <para>Repeat steps 3-9 using the name of a child organization in |
| step 4 e.g. My Company Name child organization Accounting</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Relationships menu item.</para> |
| </listitem> |
| |
| <listitem> |
| <para>See the screenlet "Add other party relationship"</para> |
| |
| <para>In field "in the role of" enter select "Internal |
| Organization"</para> |
| |
| <para>In field "is A" enter select "Group Member"</para> |
| |
| <para>From Party ID lookup and enter the Party Id of your |
| Company</para> |
| |
| <para>In field "in the role of" enter select "Internal |
| Organization"</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Submit button</para> |
| </listitem> |
| </orderedlist> |
| |
| <para><emphasis role="bold">Set |
| PartyAcctgPrefAndGroup</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>In the Application Menu select Web Tools</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Web Tools Main Page select Entity Data |
| Maintenance</para> |
| </listitem> |
| |
| <listitem> |
| <para>Find PartyAcctgPrefAndGroup and click All</para> |
| </listitem> |
| |
| <listitem> |
| <para>After the screen refreshes click Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the screenlet Edit Value enter your company Id in the |
| partyId field and it's name in the groupName field</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Create button</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>You are done with Web Tools and can close the |
| application.</para> |
| |
| <para><emphasis role="bold">Change general.properties |
| ORGANIZATION_PARTY</emphasis></para> |
| |
| <itemizedlist> |
| <listitem> |
| <para>In you OFBiz home directory open the file |
| ofbiz21/framework/common/config/general.properties</para> |
| </listitem> |
| |
| <listitem> |
| <para>Change the line ORGANIZATION_PARTY=Company to |
| ORGANIZATION_PARTY=PartyId_Of_Your_Company</para> |
| |
| <note> |
| <para>If you created your company following the steps above |
| then OFBiz will have generated a party id 10000 so the entry |
| should read ORGANIZATION_PARTY=10000</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>Restart OFBiz and logon to the HR App</para> |
| </listitem> |
| </itemizedlist> |
| |
| <para>You should see your company name and child organization name |
| in the tree widget on the Main HR screen.</para> |
| |
| <para>Proceed to Create Org Tree to finish creating your company |
| organization tree.</para> |
| </sect3> |
| |
| <sect3 xml:id="INTRA_APPL_INTEGRATION_CREATE_ORG_TREE"> |
| <title>Create Org Tree</title> |
| |
| <para>In this section you will add internal organizations in the |
| Party application but unlike the process above you will not create |
| the relationships between your internal organizations. This will be |
| done after in the HR App main screen.</para> |
| |
| <para>The HR App captures a budget id and party id when you create a |
| position and an internal organization and employee id when you |
| create an employment. As a rule then you will need an internal |
| organization for each part of your companies organization that |
| employs a person or budgets for a position so that those |
| transactions can be reported on correctly.</para> |
| |
| <para>Create Internal Organizations in the Party application.</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>Login to the Party application. You will need create or |
| admin permission to create a new internal organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the button Create New Party Group</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Group Name field enter the name of an internal |
| organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Enter any other information about the internal |
| organization that your company would like to track.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Save</para> |
| </listitem> |
| |
| <listitem> |
| <para>The party group is created and the party profile window |
| opens.</para> |
| |
| <note> |
| <para>The system created a sequential numeric id for your new |
| group. Make note of it, you will need it to add your |
| organization to the tree in the HR App</para> |
| </note> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Roles menu item to open the Add To Role |
| screenlet.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Role Type Id drop-down-list select Internal |
| Organization.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click the Add button</para> |
| </listitem> |
| |
| <listitem> |
| <para>Repeat these steps for each internal organization in your |
| company.</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>The new party groups is now ready to be added to your |
| organization in the HR App.</para> |
| </sect3> |
| </sect2> |
| </sect1> |
| |
| <sect1> |
| <title>Web Tools</title> |
| |
| <para>The Web Tools application has low level features for the use of |
| experienced administrators. The use of the Entity Data Maintenance |
| feature is described here only because there are times when you will |
| need it to configure your reference data. You should not use Entity Data |
| Maintenance to change any application data that is entered in the HR App |
| features. </para> |
| |
| <sect2 xml:id="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT"> |
| <title>Entity Data Maintenance</title> |
| |
| <para>Use Entity Data Maintenance to create and update entities that |
| can not be managed in the HR App Global HR Settings.</para> |
| |
| <note> |
| <para>Primary keys must be entered manually. Generally manual |
| primary keys are all upper case with underscores between words and |
| are a meaningful mnemonic i.e. A_PRIMARY_KEY.</para> |
| </note> |
| |
| <para>When you have completed your work select HR from the |
| Applications menu to return to the Main screen of the HR App.</para> |
| |
| <para>To create a new entity:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>In the Web Tools Main Page select Entity Data |
| Maintenance.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Locate the entity in Entities - Alphabetical</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Crt to create a new entity.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the View Value screenlet click Create New</para> |
| </listitem> |
| |
| <listitem> |
| <para>In the Edit Value screenlet enter values for your new |
| entity.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Create</para> |
| </listitem> |
| </orderedlist> |
| |
| <para>To update an entity:</para> |
| |
| <orderedlist> |
| <listitem> |
| <para>In the Web Tools Main Page select Entity Data |
| Maintenance.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Locate the entity in Entities - Alphabetical</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Find.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Enter criteria in Search Options</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Find.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Search Result click View in the row that displays your |
| entity.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In View Value click Edit.</para> |
| </listitem> |
| |
| <listitem> |
| <para>In Edit Value make changes as needed.</para> |
| </listitem> |
| |
| <listitem> |
| <para>Click Update</para> |
| </listitem> |
| </orderedlist> |
| </sect2> |
| </sect1> |
| </chapter> |
| |
| <glossary> |
| <glossentry xml:id="G_ANNUAL_REVENUE"> |
| <glossterm>Annual Revenue</glossterm> |
| |
| <glossdef> |
| <para>Annual revenue is the amount of revenue for a group that is |
| reported in the Party Group Information screenlet of the groups |
| profile See <link |
| linkend="HUMANRES_EmployeeProfile">Profile</link>.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_BUDGET"> |
| <glossterm>Budget</glossterm> |
| |
| <glossdef> |
| <para>A budget is used to track spending in the company for a future |
| period of time. The company may have one or more budgets depending on |
| the requirements i.e. Operating Budget, Capital Budget. A budget has a |
| status, type and is composed of budget line items.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_BUDGET_ID"> |
| <glossterm>Budget Id</glossterm> |
| |
| <glossdef> |
| <para>Uniquely identifies a budget.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_BUDGET_SEQUENCE_ID"> |
| <glossterm>Budget Sequence Id</glossterm> |
| |
| <glossdef> |
| <para>Sets the display order for items in a budget item.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_BUDGET_ITEM"> |
| <glossterm>Budget Item</glossterm> |
| |
| <glossdef> |
| <para>Describes an item in a budget. It may have a type, amount and |
| purpose.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_EMPLOYEE"> |
| <glossterm>Employee</glossterm> |
| |
| <glossdef> |
| <para>An employee is a person who has an employment relationship with |
| your Company.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_EMPLOYEE_POSITION_TYPE"> |
| <glossterm>Employee Position Type</glossterm> |
| |
| <glossdef> |
| <para>Employee Positions Type is a name that describes a position. |
| Business Analyst, Programmer and System Administrator are position |
| types in the demo data. You can define your own position types in |
| <link linkend="HUMANRES_FindEmplPositionTypes">Global HR Settings > |
| Position Types.</link></para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_EMPLOYMENT"> |
| <glossterm>Employment</glossterm> |
| |
| <glossdef> |
| <para>In OFBiz an <glossterm>Employment</glossterm> defines the |
| relationship between your Company and a person who is an employee. The |
| employment relationship tracks employee benefits, preferences, pay |
| history, and unemployment claims and agreements.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_ENTITY"> |
| <glossterm>Entity</glossterm> |
| |
| <glossdef> |
| <para>An entity represents an important business concept that is |
| stored as a record in the database. It is used in the document and |
| OFBiz to generalize about the behavior of persistent information. For |
| example employees and employments are important business concepts |
| stored in the database. We could refer to an action directly on a |
| particular entity by saying "Create a new employee" or "Create a new |
| employment". We could alternately describe a general create action by |
| saying "Create a new entity".</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_EXEMPT_FLAG"> |
| <glossterm>Exempt Flag</glossterm> |
| |
| <glossdef> |
| <para>May be used to indicate if an employee position is exempt of |
| non-exempt under the fair labor Standards Act (FLSA).</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_FEATURE"> |
| <glossterm>Feature</glossterm> |
| |
| <glossdef> |
| <para>A feature describes the collection of things you can do in the |
| HR App. Each of the menu items in the HR App Menu is refereed to as a |
| feature. i.e. The Employees feature</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_FULFILLMENT"> |
| <glossterm>Fulfillment</glossterm> |
| |
| <glossdef> |
| <para>A fulfillment associates a person with a position. A person can |
| fulfill more then one position and a position can have more then one |
| person.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_FULLTIME_FLAG"> |
| <glossterm>Fulltime Flag</glossterm> |
| |
| <glossdef> |
| <para>May be used to indicate if an employee position is for a full or |
| part time position.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_HR_APP_MENU"> |
| <glossterm>HR App Menu</glossterm> |
| |
| <glossdef> |
| <para>The main menu that opens the high level features of the HR App |
| i.e. Employees, Employments, Employee Position etc.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_INTERNAL_ORGANIZATION"> |
| <glossterm>Internal Organization</glossterm> |
| |
| <glossdef> |
| <para>Internal organization is the name of a relationship between a |
| party group and your company. This relationship is used to filter |
| party groups as being part of your company to distinguish them from |
| other groups which are external. For example your marketing department |
| is an internal organization while a suppliers sales department is |
| not.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_MAIN_SEARCH_SCREEN"> |
| <glossterm>Main Search Screen</glossterm> |
| |
| <glossdef> |
| <para>A common OFBiz presentation is for an HR App Menu to open a |
| screen with three screenlets. The top most holds a button to create a |
| new instance of the major entity in the feature. The middle screenlet |
| has search criteria for finding major entity records. The lower |
| screenlet has the search results with navigation widgets to open |
| editors and sub menus</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_MENUS"> |
| <glossterm>Menus</glossterm> |
| |
| <glossdef> |
| <para>OFBiz uses menus as the primary navigation element in the back |
| office applications i.e. Accounting, Manufacturing, Marketing etc. The |
| Application menu is the highest level menu where a user selects an |
| OFBiz application. Each application has an application sub menu that |
| is the high level menu within the application. Typically, but not |
| always, the menu takes it's name from an important application entity. |
| In the HR App Menu for example you have Employees, Employments, |
| Employee Positions etc.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_NUMBER_OF_EMPLOYEES"> |
| <glossterm>Number of employees</glossterm> |
| |
| <glossdef> |
| <para>Number of employees that are reported in the Party Group |
| Information screenlet of the groups profile See <link |
| linkend="HUMANRES_EmployeeProfile">Profile</link>.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_PARTY"> |
| <glossterm>Party</glossterm> |
| |
| <glossdef> |
| <para>In OFBiz a party is a term used to simplify collecting |
| information that used in a common manner by different people and |
| things. The most common party types are people and groups. Both people |
| and groups have contact information. A party is identified by a unique |
| Party Id. Using this id OFBiz can collect and find contact (and other |
| information and processes) for both people and groups in the same way. |
| This is why you will often see Party Id as a field in a form or a |
| filter as you work in OFBiz.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_PARTY_ID"> |
| <glossterm>Party Id</glossterm> |
| |
| <glossdef> |
| <para>The unique identifier for a party. The id is text so in some |
| cases you will see an id, created by a user, that caries some meaning |
| i.e. Party Id DemoEmployee. In other cases the id is created by OFBiz |
| and is will be simply a number from a sequence. In either case the id |
| is unique.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_PARTY_QUALIIFICATION_TYPE"> |
| <glossterm>Party Qualification Type</glossterm> |
| |
| <glossdef> |
| <para>Party qualifications define a person or organizations |
| accomplishments that indicate their fitness to perform a job. |
| Qualifications are organized into qualification groups for the purpose |
| of managing and reporting.</para> |
| |
| <para>Qualifications for an individual person or organization are in |
| the <link linkend="HUMANRES_EditEmployeeQuals">Employees |
| Qualifications</link> menu item. To find and update the qualifications |
| of people and organizations see <link |
| linkend="HUMANRES_FindPartyQuals">Qualifications</link>. Qualification |
| groups and types are managed in <link |
| linkend="HUMANRES_EditSkillType">Global Settings Qualification |
| Type</link>.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_PERSON"> |
| <glossterm>Person</glossterm> |
| |
| <glossdef> |
| <para>In OFBiz a person is a human being as distinguished from a party |
| group which is an organization. Human beings and organizations have |
| different attributes i.e. People have first and last names while |
| groups have group names. Both person and party group are types of |
| parties and share information and processes common to parties.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_POSITION"> |
| <glossterm>Position</glossterm> |
| |
| <glossdef> |
| <para>A position is a job that can be filled by more then one person |
| over time or at the same time. Positions are defined by a type of |
| work. For example there may be 20 positions in an organization for a |
| secretary. Each position is related to a department in the |
| organization. A position can me thought of as a full-time equivalent |
| employee (FTE). So an FTE may be assigned to one or more positions and |
| position can be assigned to more then one FTEs (job sharing).</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_RATING"> |
| <glossterm>Rating</glossterm> |
| |
| <glossdef> |
| <para>A user defined numeric rating for a skill. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link></para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_RESPONSIBILITY"> |
| <glossterm>Responsibility</glossterm> |
| |
| <glossdef> |
| <para>Responsibilities define duties assigned to a <glossterm |
| linkend="G_POSITION">position</glossterm>. They are defined in<link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Responsibility |
| Types</link> and assigned in Employee Position <link |
| linkend="HUMANRES_EditEmplPositionResponsibilities">Responsibilities</link> |
| .</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SALARY_FLAG"> |
| <glossterm>Salary Flag</glossterm> |
| |
| <glossdef> |
| <para>May be used to indicate if an employee position is for a |
| salaried or hourly worker.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SECURITY_GROUP"> |
| <glossterm>Security Groups</glossterm> |
| |
| <glossdef> |
| <para>A collection of application privileges given to a user login. |
| See <link linkend="SECURITY">Security</link> for details.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SCREEN"> |
| <glossterm>Screen</glossterm> |
| |
| <glossdef> |
| <para>A screen is a high level GUI element that may contain a |
| collection of menus and one or more screenlets.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SCREENLET"> |
| <glossterm>Screenlet</glossterm> |
| |
| <glossdef> |
| <para>A screenlet is a container for a form. It has a header with a |
| title.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SKILL"> |
| <glossterm>Skill</glossterm> |
| |
| <glossdef> |
| <para>A name for some ability or knowledge possessed by a person or |
| organization that is needed to perform a job for the company. See |
| <link linkend="HUMANRES_EditEmployeeSkills">Skills</link></para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SKILL_LEVEL"> |
| <glossterm>Skill Level</glossterm> |
| |
| <glossdef> |
| <para>A user defined numeric rating a skill. It is up to the user to |
| assign some meaning to the level. For example 1=Entry 2=Intermediate |
| 3=Expert. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link></para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_SKILL_GROUP"> |
| <glossterm>Skill Group</glossterm> |
| |
| <glossdef> |
| <para>A name that describes a collection of skills that have common |
| attributes. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link></para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_TEMPORY_FLAG"> |
| <glossterm>Temporary Flag</glossterm> |
| |
| <glossdef> |
| <para>May be used to indicate if an employee position is permanent or |
| temporary.</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_TERMINATION_REASON"> |
| <glossterm>Termination Reason</glossterm> |
| |
| <glossdef> |
| <para>A name describing the cause related to a termination type e.g. |
| Type: resigned for reason: found new job</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_TERMINATION_TYPE"> |
| <glossterm>Termination Type</glossterm> |
| |
| <glossdef> |
| <para>A name for the kind of termination e.g. Resigned, fired, |
| retired, layoff</para> |
| </glossdef> |
| </glossentry> |
| |
| <glossentry xml:id="G_YEARS_EXPERIENCE"> |
| <glossterm>Years Experience</glossterm> |
| |
| <glossdef> |
| <para>User entered number of years a that a person or organization has |
| experience with a skill. See <link |
| linkend="HUMANRES_EditEmployeeSkills">Skills</link></para> |
| </glossdef> |
| </glossentry> |
| </glossary> |
| </book> |