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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 &gt;
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
&gt; 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
&gt; 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
&gt; 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 &gt; 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 &gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; Click Details &gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
Employees &gt; Click Lookup Party &gt; In Parties Found Click Details
&gt; 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 &gt;
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
&gt; 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 &gt;
Employments &gt; 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 &gt;
Employments &gt; In the Search Results Click Edit &gt; 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 &gt;
Employments &gt; In the Search Results Click Edit &gt; 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 &gt;
Employments &gt; In the Search Results Click Edit &gt; 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 &gt;
Employments &gt; In the Search Results Click Edit &gt; 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 &gt;
Employments &gt; In the Search Results Click Edit &gt; 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 &gt;
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 &gt; Employee Position &gt; Click New Employee
Position</para>
<para>Human Resources &gt; Employee Position &gt; 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 &gt;
Employee Position &gt; 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 &gt;
Employee Position &gt; In Search Results Click text in column Employee
Position Id &gt; 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 &gt;
Employee Position &gt; In Search Results Click text in column Employee
Position Id &gt; 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 &gt;
Employee Position &gt; In Search Results Click text in column Employee
Position Id &gt; 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 &gt;
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 &gt;
Performance Review &gt; 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 &gt; Performance Review &gt; Click New
Perfreview</para>
</listitem>
<listitem>
<para>Human Resources &gt; Performance Review &gt; 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 &gt;
Performance Review &gt; In Search Results Click text in Review Id column
&gt; 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 &gt;
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 &gt;
Skills &gt; 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 &gt;
Skills &gt; 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 &gt;
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 &gt;
Qualifications &gt; 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 &gt;
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 &gt;
Recruitment &gt; 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 &gt;
Recruitment &gt; 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 &gt;
Recruitment &gt; 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 &gt;
Recruitment &gt; 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 &gt;
Recruitment &gt; Click Internal Job Posting menu item &gt; 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 &gt;
Recruitment &gt; Click Internal Job Posting menu item &gt; Click Job
Interview menu item &gt; 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 &gt;
Recruitment &gt; Click Internal Job Posting menu item &gt; Click Find
&gt; 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 &gt;
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 &gt;
Training &gt; 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 &gt;
Training &gt; 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 &gt;
Training &gt; 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 &gt;
Training &gt; 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 &gt;
Training &gt; Click Training Approvals menu item (visible only to the
administrator) &gt; 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 &gt;
Training &gt; 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 &gt;
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 &gt;
Employment Applications &gt; 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 &gt;
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 &gt;
Resume &gt; 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 &gt;
Resume &gt; 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 &gt;
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 &gt;
Leave &gt; 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 &gt;
Leave &gt; 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 &gt;
Leave &gt; 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 &gt;
Leave &gt; Click Leave Approval menu item &gt; 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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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
&gt; Global HR Settings &gt; 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 &gt; Global
HR Settings &gt; 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
&gt; Global HR Settings &gt; 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
&gt; Global HR Settings &gt; Position Types &gt; 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 &gt; Resources Click the button in the
Resource Name column &gt; 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 &gt; My Profile &gt; Rates</para>
<para>You can manage rates by people or position types in Accounting
&gt; Global GL Settings &gt; 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
&gt; Global HR Settings &gt; Employee Leave Type &gt; 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
&gt; Global HR Settings &gt; Employee Leave Type &gt; 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
&gt; Global HR Settings &gt; 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
&gt; Global HR Settings &gt; Pay Grades &gt; 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
&gt; Click Find &gt; 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
&gt; Click Find &gt; Click Pay GradeID text in Search Results &gt;
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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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 &gt;
Global HR Settings &gt; 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
&gt; Global HR Settings &gt; Qualification Type &gt; 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
&gt; Global HR Settings &gt; Qualification Type &gt; 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
&gt; 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 &gt; 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 &gt;
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>