Viewing HRM process types
Menu path
Modules ? HRM ? Process ? Intelligent process flow management ? Process types
Introduction
On this page, you can view all existing HR-related activities that are being monitored by the system. An activity is represented by a process type. A process type can contain a list of actions that should be done in order to complete the activity.
Depending on your specifications, you can create a process type whereby the system will alert the respective personnel on a HR-related activity that may require their actions. For example, you can define a task request to be sent to the HR personnel three days before the contract end date of an employee. With this, the HR personnel can plan the necessary actions to be taken for that employee.
These HR-related activities can be generated automatically to save time from having to log in to the system and manually generating them. You can also choose to manually generate these HR-related activities in cases when urgent issues arise and the HR-related activities need to be generated immediately.
Once a process type has been created, you can set up the process action(s) to be linked to the process type. For more information, see Viewing HRM process actions.
Roles and rights
To view HRM process types, function right 104 - Maintain public holiday for a country is required.
By default, users with the HR and HR assistant roles have this function right.
Note:
- For more details on function rights, go to Modules ? System ?
Setup ?
Security ?
Function rights.
- For more details on roles, go to Modules ? System ?
Setup ?
Security ?
Roles.
What version are you using?
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the list of existing HRM process types?
- On the HRM: Process types page, define the required criteria.
- Click Show.
How do I view a specific HRM process type?
- On the HRM: Process types page, define the required criteria.
- Click Show.
- Click the hyperlink under the Process type column to view the corresponding process type.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
New
Click this to create a process type. For more information, see Creating and modifying HRM process types.
Fields
Criteria section
Division
Select the required option to display the process types created for the division. Leave the field blank to display the process types for all divisions. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Type
Select Request type, Employment contract (Dutch legislation only), Employee data: Date, or Employee data: Effective date to display the process types
belonging to the selected type.
Process type
Type the description of the process type to be displayed.
Status
Select the Active, Future, Inactive, and/or Blocked check boxes to display tprocess
types with the respective statuses.
Start date
Type or select a start date of the process types.
End date
Type or select an end date of the process types.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.444.745 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
20-06-2017 |
| Release: |
|
Attachment: |
|
| Disclaimer |