Exact Synergy Enterprise

Creating and modifying HRM process types

Menu path

Modules ? HRM ? Process ? Intelligent process flow management ? Process types

Introduction

On this page, you can create process types to assist in monitoring HR-related activities. 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 create or modify 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 create HRM process types?

On the HRM: Process types page, click New. The HRM: Process type page will be displayed.
At Process type, type the description of the process type.
Define the start date of the process type at Start date.
Define other fields where necessary.
Click Save.

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

How do I modify existing HRM process types?

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.
Make the necessary changes.
Click Save.

Buttons

Fields

General section

Division

Select the division to which you want to link the process type. Leave the field blank to allow this process type to be used on 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.

Process type

Type a description for the process type. This is mandatory.

Start date

Type or select a start date of the process type.

End date

Type or select an end date of the process type. The process type will be inactive once it reaches the end of this date.

Blocked

Select this check box to block this process type from being used. Thus, the system will not be able to generate any reminder.

Settings section

Type

Select Request type, Employment contract (Dutch legislation only), Employee data: Date, or Employee data: Effective date as the type of the process type.

Request type

Select a type of request to be generated as a reminder. This is mandatory.

Note: This is only available if you have selected Request type at Type.

Auto generate

Select this check box for the system to generate the HR-related activities automatically. When this check box is selected, the HR-related activities will only be generated when the background job runs. For more information on how to set up the background job, see Exact.Jobs.SysMaint.dll.

Note: Clear this check box to generate the HR-related activities manually. This can be done at Modules ? HRM ? Entry ? HRM ? Intelligent Process Cockpit. For more information, see Intelligent Process Cockpit.

Security level

Type the security level to allow only people with the security level and above to view the generated process types.

View: Managers - For: Subordinates

Select Direct + Indirect to allow direct and indirect managers of the people to view the generated process types. Select Direct to allow only the direct managers of the people to view the generated process types. Select No to disallow anyone to view the generated process types.

View: Role / View: Level

Select the required role and level to view the respective process types. You can define up to three roles and levels respectively.

Generate: Managers - For: Subordinates

Select Direct + Indirect to allow direct and indirect managers of the people to generate the process types. Select Direct to allow only the direct managers of the people to generate the process types. Select No to disallow anyone to generate the process types.

Generate: Role / View: Level

Select the required role and level to generate the respective process types. You can define up to three roles and levels respectively.