Copying target agreement profiles
Menu path
HRM à Setup à Target agreement à Generate target agreement profile
Introduction
You need to define the target agreement settings for either a corporate or division level before you can access this functionality. At this page, you can display a list of people based on the defined criteria and copy a target agreement profile to one person or more.
To copy the target agreement profile of the person defined at the Link section, select a person from the results, and then click Generate profiles. The status of the target agreement profile created will be displayed as Open. You can generate a request to initiate the target agreement review cycle immediately via a message box that will be displayed once the profile is created or via the Generate requests button.
Alternatively, you can also create the request manually at HRM à Setup à Target agreement à Generate target agreement request. Otherwise, you can wait for the background job to run. Once the background job is completed, a request will be generated automatically. Once the request is created, the status of the target agreement profile is updated to Draft.
Roles and rights
To copy a target agreement profile from one person to other people, function right 95 — Maintain target agreement is required. By default, users with the HR role have this function right.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information on this document is based on product update 252.
How do I copy a target agreement profile to other people?
- On the HRM: Generate target agreement profile page in the Link section, type or select an employment ID at Person: From to define the person whose target agreement profile you want to copy.
- In the Profile details section at Valid date: From and to, define the validity date of the profile(s) to be created.
- At Request: Start date, type the start date of the request(s) to be created for the profile reviewer(s).
- In the Criteria section, define the criteria to display only the people that match the defined criteria.
- Click Show.
- From the results, select the check box(es) next to the person or people to whom you want to copy the target agreement profile, and then click Generate profiles.
Keep in mind:
- All fields with the “!” icon is mandatory.
- Once you click Generate profiles at step 6, the target agreement profile will be copied to the selected people and Created: X will be displayed under the Status column, with X being the number of profiles created. If you are copying a similar profile which has already been copied to the same people, Existing: X will be displayed under the Status column.
- Once the target agreement profile has been copied successfully, a message “Do you want to create requests for the created profiles?” will be displayed:
o Click Yes if you want to create the requests to the respective reviewers immediately to inform them to perform the required reviews. You will be directed to the HRM: Generate target agreement requests page. The information in the Criteria section and the start date of the profile from the HRM: Generate target agreement profile page will be copied to the HRM: Generate target agreement requests page and the search results will automatically be displayed and selected. Then, click Create.
o If you do not want to generate the requests, click No. You can always generate the requests later by clicking Generate requests or go to HRM à Setup à Target agreement à Generate target agreement request. For more information, see Creating target agreement requests. Alternatively, you can wait for the requests to be generated automatically by the system and sent to the respective reviewers when the background job runs. For more information on the background job, see Exact.Jobs.Sys.Maint.dll.
Buttons
Show
Click this to display a list of people based on the criteria defined in the Criteria section.
Note: The list will only be updated if you have defined the Person: From and Target agreement fields. Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the list of people according to the criteria defined in the Criteria section.
Note: The list will only be updated if you have defined the Person: From and Target agreement fields.
Reset
Click this to clear the defined criteria so that you can define a new list.
Generate profiles
Click this to start copying the target agreement profile to the selected person.
Note: This button is enabled only when the mandatory fields have been filled in and at least one person is displayed in the results. The process will only be successful if the validity period of the target agreement profile that you are copying does not overlap with that of the existing target agreement profile of the selected person.
Generate requests
Click this to generate the requests for the reviewers based on the profiles generated. For more information, see Creating target agreement requests.
Note: This button is enabled only if you have clicked No when the message “Do you want to generate requests for the created profiles?” is displayed after the profiles have been created.
Close
Click this to exit.
Fields
Link section
In this section, you can type or select the target agreement profile to be copied from, based on the defined personnel.
Person: From
Type or select a person to copy the target agreement profile of this person to the selected person or people. This is mandatory.
Target agreement
Select a target agreement profile to copy this target agreement profile to the selected person or people. The options available for selection are based on the target agreement profiles defined for the selected person. By default, the latest target agreement profile of the defined person is displayed. This is mandatory.
Profile details section
In this section, you can define the details of the target agreement profile to be copied and the start date of the request to initiate the target agreement review cycle.
Description
Type the description of the target agreement profile. If this field is left blank when the profiles are generated, the description will be generated automatically according to the following format “Target agreement profile <Person's full name> - Period <Profile start date> - <Profile end date>”.
Valid date: From and to
Type or select the start and end date of the validity of the target agreement profile. The date must not overlap with the validity date of an existing target agreement profile. By default, the current date is displayed as the start date. This is mandatory.
Request: Start date
Type or select the start date of the request to be created for the direct manager and/or other reviewers to initialize the target agreement review cycle. This is mandatory.
Criteria section
In this section, you can define the criteria of the person or people that you need to display. Only people that are linked to target agreement profiles that meet the defined criteria will be displayed.
Division
By default, the division of the person who is currently logged on to the system is displayed. Type or select a division to display the people belonging to this division. If required, type or select a different division to display the people with target agreement profiles from this division. This information is mandatory.
Note: A division is a part of a primary business unit which operates under a different name. The primary business unit is legally responsible for all the obligations and debts of the division. Divisions are created at HRM à Setup à Organization à Divisions and you can also retrieve, view, or modify the information from the same location.
Cost center
Type or select a cost center to display the people belonging to this cost center. Leave this blank to display the people belonging to any cost center.
Note: In Exact Synergy Enterprise, a cost center or a department is a part of a division with specific objectives and responsibilities. Cost centers are created at HRM à Setup à Organization à Cost centers and can also be retrieved, viewed, or modified from the same location.
Job group
Type or select a job group to display the people belonging to this job group. Leave this blank to display the people belonging to any job group.
Note: A job group defines the functional area of an organization in which the person is working. Job groups are created at HRM à Setup à General à Job groups and you can retrieve, view, or modify the information from the same location.
Job activity
Type or select a job activity to display the people linked to this job activity. Leave this blank to display the people linked to any job activity.
Note: A job activity describes the responsibility of a job group. Job activities are created at HRM à Setup à General à Job activities and you can retrieve, view, or modify the information from the same location.
Job title
Type or select a job title to display the people with this job title. Leave this blank to display the people with any job title.
Note: A job title or designation describes the job activities or responsibilities of a person. Job titles are created at HRM à Setup à General à Job titles and you can retrieve, view, or modify the information from the same location.
Person
Type or select an employee ID to display the selected person. Leave this blank to display all people.
Note: In Exact Synergy Enterprise, a person can belong to an employment type, which is Employee, Contractor, Student, or Temporary. Their personal details are created at HRM à Entry à HRM à Person and can be retrieved, viewed, or modified at HRM à Reports à People à People.
Manager
Type or select an employee ID to display the direct subordinates of the selected person.
Type
Select the Employee, Contractor, Student, and/or Temporary check boxes to display the corresponding employment types of people. Clear all the check boxes to list people belonging to any employment type.
Employment: Start date
Type or select the date to display the people with the specified employment start date. Leave this blank to display the people with any employment start date.
Columns
Select the check box in the header of the listing to select all people at once. Otherwise, select the check boxes next to the employment IDs of the people to select only the particular people.
ID
This column displays the employment IDs of people.
Name
This column displays the names of people. Click the hyperlink to view the corresponding information.
Status
This column displays the status of the target agreement profile generation after you have clicked Generate profiles:
- Copying — This status indicates that the copying process is in progress. Once completed, the status will be updated to Created.
- Created — This status indicates that a target agreement profile has been copied to the corresponding personnel.
- Existing — This status indicates that you are attempting to copy a target agreement profile with a validity period that overlaps with the validity period of the existing target agreement profile of the corresponding personnel and the system has prevented you from doing so.
Reviewers
This displays the direct manager of the person who is also a reviewer of his target agreement. Click the hyperlink to view the corresponding information.
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: |
16.136.761 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
14-05-2014 |
Release: |
230 |
Attachment: |
|
Disclaimer |