Viewing absence statistics
Menu path
Modules ? HRM ? Reports ? Statistics ? Absence
Introduction
This page provides an overview of the number of used and balance absence days or hours. The display of absence balance requests for each person can be split or grouped, depending on whether the Split - Absence: Balance check box at Modules ? HRM ? Setup ? General ? Settings is selected or not.
Roles and rights
To view the absence statistics of people, function right 157 — View absence statistics is required.
By default, users with the General manager, HR, HR assistant, or Production manager role 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 absence statistics?
- Define the criteria under the Criteria section.
- Click Show.
Buttons
Close
Click this to exit.
Show
Click this to display the statistics 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 statistics according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Fields
Division
Type or select the division code to display the statistics of people belonging to the selected division. 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.
Cost center group
Type or select the cost center group of the cost center to display the statistics of people belonging to the selected cost center group. For more information, see Creating and modifying cost center groups and Overview of cost center groups.
Cost centre
Type or select the cost center code to display the statistics of people belonging to the selected cost center. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and modifying cost centers.
Type
Select the Employee, Contractor, Student, and/or Temporary check boxes to include the respective types of employment in the statistics.
Person
Type or select the ID to display the relevant absence statistics of the selected person. For more information, see Creating and modifying entries for people.
Note: This is available only if you have selected Absence: Balance at Layout.
Status
Select the Active and/or Inactive check boxes to include the respective statuses of the people in the statistics.
Layout
Select one of the following options for the layout of the statistics:
- Absence: Balance — Select this to display the absence balance statistics.
- Duration: Top 20 — Select this to display the top 20 absence statistics of people based on the duration.
- Duration: All — Select this to display the absence statistics of people based on duration.
- Frequency: Top 20 — Select this to display the top 20 absence statistics of people based on the frequency of the request submitted.
- Frequency: All — Select this to display the absence statistics of people based on the frequency of the request submitted.
- Duration: Requests (Content 20) — Select this to display the top 20 absence statistics of people based on the request duration. For example, the request duration is one day.
- End date: Empty — Select this to display the absence statistics of people with requests that have no end dates. This is usually used for long-term absences, whereby it is not known when the employees will return to work.
- Availability — Select this to display the availability of statistics of people.
Request: Status
Select the Open, Approved, Realized, and/or Processed check boxes to display the respective request statuses of the people.
Depending on your selection at Layout, you may see different fields. The following is the descriptions for all the available fields:
Show
Select Days or Hours for the absence statistics to be displayed.
Note: This is available only if you have selected Absence: Balance or Availability at Layout.
Select
Select Year or Reference date for the absence statistics to be displayed. If Year is selected, you can change the year by selecting the calendar or clicking the right and left arrows. If Reference date is selected, you can change the date by selecting the calendar or clicking the right and left arrows.
Note: This is available only if you have selected Absence: Balance at Layout.
Start date
Type or select a start date for the absence statistics to be displayed.
Note: This is available only if you have not selected Absence: Balance at Layout.
End date
Type or select the end date for the absence statistics to be displayed.
Note: This is available only if you have not selected Absence: Balance at Layout.
Request types
Select a request type for the absence statistics to be displayed.
Note: This is available only if you have not selected Absence: Balance or Availability at Layout.
Columns
If Absence: Balance is selected at Layout, the following columns will be displayed:
Person
This column displays the names of the people. You can click the hyperlinks to display the personal cards of the people.
Opening balance
The Balance column displays the absence balance days that have been brought forward from the previous year.
The values in the Unused column are calculated using this formula: Absence balance brought from previous year – All absences taken before the expiry date of the entitlements.
Entitlements
The Entitled column displays the number of days or hours of the entitlements for the current year including the balance brought forward from the previous year.
The Generated column displays the entitlements that have been earned as of the date defined at Select.
Adjust
The values in this column are calculated using this formula: Total credit days – Total debit days. Only requests with Add or Subtract selected at Balance, and None selected at Buildup, will be taken into account for the calculation. These settings can be defined when you click a request type at Modules ? Workflow ? Setup ? Requests ? Request types, under the Action column.
Absence
This column displays the number of vacation days taken. Only requests with the Subtract selected at Balance, and Monthly or Yearly selected at Buildup, will be taken into consideration for the calculation. These settings can be defined when you click a request type at Modules ? Workflow ? Setup ? Requests ? Request types, under the Action column.
Balance
The values in this column are calculated using this formula: (Value under the Entitled column + Value under the Adjust column) – Value under the Absence column.
Note: The value displayed in this column for a person is reflected at the Year end Balance column of the person's planning at Modules ? HRM ? Reports ? Planning ? Personal.
If Duration: Top 20, Duration: All, Frequency: Top 20, Frequency: All, Duration: Requests (Content 20), or End date: Empty is selected at Layout, the following columns will be displayed:
Person
This column displays the names of the people. You can click the hyperlinks to display the personal cards of the people.
Duration
This column displays the duration of absence in graphical bars, based on the defined request type and start and end dates.
Days
This column displays the number of absence days based on the defined request type and start and end dates.
Requests
This column displays the number of requests for each person based on the defined request type and start and end dates. You can click the hyperlinks to display the list of requests.
If Availability is selected at Layout, the following columns will be displayed:
Person
This column displays the names of the people. You can click the hyperlinks to display the personal cards of the people.
Contract
If Days is selected at Show, this column displays the working days taken from the work schedule. If Hours is selected at Show, the values in this column are calculated using this formula: Working hours x Work schedule defined.
Actual
If Days is selected at Show, the values in this column are calculated using this formula: Contract days – Absence days.
If Hours is selected at Show, the values in this column are calculated using this formula: Actual days x Working hours.
Availability %
The values in this column are calculated using this formula: (Actual day or hours / Contract day or hours) x 100.
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: |
15.444.733 |
Assortment: |
Exact Synergy Enterprise
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Date: |
11-08-2017 |
Release: |
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Attachment: |
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Disclaimer |