Exact Synergy Enterprise

Creating and modifying field types for competencies, performance indicators, and targets of applicants or employees

Menu paths

• HRM ? Setup ? Competency management ? Field types
• HRM ? Setup ? Performance review management ? Field types
• HRM ? Setup ? Target agreement ? Field types

Introduction

You can create field type entries for the Competency Management, Performance Review Management, and Target Agreement features on this page. Field types will determine the indicators of the fields used in competency, performance review, and target agreement applications. These field types are settings of the ratings used to measure the competencies, performances, or targets of applicants or employees. They must be set up before you can use the features.

Roles and rights

To be able to view, create, and modify the field types specifically for competency management, performance review management, and target agreement, you need to have the following function rights:

• To view the field types for competency management, function right 505 – View payroll components is required. By default, users with the HR role have this function right.
• To create and modify the field types for competency management, function right 508 – Maintain payroll components is required. By default, users with the HR role have this function right.
• To view the field types for performance review management, function right 99 – View performance review is required. By default, users with the HR role have this function right.
• To create and modify the field types for performance review management, function right 107 – Maintain performance review is required. By default, users with the HR role have this function right.
• To view the field types for target agreement, function right 86 – View target agreement is required. By default, users with the HR role have this function right.
• To create and modify the field types for target agreement, function right 95 – Maintain target agreement is required. By default, users with the HR role have this function right.

Note:

• For more details on function rights, go to System ? Setup ? Security ? Function rights.
• For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 253 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create field types?

1. On the respective page, click New.
2. At Description, type the description of the field type.
3. Define other required information.
4. Click Save to save the entry, or Save + New to save the entry and to create another field type.

How do I modify existing field types?

1. On the respective page, click the corresponding hyperlink under the Description column.
2. Click Edit.
3. Make the necessary changes, and then click Save.

How do I copy field types?

1. On the respective page, click the corresponding hyperlink under the Description column.
2. Click Copy.
3. Define the required information.
4. Click Save.

Related documents

• Defining HRM General Settings
• Exact video library
• Maintaining field values of HRM field types
• Viewing field types listing for Competency Management, Performance Review Management, and Target Agreement functionalities