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?
- On the respective page, click New.
- At Description, type the description of the field type.
- Define other required information.
- 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?
- On the respective page, click the corresponding hyperlink under the Description column.
- Click Edit.
- Make the necessary changes, and then click Save.
How do I copy field types?
- On the respective page, click the corresponding hyperlink under the Description column.
- Click Copy.
- Define the required information.
- Click Save.
Buttons
Save
Click this to save the field type.
Save + New
Click this to save the field type and create a field type entry.
Note: This is available only if you are creating a field type.
Delete
Click this to delete the field type.
Note: This is available only if you are modifying a field type.
Close
Click this to exit.
Fields
Description
Type the description of the field type entry. This is mandatory.
Type
Select Text, Number, Date, Yes/No, Value, Request, Document, Header, Remark, or Combo box as the field type. After saving the field type, you can even define the field values available for selection for field types Value and Combo box.
If you select Text at Type, you will see the following field:
Default
Type the default text to be displayed.
If you select Number at Type, you will see the following fields:
Decimals
Type the decimal of the default number to be displayed.
Default
Type the default number to be displayed.
If you select Date at Type, you will see the following field:
Default
Type the default date to be displayed.
If you select Yes/No at Type, you will see the following field:
Default
Select the check box and Yes will be the default value.
If you select Request at Type, you will see the following field:
Request
Select the required option as the default request.
If you select Document at Type, you will see the following field:
Document
Select the required option as the default document.
If you have created a field type with the type as Value or Combo box, you can add the field values and the details of the field values to the selected field type, such as the description and value. For more information, see Maintaining field values of HRM field types. Once you have created field values for the field type, the field values will be listed in the drop-down box at Default when modifying the field type.
Note: You can always modify the type of the field type. For example, you can change the type from Value to Text. However, field values that were linked to the field type when the type was defined as Value will automatically be deleted. If the field type has been linked to a competency or resume type, the existing data of applicants or employees who have that competency linked to their competency profiles or who have that resume type linked to their resume items will be removed. This applies to all types of field types. Thus it is advisable not to change the types of the field types to prevent data loss.
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: |
15.444.689 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
09-12-2014 |
| Release: |
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Attachment: |
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| Disclaimer |