On this page, you can create, modify, or delete a division.
The information in this document is applicable
to product update 263 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
General section
Code
Type the code of the division. This information is mandatory.
Note: This information cannot be edited if you are modifying a division.
Name
Type the name of the division. This information is mandatory.
Country
Type or select the country code to specify the country where the division is located. This information is mandatory. For more information on countries, see Overview of countries.
Default
Select this check box to specify if the division is the default division.
Tax number
Type the tax number of the division.
Chamber of Commerce number
Type
the Chamber of Commerce number for the division.
Web site
Type the website of the division.
Start date
Type or select the start date of the division.
End date
Type or select the end date of the division, if applicable.
Currency
Type or select the currency code of the division. This information is mandatory. For more information on currencies, see Displaying currencies.
Security level
Type the security level of the division. This can prevent users with a lower security level from selecting divisions with a higher security level in fields associated with the division.
Financial reporting section
Reporting entity
Select the check box to define the division as a reporting entity. By default, this check box is not selected.
Note: You can clear the check box if you decide not to make this division a reporting entity. However, the reporting entity status of this division cannot be changed if this division has been defined as the main holding division at Modules ? Financial ? Setup ? General ? Settings. Hence, the Reporting entity check box will be disabled.
Presentation currency
Type or select a presentation currency to be used in the financial reporting. By default, all the active currencies will be listed for selection.
Note: This field is available only if the Reporting entity check box is selected.
CTA G/L
Type or select the general ledger (G/L) account to be used for currency translation process. This G/L account will be used to record all the resulting currency exchange differences in the currency translation process.
Note: Only a G/L account with the neutral subtype of BS (Balance Sheet) or Profit & Loss type can be selected.
Groups section
The names of the fields displayed are dependent on the division groups defined. Only the group layouts that have been defined will be displayed. For more information, see Overview of group layouts.
You can select the group layouts that have been defined.
Competency section
This section is available only if the competency method is defined as Advanced in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Final: Rating
Select the final rating for the competency calculation. The field types available for selection are field types with type defined as Value. For more information, see Creating and modifying field types for competencies, attributes, and targets of employees. The final rating calculated will be updated at Competency: Last update in the person card. For more information, see Viewing personal cards.
Calculation: Method
Select Average, Summation, or Percentage to define the method of calculation for the final rating of the applicant’s or person’s competency profile. The calculations of the methods available are defined as below:
- Average — Sum of (each rated value x Factor) / Quantity of (competence involved x Factor)
- Summation — Sum of (each rated value x Factor)
- Percentage — Sum of [(each rated value x Factor) / Sum of (each highest field value x Factor)] x 100%
Note: For more information on the calculation methods, see Release (Exact Synergy Enterprise): New calculation methods for competency and performance review management.
Reviewer
Select Manager to allow the manager of the person to review the competency of the person, or select Manager & Person to allow both the manager of the person and the specified person to review the competency of the person.
Request type
Type or select the request type ID of the notification that will be sent to the managers and/or people for reviewing purposes.
Request: End date
Select the time span that is allowed for the manager and/or people to realize or process the review request. You can select one option from the following:
- Number of weeks: 1
- Number of weeks: 2
- Number of weeks: 3
- Number of months: 1
- Number of months: 3
Performance review section
These settings will be used for the division instead of the settings defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Final: Rating
Select the final rating for the performance review calculation. The field types available for selection are field types with type defined as Value.
Calculation: Method
Select Average, Summation, or Percentage to define the method of calculation for the final rating of the person's performance review.
Note: Refer to Calculation Method under the Competency section for more information on the calculation methods.
Reviewer
Select Manager to allow the manager of the person to review the performance of the person , or select Manager & Person to allow the manager of the person and the specified person to review the performance of the person.
Request type
Type or select the request type ID of the notification that will be sent to the managers and/or people for viewing purposes.
Request: End date
Select the time span that is allowed for the manager and/or people to realize or process the performance review request. You can select one option from the following:
- Number of weeks: 1
- Number of weeks: 2
- Number of weeks: 3
- Number of months: 1
- Number of months: 3
Target agreement section
These settings will be used for the division instead of the settings defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Request type
Type or select the request type ID of the notification that will be sent to the managers and/or people for reviewing purposes.
Request: End date
Select the time span that is allowed for the manager and/or people to realize or process the target agreement review request. You can select one option from the following:
- Number of weeks: 1
- Number of weeks: 2
- Number of weeks: 3
- Number of months: 1
- Number of months: 3
- Number of months: 6
- Number of years: 1
- Number of years: 2
- Number of years: 3
Number of targets: Minimum / Maximum
Type the minimum and/or maximum number of targets allowed for each target agreement at the respective boxes. If the field is blank, users will be allowed to create any number of targets for each target agreement.
Address section
Account
Type or select the account code of the division. Once you have selected an account for the division, the following fields will be automatically filled in with the relevant details. These details are the information filled in when you create the account for the division. For more information on creating accounts, see Creating and modifying accounts.
- Address
- Zip code / City
- Phone / Fax
- Title / Contact
- E-mail
- Country / State
HRM section
Absence: Expiry date
Type or select the expiry date or the cut-off date of the absence balance. With the expiry date, users are also able to view their absence balance status, which are brought forward from the previous year, and their unused absence balance with reference to the effective cut-off date. For more information, see Viewing absence statistics.
Log: Effective date
Select this check box to enable users to fill in the effective date of change for critical information in certain fields, as well as modifying or deleting any record in the personal cards. By selecting this check box, you will be directed to the log page whereby you can define the effective date.
Note that the change will only be applied when the check box has been selected and the HRM: To be authorized check box (accessible via Modules ? HRM ? Setup ? General ? Fields: To be authorized) has also been selected. If only the Log: Effective date check box has been selected, the changes in the personal cards will be effective immediately, even if the effective date has been set to take effect in the future.
Note: Any change in the Full Time Equivalent (FTE) of the people due to changes in work schedules will not have effective date logs created.
Arbodienst section
Note: The fields
in this section are available in the Division
entity web service. You can perform the Create, Read, Update, and Delete (CRUD)
actions on the fields.
Identification sender
Type the identification of the sender.
Identification receiver
Type the identification of the receiver.
Identification employer at Arbodienst
Type the identification of the employer from Arbodienst.
Connection number employer at Arbodienst
Type the connection number of the employer from Arbodienst.
Identification employer at UWV
Type
the identification of the employer from UWV.
Synchronize employee data to Arbodienst
This field determines how employee data is synchronized. The following options are available:
- Blank - This is the default option. When this is selected, there will be no synchronization.
- All active employees - This synchronizes all employee data (for types Employee and Temporary with the status Active).
- Employees with active sick request(s) - This synchronizes only data of employees that have sick requests in the Draft, Open, Approved, or Realized statuses. Data of employees with sick requests in the Rejected and Processed statuses will not be synchronized.
Note: XML files formatted according to SIVI 2019 Standard will be created when the synchronization method is specified as the creation of an export file. Each employee will have an individual XML file where the filename consists of Werknemer and the employee ID, for example, "Werknemer12345.xml".
Schedule section
Update: FTE
Select this check box if you want a person's FTE to be automatically generated when the person's work schedule is modified.
Note: This function is only applicable if the Activate: Advanced Work Schedules check box in the HRM general settings is not selected. For more information, see Defining HRM general settings.
Generate: MRS
Select this check box to enable the Master Resource Schedule (MRS) to be automatically generated when the user creates a new person entry.
Entitlement section
Calculation method
Select In hours, based on calender days, In days, based on working days, or In days, based on calendar days to define the method of calculation for the entitlement. For more information, see Examples of absence entitlement calculations based on working and calendar days for fixed and flexible hours.
Note: The In hours, based on calendar days option at the Calculation method field is available if the Activate: Advanced Work Schedules check box is selected under the Person:Planning section on the HRM:Settings page.
Apply expiry date
Select this check box if you want the expiry date to be applied to the entitlement for this employee.
Vacancy section
This setting will be used for the division instead of the setting defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Request type
Type or select the request type ID to specify the request type to be used when creating a vacancy for this division. For more information on creating request types, see Creating and modifying request types – General tab.
Applicant section
These settings will be used for the division instead of the settings defined in the general settings. If the settings have not been defined for the division, the settings defined in the general settings will be used. For more information, see Defining HRM general settings.
Request type
Type or select the request type ID to specify the request type to be used when creating an applicant entry for this division. For more information on creating request types, see Creating and modifying request type – General tab.
Application phase
Type the applicant phase of the applicant for this division. The application phase is used when creating an applicant entry to specify which stage of an application that the applicant is at. For more information on creating applicants, see Creating applicants.
Back office section
These settings define the parameters used for the replication of financial transactions between Exact Synergy Enterprise and the back office system selected. These settings will not be relevant if you have selected XML, Manually, or Not a financial administration at Type in this section.
Exchange: Mailbox
Select the mailbox that you want to use for emails. You can select one type from the following options:
- Use default Exchange settings
- Do not create mailbox
- User-defined mailbox server
Type
Select the back office system where you want to import from to Exact Synergy Enterprise. You can select one type from the following options:
- Exact Globe for Windows
- Exact Enterprise SQL
- Exact Globe for DOS
- Exact Financials C/S
- Exact Globe 2000/Exact Globe
- XML
- Macola ES
- Manually
- Not a financial administration
Database: IP Address (Server)
Type the name of the database server of the back office system.
Note: This is available only if you have selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Database: Name
Type the name of the database.
Note: This is available only if you have selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Type: Payroll
Select Globe to process the payroll in Exact Globe or Exact Online to process the payroll in Exact Online.
Exact Online: Username
Type your Exact Online user name.
Note: This field is available only if you have selected Exact Online at Type: Payroll.
Exact Online: Password
Type your Exact Online password.
Note: This field is available only if you have selected Exact Online at Type: Payroll.
Exact Online: Division
Select a division that you have created in Exact Online. This is mandatory.
Note: This field is available only if you have selected Exact Online at Type: Payroll.
Path
Type the path where the back office application is stored.
Note: This is available only if you have not selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Number
Type the company number, which is used for the import and export of data.
Note: This is available only if you have not selected Exact Enterprise SQL or Exact Globe 2000/Exact Globe at Type.
Type: Payroll
By default, New is selected and cannot be edited. This means that your payroll system is an upgraded version of the old payroll that is available for Exact Synergy.
Show: A/R
Select the Reseller portal and/or Customer portal check boxes to allow the accounts receivable information to be displayed on the reseller and/or customer portal. This will allow the resellers and/or customers to view their financial information.
Invoice code
Type the invoice code that is stored by default in the exported invoices. When invoice requests are created in Exact Synergy Enterprise, they can be exported via the XML functionality to the back office system. The back office system will then generate the invoices with the invoice code defined.
Budget scenario
Type or select a budget scenario for the division. However, you can search for the budget scenario only if the back office connection with Exact Globe Next for the division is configured correctly. The browser page will display the budget scenarios from Exact Globe Next for the division.
Maintenance – CRM: Back office
Select this check box to block other users without the function right 495 - Maintain CRM data when MainCRMBackOffice is set for current division (by default, users with the Administrator role have this function right) from creating and modifying accounts that belong to this division.
Hide
Select this check box if you want to hide this division in the financial and organization charts. Thus, you will not be able to view certain information such as the financial statement and status of the division.