Authorizing changes made to information in personal cards
Menu path
Modules ➔ HRM ➔
Entry ➔
HRM ➔
Authorise HR changes
Introduction
This feature allows you to display the changes that have been made to certain fields in the personal cards. On this page, you can authorize or reject the changes made. You will need to set up the settings beforehand so that authorization is required if amendments are done to the fields. For more information, see Setting up fields to be authorized.
If you have selected the Log: Effective date check box in the division card, you can define the dates when the changes are to be updated for the person who belong to the particular division. You can define the dates after saving the changes made in the personal card. The background process Exact.Jobs.SysMaint (for more information, see Exact.Jobs.SysMaint.dll) will then update all authorized changes, which have the dates that are equal to or before the processing date.
Roles and rights
To view the data that require authorization before changes can be applied, function right 147 — Maintain resource card is required.
By default, users with the HR or HR assistant 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 changes made to fields in personal cards?
- On the HRM: Authorise HR changes page, define the criteria, and then click Show.
How do I authorize the changes made to fields in personal cards?
- On the HRM: Authorise HR changes page, define the criteria, and then click Show.
- Select the data to be authorized, and then click Authorize. After the background job has been performed, the changes authorized will be updated to the respective personal cards.
How do I reject the changes made to fields in personal cards?
- On the HRM: Authorise HR changes page, define the criteria, and then click Show.
- Select the data to be authorized, and then click Reject.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, it will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Authorise
Click this to authorize the selected data. The statuses of the newly amended data as displayed in the Status column will change from Open to Authorised.
Reject
Click this to reject the selected data. The statuses of the newly amended data as displayed in the Status column will change from Open or Authorised to Rejected.
Note: Once the request has been rejected, the request Security level on the Task page will automatically be set to 100 – Person (Specific) for fields that are selected under the HRM: Fields - To be authorised screen. For more information, see Overview of fields to be authorized.
Fields
Criteria section
Division
Type or select a division code to display the data that have been changed for 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
Type or select a cost center code or range of cost center codes to display data that have been changed for the selected cost centers. 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.
Person
Type or select a user ID or range of user IDs to display data that have been changed for the selected people. Once you have selected a person, you can view the details of the person by clicking the hyperlink displayed next to the box. For more information, see Viewing personal cards.
Group by
Select Division, Cost center, or People to group the results by division, cost center, or people respectively.
To be authorised, Authorised, Rejected
Select the To be authorised, Authorised, or Rejected check boxes to display data that have not been authorized, authorized, and rejected respectively.
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: |
14.955.011 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
20-09-2017 |
| Release: |
|
Attachment: |
|
| Disclaimer |