Exact Synergy Enterprise

Adding or Modifying Details of Family Relations of People

Introduction

At this screen, you can add the details of a family relation for a selected person.

Menu path

To add details of family relations for people, go to HRM/Reports/People/People, define the relevant criteria, and then click Show. Next, click the name of the person under the Name column. Click Family in the Monitor section, and then click New.
To modify the details of family relations for people, go to HRM/Reports/People/People, define the relevant criteria, and then click Show. Next, click the name of the person under the Name column. Click Family in the Monitor section, and then click the hyperlink under the Relation column.

Roles & rights

To add or modify the family relations of people, function right 145 — View Resource card is required. Users with the HR and HR assistant roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the details of the family relation.

Note: This is available only when you are adding details of a family relation for a person.

Save + New

Click this to save the details of the family relation and add another entry for the person.

Note: This is available only when you are adding details of a family relation for a person.

Delete

Click this to delete the family relation.

Note: This is available only when you are modifying details of a family relation.

Close

Click this to exit.

Description

General section

Name

Type the name of the family relation of the selected person.

Relation

Select Child, Partner, Parent, or Relative to specify the relationship of the person.

Date of birth

Type or select the date of birth of the family relation.

Gender

Select Male or Female to specify the gender of the family relation. If no details are available, you can select Unknown.