Modules ? HRM ? Reports ? Planning ? Request
This page provides an overview of the planning of people and items based on the planning dates, request status, and details type. You can also view the total number of people according to the criteria defined.
Users with security level of 10 or higher can view other people's HRM planning.
Note:
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.
Click this to exit.
Click this to display the planning according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Click this to update the planning according to the defined criteria.
Click this to clear all the defined criteria so that you can start a new search.
Click Customise at the title bar to customize the columns, sections, and fields to be displayed under the Criteria section. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default settings, or Close to exit without saving.
Note: Depending on the request type settings, other sections may also be available. For example, there is a Vacation request type grouped under the Absence category. In the request type setting, if the Person or Item check box in the Planning section under the Actions tab has been selected, the Vacation request will be available on the customization page of the HRM: Planning page.
Type or select the division code to display the planning for 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.
Type or select the cost center code to display the planning for the selected cost center. 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.
Select the assortment of items for the planning. For more information, see Overview of item assortments.
Select Subordinates as the person type if the planning is for subordinates. Leave this option blank if it is not.
Type or select a start date or a range of start dates for the planning.
Select People, Items, or Customers to group the planning according to the selected grouping.
Type or select an end date or a range of end dates for the planning.
Select Items, Customers, or Requests to display the details of the planning according to the selected option.
Select the Open, Approved, Realised, and/or Processed check boxes to display the planning that includes the request of the corresponding statuses.
The number of request type selected will be displayed. Click Customise to select the required request type.