Viewing HRM planning report
Menu path
Modules ? HRM ? Reports ? Planning ? Request
Introduction
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.
Roles and rights
Users with security level of 10 or higher can view other people's HRM planning.
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 HRM planning report of a person?
- On the HRM: Planning page, type the division code at Division under the Criteria section. By default, the system will display the division of the current user that is logged on to the system.
- Define the rest of the fields.
- Click Show.
Buttons
Close
Click this to exit.
Show
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.
Refresh
Click this to update the planning according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Icon
Customise
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.
Fields
Division
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.
Cost centre
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.
Assortment
Select the assortment of items for the planning. For more information, see Overview of item assortments.
People
Select Subordinates as the person type if the planning is for subordinates. Leave this option blank if it is not.
Planning: Start date
Type or select a start date or a range of start dates for the planning.
Groups
Select People, Items, or Customers to group the planning according to the selected grouping.
Planning: End date
Type or select an end date or a range of end dates for the planning.
Details
Select Items, Customers, or Requests to display the details of the planning according to the selected option.
Request: Status
Select the Open, Approved, Realised, and/or Processed check boxes to display the planning that includes the request of the corresponding statuses.
Request: Type
The number of request type selected will be displayed. Click Customise to select the required request type.
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: |
15.575.825 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
18-08-2017 |
| Release: |
|
Attachment: |
|
| Disclaimer |