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Viewing personal cards

Menu paths

  • Click the hyperlink on the top right of the page that has your name to view your own details.
  • Modules ? HRM ? Reports ? People ? Search
  • Modules ? HRM ? Reports ? People ? People

Introduction

This page displays the details of the person or employee. As the page is customizable, the order and availability of the sections below may differ from one user to another.

Roles and rights

  • All users can view and edit their own personal card.
  • To modify the details in the personal card, function right 147 — Maintain resource card is required. By default, users with the HR or HR assistant roles have this function right.
  • To customize the page of the personal card (view mode) on the corporate or division level, function right 147 — Maintain resource card is required. By default, users with the HR and HR assistant roles 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 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view my personal card?

  1. Click the hyperlink on the top right of the page that has your name. Alternatively, click on the top left of the page, and then click Me.

How do I view details of another person?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.

How do I edit details in a personal card?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Edit.
  5. Make the change(s).
  6. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I create a mail merge for a person to be used for sending mails to a selected party?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Create letter or Create email. For more information, see Creating mail merge for recipients.

How do I begin the process of matching the person to the most suitable vacancies?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Match. For more information, see Shortlisting vacancies for applicant via matching wizard.

Keep in mind: The Match button is available and enabled if the employee is an internal applicant, which means one vacancy or more has been applied by this employee. You must have function right 508 — Maintain payroll components, set the competency method to Advanced in the HRM corporate settings, and the employee has a competency profile created which is linked to one competence or more. If the employee is an internal applicant but any of the subsequent criteria is not fulfilled, this button will be disabled.

How do I save the details of a person in a contact card file?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click vCard. A pop-up window will be displayed.
  5. Click Open to display the business contact card in Microsoft Outlook, click Save to save the file in your local computer or Cancel to abort.

How do I view and/or create activities?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Activities & material. For more information, see Adding and removing personal activities and materials.

How do I view and/or create personal rates?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Personal rates. For more information, see Overview of internal rates.

Keep in mind:

  • All fields with the “!” icon are mandatory.
  • The Personal rates button is available only to users with the Project controller role or the Project manager role (with projects assigned).

How do I enter labor hours and expenses for approval?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Hour & expense entry. For more information, see Working with hours and expenses entries on the new Hours & expenses page.

How do I import hour entries offline?

  1. On the HRM: Search – People or HRM: People page, define the search criteria.
  2. Click Show.
  3. Click the name of the person under the Name column.
  4. On the selected personal card, click Offline hours import.

Buttons

Icon

Fields

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: 15.325.534
 Assortment: Exact Synergy Enterprise  Date: 12-10-2018
 Release:  Attachment:
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Attachments
ESE-OH261-Viewingpersonalcards-final.docx 47.8 KB View Download