Viewing absence planning report
Menu path
Modules ? HRM ? Reports ?
Planning ? Absence
Introduction
This page provides an overview of the absence planning of people based on the absence status. You can also view the up-to-date balance of the absence entitlements for the
people.
The Planned (Days) column shows the absence requests by days that have been planned for the individual types. These requests are still in the open status and awaiting approval. Under the Actual (Days) column, you will see the total absences by days for each type. These requests have been approved. Click the respective planning type in the calendar to edit the selected planning request.
Roles and rights
Users with security level of 10 or higher can view the absence planning of people.
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 absence planning report?
- Define the criteria under the Criteria section.
- Click Show.
Buttons
Close
Click this to exit.
Show
Click this to display the absence 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 absence planning according to the defined criteria.
Person
Click this to view the absence planning of the person selected at Person under the Criteria section. For more information, see Viewing personal planning report.
Subordinates
Click this to view the absence planning of people who are the subordinates of the person defined at Person. For more information, see Viewing subordinates planning report.
Cost centre
Click this to view the absence planning for the cost center selected. For more information, see Viewing cost center or division planning report.
Division
Click this to view the absence planning for the division selected. For more information, see Viewing cost center or division planning report.
Year / Month / Week / Day
Click Year, Month, Week, or Day under the Crietria section to view the yearly, monthly, weekly, or daily absence planning respectively.
New
Click this at the bottom of the planning to create a request. Alternatively, click an empty cell in the calendar to create a request. The request to be created for a specific person depends on the selection of the options. You may see different request types depending on your Exact Synergy Enterprise setup. For more information, see Creating and modifying request types – Action tab and Creating and modifying requests.
Icon
Customise
Click Customise at the title bar to customize the planning report. Click Save to save the settings and exit, Default to reset your selections to the default settings, or Close to exit without saving. Take note of the following sections/fields:
General section
You can define the height of the row under this section.
Details section
You can choose to display or hide the relevant information on the planning such as the description, hours, status, and/or account, and displaying the request types, and the planning under this section.
Project section
You can choose to display the relevant planning information on the project such as the planning to include or exclude child projects and whether to include the planning on amount and/or members of the project under this section.
Person section
You can define the sort order and page size when displaying the person's planning.
Planning: Week section
Select the check box to display the planning which includes Saturdays and Sundays.
Planning: Day section
Define the start and end time of a day to display the planning which falls within the defined time under this section.
Extra (Person) section
Select the Account, Project, Contact, Item, and Item 2 check boxes to display the corresponding extra information in the person's planning.
Fields
Criteria section
Person
Type or select a person to display the personal planning of this person. 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.
Request: Status
Select the Open, Approved, Realized, Processed, and/or Rejected check boxes to display the absence request of the corresponding statuses.
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: |
15.470.299 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
19-08-2017 |
| Release: |
|
Attachment: |
|
| Disclaimer |