Anonymous, bureaucrat, administrator
7,528
edits
Changes
m
== [[File:hrsettings_detail.png|200px]] Details == These are the fields that can be seen. When a field of information can be seen, there will be two options. The field can be read only and the field can be edited. If read only the field will show the data for information purposes only. If editable, the user can change the data themselves and save the HR department from having to make the changes. A completely customisable layout is possible. The format is HTML using replacements. Each field is marked with --strFieldName#Type-- Type can be Edit or Read. The strFieldName is from a list of potential fields listed below. * A full configuration is available here. [[Employee_Self-Service_-_Details_-_Full_Example]]* The default bxp system configuration is available here. [[Employee_Self-Service_-_Details_-_Default]] == [[File:hrsettings_data.png|200px]] Data == Data is stored in forms in bxp [[File:038.png]] If you don't want to give users access to the forms but do want them to be able to see limited amounts of data from the forms this is the approach to use. [[File:ess_data_001.png|800px]] These sections link to different forms in bxp which are capable of storing data and documents. Documents attached to these records are accessible / downloadable through the various sections that are configured. The sections available are : * Hire : Recruitment* Hire : Vacancy Application* Require : Contract* Require : Employment Docs* Require : Disciplinary Docs* Require : Official Communication* Require : Assets* Inspire : Personal Dev* Inspire : HR Docs* Inspire : Targets* Inspire : Quality* Admire : Promotion* Admire : Leave Request* Admire : Qualifications All records can be stored in a single form or can have separate dedicated forms. This configuration is completely down to business requirements. For each type a number of key details are required.{| class="wikitable"! style="width:20100%;" | Type! style="width:4020%;text-align:center;" | Function[[File:hrsettings_detail.png|160px]]! style="width:4020%;text-align:center;" | Content|-| Form || The Form which holds the data and documents || Number|-| Linking User Field || The User Id field which links the records to this user || Staff field list field|-| Data Field || The field which contains what kind of document this is || Field listing (Text and List / Menu fields only)|-| Data Value || The value which the above field must contain || String|-| Display Fields || Which fields of information from this form are to be displayed. || list of strCDA_X_field_Y_Z fields from the form comma separated.|-| Allow Click Into || Can the user click into this record || True / False|-| KeyStat Id || Is there a keystat to be associated for this information || KeyStat Id is the only value required.|-| eCourse Id || Is there an eCourse to support this information || eCourse Book Id, if full Id used, will go straight to the page. Go the eCourse page and copy the entire URL after the ? symbol|-| Status Field || The state of the request / document field || Drop down list field|-| Status Values || The value that must be supplied for the record to appear in the ESS || Value that must be in the field. If blank all records matching user id are returned.|-|} It is strongly recommended that the forms storing the data are Owner Only forms. [[Form_-_Owner_Only]] == [[File:hrsettings_diarieshrsettings_data.png|200px160px]] Diaries ! style== HR Diaries are diaries in the Appointment Management module [[File"width:20%;text-align:027.png]]. If you don't want to give the user access to the modules but you do need the user to see data from the diaries in a list format then this is how these can be configured. center;" | [[File:ess_diaries_001hrsettings_diaries.png|800px160px]] There are major diaries which can be set * General* Training* Leave* Absence* Sickness* Statutory ( Force Majeure, Parental, Paternity, Maternity, Carers )* Personal Development* Appointment The diary can all be the same diary, therefore the category must be set regardless. A category is created for use in a Diary. [[Appointment_Management_-_Categories]] The user must be explicitly named in the appointment for the records to show. [[Appointment_Management_! style="width:20%;text-_Assigning_People_to_Entries]] The listing uses the Table Styling of the system but if the Category has a colour specified that will be used instead for the first column's colour. == [[Filealign:hrsettings_forms.pngcenter;" |200px]] Forms == Forms can be created using Form Management [[File:038.png]] in bxp tailored exactly to your business needs. Forms here are grouped by the Employee Life Cycle for convenience. [[File:ess_forms_example_001hrsettings_forms.png|800px160px]] For the forms to appear pictorially the settings for the Form must be set and the Primary Settings must be configured. [[Form_-_Advanced_Settings_-_Listing]] ! style=== Hire === * Hire "width: New Vacancy Request form* Hire 20%;text-align: New Employee Request form === Require === * Require : General Request form* Require : Fire Risk form* Require : Health and Safety form* Require : Data Protection Risk form* Require : Accident Report form* Require : Working Time Act Annual Declaration form === Inspire === * Inspire : Contract Extension form* Inspire : Pension Change form* Inspire : Payroll, Expenses, Commission, Overtime, On Call Allowance enquiries form* Inspire : Remuneration Adjustment form* Inspire : Security Change Request form* Inspire : Flexible Working Arrangement form (FWA) === Admire === * Admire : Asset Allocation Request form* Admire : Recommend A Friend form* Admire : Education Support form* Admire : Health and Safety VDU / Eye Test Request form* Admire : Holiday Fund form* Admire : Leave Request form* Admire : Grievance form === Retire === * Retire : Leaver form* Retire : Exit Questionnaire form === Configuration of forms === For each of these configurations must be filled in.* Title* Form* Category Field* Category Value* Staff Id Field == center;" | [[File:hrsettings_vacancies.png|200px]] Vacancies == [[File:vacances_form_003.png|800px160px]] This is a listing of all vacancies available in the organisation. * Form is the Id of the form* Status Field is the key field which shows / hides applications* Status Value is the key word that if is currently in a record will cause it to be displayed. The remaining fields are used for descriptive purposes Vacancies are managed by two forms. {| ! Vacancies Form! Application Form |-| The first form is a public listing of all vacancies available. Access to this form is given to all users in the business as this covers off the challenge of advertising all roles internally first.| The second form is an Owner Only form. Again access open to all users because OwnerOnly means a user can only see their own records.
When a person spots a vacancy they want to have they use the outcome "Apply for this Vacancy". This creates a record in the second form which is their application which can only be seen by the applicant and the administrators of the application process.
[[File:vacances_form_004.png|800px]]
no edit summary
|-
| style="text-align:center;" | [[FileESS_-_Details_section|Link]]| style="text-align:vacances_form_001.pngcenter;" | [[ESS_-_Data_section|400pxLink]] | style="text-align:center;" | [[ESS_-_Forms_section|Link]]| style="text-align:center;" | [[ESS_-_Diaries_section|Link]]| style="text-align:center;" | [[ESS_-_Vacancies_section|Link]]
|-
|}
= Different ESS Data views =