HR Assistant Configuration
Usage
Use this window to configure following HR assistants:
- New Employee (Employment Assistant)
- New Expense (Expense Sheet Assistant)
- Terminate Employment (Terminate Employment assistant)
The assistant configuration determines:
- What steps are available.
- What fields are available.
- What fields and steps are mandatory.
- What companies can use a particular template.
- During what period the configuration is valid.
Following right-click actions are available
On the header:
- Duplicate Configuration - opens the Duplicate Configuration
dialog box where you can create a new configuration based on the currently
selected one.
On the Configuration Steps tab:
- Change Field Order - opens the Configuration Step Order
dialog box where you can change the order of assistant's steps.
On the Fields tab:
- Default Layout - restores the default settings of the step.
WARNING! Clicking this will make you lose all of your changes!
- Change Field Order - opens the Configuration Field Order
dialog box where you can change the order in which fields are displayed.
- Table Columns - opens the Table Columns dialog box where
you can define what columns will be enabled/mandatory in the assistant's
table.
Note: This setting is available only for table fields marked with a
+ sign nest to their record.
On the Layout tab:
- Save Layout - saves field layout of the currently selected step.
- Default Layout - loads a default layout of the currently selected step.
WARNING! Clicking this will make you lose all of your changes!
- Change Field Location - opens the HR Assistant Step Layout
dialog box where you can change field layout of the currently selected step.
For the description of each tab in the window, follow the appropriate link:
Configuration,
Companies.
Activity Diagrams
BDR for
New Employee Assistant
BDR for Terminate Employment Assistant
BDR for
Expense Sheet Assistant
Activities
Create the Assistant Configuration
Define Assistant Steps
Define Assistant Fields
Define Field Layout
Enable the
Configuration for Selected Companies