From commits-return-25705-apmail-ofbiz-commits-archive=ofbiz.apache.org@ofbiz.apache.org Sat Dec 8 08:22:35 2012 Return-Path: X-Original-To: apmail-ofbiz-commits-archive@www.apache.org Delivered-To: apmail-ofbiz-commits-archive@www.apache.org Received: from mail.apache.org (hermes.apache.org [140.211.11.3]) by minotaur.apache.org (Postfix) with SMTP id 3C4AFE9E0 for ; Sat, 8 Dec 2012 08:22:35 +0000 (UTC) Received: (qmail 36726 invoked by uid 500); 8 Dec 2012 08:22:35 -0000 Delivered-To: apmail-ofbiz-commits-archive@ofbiz.apache.org Received: (qmail 36693 invoked by uid 500); 8 Dec 2012 08:22:34 -0000 Mailing-List: contact commits-help@ofbiz.apache.org; run by ezmlm Precedence: bulk List-Help: List-Unsubscribe: List-Post: List-Id: Reply-To: dev@ofbiz.apache.org Delivered-To: mailing list commits@ofbiz.apache.org Received: (qmail 36686 invoked by uid 99); 8 Dec 2012 08:22:34 -0000 Received: from nike.apache.org (HELO nike.apache.org) (192.87.106.230) by apache.org (qpsmtpd/0.29) with ESMTP; Sat, 08 Dec 2012 08:22:34 +0000 X-ASF-Spam-Status: No, hits=-2000.0 required=5.0 tests=ALL_TRUSTED,T_FILL_THIS_FORM_SHORT X-Spam-Check-By: apache.org Received: from [140.211.11.4] (HELO eris.apache.org) (140.211.11.4) by apache.org (qpsmtpd/0.29) with ESMTP; Sat, 08 Dec 2012 08:22:24 +0000 Received: from eris.apache.org (localhost [127.0.0.1]) by eris.apache.org (Postfix) with ESMTP id 662102388BA6; Sat, 8 Dec 2012 08:22:01 +0000 (UTC) Content-Type: text/plain; charset="utf-8" MIME-Version: 1.0 Content-Transfer-Encoding: 7bit Subject: svn commit: r1418622 [4/11] - in /ofbiz/branches/webhelp-2012-12-07: ./ applications/content/ applications/content/data/helpdata/docbookhelp/ applications/content/data/helpdata/docbookhelp/accounting_en/ applications/content/data/helpdata/docbookhelp/a... Date: Sat, 08 Dec 2012 08:21:51 -0000 To: commits@ofbiz.apache.org From: jleroux@apache.org X-Mailer: svnmailer-1.0.8-patched Message-Id: <20121208082201.662102388BA6@eris.apache.org> X-Virus-Checked: Checked by ClamAV on apache.org Added: ofbiz/branches/webhelp-2012-12-07/applications/content/data/helpdata/docbookhelp/humanres_en/humanres.xml URL: http://svn.apache.org/viewvc/ofbiz/branches/webhelp-2012-12-07/applications/content/data/helpdata/docbookhelp/humanres_en/humanres.xml?rev=1418622&view=auto ============================================================================== --- ofbiz/branches/webhelp-2012-12-07/applications/content/data/helpdata/docbookhelp/humanres_en/humanres.xml (added) +++ ofbiz/branches/webhelp-2012-12-07/applications/content/data/helpdata/docbookhelp/humanres_en/humanres.xml Sat Dec 8 08:21:03 2012 @@ -0,0 +1,9410 @@ + + + + + + + OFBiz Human Resource Guide + + July 1, 2012 + + + + About OFBiz Human Resources + + The people who work for your company, it's human capital, are it's + most important asset. Selecting a software platform that increases the + value of your companies human capital and delivers benefits, services and + opportunities to your workforce, is critical to your companies success + . + + That platform must be able to accurately and reliability process + worker transactions, collect decision support information, and communicate + between management, workers and outside resources. The OFBiz Human + Resource application (HR App) can provide a backbone for building that + platform. + + In this chapter you are introduced to the organization of this + document and to the key business objects that are the core to HR + App. + + + Document Organization + + Chapter numbers are used here to refer to parts of the document. + Chapters numbers are not displayed in the on line help version of the + document. Hopefully this will not be to confusing to the online + reader. + + Chapter 1 is this introduction chapter. It lays out the purpose of + the remaining chapters and introduces some of the core HR App + features. + + Chapter 2 has instructions to get you started using HR App. A + list, in logical order, describes some activities you can preform to get + up and running. + + Chapters 3 thru 15 of provide the help documents that can be + invoked from the HR App in a context sensitive manner. When you work in + any of the HR App screens you can click on the Help icon in the menu bar + and the help browser will open to the relevant page in the + document. + + Each feature in the HR App + Menu has in it's own chapter, screens within the feature are + sections within the chapter. Introductions to the chapters describe how + the screens work together to implement an important application feature. + Each screen is pictured and documented consistently with: + + + + A picture of the screen. + + + + Breadcrumbs to show where to find the screen. + + + + A brief description of the screen usage. + + + + A list of fields in the screen. + + + + A list of actions that can be performed from the + screen. + + + + Chapter 16 discuses OFBiz security settings for HR App + + Chapter 17 HR App + Intra-Application Integration covers usage scenarios for other + OFBiz applications. The HR Application is part of the larger OFBiz back + office set of administrative applications and is often dependent on + these other applications. + + Important terms in the documentation are defined in a Glossary. In + order to promote a consistent usage and understanding of terms, links to + the Glossary definitions are placed throughout the document. + + Notes in the document describe behavior that is not intuitive. + Links between document sections are used liberally tie together concepts + that cross chapter boundaries. For example screens that use information + managed in Global HR Settings are linked to the screens where they are + used. + + + + Introduction HR App + + The HR App data design, like most of the OFBiz back office + administration applications, was inspired by the data models in The Data + Model Resource Books by Len Silverston (see Silverston Data Model Resource Companion + Site.) The sections below introduces some of the concepts in + HR App that were derived from the models. + + + Positions + + Generally positions are authorized by a budget and fulfilled by + people. The person may be a company employee, or contract employee. + Positions may be salary or hourly, fulltime or part time. Positions + have responsibilities. + + Positions are defined by a type of work. + + For example there may be 20 positions in an organization for a + type secretary. Each position is authorized by a budget request from a + department in the organization. A position can me thought of as a + full-time equivalent employee (FTE). So an FTE may be assigned to one + or more positions and position can be assigned to more then one FTEs + (job sharing). + + In the HR App you can: + + + + Create positions + + + + Fulfill positions + + + + Define the responsibilities of a position + + + + Define a tree reporting structure between positions + + + + Track the positions fulfillments over time + + + + See: Position + + + + People and Employees + + People may be employees of your Company, a company you do + business with, or unaffiliated contract employees. Any of these people + may be applicants for and assigned to positions in your + Company. + + If OFBiz a personis a + type of party. One of the + strengths of OFBiz is the rich set of features it has build up to + manage information and relationships for parties. This makes OFBiz a + great platform for HR services because managing people and + organizations is a core OFBiz technology. + + In the HR App you can: + + + + View employee profiles + + + + Manage recruitment + + + + Create employees + + + + Track an employees performance, positions, skills, + qualifications, training, and leave + + + + See: Employees + + + + Employments + + An employee is a person who works for your company. The terms + and history of this relationship between this person and your company + are managed in the Employments feature. Employments track the + benefits, pay preferences, pay history, unemployment claims and + agreements for the employment. + + In the HR App you can: + + + + Create employments + + + + Track employment benefits, pay history, unemployment claims + and employment agreements + + + + See: Employments + + + + Department Organization + + Many companies organize departments + There is no special meaning attached to the word department. + It is used to describe any sub-division of a business + organization. + in a tree structure. Your Companies organizational tree + is shown on the main page of the HR App. + + In the HR App you can: + + + + Add and remove departments + + + + View department profiles + + + + Assign positions to departments + + + + Manage department employments + + + + + + + + Getting Started + + The Getting Started chapter discusses the common usage pattern + followed in the HR App UI, offers some links to general OFBiz getting + started documentation and most importantly provides a list of activities + you can perform to get the HR App up and running. + + + The User Interface + + This guide was written based on the OFBiz trunk in the Summer of + 2012 using the default Tomahawk theme. The information should be useful + for users of earlier versions and other themes. The screen shots may + look different from what you see in your version but not so much so that + you can not understand the gist of the features. + + With close to 100 screens, some which link to applications outside + of the HR App, it is easy for a new user to get lost. Knowing the common + UI pattern used in HR App, as described here, will help you stay + oriented. + + In OFBiz screens are collection of graphical user interface (GUI) + elements that provide an intuitive way to interact with applications. In + the back office applications, like Accounting, Marketing and Human + Resource, menus are the primary method of navigation between GUI + screens. The Application menu is the top level menu and links to a back + office administration application. Each application has an application + sub menu that is the top level menu within the application. + + The HR App Menu in the diagram, which we will refer as the HR App + menu in this document, is such a sub menu. The pattern of navigation + from the HR App menu is depicted in the diagram below. + + + + + + + + + + Typically, but not always, HR App Menu items take their name from + an important application entity. For example you have Employees, + Employments, Employee Positions etc. All important information subjects + in human resource departments. + + Many of these menu items open a screen, we will call a Main Search Screen, the top + layout in the above diagram. It has three screenlets 1. A link to a + screen for creating a new entity 2. A Search Options screenlet for + building a search filter 3. A search results screenlet that has columns + with navigation widgets to open other application areas. + + One of these navigation columns will open a screen we will call a + Feature Menu Screen. It has menu items for displaying / editing the + feature entity and it's supporting entities. The lower layout in the + diagram is an example of a Feature Menu Screen that shows a default + screen with summary information about the entity. The default screen is + sometimes an edit screen where the main entity can be edited and + updated. + + HR App Features that follow this pattern include: + + + + Employees + + + + Employments + + + + Employee + Position + + + + Performance + Review + + + + Skills + + This entity does not link to a Feature Menu Screen. Entity + editing and update are done in the Search Results. + + + + + Qualifications + 1 + + + + Recruitment + + + + Employment + Applications 1 + + + + Resumes + + + + Leave + + + + + + Getting Started With OFBiz + + If you are just getting started with OFBiz you will want to read + the Demo and Test Setup Guide. If you are + reviewing the application you will likely want to run the load-demo ant + task for this purpose. This will load the seen HR data for Global HR + Settings plus demo users and selected user HR data. + + If you are setting up for production you should have read Apache OFBiz Technical Production Setup + Guide. Follow the instructions on Initial Data Loading. If you + run the ant task load-seed the data for the HR Portlet, Global HR2 Settings, and the + Human Resource security settings admin, view, create, update, and delete + are loaded. + + If you are going to be writing pay checks you will need to set up + the Accounting feature, see Quick Start - Basic Accounting Setup. + + + + Getting Started With HR App + + Here is a list of activities you can follow that will help you get + HR App up and running in your company. + + + Reference Data + + Reference data in the HR App are the items used in + drop-down-list for the purpose of classifying other information or + limiting user selections. These list are managed in Global HR Settings, review all + of the information in that feature to make sure the list items make + sense for your business. Some list items in HR App are not exposed in + Global HR Settings. To customize those list use Entity Data + Maintenance described in the HR App Intra-Application + Integration chapter. + + + + People + + In this section we will set up information about people. After + completing this section you will be able to answer questions about + people and their skills, qualifications and experience. + + + + Add employees and people who may be applicants or contract + employees. You add employees using the New Employee screen. Add + other people to your system using the Party Manager application. + See HR App Intra-Application Integration Create + Person. + + + + Add the skills and qualifications for the people you added + in the prior step. For employees you can use the Skills menu item and + Qualifications + menu item in the Employees Feature Menu Screen. For non employees + (and employees) you can use the Skills and Qualifications + features. + + + + Add employee resumes using Resume feature. + + + + Add training classes in the Training feature and + class participants + + + + + + Department Organization + + In this section we will set up your organization structure using + the GUI tree interface in the Main + Window. + + + + In the HR App your organization structure is a tree built + of internal + organizations. You will create the internal organizations + using the Party application and then link them together using + the HR App GUI Tree in Main + Window. See Create + Internal Organization to learn how to create Internal + Organizations. + + + + After creating your Internal Organizations link them + together into an organization structure using the context menu + in the tree widget. Right click on an organization icon. Select + a internal organization from the drop-down list. The + organization is added to the tree beneath the selected + node + + + + + + Employments + + Now that we have people and organizations in our application we + can bring them together in an employment. An employment is a + relationship between person (who must be an employee) to an internal + organization. The employment relationship tracks information about + employees benefits, preferences and employment agreement. + + + + Create an employment using the Employments + feature. + + + + Add Benefits and Preferences + + + + You can establish a formal agreement for the employment in + the Agreement + Employment Applications screen + + + + + + Positions + + At this point we have people and organizations and an employment + agreement that specifies the terms of the employment. It's time to + give the employee something to do so in this section you will set up + positions (jobs). As you set up your positions you can add + responsibilities and reporting structure. + + + + Add jobs in the Employee Position + feature. + + + + You can list the responsibilities of a position over time + using the Responsibilities + screen. + + + + You can set up a reporting structure for positions using the + Reporting + Structure screen. + + + + After you have created a job you bind it to a person (who be + an employee or a contract employee) using Fulfillments + + + + + + Recruiting + + The business is growing and you need help. Hear is how you can + recruit new employees. + + + + User the Recruitment feature + to requisition new jobs. + + + + After a requisition is created you post the job using Internal Job + Posting. + + + + Applicants can apply for positions in the Employment + Applications. + + + + + + Security + + HR App display and usage is controlled by OFBiz security which + depending on a users role allows or prevents a user from seeing + information in or taking action on HR App features. General + information about Security is discussed in the Security chapter. + + + + + + Main Window + + + + + + + + + + Breadcrumbs - Applications > + HR + + The Main window is the entry point into the HR App and displays the + Company tree view for navigating to key HR App items. + + Nodes In the Company Tree + + There are three node types in the tree, each identified by a + different icon. The top of the tree represents your Company, the highest + level in the HR App organization. The Company and departments under the + Company can have children departments or positions. Under positions are + the people who fulfill the position. + + See: OFBiz General Company Setup for directions on + replacing the root "Your Company Name Here [Company]" with the name of + your company. + + Usage + + + + Navigate the HR Organization to view departments, positions and + people + + + + Add or remove a department + + + + Add a person + + + + Quickly open the profile of any item in the tree + + + + If the item is a position you can add a person to fulfill the + position + + + + Actions + + + + Click on an tree node to open the profile view of the item + represented by the node + + + + Right click on a node to open a pop up context menu + + + + Context Menu Actions + + Right click on a node in the Company tree to open the context + menu. + + Organization Node Options + + + + Add Employee Position: Select to open the Employee Position + screenlet + + + + Add Internal Organization: Select opens a drop down list of + internal organization Id's. Select an id and click create. The + organization name is added below the current node. + + + + Remove Internal Organization: Select Remove Internal + Organization. You are prompted to confirm. Click OK. The organization + is remove from the tree. + + + + Position Node Option: Add Person: + Select to open the Add Position + Fulfillment screenlet. + + + + Employees + + The Employees feature manages information about people who have an + employment relationship with + your Company or one of it's departments. This features include an + employee Profile, a display of + all employee related information in a single screen and facilities for + managing employee skills, qualifications, training, leave and payroll + history. + + + Find Employee + + + + + + + + + + Breadcrumbs - HR Human Resources + > Employees + + Usage - In the Employees screen + you can create a new employee, search for an existing employee and view + a list of employees. Selecting an employee in the list opens the + employees profile and other screens associated with the employee. The + Employees screen is divided in three screenlets, they are described in + the following sections. + + + New Employee + + + + + + + + Breadcrumbs: Human Resources + > Employees - Click New Employee + + Usage - Create a new + Employee. + + Actions - Click so save a new + Employee. + + + + Find an employee + + Breadcrumbs - Human Resources + > Employees + + Usage - Find an employee using + search criteria. + + + Only Employees Are Found. + + Use the Party Manager application to get information about + people who are not employees. + + To do this: In the Applications menu select Party, enter + search criteria to search for the person, to return the HR App + select HR from the Applications menu. + + + Fields + + + + Party ID - Must be the id of a party who is an + employee. + + + + User Login - The identifier used to login to OFBiz + + + An employee may have zero or more user logins. + + + + + Last name - Employee last name + + + + First name - Employee first name + + + + Actions + + Actions are described from the left to right, top to bottom of + the Find an employee screen. + + + + Contact Information radio buttons - Displays or hides + additional criteria fields. + + + + Lookup Party button (title bar): Opens a list of employees + based on the criteria entered. + + + + Hide Fields / Show Lookup Fields button (title bar): Hides / + shows the filter fields in the "Find an employee" + screenlet. + + + + Lookup Party icon (right of Party Id field): Opens a pop up + search form that finds a Party Id. Use the form to find employees + by id or first and last name when you do not know the employee id. + Remember the search is only for employees and not all people are + employees. + + + + Lookup Party button(button center of "Find an employee" + footer): Opens a list of employees using the criteria in the "Find + an employee" screenlet (same as Lookup Party in the title + bar). + + + + Show all records button: Opens a list of all employees (same + as selecting Lookup Party without entering a criteria). + + + + + + Parties found + + This section list the employees found by the Find an employee + search. + + Fields + + + + PARTY ID: The unique identifier for the employee. + + + + USER LOGIN: The user login for the employee. May be + "(None)", "(Many)" in the case where an employee has no or more + then one login. + + + + NAME: The last name, first name of the employee. + + + + TYPE: The party type of the employee. Typically + "Person" + + + + Actions + + + + Party Id link (left column in Parties Found list): Opens the + employees profile. + + + + DETAILS button (right column in Parties Found list): Opens + the employees profile (same as clicking the Party Id link). + + + + + + + Profile (Employee) + + + + + + + + + + The Profile screen for an employee is a collection of screenlets + each presenting information about a different aspect of the employee. It + is the first item on a menu that has screens for other information + related to the employee. + + Usage + + + + View a summary of information on an employee in a single + screen + + + + Update Personal Information + + + + View, create, update, and expire employee contact + information + + + + View and create a list of related accounts + + + + View training records + + + + View employment information + + + + View, create, and update login id's, update security + group + + + + View and create party attributes + + + + Upload party content + + + + View and create notes + + + + Each of the Profile screenlets are described + in the sections that follow. + + + Personal Information Screenlet + + The Personal Information screenlet has only a few of the fields + available in OFBiz for recording information about an employee. You + can collect and edit additional information by clicking the Update + link in the title bar. + + Fields + + + + Party Id: The id of a employee associated with the profile + information + + + + Name: The first and last name of the employee + + + + Comments: A comment associated with the employee + + + + External Id: The id of an external login system e.g. An LDAP + server + + + + Status ID: Available status: Enabled, Disabled, and + Assigned. + + + + Action Update title bar button: + Edit Personal Information + + + + Contact Information Screenlet + + The Contact Information screenlet summarizes contact details for + multiple channels including: + + + + Electronic Address + + + + Postal Address + + + + Phone Number + + + + Email Address + + + + Internet IP Address + + + + Internet Domain Name + + + + Web URL/Address + + + + Internal Party Note + + + + LDAP Address + + + + Actions + + + + Create New - Opens the Create New Contact Information + screen + + + + Update - Click to change information or add a contact + purpose. You can add a contact purpose when you create and Email + Address, Phone Number or LDAP Address. Use Update to add a contact + purpose to Postal Address or Web URL/Address. You can not add a + purpose to Electronic Address, Internet IP Address, Internet + Domain Name and Internal Party Note + + + + Expire - Click to sets the through date (not visible the + user) on the contact item. The item is no longer displayed in + Contact Information. + + + + lookup:anywho.com (only in Phone Number)- Click opens + http://www.anywho.com/reverse-lookup in a new browser + window + + + + Look up White pages (only in Phone Number) - Click opens + http://www.whitepages.com/search in a new browser window + + + + Send Mail (only in Email Address) - Opens a new + communications event. For help see Send Email in the OFBiz Support + Apps document. + + + + open page in new window (only in Web URL/Address) - Click to + open the address in a new browser window. + + + + + + List Related Accounts Screenlet + + Accounts are created in the SFA Manger application See SFA + Manager Accounts SFA. Listing an account in the Profile provides a + quick link in the HR App to the profile of the account. + + To Add a Related + Account: + + + + Click Create New to add an account to your Profile + + + + Click the Lookup Icon + + + + Select from the list of Id's. + + + + Click Add + + + + The Account is added to the list of Related Accounts in your + profile. + + + + Action Click the From Party Id + field (in brackets and bold) to open the Related Account + profile. + + + + Training Screenlet + + The Training screenlet displays a list of classes that have been + assigned to this person. + + Fields + + + + From Date - Start date time for training + + + + Thru Date - End date time for training + + + + Training Class Type - Name describing class category. See : + Training Class + Type + + + + Approver Status - One of Applied, Approved, Assigned, + Proposed or Rejected + + + + Approver Party - Person with authority to approve + training + + + + For more information see: Training + + + + Current Employment information Screenlet + + Usage - This screenlet shows + the employee's department, position and salary. + + Fields + + + + Company - The organization unit to which the employee is + assigned + + + + Position - Position(s) held by the employee + + + + Salary - Employee salary + + + + Actions + + + + Company [some text]: Click to open Company profile + The Profile opened is in the Party Manager application. + To return to the HR App select Applications > HR + + + + + Position [some text]: Click to open position Summary + screen. + + + + + + User Name(s) Screenlet + + Usage - The User Name(s) + screenlet manages user logins and security settings. Logins give a + user the ability log into an OFBiz application while security settings + control what the user can do while logged on. + + Users with create privileges in the Party Manager application + have the ability to create user logins and then to manage the login + password and security setting. Others will see a list user login names + and status (ENABLED or DISABLED). + + Users may have no user login or multiple logins. Each login has + it's own set of security settings so multiple logins provide + flexibility in controlling a users connection to OFBiz + applications. + + Actions + + + + Create New text in title bar: Opens the Create User Login + screenlet. + + + + Edit button: Opens the Edit Login screen where a user can + update the login or change the password. + + + + Security Groups button: Opens the + AddUserLoginToSecurityGroup screenlet where you can add, update or + delete Security + Groups. + + + + + + Party Attribute(s) Screenlet + + Usage - Party Attributes + provide an ability for users to attach arbitrary names and values to + people. These name value pairs can be used in different ways to extend + the information collected about a person without having to make + changes to the database. + + For example, a name could be added "On Company Team" with a + value "Football". A report could be created for employees grouped by + Company Team. + + Actions + + + + Create New title bar button: Opens the Party Attribute + screenlet where you can create name value pairs for the + party. + + + + Edit button: Click to open Party Attribute screenlet where + you can update name value pairs for the party. + + + + + + Party Content Screenlet + + Usage - The Party Content + screenlet provides a means to load content to the OFBiz Content + Manager application. You can use this feature to load your picture for + display in your profile. + + Action - To load an image for + display in the Personal Information screenlet: + + + + Click Browse and select an image using the native file + search + + + + In the drop-down list select Logo Image URL + + + + In Is Public select Yes + + + + Click Upload. + + + + After a screen refresh the selected image will appear above + Party Id in the Personal Information as Personal Image + + Fields + + + + Content Id - A unique content identifier linking the + employee to the content + + + + Content Type - One of Internal Content, User Defined + Content, Logo Image URL, or Vendor Shipping Info + + + + Content Name - A user defined name for the content + + + + Content Description - A user defined description of the + content + + + + Content mime type - One of application/octet-stream, + application/pdf, image/gif, image/jpeg, text/html, text/plain, or + text/x-diff + + + + Status- One of Available Deactivated, Final Draft, In + Progress, Initial Draft, Published, or Revised Draft + + + + Actions + + + + Content Id button: Opens the dedicated Party Content + screen. + + + + View button: Click to open content. Content will open in a + viewer appropriate for the content type. + + + + Remove button: Deletes the record + + + + Browse button: Opens system file upload + + + + Upload button: Uploads file to OFBiz runtime > upload + folder. A record is created in Content Manager. + + + + + You can manage the uploaded content in OFBiz content manager. + To find the content: + + + + In the main Applications menu select Content. + + + + In the Content Manager Menu select Content + + + + In the content id filed enter the content id as displayed + in the Party Content list. + + + + Click Find + + + + + + + Notes Screenlet + + Usage - In the Notes screenlet + you can create and display notes. Notes may not be updated after they + are created. + + Fields + + + + Note Name - Required name for the note. The text of the node + is to the right of the name. + + + + By - Name of the person who created the note. + + + + At - Date time note was entered + + + + + + + Employments + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > Click Details > Click Menu + Item Employments + + Usage - This screen displays a + convenient list of Employments for an employee, however + usually a person will have only a single employment. You can navigate to + the employee profile to view summary information on the employee or to + the employment edit page in the Employments feature to edit + the employment. + + Fields + + + + Internal + Organization + + + + Employee Party Id - The party + Id of the employee. + + + + From Date - Hire date + + + + Thru Date - Last day of employment. + + + + Termination + Reason Id - The reason for the. Reasons are defined in + Global HR Settings Termination + Reasons. + + + + Termination + Type Id - The type of termination. Types are defied in + Global HR Settings Termination + Type. + + + + Actions + + + + DemoEmployee button: Opens the PROFILE screen + This action is the same as clicking on the Profile menu + item adjacent to this item. + + + + + Edit button: Opens the Edit Employment screen in the Employments + feature. + + + + + + Employee Position + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Employee Position + + Usage - This screen displays a convenient list of positions for an employee. Employee + positions are created and managed in the Employee Position feature. + From this screen you can navigate to the employee position profile + screen of the employee to view summary information on the employees + position. Click the link button in the party id column to navigate to + the profile of the internal + organization authorized to fill the position. + + To edit position information see Edit Employee Position + + Fields + + + + Status ID - One of Active/Open, Inactive/Closed or Planed + For. + + + + Party + Id + + + + + + Budget Id + + + + + + Budget Item Sequence + Id + + + + + + Employee + Position Type + + + + + + Estimate From Date - May be used for budgeting + + + + + + Estimate Thru Date - May be used for budgeting + + + + + + Salary + Flag + + + + + + Exempt + Flag + + + + + + Fulltime + Flag + + + + + + Temporary + Flag + + + + + + Actual From Data - May be used for financial and regulatory + reporting + + + + + + Actual Thru Data - May be used for financial and regulatory + reporting + + + + Actions + + + + Employee Position Id text link: Click to open the Summary + screen (profile) in the Employee Position feature for the employee + position + + + + + + Party Id button: Click to open profile screen of the + organization assigned to the position + + + + + + Skills + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Skills + + Usage - You can assign a skill to + an employee or organization in the Skills screen. Assign numeric values + to Years Experience, Rating and Skill + Level to provide objective criteria for discriminating between + resources with the same skill. These attributes can be used in the Skills feature to locate + resources with a needed skill. + + You manage skill in Global + HR Settings by creating new skill groups and skills or editing + existing skills. You can search for employees skills as well as manage + employee skills in the Skills feature. + + . Fields + + + + Person Id - The unique identifier of the person assigned the + skill. + + + + + + Skill - The skill name from Global HR Settings + + + + + + Years Experience - A + numeric value identifying the number of years of experience. + + + + + + Rating - A numeric value that + can be used as a filter for finding and reporting on skills in the + company. + + + + + + Skill Level - A numeric + value that can be used as a filter for finding and reporting on + skills in the company + + + + Actions + + + + Create button - Click to add a skill to an employees list of + skills + + + + + + Update button - Click to update changes Years Experience, + Rating and Skill Level + + + + + + Delete button - Click to delete a skill from the employee's + skill list. Deleted skills can not + + + + + + Qualifications + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Qualifications + + Usage - You can assign a qualification to a person + or an organization to track their ability to perform a job. + + You can search and also assign qualifications in the + Qualifications feature. You can manage qualification groups and types in + Global Settings Qualification Type. + + Fields + + + + Qualification - The + Qualification name. + + + + From Date - The start date of the qualification. + + + + Qualification Desc - A user defined description of the + qualification. + + + + Title - A user defined title of the qualification + + + + Status - One of completed, deferred or incomplete may be used + to indicate if state of the qualification for the party. + + + + Verify Status - Indicates if the validity of the qualification + has be checked. + + + + Thru Date - The end date of the qualification i.e. The + expiration date of a drivers license + + + + Actions + + + + Update button: Click to save changes to the + qualification. + + + + Delete button: Click to delete the qualification. The + qualification is deleted and can not be restored. + + + Instead of deleting a qualification it is better to set the + thru date. + + + + + Create button: Click to create a new qualification for the + party. + + + + + + Training + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Training + + Usage - This screen presents a + list of a persons training status. Training is managed in the Training Status screen in + the Calendar feature. Classes classes can be created and participants + assigned in Training + Calendar. + + Fields + + + + Employee Party Id - The unique identifier for person + associated with the training list. + + + + Training Request Id - The identifier for the request for this + person to attend the training. + + + + Training Class Type - The name of the training class. + + + + Work Effort Id - This field can be ignored by the user. + + + + From Date - The date and time the training starts + + + + Thru Date - The date and time the training ends. + + + + Status - The approval status for the person for this class. + May be one of + + + + Reason - Reason for training + + + + Actions + + + + Employee Party Id button: Click to open the employees profile + in the OFBiz Party Manager application. + + + + Approver Party button: Click to open the approvers profile in + the OFBiz Party Manager application. + + + + + The OFBiz Party Manager application is separate from the HR App. + To return to the HR App Select HR from the Applications menu. You will + be returned to the main Main + screen. + + + + + Leave + + Payroll history displays a list of invoices + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Training Leave + + Usage - An employee can use this + screen to request leave. The List Leave screenlet is a list all of the + leave records for the employee. An employee can also create a leave + request in the Add Employee Leave screenlet. + + Any user with Human Resource Employee permission can view and + request leave for any other employee. Only users with Human Resource + Approver permission can update or approve a leave request. + + Leave request are managed in the Leave feature where in addition + to requesting leave an approver may review and approve assigned request. + Leave types and reasons are managed by the administrator in the Global Settings Employee Leave + Type feature. + + Fields + + + + Leave Type Id - The name of a leave type. Leave types are + defined in Global + Settings + + + + From Date - The data the leave starts. + + + + Thru Date - The data the leave ends. + + + + Approver Party - The party + id of the person with + authority to approve the leave. + + + + Description - A user entered description of the leave. + + + + Leave Reason Type - The name of a leave type reason. Leave + types reasons are defined in Global Settings + + + + Actions + + + + Update button: Click to save changes to a leave record. + You must have update or administrator permission to update + a leave request. + + + + + Create button: Create button: Click to create a leave + request. + + + + Employee Party Id button: Click to open the employees profile + in the OFBiz Party Manager application. + + + + Approver Party button: Click to open the approvers profile in + the OFBiz Party Manager application. + + + The OFBiz Party Manager application is separate from the HR + App. To return to the HR App Select HR from the Applications menu. + You will be returned to the main Main screen. + + + + + + + Payroll History + + + + + + + + + + Breadcrumbs: Human Resources > + Employees > Click Lookup Party > In Parties Found Click Details + > Click Menu Item Payroll History + + Usage - The Payroll History + screen displays a list of invoices for the employee. Generally these are + payroll or commission invoices. The invoices life cycle from creation + through payment is done in the Accounting application. + + Fields + + + + Invoice ID - The distance identifier of the invoice. This + number can be used to find the invoice in the Accounting + application. + + + + Invoice Type - Identifies the type of invoice. This will + typically be Payroll. + + + + Invoice Date - Date the invoice was created. + + + + Invoice Status - Status may be In-Processes (can be edited), + Approved (has been reviewed, can not be edited), Ready (post to GL), + Paid (post to GL) + + + + Description - A user entered description of the + invoice. + + + + From Party - The employee identified by the party id . The invoice is in effect from + the employee to the company. + + + + To Party - The party the invoice is to. For payroll this will + typically by your company identified by the party id . + + + + Total - Amount paid. For a payroll invoice this will typically + be less then the gross amount of the invoice due to deductions for + taxes and benefits etc + + + + Outstanding Amount - Any unpaid amount due on the + invoice. + + + + Actions + + + + Invoice Id - Click to open the invoices Overview screen in the + Accounting application. + + + + From Party - Click to open the Fin. History screen for the + From Party party id the OFBiz Party Manager application. + + + + To Party - Click to open the Fin. History screen for the To + Party party id the OFBiz Party Manager application. + + + + + The OFBiz Accounting and Party Manager applications are separate + from the HR App. To return to the HR App Select HR from the + Applications menu. You will be returned to the main Main + screen. + + + + Invoice Overview + + + Description of the Invoice Overview screen is outside the + scope of this document. + + + + + + + + + + + + + Party Financial History + + + Description of the Party Financial History screen is outside + the scope of this document. + + + + + + + + + + + + + + + Employments + + An employment is a relationship between a person and your Company. + The HR App tracks employment benefits, pay history, unemployment claims + and employment agreements for each employed person. + + When you create new employee using the New Employee screen the employee + relationship is created for you automatically. If there is an a person + that was entered into the application by some other means you will have to + create the employee relationship manually in the Party Manager + application. + + The employment record includes the start and end date of the + employment. When the employment ends you include the type of termination + and reason. For example and employee may have been let go for poor + performance. The type would be fired the reason incompetence. + + + Search Employments + + + + + + + + + + Breadcrumbs: Human Resources > + Employments + + Usage - Use the Employments + screen to create an employment, search for an existing + employments. Use Search Options to refine the search. Selecting an + employment from the list opens the Edit Employment screen. + + Fields + + + + Internal + Organization + + + + Employee Party Id - The party + id of the employee. + + + + From Date - Hire date + + + + Thru Date - Last day of employment. + + + + Termination Reason Id - The reason for the. Reasons are + defined in Global HR Settings Termination + Reasons. + + + + Termination Type Id - The type of termination. Types are + defied in Global HR Settings Termination + Type. + + + + Actions + + + + New Employment button: Click to open the screen to create a + new employment for a person or organization. + + + + Find button: Click for a list of employments. Displays a list + of employments in the Search Results screenlet. + + + + Employee Party Id button: Click to open the employees Profile. + + + + Edit button: Opens the Edit Employment screen. This is a + gateway to the other employment screens: benefits, pay history, + unemployment claims and employment agreements + + + + + New Employment + + + + + + + + Breadcrumbs: Human Resources + > Employments Click New Employment + + Usage - Create a New Employment + relationship between and internal organization + and an employee. Sets the + start date for the employment. + + Fields + + + + internal + organization + + + + Employee Party Id - The party id of the employee. + + + + From Date - Hire date + + + + Action - Create button: Click + to create the employment. + + + + + Edit Employments + + + + + + + + + + Breadcrumbs: Human Resources > + Employments > In the Search Results Click Edit + + Usage - This screen is used to + create or edit and update an employment. In the Main Search Screen it is + opened in create mode by clicking the New Employment button or update + mode by clicking the Edit button in Search Results. + + Fields + + + + From Date - Hire date + + + + Thru Date - Last day of employment. + + + + Termination Reason Id - The reason for the. Reasons are + defined in Global HR Settings Termination + Reasons. + + + + Termination Type Id - The type of termination. Types are + defied in Global HR Settings Termination + Type. + + + + Action - Update button: Click to + create or update changes to a employment record. + + + + Party Benefits + + + + + + + + + + Breadcrumbs: Human Resources > + Employments > In the Search Results Click Edit > Click Party + Benefits + + Usage + + + + Add an employee benefit + + + + Update an employee benefit + + + + Delete an employee benefit + + + + + At this time Party benefits are not integrated with the OFBiz + Accounting application. + + + Fields + + + + Benefit Type Id - A name describing the benefit. See Entity Data + Maintenance to manage Benefit Type Id . + + + + Thru Date - The date the benefit ends. + + + + Period Type Id - The time period covered by the cost. + + + + Cost - Cost of the benefit over the Period Type. + + + + Actual Employer Paid Percentage + + + + Available Time - Use to track time off for vacation, sick + leave and other benefits of that nature + + + + + Use Web Tools Entity Data + Maintenance to manage Benefit Type Id. The entity name is + BenefitType. + + + Actions + + + + Add button: Click to add a benefit. + + + + Delete button: Click to delete the benefit. The benefit is + deleted and can not be restored. + + + + Submit button: Click to save changes in the list above. + + + + + + Payroll Preferences + + + + + + + + + + Breadcrumbs: Human Resources > + Employments > In the Search Results Click Edit > Payroll + Preferences + + Usage + + + + Add a payroll preference + + + [... 6919 lines stripped ...]