CS Time/TNA Documents

username password

Custom Employee Groups

    Table of contents
    No headers


    Employee Groups are normally used when printing out reports or when adding/editing bulk clockings, Daily and Payroll hours, etc.. This section provides the steps on how to generate your own custom Employee Groups that can not be generated using the Quick Generate option.

     

    To define a custom Employee Group, proceed as follows:
     

    1. Select the Group Selections option from the Employee dropdown menu. The Browse Employee Groups window will be displayed.

     

    Emp_Group-1.png

     

    1. Select the Add button and the Update Criteria window will be displayed.
       

    Emp_Group-2.png
     

    1. Type in the Name to be used to identify the particular Employee Group (can be an alphanumeric name of up to 10 characters) and also a Description of the group.
    2. In the Comment box you can type in any additional information with respect to the identification of the particular Employee Group.
    3. Select the Criteria settings option to define the group criteria.
       

    Emp_Group-3.png
     

    1. Using the drop-down selection boxes, define the expression that will be used to create the particular group. By using the More button, up to five expressions can be used to define the group. 
    2. Once the required group criteria have been defined, select the Advanced settings option.
       

    Emp_Group-4.png
     

    1. The Advanced option provides a window that shows the expression selected at the Criteria option or can be used to define your own expression.

      An expression is simply a statement defining the rules for the employees for that group. These rules are built up of fields and operators. Fields are defined by the name given to the employee information, for example Surname is a field, Card Number is a field etc. Operators are things like “less than”, “equal to” etc.

      If the employee field is a “String” then you will need to enclose the value in single quotes. If it is a “Long” then you don’t need the quotes. Although using quotes with a number will cause no harm, using a string without quotes will cause the expression to fail and everyone to be excluded from the group. 

      Examples:
    1. All non-terminated employees in branch 1.
      Emp:TerminationDate = '0' and Emp:Branch = '1'
       
    2. All employee’s in company 1 and branch 4 and department 6
      Emp:Company = '1' and Emp:Branch = '4' and Emp:Department = '6'
       
    3. All employees in companies 2,3,4,5 and 6
      Emp:Company >= '2' and Emp:Company <= '6'
       
    4. All employees numbered from 100 to 150 inclusive
      Emp:EmpNumber >= ‘100' and Emp:EmpNumber <= 150

     

    1. The Staffing Level boxes are used to define the following leave related information:
    1. Warning. This is the desired minimum staffing level required for the particular employee group, i.e. can still function correctly if one ore two people report in sick, etc.
    2. Minimum. This is the absolute minimum staffing level for the particular employee group for it to function.

      Note: These levels are displayed when generating a Leave Application where the Minimum level for the employee group is displayed and also the Actual number of staff within the group who are on leave.
       
    1. Once the required expression has been defined for the required Employee Group, click on the Ok button to add it to the list of Employee Groups.

      Note: If the Expression is manually entered, the Edited check box will be ticked and greyed out. The dropdown selection boxes that are normally available in the Criteria option will not be available as shown below.
       

    Emp_Group-6.png



            Note: Once an Employee Group has been created you can view the employees assigned to this group by selecting the         particular group in the list and selecting the View Selection button.


    Emp_Group-5.png

     

     

    Permalink:  http://tinyurl.com/lyngpvl

    Page last modified 09:45, 18 Jul 2014 by cay-lynne CS Time/TNA Documents > Configuration Module > Employee Groups > Custom Employee Groups

    Comments0

    You must login to post a comment.
    Attach file

    Files6

    Powered by MindTouch Core