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190 total results found

Reset a work order item

Production Work order items

This action requires the "Reset work order items" permission. Work order items can be reset,  with their material flow getting removed. This means that any and all receipts,  transfers and write-offs, connected to a work order item are canceled. To perform...

work-order-items
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5

Cancel goods transfer

Warehouses Goods transfers

This action requires the "Cancel goods transfers" permission. Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they need to be "canceled" first.  When canceling a goods transfer, make sure that it...

goods-transfers
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5

Releases

General

The ERP system is continuously being improved, with new features and reported bug fixes being implemented. When an new version of the ERP is ready, the development team releases it to "production", updating the live version of the page. When this happens, a p...

general-info
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11

Update existing HR department

HR departments

This action requires the "Update hr departments" permission. When updating a HR department, keep in mind, that some of the information is depended upon by the HR module to work properly.  Among these, the "department lead" and "lunch time" are some of the mo...

hr-departments
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3

Overview

HR reporting

HR reporting page lists formatted exports of information in the HR module. The page is located in the HR module under HR reporting. HR reporting contains reports, used in salary calculations, business trip handling and attendance checks.

hr-reporting
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1

Attendance report

HR reporting

The attendance report tab allows for exporting of an employee's attendance records as an excel sheet. These exports can be used to verify employee attendance (e.g. used vacation days in the previous year). User attendance event exports excel files, similar to...

hr-reporting
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6

Lunch info

HR reporting

The lunch info tab displays the lunch export for month and for year. The generated lunch export lists all employees and the paid/unpaid counts of their lunches. This export is used during salary calculation. Generate lunch export for month To generate this ...

hr-reporting
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5

Business trip

HR reporting

The business trip tab displays the business trip export for selected month. The generated business export lists details (e.g. employee, travel vehicle, vehicle registration number, departure date and time, arrival date and time...) for all employee business t...

hr-reporting
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3

Salary export

HR reporting

The salary export tab displays the default salary export for month,  custom export for month (changed salaries export, vacation report...). This export is used during salary calculation. Salary export Before this export is generated, some options can be ...

hr-reporting
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2

Employees

HR reporting

The employees tab displays employee statistics (number of active employees, average age....) and several custom exports, relevant for management of human resources. Statistics Statistics can be displayed for a specific date. By default, statistics for th...

hr-reporting
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4

Delete attendance event type category

Attendance event type categories

This action requires the "Delete attendance event type category" permission. Attendance event type categories can be deleted. It does not matter, if there are attendance event types with that category.

attendance-event-type-categories
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4

Update existing attendance event type category

Attendance event type categories

This action requires the "Update attendance event type category" permission. Changing the name has no caveats. As such, there are no other limitations other than it has to be defined. Only the attendance event type category's name can be updated.

attendance-event-type-categories
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3

HR troubleshooting

HR dashboard

Before the end of the month, HR has to look over everyone's work time for the current month and alert leads of employees whose work times show errors. While most employees won't show as problematic, sometimes errors will appear that users cannot fix on their ...

hr-dashboard
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2

Overview

HR dashboard

The HR dashboard lists all employees and their work time events for the current month. The page is designed for use by the HR department. Here, HR managers can view the current month's  arrivals/departures, business trips, holidays, sick leaves, vacation and ...

hr-dashboard
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1

Workflow approvals

Workflow approvals

This page can only be accessed by department leads. The time management portal is used by leads of HR departments (i.e. team leads) to manage attendance events and approve/decline attendance requests of employees. It can be accessed from the HR module as "Wor...

workflow-approvals
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1

Update existing goods transfer

Warehouses Goods transfers

This action requires the "Update goods transfer" permission. Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels. ...

goods-transfers
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3

Update existing goods rebook

Warehouses Goods rebooks

This action requires the "Update goods rebook" permission. Goods rebooks are generally not editable, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels.  Descriptions o...

sort_order
3
goods-rebooks

Create new goods rebook

Warehouses Goods rebooks

This action requires the "Create goods rebook" permission. New goods rebooks can be created in the "Create new goods rebook" form, or by clicking the "+" button above the "Goods rebooks" table. To create a rebook, a description is required. To add produ...

sort_order
2
goods-rebooks