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Reset a work order item
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...
Cancel goods transfer
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...
Releases
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...
Update existing HR department
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...
Overview
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.
Attendance report
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...
Lunch info
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 ...
Business trip
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...
Salary export
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 ...
Employees
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...
Delete attendance event type category
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.
Update existing attendance event type category
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.
HR troubleshooting
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 ...
Overview
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 ...
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...
Update existing goods transfer
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. ...
Update existing goods rebook
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...
Create new goods rebook
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...