Administrator
Integrating HR-Expert into Webdesk EWP
It is advisable to provide the link to HR-Expert via a separate menu tree entry in Webdesk EWP. All that is needed for this is an action configuration of the action po_openExternalWebPage that points to the URL 'hr-expert'. In addition, the "redirect" checkbox should be activated.
Defining Access
Access to HR-Expert is granted via 2 roles, one intended for full access and the other for read-only access. The names of the two roles are set via the following system parameters:
- hr => HrOptions => userRole
- hr => HrOptions => userRoleReadOnly
Please note that the role names referenced in the system parameters must correspond to actual Webdesk roles. Assume the role name for full access were $HRX_User and the one for read-only access were $HRX_User_ReadOnly.
To grant a user access to HR-Expert, they must be assigned the role $HRX_User. The competence target of the role assignment determines which clients they may edit with HR-Expert.
Defining Access to Reports
All HR-Expert reports that can be called up via the menu item "Personnel -> Reports" are, technically speaking, configured Webdesk actions. A permission must therefore be granted here for each report individually, so that the user sees it in the menu and can call it up for a specific group of persons.
The following Webdesk action configurations correspond to the reports in HR-Expert
| Report group | (Technical) name of the Webdesk configuration | Description |
|---|---|---|
| Changes | changes | contains the reports - Hire/Termination List - Reassignments - Org Unit Changes - Weekly Hours Changes |
| Cost Center Lists | costCenterLists | contains the reports - Employee List - Employee Quotas - Cost Center Quotas |
| Personnel Lists | employeeLists | contains the reports - Employee List - Phone List - Responsibilities - Education - Certificates - Training List - Birthdays and Anniversaries |
| Employee Status | employeeState | contains the reports - Full-Time Equivalent Calculation - Basic and Status List - Employees - Employment Type - Employment Status - Employment Extent - Years of Service |
| Department Lists | orgUnitLists | contains the report "Department List" |
| Staffing Plan | positionPlan | contains the report "Staffing Plan" |
Customizing Lists
As an administrator, lists for dropdown fields can be customized to your own preferences.
| Field name | Description | HR-Expert assignment | Webdesk key-value types |
|---|---|---|---|
| Social insurance | List of health insurance providers | #person, Master data tab, Health insurance field | HrHealthInsurance |
| Industry of companies | List of industries for classifying newly created companies | #company, #person Education / Professional career tab | HrCompanyIndustryGroupCode |
| Legal form | List of company forms | #person, Employment / Secondary activities tab | HrCompanyLegalForm |
| Currency | List of currencies | #person, Finances tab, Salary | HrCurrency |
| Disability code | List of disabilities | #person, Employment / Disability tab | HrDisablementCode |
| Question type | List of question categories for the appraisal interview template | #appraisalinterviewtemplate | HrdQuestionType |
| Employment code | List of the various forms of employment | #person, Employment / Employment tab | HrEmploymentCode |
| Reason | List of various reasons for changing the employee status | #person, Employment / Employment tab | HrEmploymentStateReasonCode |
| Religious affiliation | List of religions | #person, Master data tab | HrEthnicCode |
| Overtime | List of included overtime | #person, Employment / Employment tab | HrOvertimeCode |
| Reason for change | List of the reasons why a position can receive a new person assignment | #position Position holders tab, and Organization / Positions tab | HrPersonPositionChangeCode |
| Type | List of tax benefits | #person, Finances / Tax benefits tab | HrPersonTaxationBenefitType |
| Relationship | List of possible degrees of kinship | #person, Family / Other family members tab | HrRelationshipCode |
| Reason for change | List of the reasons why a financial remuneration can be changed | #person, Finances / Salary tab | HrSalaryChangeReasonCode |
| Type | List of remuneration options | #person, Finances / Salary tab | HrSalaryCode |
| Frequency | List of the frequencies of remuneration | #person, Finances / Salary tab | HrSalaryPayFrequencyCode |
| Function | Supervisory board, executive board, shareholder, managing director | #person, Employment / Secondary activities tab | HrSecondaryJobFunction |
| Social insurance group | List of the options for being registered with the social insurance | #person, Employment / Employment tab | HrSocialSecurityGroup |
| Target country | List of all countries for which approvals are to be entered | #person, Employment / Approvals tab | HrTargetCountry |
| Internal title | List of possible company-internal titles | #person, Master data tab | HrTitleInternal |
| Type | List of possible approvals | #person, Employment / Approval tab | HrTypeOfPermit |
| Academic title | List of possible academic titles | #person, Family / Other family members tab | HrTitle |
| Country | List of countries worldwide | Citizenship, country of birth, office country | PoCountry |
System parameters for this module:
- HrJobShortNameGenerator
- HrMaternityRestrictionOptions
- HrOptions
- HrPersonDomainObjectReaderOptions
- HrPersonServiceLocator4Ps
- HrPositionShortNameGenerator
- HrServiceLocator4Wf
- HrSocialSecurityRegistrationOptions