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en:gui5:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter
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en:gui5:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter [2020/02/14 10:02] peter [AZ-Management] |
en:gui5:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter [2021/11/30 15:36] (current) alexandra [Misc] |
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| - | =====Master Sheet===== | + | =====General Data===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.23-01-a.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.02.41.png?|}} |
| - | {{:gui5:handbuch:kapitel_2:2.01.23-01-b.png|}} | ||
| * **Basic Information::** | * **Basic Information::** | ||
| * **Personnel Number:** This alphanumeric field allows the entry of a personnel number and is of an informal nature. | * **Personnel Number:** This alphanumeric field allows the entry of a personnel number and is of an informal nature. | ||
| * **Salutation, Title, Surname and First Name:** These fields indicate the salutation or/and the title and the first and last name of the employee. The characteristics for the form of address can be defined and changed in the collections. | * **Salutation, Title, Surname and First Name:** These fields indicate the salutation or/and the title and the first and last name of the employee. The characteristics for the form of address can be defined and changed in the collections. | ||
| - | * **Comment:** This field is intended for comments. | + | * **Note:** This field is intended for comments. |
| * **Organization:** | * **Organization:** | ||
| * **Employee Status:** The Status field indicates the status of the employee. For example, the characteristics Permanent Employee, Freelancer and External Employee are possible. | * **Employee Status:** The Status field indicates the status of the employee. For example, the characteristics Permanent Employee, Freelancer and External Employee are possible. | ||
| * **Function:** This field indicates the employee's function within the company. This field can be defined and changed in the collections. The function of the employee can be selected as follows (consultant, developer, distributor, finance, graphic designer, manager, marketing). | * **Function:** This field indicates the employee's function within the company. This field can be defined and changed in the collections. The function of the employee can be selected as follows (consultant, developer, distributor, finance, graphic designer, manager, marketing). | ||
| - | * **Location:** The Location field indicates the location of the headquarters or branch of the company for which the employee works. The locations can be defined and changed in the collections. The collections for the location can be defined and changed in the [[..:kapitel_2:2.01.04_key_-_kalender|calendar]] mask. | + | * **Current Location:** The Location field indicates the location of the headquarters or branch of the company for which the employee works. The locations can be defined and changed in the collections. The collections for the location can be defined and changed in the [[..:kapitel_2:2.01.04_key_-_kalender|calendar]] mask. |
| * **Cost Center:** This field indicates the cost center of the employee. The cost center can be defined and changed in the collections. | * **Cost Center:** This field indicates the cost center of the employee. The cost center can be defined and changed in the collections. | ||
| * **Unit:** In this field, you can enter the [[..:kapitel_2:2.01.27_basic_-_unit|units]] (organizational units, usually locations and/or departments) to which the employee belongs. These units can then be used as the basis for the local authorization system (see also the administration guide). | * **Unit:** In this field, you can enter the [[..:kapitel_2:2.01.27_basic_-_unit|units]] (organizational units, usually locations and/or departments) to which the employee belongs. These units can then be used as the basis for the local authorization system (see also the administration guide). | ||
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| * **Active User:** This field indicates the status of the employee in the system. Only active employees can work with Projectile. | * **Active User:** This field indicates the status of the employee in the system. Only active employees can work with Projectile. | ||
| * **Login:** This field is relevant for logging on to the system. Each employee must log on to the system using his or her login (ID) and password. By entering the password via the action, the system recognizes the employee and assigns him/her to an appropriate user group. Due to the authorizations resulting from this assignment, the employee is only shown the documents for which he or she has authorization. | * **Login:** This field is relevant for logging on to the system. Each employee must log on to the system using his or her login (ID) and password. By entering the password via the action, the system recognizes the employee and assigns him/her to an appropriate user group. Due to the authorizations resulting from this assignment, the employee is only shown the documents for which he or she has authorization. | ||
| - | * **Standard User Role:** The User Group element assigns the selected employee the appropriate authorizations. This ensures that the system will only display the document categories for which the employee has authorization. | + | * **Default User Role:** The User Group element assigns the selected employee the appropriate authorizations. This ensures that the system will only display the document categories for which the employee has authorization. |
| * **User Language:** In this field you can select the language of the user. These options are: German, English, French and Portuguese. | * **User Language:** In this field you can select the language of the user. These options are: German, English, French and Portuguese. | ||
| * **Locale:** This field determines the display of the numerical values according to the currently selected language. | * **Locale:** This field determines the display of the numerical values according to the currently selected language. | ||
| * **GUI:** This field indicates which graphical user interface the employee uses. | * **GUI:** This field indicates which graphical user interface the employee uses. | ||
| - | * **Receives I-Cal:** This field indicates whether the employee receives I-Cal. | + | * **ICal:** This field indicates whether the employee receives I-Cal. |
| =====Address & Communication===== | =====Address & Communication===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.23-02.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.04.38.png?|}} |
| * **Address:** | * **Address:** | ||
| Line 45: | Line 44: | ||
| - | =====AZ Management===== | + | =====Working Time Management===== |
| - | {{:gui5:handbuch:kapitel_2:2.01.23-03-a.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.07.05.png?|}} |
| - | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.07.12.png?|}} | |
| - | {{:gui5:handbuch:kapitel_2:2.01.23-03-b.png|}} | + | |
| * **Availability:** | * **Availability:** | ||
| - | * **Max. Project Time:** This field specifies the maximum capacity for project work of an employee. This percentage therefore represents the maximum proportion at which an employee can/should be scheduled in projects. This upper limit is displayed when you put together a project team in the suggestion system. | + | * **Maximum Project Availability:** This field specifies the maximum capacity for project work of an employee. This percentage therefore represents the maximum proportion at which an employee can/should be scheduled in projects. This upper limit is displayed when you put together a project team in the suggestion system. |
| - | * **Max. Target Time:** This field indicates the maximum working time of an employee (100% corresponds to full time; 50% corresponds to a half-day job, and so on). | + | * **Maximum Target Time:** This field indicates the maximum working time of an employee (100% corresponds to full time; 50% corresponds to a half-day job, and so on). |
| - | * **Hiring, Leaving:** These fields indicate the hiring and leaving date of the employee. | + | * **Date Hired, Date Leaving:** These fields indicate the hiring and leaving date of the employee. |
| - | * **Participates in Time Recording:** This field indicates whether the employee participates in time recording. | + | * **Records Times:** This field indicates whether the employee participates in time recording. |
| * **Contracts:** In this multiple selection, the contracts for the employees are determined. Contracts can be defined for a specific period (see also [[..:kapitel_3:3.11.07_arbeitszeitverwaltung_fortsetzung|Working Time Management]]). | * **Contracts:** In this multiple selection, the contracts for the employees are determined. Contracts can be defined for a specific period (see also [[..:kapitel_3:3.11.07_arbeitszeitverwaltung_fortsetzung|Working Time Management]]). | ||
| - | * **Performance Reviews:** This field enables you to list all the performance reviews that have been held. | + | * **Performance Review:** This field enables you to list all the performance reviews that have been held. |
| - | * **Lending:** Here you can manage the lending of equipment (smartphones, company cars, notebooks, ...) (not standard). | + | * **Lending of Working Capital:** Here you can manage the lending of equipment (smartphones, company cars, notebooks, ...) (not standard). |
| * **Meetings:** This field allows you to manage meetings. | * **Meetings:** This field allows you to manage meetings. | ||
| - | * **Recapture:** | + | * **Time Tracking:** |
| * **Re-entry Limit and Previous Re-entry Limits:** Date of the last or penultimate re-entry limit. | * **Re-entry Limit and Previous Re-entry Limits:** Date of the last or penultimate re-entry limit. | ||
| * **Start WF (Workflow) Time Release by:** Employee who started the "period-end closing" workflow (usually the employee himself). | * **Start WF (Workflow) Time Release by:** Employee who started the "period-end closing" workflow (usually the employee himself). | ||
| Line 74: | Line 72: | ||
| =====Skill Management===== | =====Skill Management===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.23-04.png|}} | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.08.51.png?|}} |
| + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.09.02.png?|}} | ||
| - | * **Activities:** This field enables you to assign [[..:kapitel_2:2.01.23_basic_-_taetigkeit|activities]] for the suggestion system. This suggestion system supports the user in project planning using the project templates or in the manual definition of [[..:kapitel_2:2.02.04_arbeitspaket|work packages]] (only those employees who have assigned the required skills/activities are then optionally displayed). | ||
| - | * **Soft Skills, Language Skills:** These fields allow the assignment of further skills of the employee. | ||
| + | * **Professional Skills, Soft Skills, Language Skills, Other Skills, IT Skills:** These fields allow the assignment of further skills of the employee. | ||
| - | =====Miscellaneous===== | ||
| - | {{:gui5:handbuch:kapitel_2:2.01.23-05.png|}} | + | =====Misc===== |
| - | * **Technical Settings & Details:** | + | {{:en:gui5:handbuch:kapitel_2:bildschirmfoto_2021-10-22_um_11.10.45.png?|}} |
| - | * **int. Key:** This alphanumeric field uniquely identifies the employee in the system. | + | |
| - | * **Miscellaneous:** | + | * **Key:** This alphanumeric field uniquely identifies the employee in the system. |
| - | * **Birthday:** This field indicates the employee's birthday. | + | * **External Hourly Rate:** You can find the external hourly rate of this employee here. |
| - | * **Applicant:** This field links to an applicant created by the employee and allows you to access the applicant's data using this link. | + | * **Date of Birth:** This field indicates the employee's birthday. |
| + | * **Applicant:** This field links to an applicant created by the employee and allows you to access the applicant's data using this link. | ||
| | | ||
en/gui5/handbuch/kapitel_2/2.01.24_basic_-_mitarbeiter.1581670929.txt.gz · Last modified: 2020/02/14 10:02 by peter
