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General

General

This menu item enables the user to start a query and to see the selected reasons for errors for the selected groups / employees in a graphically prepared form.

The calendar overview shows the absence calendars of the employees grouped / restricted according to the criteria selected in the search mask. 

The Search mask

Year

The calendar year for which the display is to take place.

Absence Reasons to be displayed

This parameter can be used to determine which absent reasons are to be displayed in the query result (business trip, sick truck, special leave, vacation and time compensation).

Grouping

This parameter allows you to choose between: No grouping, 1st level, 2nd level, 3rd level.

  • No grouping: all users are displayed in alphabetical order.
  • 1st level: all selected groups and users are grouped below the 1st node and then displayed. 
    • Example:
      • Selection of group PB --> Employees are displayed under PB, since PB is the highest node in the organizational chart.
  • 2nd level: analogous to the 1st level all users below the 2nd node are displayed here.
  • 3rd level: analogous to the 1st and 2nd level

Output format

Print, PDF, Excel

Selection tree

This parameter offers the following selection options: Groups with access authorization, All groups. 

  • Only authorised Groups: Displays all groups that the user has access to.
  • provides the user with an overview of employee absences for an entire year, in compact form and with color coding

    The explanation of the display of the yearly calendar can be found after the explanation of the search mask.e.

    Search form

    The following search filters are available:

    • Year

      Select a year out of the dropdown list or write it in the field
    • Absence reason to display

      business trip, sick, special leave, vacation, flexi day
      One or more failure reasons can be selected.
      The number in parentheses is the error reason number, as it is also given, for example, in the correction client.

    • Output format

      If this parameter is set to print version, you will get a print-friendly output of the list.

    • Selection tree

      This parameter provides the following choices: "Only authorized groups" and "All groups".
      All groups: displays all groups of the company, even if the user is not authorized to view all of them.
      Groups with viewing permission: displays all groups that the user is authorized to view.

    • Search

      If a search term is entered,

    the system searches
    • a search is made in all groups for which

    access authorization exists
    • there is an authorization to view. It is possible to search for a complete name (

    surname,
    • family name and or first name) or for a part of the name. The result then contains all possible

    surnames
    • family names as well as first names and is highlighted in color.

    • Consider selection in search

    In principle
    • Basically, all groups for which an access authorization exists are searched when an entry is made in the Search field.

     If

    • If you check this option

    is checked
    • , only the groups selected under "Selection" will be searched.

     
    • Selection

    With
    • In this parameter, the user has

    the
    • a choice between

    organigrams
    • Organigram and

    favorites
    • Favorites, which can be created by the user

    himself
    • .

     
    • Organigram
    • Organigram
      By the selection criteria (Level, Show subgroups until level, Show detailed information) and by selecting certain loose groups, organigram groups, locations and cost centres you have the possibility to make the display more precise
      The selection made is displayed in the lower left area of the search mask.
      • All folders marked with a plus (+) symbol can be expanded even further to show the subunits.subunits…
      • By clicking on a unit, it will be , the respective unit is checked. By double-clicking, all subunits are automatically checked as well.
      • by By clicking on the green arrow > arrow next to the organizational unit, it is possible to select/deselect the subgroups
      • The selected organizational units or groups are highlighted in blue
      • The buttons "Minimize tree", "All", "Show subgroups to depth(depth 1-3) > all existing subgroups are displayed
      • using the blue arrow > Minimize tree > this view is minimized again, only the parent groups seem to be on
      • Show details > By clicking on the symbol , the selected groups are clearly displayed in a list to the right of the symbol. Click again to hide the detailed information.
      • Clicking the query button starts the search.
      FavoritesUsing
      • " and "Show details" also offer display options of the organizational chart or the selection from the organizational chart
      • Clicking the minus (-) symbol minimizes the tree > only the parent groups are displayed
      • The selected groups are displayed in a block under the organization chart.
    • Favorites
      Here, you can define which specific groups or persons are used for the display, regardless of the organizational structure. This can be relevant, for example, for a cross-group project or for frequent contact with certain other employees.
      With the help of this parameter, each user can create their his or her own favorites list, which can contain both persons and groups that are frequently queried. The Favorites favorites list can be customized at any time. 


      • To add a person or group to the favorites list > , please click the blue arrow > select person > click the on the selection box, select groups or persons from the window that opens and click "Add" button.
      • The order of the persons people on the favourites favorites list can be changed at any time using the arrow keys.
      • If you want to remove a person from the favorites list, click on the red delete icon to the right of the name.
      • The same applies is to be done with groups.

    The Result

    The calendar overview displays the absence calendars of the employees grouped / restricted according to the selected criteria. 

    (In this screenshot, the value "No grouping" was selected for the grouping, which displays an alphabetical list of employees.)

    Practical functions

    The search is started by clicking the "Refresh"- button.

    Display of the yearly calendar

    If the mouse is moved over one of the coloured rectangles in the calendarcolored fields, a small info field appears in which window appears with the exact duration of the absence is displayed. 

    :

    Mime Typetext/xmltext/xml
    Datei-name
    Größe (in Bytes)54135297
    Version 7 von Sandra Tomasevic
    am 10.01.22 11:54:45
    Name: Yearly calendar
    Variante: main - en
    Status: Veröffentlichung
    Version 8 von Renate Fuchs-Schreiber
    am 24.08.23 14:00:56
    Name: Yearly calendar
    Variante: main - en
    Status: Veröffentlichung