Vacation filter (>5 days)

General

This menu item provides the user with a list of those employees who have more than 5 days (> 5 days) remaining vacation on the selected key date.

The explanation of the display of the Vacation filter can be found after the explanation of the search mask.e.

Search form

Vergrößern

The following search filters are available:

• Date

Any date in the past is possible.

• Grouping

This parameter allows choosing between: No grouping, level 1,level 2, level 3, level 4

• No grouping: all users are displayed in alphabetical order.
• Level 1: all selected groups and users are grouped below the 1st node and then displayed
• Level 2: analogous to level 1, all users below the 2nd node are displayed here
• Level 3 and 4: analogue to level 1 and 2

• Historization

To be clicked on, if it is desired to take into account also former = historized group memberships from the employee.

• 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, a search is made in all groups for which there is an authorization to view. It is possible to search for a complete name (family name and or first name) or for a part of the name. The result then contains all possible family names as well as first names and is highlighted in color.

• Consider selection in search

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

If you check this option, only the groups selected under "Selection" will be searched.

• Selection

In this parameter, the user has a choice between Organigram and Favorites, which can be created by the user.

• 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…
• By clicking, the respective unit is checked. By double-clicking, all subunits are automatically checked as well.
• By clicking the 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" 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 his or her own favorites list, which can contain both persons and groups that are frequently queried. The favorites list can be customized at any time.
  

• To add a person or group to the favorites list, please click on the selection box, select groups or persons from the window that opens and click "Add".
• The order of the people on the 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 is to be done with groups

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

Display of the accounts evaluation

Vergrößern

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

The accounts evaluation shows the sum of the following accounts in the table overview or in the table below, according to the selection of groups and persons. 

• Balance (of hours worked)
• Passive traveltime (monthly)
• Ill days (yrl.)
• Remaining vacation days total
• Approved vacation (annual)
• travel days (yrl.)
• Training days (yrl.)
• Homeoffice (yrl.)
• Care leave (yrl.)
• doctor visit (yrl.)
• Homeoffice (monthly)

Further features are

• Change to the journal of an employee

Clicking on the edit icon will take you directly to the journal (monthly journal) of the selected employee.

• Filter option

This is located under the heading of each column.

• Show/Hide columns

Clicking the corresponding button opens a selection list.

General

This menu item provides the user with a list of those employees who have more than 5 days (> 5 days) remaining vacation on the selected key date.

The leave filter displays the name, the vacation from the previous year, the current vacation entitlement, the annual vacation taken (average), the open vacation, the planned vacation, and the unplanned vacation. 

The search mask

Vergrößern

Date

This parameter defines the key date up to which the evaluation is to take place. 

Grouping

This parameter can only be changed if the Account parameter is set to Sick Days, Vacation Consumed or Attendance. 

It 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

Activate filter

If the checkbox Activate filter is checked, the result can be restricted so that only persons whose unplanned vacation is greater than the number of days entered are displayed.

Selection tree

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

• Groups with access rights: Displays all groups that the user has access to.
• All groups: displays all groups of the company, even if the user is not authorized to view them all.

Search

If a search term is entered, the system searches in all groups for which access authorization exists. It is possible to search for a complete name (surname, first name) or for a part of the name. The result then contains all possible surnames as well as first names and is highlighted in color. 

Include selection in search

In principle, all groups for which access authorization exists are searched when an entry is made in the Search field. 
If this option is checked, only the groups selected under Selection will be searched. 

Selection 

With this parameter, the user has the choice between organigrams and favorites, which can be created by the user himself.

• Organigram
• All folders marked with a plus (+) symbol can be expanded further to show the subunits.
• By clicking on a unit, it will be checked. By double-clicking, all subunits are automatically checked.
• by clicking on the green arrow > 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.
• Favorites
  Using this parameter, each user can create their own favorites list, which can contain both persons and groups that are frequently queried. The Favorites list can be customized at any time.

Vergrößern

• To add a person to the favorites list > click the blue arrow > select person > click the "Add" button
• The order of the persons on the favourites 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 to groups.

The Result

The vacation filter displays the name, the vacation from the year before the previous year, the vacation from the previous year, the vacation from the current year, the resulting current vacation entitlement, the open vacation, the planned vacation and the unplanned vacation. With a click on  the list can also be printed out or exported as a PDF or Excel document. 

Vergrößern

Explanation of the individual table columns:

• Name
  The names of the persons belonging to the selected group appear here.
• Holidays from the year before the previous year
  Number of vacation days not yet taken in the year before the previous year
• Vacation from previous year
  Number of leave days not yet taken in the previous year
• Vacation from current year
  Number of leave days not yet taken in the current year
• vacation entitlement
  Vacation entitlement on the selected key date
• Vacation open
  the still open vacation
• Planned vacation
  The number of planned vacation days
• Unscheduled vacation
  The number of unplanned vacation days

A click on  takes you directly to the journal of the selected employee.
The last line of the table shows a total of open and unplanned vacations.