Vergleichsreport

General

In the following, the mask for a group (organisational unit=hierarchical group, loose group, location, cost centre) is described.

You will find information on the following parts of the mask:

• Kopfteil
• Übergeordnete Gruppe
• Untergruppen
• Rollen
• Personen
• Aktionsberechtigungen
• Im Kompetenzbereich dieser Rolleninhaber
• Einstellungen

• Header
• Parent Group
• Child groups
• Roles
• Persons
• Action permissions
• In competence of roleholders
• Settings

Header

• Client: organisation name
• Shortname: prefix + name abbreviation
• Name: written out group name
• Description: for a more detailed explanation of the group
• Orgstructure: refers to the type of group (organisational chart=hierarchical group, loose group, location, cost centre) - cannot be changed!
• Group type: automatically filled in after selecting "Orgstructure"
• Valid from/till: from the date the group was created or its validity start date to the expiry date.
• Add new person automatically: only useful for loose groups!

Changing the group name is also described under "Change short name/group name" [Link will follow soon].

Parent Group

This tab is only visible for hierarchical groups (organigram groups, organisational units).
The organisational unit to which the group is subordinate is indicated here.

Each organisational unit, with the exception except for of the highest ("management") and the group of ex-employees, must have a superordinate group.

A change in the assignment to a superordinate group is described under "How to create a group" or under "Change department/group hierarchy". [Links will follow soon]

Untergruppen

Dieser Reiter ist nur bei hierarchischen Gruppen (Organigramm-Gruppen, Organisationseinheiten) sichtbar.

Ob eine Organisationseinheit (eine) Untergruppe(n) hat, ergibt sich aus dem Organigramm.

Es ist auch möglich, mehrere untergeordnete Gruppen bei einer Gruppe einzutragen.

Eine Änderung in der Zuweisung zu einer untergeordneten Gruppe ist unter Wie legt man eine Gruppe an bzw. unter Abteilungs/Gruppenhierarchie ändern beschrieben.

Rollen

Die Zuweisung von Rollen zu einer Gruppe ist unter "Rollen-Zuweisungen anlegen und bearbeiten" im Unterkapitel "Über die Gruppe, die die Rolle erhalten soll" beschrieben.

Personen

Personen sind in diesem Fall alle Mitarbeiter und Mitarbeiterinnen, die dieser Gruppe zugeordnet wurden.

Aktionsberechtigungen

Relevant sind die hier gezeigen Aktionsberechtigungen vor allem in der Kommunikation mit den Systemadministratoren.

Die in der Tabelle angeführten Daten beziehen sich auf die Aktionsberechtigungen selbst, wie zum Beispiel die Useranzahl und die Gültigkeit. Diese Daten stehen nicht im Bezug zu Ihrem Unternehmen. 

"Vererbte Aktionsberechtigungen anzeigen": hier ist eine Selektieren jener Berechtigungen möglich, die die Gruppe nur durch die Zugehörigkeit zu einer übergeordneten Gruppe bzw. durch den Mandanten erhalten hat (=vererbte Aktionsberechtigungen).

Im Kompetenzbereich dieser Rolleninhaber

Einstellungen

Im Bereich Gruppen gibt es standartisiert eine Einstellung: "Workflow Aufgaben"

Diese beinhaltet folgende Funktionen, die durch Anklicken der jeweiligen Buttons angeregt werden.

• "Neuzuweisung aller offenen Aktivitäten, welche Personen dieser Gruppe zugeordnet sind"

•  "Neuzuweisung aller offenen Aktivitäten von laufenden Prozessen, welche von Personen dieser Gruppe gestartet wurden"

Child Groups

This tab is only visible for hierarchical groups (organigram groups, organisational units).

Whether an organisational unit has (a) subgroup(s) can be seen from the organigram.

It is also possible to enter several subordinate groups for one group.

A change in the assignment to a subordinate group is described in the chapters  "How to create a group" or "Change department/group hierarchy". [links will be added soon]

Roles

A group can, but does not have to, have roles.
But as soon as a role has been assigned to a group, every member of this group also automatically has this role (="inherits" it from the group)!

The assignment of roles to a group is described under "Creating and editing role assignments" in the subchapter "About the group that is to receive the role". [Links will be added soon]

Persons

In this case, persons are all employees who have been assigned to this group.

The assignment of staff members to a group is done via the instructions according to "Add staff member to a group" or via the organisation chart via "Move employees to another department/group" (only possible for hierarchical groups, not for loose groups!).
Assignment to a group directly via the employee's profile is also possible, see "New person"/"Groups" tab. [Link will be added soon]

Action permissions

This tab informs about the permissions for actions that the members of this group or the employees of this organisational unit have.
Basically, this tab is for information only, changes are not possible.

The action permissions shown here are relevant above all in communication with the system administrators.

The data listed in the table refers to the action permissions themselves, such as the number of users and the validity. This data is not related to your company.

"Include inherited action authorisations": here it is possible to select those authorisations that the group has only received through belonging to a superordinate group or through the client (=inherited action authorisations).

In competence of roleholders

This tab shows which role holders have responsibility for this group or its members/employees, i.e. in the area of competence of which role holders this group lies.
For example, it lists who is responsible for the personnel administration of this group or who is responsible as a supervisor.

Settings

In the group's master data, there is a standardised setting: "Workflow Assignments".

This contains the following functions, which are activated by clicking on the respective buttons.

•     "Reevaluate assignments on all open activities assigned as Performer to members of the Group"

Due to role changes, transfers of employees, etc., it may become necessary to update assigned activities.
Click this button to start the reassignment. This will be implemented immediately.

• "Reevaluate assignments on all running processes started as Author by members of the Group"

This concerns the reverse direction: if the starters of such activities have changed due to changes in roles and groups, an update can be carried out by clicking on this button.