Vergleichsreport

General

This menu item provides the user with an overview of the absence calendars of all employees (vacation, time compensation, seminars, etc.) with approved and currently unapproved requests.

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

The Search mask

Time Unit

• Month - The calendar for the selected month is displayed in the result of the query.
• Week - The calendar for the selected week is displayed in the result of the query.

Time Period

Based on the time unit setting, either the month or the week to be displayed in the result of the query is selected here.

Grouping

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

employees' attendances and absences. In contrast to the group calendar, this calendar view can be designed or filtered according to certain criteria using the search mask.

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

Search form

The following search filters are available:

• Timeunit

  Month, Week, Specified period

  If "Specified period" is selected, an input option for the from/to date opens below it

• Specified period

  Selection of the month or calendar week from the drop-down list

• 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.
1st level
• Level 1: 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
• 3rd level: analogous to the 1st and 2nd level
• 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

• 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

• Only authorised groups: Displays all groups that the user has access to

  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

Selection

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

• Show result if possible

  Clicking on it will immediately switch to the results page and display the calendar of the selected person or group.

• Selection

  In this parameter, the user has

• a choice between

• Organigram and

• Favorites, which can be created by the user

• .

• 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).

(In this screenshot, the value "Level 2" was selected for the grouping, whereby the employees are also displayed in their respective groups in addition to the alphabetical sorting - up to level 2).

To get detailed information about a absence reason, just click on it and the pop-up will appear: 

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

Display of the calendar overview

Clicking on days when an entry is present opens a window with detailed information about that entry.