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General

This menu item enables the user to start a query that clearly displays information on sick days, holidays taken and attendance for each employee concerned.

The statistics shows the selected accounts of the employees clearly according to the selected criteria whereby both the current (light grey column) and the average values (dark grey columns) are displayed. 

The Search mask

Year 

The year for which the presentation is to be made.

Account

  • all
  • sick days (working days)
  • sick days (

    explanation of the display of the statistics can be found after the explanation of the search mask.e.

    Search form

    The following search filters are available:

    • Year

    In addition to the current year, the four previous years and the five subsequent years can be queried

    • Account

      The following can be selected:
      • Sick days weekdays
      • Sick days incl. Sat/Sun/Fe
      )
    • vacation consumed
    • attendance

    Period under Consideration

    • calendar year
    • last 12 months

    Direction

    • Forward - display months in ascending order
    • Backwards - months displayed in descending order

    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
      • Type
      • Vacation consumed
      • Attendance
      • Balance Month
      • Balance Total
      • Time off
    • Period or Consideration

      Calendar year or the last 12 month
    • Grouping

    This parameter allows choosing between: No grouping, 1st level 1, 2nd level 2, 3rd level. 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
      • Level 2: analogous to level 1, all users below the 2nd node are displayed here
      .
    • 3rd level: analogous to the 1st and 2nd level

    Historization

    Use past / expired (historical) group affiliations.

    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
      • 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, the system searches a search is made in all groups for which access authorization existsthere 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 you check this option is checked, only the groups selected under "Selection" will be searched. 

    Selection 

    With
    • Selection

    In this parameter, the user has the a choice between organigrams Organigram and favoritesFavorites, 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.
      Using
      • 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.
      Favorites
      • " 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 search is started by clicking the "Refresh"- button.

    The Result

    The statistics display the selected employee accounts clearly according to the selected criteria.

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

    Display of the accounts evaluation

    The statistics shows the sum of the following accounts in the table overview or in the table related to the query units (groups, persons ...)

    The statistics shows the sum of the following accounts in the table overview or in the table related to the query units (groups, 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)

    The statistics clearly displays the selected accounts of the employees according to the selected criteria, showing both the current (light gray column) and average values (dark gray columns).

    The values in the light gray columns describe the current values for the respective month. Immediately afterwards, in the dark gray columns, the average values of the months past since the beginning (in this case 01/

    21

    23) are displayed (only those months are added for the calculation of the average, sum > 0:00 or 0,00 was).

    The number of accounts evaluated in the statistics per person is displayed in the line next to the name:

    It is also possible to change the calendar year without calling up the search mask by scrolling here:

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    Version 8 von Sandra Tomasevic
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    Version 9 von Renate Fuchs-Schreiber
    am 28.08.23 12:01:26
    Name: Statistics
    Variante: main - en
    Status: Veröffentlichung