Action Rebooking processes

With the action "Rebooking processes" (ta_editRebookings), current rebooking processes can be displayed. This action can be configured as desired, so, for example, a list of rebooking processes can be created for specific roles:

• List of rebooking processes for the role Supervisor
• List of rebooking processes for the role HR.

To view the configurations, click the Configurations tab of the relevant action, then select the desired configuration.

Then click Edit configuration details.

Example configuration of an overtime payout list for the supervisor

This configuration example shows a list of rebooking processes for the role of the supervisor.

• Action ta_editRebookings > new configuration:
• Name - Umbuchung_VZ
• Heading - Umbuchung-VZ
• Save

The action permission is defined in the Permissions tab:

• Type: Role permission
• Role. Supervisor, HR, ...
• View permission: according to the role's competence

Configuration details

• Process
  Select the process definition to be displayed (e.g.: Kontokorrektur_hide$Kontokorrektur_hide)
• Input type
  Industrial or standard minutes
• Default value
  Minimum value, value from request, maximum value
• Minimum value and maximum value are defined in the corresponding process definition
• Approve request up to role:
  If the checkbox is selected, a role can be defined up to which all open requests are forwarded
• Role
• Select the role up to which all requests are forwarded
• Release requests:
  If this checkbox is enabled, the button "Release requests" is available --> clicking the button completes and releases all open requests
• Type
  Determines which value is displayed in the column: person fields from Time & Attendance or account (account values)
• Account/Field
  Select the fields from Time & Attendance or the desired account values
• Heading
  Heading that should appear in the output screen
• Display type
  Industrial or standard minutes
• Up/Down
  The arrow keys up / down can be used to change the order of the displayed parameters.
• Remove column
  Select and save to remove the corresponding column
• Add column
  Click to add a new column
• Save or Save & Close

Setting up the relevant jobs

For the action to run properly, we recommend setting up the following jobs:

• Job Erstellung_Umbuchung > this defines where the information is retrieved from (selection of the client, group, ...)
• Job WF_CheckLimits > this job checks requests that must be approved

For a description of how to set up these jobs, see the menu item Settings > Jobs