Vergleichsreport

Webdesk provides various The lists and filters , useful for the management, the HR-department etc. This are only a few possible examples:

• Account list
• Booking list
• Filter lists
• Statistics

The selection of the requested units/departments is operated either via the organigram or the favourite-list.

• No grouping: display of all user in alphabetical order
• 1st. Level: display of all selected groups and user underneath the 1st. knot
• Example:
• Selection of group SA01 >> all user/groups located under G01 will be displayed, since G01 represents the highest knot in the organigram
• 2nd. Level: analogue to the 1st. level, all user/groups located under the 2nd knot will be displayed
• 3rd. Level etc.: analogue to the 1st. and 2nd. Level

• Authorized groups and paths: The organigram displays the groups the user is authorised to view, together with the superior groups leading to them.
• Full hierarchy context: the organigram displays all groups, but only the groups the user is authorised to view can be selected

displayed in this menu bar are merely possible examples. The desired filters and lists can be configured individually. Examples of further possible filters: negative hours, sick leave filter, various balance filters, etc.

• Account overview
• Booking list
• Filters
• Statistics
• and the like

The target group for these actions is management, the HR department and supervisors or their deputies.

The selection of organizational units for displaying the desired list or evaluation is made in all menu items via the organization chart or the favorites list.

• Date
  Query of the desired list for the desired date; some lists are queried with a key date, others with a period from-to
• Grouping
  no grouping, 1st level, 2nd level, 3rd level, etc.; how many levels are available depends on the depth of the organizational structure
• Selection tree
• Authorized groups and paths: the organization chart below shows only those groups for which you have viewing authorization, as well as the higher-level groups leading to these groups
• with Full hierarchy context, all groups are displayed in the organization chart, but you can only select those for which you have viewing authorization
• Search
  Search for a person (first name and/or family last name) or for a group (short name or name). It ; it is sufficient to enter a part of the name (e.g., we); , a wildcard such as * is not needednecessary. Several search terms can be entered separated by commas.
• Output format
  The output of your management-list can be formatted as format selected here (PDF, Excel or , print version) is displayed in a new window directly, without a previous display of the HTML - list being retrieved beforehand (=time saving). If there is no selection is made (blank=empty), you will receive the HTML - list .is displayed as usual
• Consider selection in search
  This parameter only has only an effect , when a name has been if a person is entered in the "Search" field. If this parameter is activated, persons are only searched for in the selected organigram-groups will be searched. If it is not activated, the query searches the entire organigram (acc. to the authorisation level).Show Result if possiblegroups selected in the organization chart; otherwise all groups for which you are authorized are searched.
• Show result immediately
  This field is only displayed if it is enabled in the configuration of the reportevaluation. If it is activated, the result is displayed immediately with the saved selection the next time the menu item is opened.
• Selection
  This parameter provides the choice between the organigram or a list of favourites, created by the user:
• Organigram
• All folders containing subunits can be further expanded, so the subunits will appear.
A click on the respective unit sets a mark
• determines whether the selection is made via the organization chart or via the favorites.
• Organization chart
  By checking a department (e.g., Marketing SMA), the list or evaluation is displayed for all employees of this department.
• All folders that contain subunits can be expanded further and thus show the subunits.
• Clicking checks the respective unit. The small button next to a group with subgroups opens a menu: with Select all
also marks
• , all subunits are checked as well (provided viewing authorization exists for subgroups), with Deselect
All removes the marks of
• all the selection for the group
and
• including its subunits is removed again.
Select
• By selecting a depth and
click
• clicking the button
>
• - Show subgroups
until level > to display the subunits up
• down to depth - the subgroups down to the selected
level
• depth (or all)
A click on
• are displayed.
• With the button
> Minimize tree > minimizes the organigram, only the superior groups appear
• Show details > a click on this symbol displays the names (short names) of all selected units, even if the organigram is collapsed. Click here again, and the names (details) disappear
• A click on the "Query" button starts the query.
Favourites Every user can create his own list of favourites, containing the colleagues/user, who are queried most frequently. You can either create a favourite group, or a favourite person, or a mix of both. If you like to create a favourite group, then mark the group-parameter. Same procedure for creating a favourite person-list.

• Add a person to the list > select the person > click on the "Add" button
• The sequence of persons in the list can be changed with the arrow-keys
• Remove a person from the list > click on the red "delete" symbol next to the name.

The selection criteria you have entered in the Selection tree will be saved for the next query.

• - Collapse tree - this view is collapsed again and only the higher-level groups appear.
• Show details: clicking the icon displays detail information, e.g., department names or similar. Clicking the icon again hides the detail information.
• Clicking the Query button starts the search.
• Favorites
  With this parameter, every user can create his or her own favorites list, which contains the persons you need most frequently.

• Add favorite
• to add a person to the list --> select the person --> click the Add button
• Change the order of favorites
• the order of the persons on the favorites list can be changed at any time using the arrow keys. In the output of the management list, the names of the selected users appear in the entered order.
• Remove favorites from the list
• to remove a person from the favorites list, click the red delete icon

The selection criteria in the selection tree (organizational structure) are saved and automatically restored the next time it is opened.

• Favorites selection with groups
  as of version 3.3, groups can also be added as favorites; the query is made for persons AND/OR groups
  It is important here to check the "Persons" and/or "Groups" query. Afterwards the person names or groups can be selected and added.