Administrator

Integration of HR-Expert into Webdesk EWP

It is a good idea to make the link to HR-Expert available by means of a separate menu tree entry in Webdesk EWP. All that is required is an action configuration of the action po_openExternalWebPage, which points to the URL 'hr-expert'. Furthermore the checkbox "redirect" should be activated. 

Define access

HR-Expert is accessed via 2 roles, one for full access and the other for read-only access. The names of the two roles are defined using the following system parameters: 

  • hr => HrOptions => userRole
  • hr => HrOptions => userRoleReadOnly

Please note that the referenced role names in the system parameters must correspond to real Webdesk roles. Assuming the role name for full access would be $HRX_User and the role name for read-only access would be $HRX_User_ReadOnly.

To give a user access to HR-Expert, he must be assigned the role $HRX_User. The competence of the role assignment determines which clients can be edited with HR-Expert. 

Defining Access to Reports

All HR-Expert reports that can be accessed via the menu item "Personnel -> Reports" are technically configured Webdesk actions. This means that an authorization must be granted for each individual report so that the user can see it in the menu and call it up with a specific person area. 

The following Webdesk action configurations correspond to the reports in HR-Expert: 

Berichtsgruppe

(technischer) Name der Webdesk-Konfig

Beschreibung

Changes

changes

contains the reports 

  • Entry/exit list
  • Implementations
  • OrgUnit change
  • Changes in hours per week 

Cost Center Lists

costCenterLists

contains the reports

  • Employee list
  • Employee contingents
  • Cost center quotas

Employee Lists

employeeLists

contains the reports

  • Employee list
  • Telephone list
  • Responsibilities
  • Education and training
  • Certificates
  • Training list
  • Birthdays and Jubilees 

Employee State

employeeState

contains the reports

  • Full power calculation
  • Reason and status list
  • Employees and
  • Type of employment
  • Employment status
  • Levels of employment
  • Years of Service

Org Unit Lists

orgUnitLists

Contains the report "Department list"

Position Plan

positionPlan

Contains the report "Establishment plan"

Customizing Lists

As an administrator, lists of dropdown fields can be adapted to your own requirements. 

Field name

Description

HR-Expert assignment

Webdesk Key Value Types

Social insurance providers

List of health insurance institutions

#person, tab master data field health insurance

HrHealthInsurance

Sector of companies

List of industries for classifying newly created companies

#company, #person Tab Education / Career

HrCompanyIndustryGroupCode

Legal form

List of company forms

#person, Tab Employment / Secondary occupations

HrCompanyLegalForm

Currencies

List of currencies

#person, Tab Finance, Salary

HrCurrency

Disability code

List of disabilities

#person, Tab Employment / Disability

HrDisablementCode

Question type 

List of Question Categories for the Appraisal Template

#appraisalinterviewtemplate

HrdQuestionType

Employment code

List of the different forms of employment 

#person, Tab Employment / Employment

HrEmploymentCode

Reason

List of various reasons to change employee status 

#person, Tab Employment / Employment

HrEmploymentStateReasonCode

Religious. Confession

List of religions

#person, Tab Master Data

HrEthnicCode

Overtime hours 

List of included overtime hours 

#person, Tab Employment / Employment

HrOvertimeCode

Reason for change

List of reasons why a position can get a new person assignment

#Position Tab Job holder, and TabOrganization / Positions

HrPersonPositionChangeCode

Tax advantages

List of tax advantages

#person, Tab Finances / Tax Benefits

HrPersonTaxationBenefitType

Relationship

List of possible degrees of kinship 

#person, Tab Family / Other relatives

HrRelationshipCode

Reason for change

List of reasons why a financial reference may be changed 

#person, Tab Finances / Salary

HrSalaryChangeReasonCode

Purchase 

List of the possibilities of purchase 

#person, Tab Finances / Salary

HrSalaryCode

Frequence

List of frequencies of remuneration

#person, Tab Finances / Salary

HrSalaryPayFrequencyCode

Function

Supervisory Board, Management Board, Shareholders, Managing Directors

#person, Tab Employment / Secondary jobs

HrSecondaryJobFunction

Social Insurance Group

List of possibilities to be registered with social insurance

#person, Tab Employment / Employment

HrSocialSecurityGroup

Destination Country

List of all countries for which permits are to be entered

#person, Tab Employment / Permits

HrTargetCountry

Internal Title

List of possible internal company titles

#person, Tab Master Data

HrTitleInternal

Typ

List of possible permits

#person, Tab Employment/ Permits

HrTypeOfPermit

Academic Title

List of possible academic titles

#person, Tab Family / Other relatives

HrTitle

Land

List of countries worldwide

Nationality, country of birth, office Country

PoCountry

System parameters for this module:

  • HrJobShortNameGenerator
  • HrMaternityRestrictionOptions
  • HrOptions 
  • HrPersonDomainObjectReaderOptions
  • HrPersonServiceLocator4Ps 
  • HrPositionShortNameGenerator
  • HrServiceLocator4Wf
  • HrSocialSecurityRegistrationOptions
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