Action Account evaluation

A detailed description of the individual fields and tabs can be found in the menu item "Actions".

Account evaluation configurations

To view or edit an existing configuration, select it and click the "Edit configuration details" button.

• Date from - to
• Show summary
  If the parameter is set to Yes, a summary is displayed at the bottom of the account evaluation. If set to No, no summary is output. The summary contains the queried groups and the number of queried persons.
• Show groups
  If set to Yes, the queried groups are displayed in the summary. If set to No, only the number of queried users is shown.
• Show result immediately
  If the parameter is set to Yes, the checkbox "Show result immediately" is enabled in this list. If you then make a selection and enable this checkbox, the next time this list is opened, this selection is applied immediately, without first displaying the selection organizational chart.
• Show unexcused absence
  If the parameter is set to Yes, the journal shows the note "Unexcused absence" on days on which no booking was made and no absence is planned.

Anonymize absence reasons for the following groups
In some cases it makes sense not to show the actual absence reason in calendar views (e.g., care leave for a child, sick leave, cure...). For this reason, absence reasons can be anonymized in the Webdesk calendar views.

• Absence reasons
  Absence reasons that should not appear in the attendance board (enter the absence reason numbers from Time & Attendance)
• Groups
  Enter the group abbreviation for the groups for which the absence reason is to be "masked" (multiple groups are entered separated by commas, without spaces). Wildcards (*) can also be used (KOST* anonymizes the absence reasons for all groups beginning with 'KOST')
• Anonymized absence reason
  Enter a neutral absence reason here (defined absence reason numbers from Time & Attendance)

Columns to display

• Type
  The type parameter determines which value is displayed in the column
• Account - various account values are available for selection
• Daily program value
• Person fields T&A > displays person fields from time recording
• Bookings > displays the times (from - to) of the booking interval
• Java Script > a custom-defined Java Script can be used to display various data individually, e.g., the employment level
• Attribute
  The attributes depend on the selected type
• Bookings > if Bookings was selected in the Type column, the following attributes are available:
• abs codes - absence reasons
• Corrections - time corrections
• FB - additional system information at the start of the booking (e.g., core time violation)
• FE - additional system information at the end of a booking (e.g., system clock-out)
• Bookings - bookings
• Person fields > the following attributes, among others, are available:
  Employee ID, First name, Last name, orgUnit, UID, E-Mail, employee ID, Short name, User name ,...
• Account > if Account was selected in the Type column, various accounts from the Time & Attendance system are available for selection.
• Heading
  Heading that should appear in the column
• Format pattern
  Determines the number of decimal places displayed, e.g., 0.0, 0.00 etc.; next to the "Format pattern" input field there is a help text in the form of a question mark
• Decimal separator
  Specifies the decimal separator: comma (,), period (.) or colon (:)
• Convert
  If an account value is selected as the type, the time can be displayed in standard minutes or industrial minutes
• Summary Yes/No:
  If the parameter is set to Yes, a summary is displayed at the bottom of the account evaluation
• Alignment
  Configuration of the alignment: Left, Center, Right
• Column width HTML
  Layout information, determines the width in pixels
• Column width PDF
  Layout information, determines the width in points
• Up/Down
  Move the order within the columns up or down
• Delete
  Select the checkbox and then click the Delete button to delete the column
• Add
  Add a new column

Filter

A detailed description of how to use the filter function can be found in the menu item Menu & Actions > Filter

Context menu, possible restriction of the selection tree and limiting queries by date are described in the chapter General information on configurations.

References

User view