The OFBiz Human Resource application (HR App) manages jobs that + need to be done and the people who do them. This is an important part + of running a business because the people who work for your Company are + critical to it's success.

+ +

Here is how the HR App can help you.

+ +

Positions, people, employments, and organization are the key + concepts in the OFBiz HR App.

+ +

In a nutshell, the HR App stores information about positions + (jobs), people, employments and the organization of your Company. + Positions are budgeted and requisitioned where they are needed in the + organization. They are fulfilled by people. Your Company is organized + into a tree of "internal organizations". When a person works for your + Company, becomes an employee, an "employment" is created to record the + terms and conditions of that relationship.

+ +

Below are list of the HR App's features for each concept and a + links to additional information.

+ +

About Positions

+ + +

Generally positions are authorized by a budget and fulfilled + by people. The person may be an employee, or a contract employee. + Positions are defined by a type of work. For example there may be 20 + positions in an organization for a secretary. Each position is + related to a department in the organization. A position can me + thought of as a full-time equivalent employee (FTE). So an FTE may + be assigned to one or more positions and position can be assigned to + more then one FTEs (job sharing).

+ +

In the HR App you can:

+ +

+
Create positions
+
+
Fulfill positions
+
+
Define the responsibilities of a position
+
+
Define a tree reporting structure between positions
+
+
Track the positions fulfillments over time
+

+ +

See: Position

+ +

About People and Employees

+ + +

People may be employees of your Company, a company you do + business with, or unaffiliated. Any of these people may be + applicants for and assigned to positions in your Company.

+ +

In the HR App you can:

+ +

+
View employee profiles
+
+
Manage recruitment
+
+
Create employees
+
+
Track an employees performance, positions, skills, + qualifications, training, and leave
+

+ +

See: Employees

+ +

About Employments

+ + +

+ +

In the HR App you can:

+ +

+
Create employments
+
+
Track employment benefits, pay history, unemployment + claims and employment agreements
+

+ +

See: Employments

+ +

About Your Organization

+ + +

All but the very smallest companies are organized in a tree + structure. The Companies organizational tree structure is shown on + the main page of the HR App.

+ +

In the HR App you can:

+ +

+
Add and remove departments
+
+
View department profiles
+
+
Assign positions to departments
+
+
Manage department employments
+

+ +

See: ???

+ +

Organization

+ +

About Users and Security

+ + +

HR App display and usage is controlled by OFBiz security which + depending on a users role allows or prevents a user from seeing + information in or taking action on HR App features. HR App provides + four user roles (Everyone, Employees, Approvers and Managers), their + privileges are discussed at throughout the rest of the + document.

+ +

About the User Interface

+ + +

In OFBiz, screens called Profile screens are used to display, + in one place, all the related information about an important concept + like a Person, Position, or Organization. You can navigate from the + Profile screen to other screens to edit information. Profile screens + are the left most tab in a tab bar with the tabs to the right used + to open screens for viewing and editing concepts directly related to + the key concept of the Profile screen.

Table of Contents

New Employee
Find an employee
Parties found

Profile (Employee)

Personal Information Section
Contact Information Section
List Related Accounts Section
Training Section
Current Employment information Section
User Name(s) Section
Party Attribute(s) Section
Party Content Section
Notes Section

Employments

Employee Position

Employee Comments

4. Employments

Search Employments
Employments
Party Benefits
Payroll Preferences
Pay Histories
Unemployment Claims
Agreement Employment Applications
Employment Comments

5. Position

Search Positions

Position Summary

Employee Position Information
Fulfillments
Responsibilities
Reporting Structure:ReportsTo
Reporting Structure:ReportedTo

Reporting Structure

Position Comments

6. Performance Review

Search Performance Review
New Performance Review
Edit Performance Review
PerfReview Items

7. Skills

Search Skills
New Skill
Screen Name

8. Qualifications

Search Qualifications
New Party Qualification
Qualifications

9. Recruitment

Search Job Requisition
New Job Requisition
Edit Job Requisition
Internal Job Posting
Search Internal Job Posting
New Job Interview
Search for Job Interview
Edit Job Interview

10. Training

Training Calendar
Add Training Event
Add Training Event Participant
Approve Training Participant

11. Employment Applications

Search Employment Applications
New Employment Application

12. Resumes

Search Resumes
New Resume
Edit Resume

13. Leave

Search Leave
New Employee Leave
Edit Employee Leave
Search Leave Approval
Edit Leave Approval

14. Global HR Settings

Skill Types

Responsibility Types

Termination Reasons

Termination Types

Position Types and Rates

Search Position Types
New Position Type
Edit Position Type
Position Type Rate

Employee Leave Type

Leave Type
Reason Type

Pay Grades

Search Pay Grades
New Pay Grade
Edit Pay Grade
Salary Steps

Job Interview Types

Training Class Type

Public Holiday

15. HR App and Other OFBiz Apps

Web Tools

16. Security

17. Other Screens

Edit Personal Information
Create User Login
Edit Login
Add Security Group
Create Party Attribute
Party Content Screen
Edit Party Attribute

18. Road Map

Improvements
Bugs
Proposed Features

+ +

Chapter 1. Main Window

+ + +

+ +

Breadcrumbs: Applications > + HR

+ +

The Main window is the entry point into the HR App and displays + the Company tree view for navigating to key HR App items.

+ +

Nodes In the Company Tree

+ +

There are three node types in the tree, each identified by a + different icon. The top of the tree represents your Company, the highest + level in the HR App organization. The Company and departments under the + Company can have children departments or positions. Under positions are + the people who fulfill the position.

+ +

See: OFBiz + General Company Setup for directions on replaceing the root + "Your Company Name Here [Company]" with the name of your company.

+ +

Usage Summary

+ +

+
Navigate the HR Organization to view departments, positions + and people
+
+
Add or remove a department
+
+
Add a person
+
+
Quickly open the profile of any item in the tree
+
+
If the item is a position you can add a person to fulfill the + position
+

+ +

Actions Summary

+ +

+
Click on an tree node to open the profile view of the item + represented by the node
+
+
Right click on a node to open a pop up context menu
+

+ +

If the node represents a department then the menu will show + selections to add a child department or position.

+ +

Selecting from the context menu opens a form for completing the + chosen activity. See the Help page for the opened form for information + about the activity.

+ +

Chapter 2. Organization

+ + +

+ +

Chapter 3. Employees

+ + +

The Employees feature manages information about people who have an + employment relationship + with your Company. Features include an employee employee Profile, a display of + all employee related information in a single screen and facilities for + managing employee skills, qualifications, training, leave and payroll + history.

+ +

The default screen for Employees is a common OFBiz style search + screen.

+ +

Find Employee

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Breadcrumb - HR Human Resources + > Employees

+ +

About - Use the Employees + screen to create a new employee, search for an existing employee and + view a list of employees. Selecting an employee from the list opens + the employees profile screen and other screens associated with the + employee.

+ +

Usage Summary

+ +

+
Create a new employee
+
+
List employees based on user defined criteria
+
+
Open the profile screen for any employee in the list
+

+ +

The Employees screen is divided into three sections.

+ +

New Employee

+ + +

Click the NEW EMPLOYEE button to open the New Employee screen + where you create an employee.

+ +

Find an employee

+ + +

Find a employee provides a criteria based search for an + employee.

+ +

Note

Only Employees Are Found.

+ +

Use the Party Manager application to get information about + people who are not employees.

+ +

To do this: In the Applications menu select Party, enter + search criteria to search for the person, to return the HR App + select HR from the Applications menu.

+ +

Field Summary

+ +

+
Party ID - Must be the id of a party who is an + employee
+
+
User Login - The identifier used to login to OFBiz
+ +
Note
+
An employee may have zero or more user logins.
+
+
+
Last name - Employee last name
+
+
First name - Employee first name
+

+ +

Action Summary

+ +

Section Actions are described from the left to right, top to + bottom of the Find an employee section.

+ +

+
Lookup Party button (title bar): Opens a list of employees + based on the criteria entered.
+
+
Hide Fields / Show Lookup Fields button (title bar): Hides + / shows the filter fields in the "Find an employee" + section.
+
+
Contact Information radio buttons - Displays or hides + additional criteria fields.
+
+
Lookup Party icon (right of Party Id field): Opens a pop + up search form that finds a Party Id. Use the form to find + employees by id or first and last name when you do not know the + employee id. Remember the search is only for employees and not + all people are employees.
+
+
Lookup Party button(button center of "Find an employee" + footer): Opens a list of employees using the criteria in the + "Find an employee" section (same as Lookup Party in the title + bar).
+
+
Show all records button: Opens a list of all employees + (same as selecting Lookup Party without entering a + criteria).
+

+ +

Parties found

+ + +

This section list the employees found by the Find an employee + search.

+ +

Field Summary

+ +

+
PARTY ID: The unique identifier for the employee.
+
+
USER LOGIN: The user login for the employee. May be + "(None)", "(Many)" in the case where an employee has no or more + then one login.
+
+
NAME: The last name, first name of the employee.
+
+
TYPE: The party type of the employee. Typically + "Person"
+

+ +

Action Summary

+ +

+
Party Id link (left column in Parties Found list): Opens + the employees profile.
+
+
DETAILS button (right column in Parties Found list): Opens + the employees profile (same as clicking the Party Id + link).
+

+ +

Profile (Employee)

+ + +

+ +

The Profile screen for an employee is a collection of screen + sections with information related to an employee. It is the first item + on a menu that has screens for other information related to the + employee.

+ +

Screen Usage Summary

+ +

+
View a summary of information on an employee in a single + screen
+
+
Update Personal Information
+
+
View, create, update, and expire employee contact + information
+
+
View and create a list of related accounts
+
+
View training records
+
+
View employment information
+
+
View, create, and update login id's, update security + group
+
+
View and create party attributes
+
+
Upload party content
+
+
View and create notes
+

+ +

The Profile screen is divided into nine + sections.

+ +

Personal Information Section

+ + +

The Personal Information section has only a few of the fields + available in OFBiz for recording information about an employee. You + can collect and edit additional information by clicking the Update + link in the title bar.

+ +

Field Summary

+ +

+
Party Id: The id of a employee associated with the profile + information
+
+
Name: The first and last name of the employee
+
+
Comments: A comment associated with the employee
+
+
External Id: The id of an external login system e.g. An + LDAP server
+
+
Status ID: Available status: Enabled, Disabled, and + Assigned.
+

+ +

Action title bar button: + Edit + Personal Information

+ +

Contact Information Section

+ + +

The Contact Information section summarizes contact details for + multiple channels including:

+ +

+
Electronic Address
+
+
Postal Address
+
+
Phone Number
+
+
Email Address
+
+
Internet IP Address
+
+
Internet Domain Name
+
+
Web URL/Address
+
+
Internal Party Note
+
+
LDAP Address
+

+ +

Action Summary

+ +

+
Create New - Opens the Create New Contact Information + screen
+
+
Update - Click to change information or add a contact + purpose. You can add a contact purpose when you create and Email + Address, Phone Number or LDAP Address. Use Update to add a + contact purpose to Postal Address or Web URL/Address. You can + not add a purpose to Electronic Address, Internet IP Address, + Internet Domain Name and Internal Party Note
+
+
Expire - Click to sets the through date (not visible the + user) on the contact item. The item is no longer displayed in + Contact Information.
+
+
lookup:anywho.com (only in Phone Number)- Click opens + http://www.anywho.com/reverse-lookup in a new browser + window
+
+
Look up White pages (only in Phone Number) - Click opens + http://www.whitepages.com/search in a new browser window
+
+
Send Mail (only in Email Address) - Opens a new + communications event. For help see Send Email in the OFBiz + Support Apps document.
+
+
open page in new window (only in Web URL/Address) - Click + to open the address in a new browser window.
+

+ +

List Related Accounts Section

+ + +

Accounts are created in the SFA Manger application See SFA + Manager Accounts SFA. Listing an account in the Profile provides a + quick link in the HR App to the profile of the account.

+ +

To Add a Related + Account:

+ +

+
Click Create New to add an account to your Profile
+
+
Click the Lookup Icon
+
+
Select from the list of Id's.
+
+
Click Add
+
+
The Account is added to the list of Related Accounts in + your profile.
+

+ +

Action: Click the From Party + Id field (in brackets and bold) to open the Related Account + profile.

+ +

Training Section

+ + +

The Training section displays a list of classes that have been + assigned to this person.

+ +

Field Summary

+ +

+
From Date - Start date time for training
+
+
Thru Date - End date time for training
+
+
Training Class Type - Name describing class category. See + : Training + Class Type
+
+
Approver Status - One of Applied, Approved, Assigned, + Proposed or Rejected
+
+
Approver Party - Person with authority to approve + training
+

+ +

For more information see: Training

+ +

Current Employment information Section

+ + +

This section shows the employee's department, position and + salary.

+ +

Field Summary

+ +

+
Company - The organization unit to which the employee is + assigned
+
+
Position - Positon(s) held by the emploeyee
+
+
Salary - Employee salary
+

+ +

Action Summary

+ +

+
Company [SomeText]: Click to open Company profile
Note
+
The Profile opened is in the Party Manager + application. To return to the HR App select Applications + > HR
+
+
+
Position [SomeText]: Click to open position Summary + screen.
+

+ +

User Name(s) Section

+ + +

The User Name(s) section manages user logins and security + settings. Logins give a user the ability log into an OFBiz + application while security settings control what the user can do + while logged on.

+ +

Users with create privileges in the Party Manager application + have the ability to create user logins and then to manage the login + password and security setting. Others will see a list user login + names and status (ENABLED or DISABLED).

+ +

Users may have no user login or multiple logins. Each login + has it's own set of security settings so multiple logins provide + flexibility in controlling a users connection to OFBiz + applications.

+ +

Action Summary

+ +

+
Create New text in title bar: Opens the CreateUserLogin + screen.
+
+
Edit button: Opens the Edit Login screen + .
+
+
Security Groups button: Opens the Add Security + Group screen.
+

+ +

Party Attribute(s) Section

+ + +

Party Attributes provide an ability for users to attach + arbitrary names and values to people. These name value pairs can be + used in different ways to extend the information collected about a + person without having to make changes to the database.

+ +

For example, a name could be added "On Company Team" with a + value "Football". A report could be created for employees grouped by + Company Team.

+ +

Action Summary

+ +

+
Create New title bar button: Opens the Create Attribute + screen.
+
+
Edit button: Click to open edit Party Attribute + screen.
+

+ +

Party Content Section

+ + +

The Party Content section provides a means to load content to + the OFBiz Content Manager application. You can use this feature to + load your picture for display in your profile.

+ +

To load an image for display in the Personal Information + section:

+ +

+
Click Browse and select an image using the native file + search
+
+
In the drop-down list select Logo Image URL
+
+
In Is Public select Yes
+
+
Click Upload.
+

+ +

After a screen refresh the selected image will appear above + Party Id in the Personal Information as Personal Image

+ +

Field Summary

+ +

+
Content Id - A unique content identifier linking the + employee to the content
+
+
Content Type - One of Internal Content, User Defined + Content, Logo Image URL, or Vendor Shipping Info
+
+
Content Name - A user defined name for the content
+
+
Content Description - A user defined description of the + content
+
+
Content mime type - One of application/octet-stream, + application/pdf, image/gif, image/jpeg, text/html, text/plain, + or text/x-diff
+
+
Status- One of Available Deactivated, Final Draft, In + Progress, Initial Draft, Published, or Revised Draft
+

+ +

Action Summary

+ +

+
Content Id button: Opens the dedicated Party Content + screen.
+
+
View button: Click to open content. Content will open in a + viewer appropriate for the content type.
+
+
Remove button: Deletes the record
+

+ +

Notes Section

+ + +

In the Notes section you can create and display notes. Notes + may not be updated after they are created.

+ +

Field Summary

+ +

+
Note Name - Required name for the note. The text of the + node is to the right of the name.
+
+
By - Name of the person who created the note.
+
+
At - Date time note was entered
+

+ +

Employments

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Employee Position

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Skills

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Qualifications

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Training

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Leave

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Payroll History

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Employee Comments

+ + +

This section has observations made while documenting the HR Apps + Position feature. It covers improvements that could be made to the + current feaure set, a list of bugs, and a roadmap of suggested new + features.

+ +

Improvements to current + implementation

+ +

+
All section titles should be title case with spaces between + words e.g. CreateUserLogin UserLoginChangePassword
+
+
Is there a use case for multiple logins? People complain + about multiple passwords, needing multiple logins to accomplish + some goal seems like a nuisance.
+

+ +

BUG List

+ +

+
Current Employment information section of employee profile + is misleading. Does not show correct multiciplicity for company or + position. The type is single, should be list. Company should be + Internal Organization. Value shown as salary is not salary, it is + the rate amoung (emplPositionRateAmount.rateAmount).
+
+
Employee Profile Edit Party Content has a lot of problem + behavior. Party contact records are deleted. When they are deleted + and added the delete or add sometimes fails and navigates to a the + party manager content page for no reason. Too much to explain in + detail now but all in all a clumsily utility.
+
+
After performing certain activities in the employee Profile + the screen is refreshed. The section content of the screen is + changed after the refresh displaying additional sections that were + not in the origional display. Sections that are displayed after + refresh include: Loyalty Points, Payment Method Information, + Identification Numbers, AVS Override (CC Fraud Screening), Visits + and Stores.
+

+ +

Road map

+ +

Chapter 4. Employments

Table of Contents

Search Employments
Employments
Party Benefits
Payroll Preferences
Pay Histories
Unemployment Claims
Agreement Employment Applications
Employment Comments

+ + +

An employment is a relationship between a person and your Comany. + The HR App uses these concepts of payroll, unemployment and agreements + to track this relationship.

+ +

Search Employments

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

+
Termination Rerason Id - One of the termination reasons as, + defined in Global Settings Termination + Reasons Termination Reasons, listing possible reasons for a + termination.
+

+ +

Action Summary

+ +

Employments

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

+
From Date
+
+
Thru Date
+
+
Termination Reason Id
+
+
Termination Type Id
+

+ +

Action Summary

+ +

Party Benefits

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Payroll Preferences

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Pay Histories

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Unemployment Claims

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Agreement Employment Applications

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Employment Comments

+ + +

This section has observations made while documenting the HR Apps + Employment feature. It covers improvements that could be made to the + current feaure set, a list of bugs, and a roadmap of suggested new + features.

+ +

Improvements to current + implementation

+ +

BUG List

+ +

Road map

+ +

Chapter 5. Position

Table of Contents

Search Positions

Position Summary

Employee Position Information
Fulfillments
Responsibilities
Reporting Structure:ReportsTo
Reporting Structure:ReportedTo

Reporting Structure

Position Comments

+ + +

In OFBiz a position is the authorization, typically from the + budget of an internal organization, for the Company to engage one person + to do a job. OFBiz handles positions in a flexible manner so you can + think of a position as an authorization for a full-time equivalent + (FTE).

+ +

This means that you can fulfill a position with a person in a + number of different ways. You can Fill a position with one full time + person, change the assignment of a position from one person to another + over time, or split a position across more then one person at the same a + time.

+ +

Note

As implemented a position can be fulfilled by either a person or + organization. For discussion here we will assume that positions are + only fulfilled by people. The person may or may not be an + employee.

+ +

Positions have a status. They can be one of: Planned For, + Active/Open, or Inactive/Closed.

+ +

Positions have a type, defined in Global HR Settings, which + describes the job and it's pay rates. Some examples types could be + secretary, production worker, sales manager, executive vice president or + OFBiz programmer. If more then one person is needed for a type of job + then a position must be created for eacj required person i.e. if 10 + secretaries are authorized for the Human Resource department then 10 + positions are created with type secretary.

+ +

Positions hava a reporting structure. Positions report to other + positions and not the people who hold the position. You can identify the + position a position reports to and/or the positions(s) a position + manages.

+ +

Warning

In the HR App it is possible to create circular reporting + structures where a positon the reporting to and managed by positions + are the same. It is the users responsibility to exercise common sense + when creating the reorting structure.

+ +

Position Feature + Summary

+
Create Positions
+
+
Fulfill Positions
+
+
Assign Position Responsibilities
+
+
Create a Reporting Structure
+
+
Administer Position Types, Responsibilities and Rates
+

+ +

Search Positions

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

+
Empl Position Type Id - Provides the ability to group + positions by types that are defined in Global HR Settings Position Types + .
+

+ +

Action Summary

+ +

The default screen for Employee Position is a common OFBiz style + search screen. In it you can create a new position, find an existing + position and view a list of positions based on the search. Selecting a + position from the list opens the Summanry and other screens associated + with an employee position.

+ +

Screen Usage Summary

+ +

+
Create a new position
+
+
List positions based on user defined creteria
+
+
Open the position Summary screen for any position in the + list
+

+ +

Screen + Field Summary

+ +

+
Empl Position Id
+
+
Status ID
+
+
Party Id
+
+
Budget Id
+
+
Budget Item Seq Id
+
+
Empl Position Type Id
+
+
Estimated From Date
+
+
Estimated Thru Date
+
+
Salary Flag
+
+
Exempt Flag
+
+
Fulltime Flag
+
+
Temporary Flag
+
+
Actual From Date
+
+
Actual Thru Date
+

+ +

Screen Action Summary

+ +

+
EDIT EMPLOYEE POSITION button: Opens the Edit Employee + Position screen.
+
+
Hide Fields / Show Lookup Fields button icon (title bar): + Hides / shows the filter fields in the "Search Options" + section.
+
+
Find button: Click for a list of employees. Displays a list + of employees in the Search Results section..
+
+
Employee Position Id text link: Click to open employees + Summay screen. Summay is the first item in a menu with screens + related to employees.
+
+
Party Id button: Click to open Profile of the internal + organization that owns the position.
+

+ +

Position Summary

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

The Summary screen has a collection of sectons with information + on the different aspects of a position.

+ +

Employee Position Information

+ + +

Position information list all of the fields the HR App records + for a postition. These fields can be edited by clicking on the + EMPLOYEE POSITION menu item that follows SUMMARY. See: Screen Field Summary for + field descriptions.

+ +

Fulfillments

+ + +

A fulfillment is the assignment of people to the position. You + can create update and delete fulfillments. See: Fulfillments.

+ +

Summary of Fields

+ +

+
PARTY ID - Identifies the person assigned to the + position
+
+
FROM DATE -
+
+
THRU DATE -
+
+
COMMENTS -
+

+ +

Responsibilities

+ + +

The RESPONSIBILITIES screen lets you assign responsibilites to + a position. See: Responsibilities.

+ +

The administrator can add and remove responsibilities shown in + the Responsibility Type Id drop-down list in Global HR Settngs..

+ +

Summary of Fields

+ +

+
Responsibility Type Id
+
+
From Date
+
+
Thru Date
+
+
Comments
+

+ +

Reporting Structure:ReportsTo

+ + +

The Reports To section list the position that the selected + position reports to. See: Reporting + Structure.

+ +

Summary of Fields

+ +

+
Empl Position Id Reporting To
+
+
From Date
+
+
Thru Date
+
+
Comments
+
+
Primary Flag
+

+ +

Reporting Structure:ReportedTo

+ + +

The Reports To section list the position that the selected + position reports to. See: Reporting + Structure.

+ +

New Position

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Position

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Fulfillments

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Responsibilities

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

+
Responsibility Type Id - One of the available responsibility + types as, defined in Global Settings + Responsibility Types , describing the duties required of + the position
+
+
From Date - The date the when the position became + responsible for this type
+
+
From Date - The date the when the position was no longer + responsible for this type
+
+
Comments - User defined comment
+

+ +

Action Summary

+ +

Reporting Structure

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Position Comments

+ + +

+ +

Improvements to current implementation

+ +

+
Restrict relationships so they are only between an internal + organization with a Group Member relationship to Company and a + person
+
+
Reporting structure is only creates. Need a feature to + update or delete.
+
+
Change title display in Create form from "Edit Employee + Position" to "New Employee Position"
+
+
In Create/Edit Employee Position make the field Party Id + into a drop-down list restricted to organizations in the Company + Tree view
+
+
In the Fulfillments screen constrain the Party Id field a + drop-down list to party type person. Or alternately constrain the + lookup "Lookup Party by Name" to party type person
+
+
In the Fulfillments screen make the Party Id display the + persons first and last name instead of the id.
+
+
"Lookup for Empl Position Id Reporting To" and "Empl + Position Id Managed By" for Status ID list should be limited to a + list of valid employment statuses.
+
+
Add a method to create multiple instances of a position at + one time. e.g. We need 5 programmers for the new project. Go to + New Employee Position and enter the number of positions required + (default 1). The new position is created for each required + positions. If positions are greater then 1 return to find + positions which should display a list of the multiple + positions.
+
+
Clicking Party Id from the Search Results in Employee + Position opens the Position Menu with the profile for an + organization. This is confusing because the items on the menu are + for the position not a party. Should open the Party Profile with + party related menu. See improvement to make Organization the first + item in the Human Resource menu.
+
+
Party Id, in general, should never be displayed to the user. + It is not a term that will be familure to the average business + person. The display should show the First and Last name for people + or the name of the party group for organizations. Lookups should + be constraine to valid parties. For example if looking up a party + id for an employee, the lookup list should not show party + groups.
+
+
Public Hilidays in Global HR Settings should have a method + for setting rules for setting the date for holidays do not fall on + the same day every year.
+

+ +

BUG List

+ +

+
Lookup for "Empl Position Id Reporting To" in section + Reporting Structure is not returning a position id.
+

+ +

Roadmap

+ +

+
Mechanism for managing documents. Upload, download, create + and secure resumes, performance reviews, communications.
+
+
Add basic reports - ability to create report from Search + Options in the main screen.
+

+ +

Chapter 6. Performance Review

Table of Contents

Search Performance Review
New Performance Review
Edit Performance Review
PerfReview Items

+ + +

Managers can use Performance Review to...

+ +

Search Performance Review

+ + +

+ +

Breadcrumbs: Human Resources + > Performance Review

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Performance Review

+ + +

+ +

Breadcrumbs: Human Resources + > Performance Rerview Click + PerfReview

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Performance Review

+ + +

+ +

Breadcrumbs: Human Resources + > Performance Rerview Click Find in Search Results click Perf + Review Id

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

PerfReview Items

+ + +

Breadcrumbs: Human Resources + > Performance Rerview

+ +

Click Find in Search Results click Perf + Review Id

+ +

Click Menu PerfReview

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 7. Skills

Table of Contents

Search Skills
New Skill
Screen Name

+ + +

Skills bal bla Skill + Type bla

+ +

Search Skills

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Skill

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

+
Skill Type Id - A list of skill types
+

+ +

Action Summary

+ +

Screen Name

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 8. Qualifications

Table of Contents

Search Qualifications
New Party Qualification
Qualifications

+ + +

+ +

Search Qualifications

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Party Qualification

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Qualifications

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 9. Recruitment

Table of Contents

Search Job Requisition
New Job Requisition
Edit Job Requisition
Internal Job Posting
Search Internal Job Posting
New Job Interview
Search for Job Interview
Edit Job Interview

+ + +

+ +

Search Job Requisition

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Job Requisition

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Job Requisition

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Internal Job Posting

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Search Internal Job Posting

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Job Interview

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Search for Job Interview

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Job Interview

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

+ + +

+ +

Chapter 10. Training

Table of Contents

Training Calendar
Add Training Event
Add Training Event Participant
Approve Training Participant

+ + +

+ +

Training Calendar

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Add Training Event

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Add Training Event Participant

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Approve Training Participant

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 11. Employment Applications

Table of Contents

Search Employment Applications
New Employment Application

+ + +

+ +

Search Employment Applications

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Employment Application

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 12. Resumes

Table of Contents

Search Resumes
New Resume
Edit Resume

+ + +

+ +

Search Resumes

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Resume

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Resume

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 13. Leave

Table of Contents

Search Leave
New Employee Leave
Edit Employee Leave
Search Leave Approval
Edit Leave Approval

+ + +

+ +

Search Leave

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

New Employee Leave

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Employee Leave

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Search Leave Approval

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Leave Approval

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Chapter 14. Global HR Settings

+ + +

+ +

Global HR Settings are a collection of screens you can use to + customize some of the drop-down list that appear in the HR App. In + general to be able to enter information in these screens a user must + have "administrator" or "create privilages".

+ +

Cutomization of enteries in drop-down list that are not supported + in the Global HR Settings feature can be made by an administrator using + Web Tools .

+ +

Skill Types

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Skill Types

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the skill types + used in the Skills section. Skills are + assigned to employees for use in evaluating their suitablity for a + position.

+ +

Field Summary

+ +

+
Skill Type Id - A required unique identifier for the skill + type. If one is not entered a numeric id will be created.
+
+
Description - A user defined description of the type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the skill type. The screen is + refreshed. If no id was entered the system generated numeric id is + displayed
+
+
Delete button: Click to delete the skill type. The skill + type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Skill Type you must manually clear + the Skill Type Id or you will get an error.

+ +

Responsibility Types

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Responsibility Types

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the + responsibility types used to add a responsibility to a position. See + Position. + Responsibility is assigned to positions so that stakeholders can + clearly see the positions's scope.

+ +

Field Summary

+ +

+
Responsibility Type Id - A required unique identifier for + the Responsibility Type. If one is not entered a numeric id will + be created.
+
+
Description - A user defined description of the type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the Responsibility Type. The + screen is refreshed. If no id was entered the system generated + numeric id is displayed
+
+
Delete button: Click to delete the Responsibility Type. The + Responsibility Type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Skill Type you must manually clear + the Skill Type Id or you will get an error.

+ +

Termination Reasons

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Termination Reasons

+ +

Usage Summary

+ +

Termination Reasons are used by employments to track + terminations for analysis. See the Employments feature for usage.

+ +

Field Summary

+ +

+
Termination Reason Id - A required unique identifier for the + Termination Reason. If one is not entered a numeric id will be + created.
+
+
Description - A user defined description of the type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the Termination Rerason. The + screen is refreshed. If no id was entered the system generated + numeric id is displayed
+
+
Delete button: Click to delete the Termination Rerason. The + Termination Rerason is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Termination Types

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Termination Types

+ +

Usage Summary

+ +

Termination Types are used by employments to track terminations + for analysis. See the Employments + feature for usage.

+ +

Field Summary

+ +

+
Termination Type Id - A required unique identifier for the + Termination Type. If one is not entered a numeric id will be + created.
+
+
Description - A user defined description of the type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the Termination Types. The + screen is refreshed. If no id was entered the system generated + numeric id is displayed
+
+
Delete button: Click to delete the Termination Types. The + Termination Rerason is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Position Types and Rates

+ + +

The position type is used to catergorize Positions . This is streight forward and the + examples Programmer, System Administrator and Business Analyst are a + good demonstration of the intended usage. Each position type may have + a schedule for possible rates that can be offered to a applicant for a + position.

+ +

There are two methods for defining pay schedules. The first is + built around a rate amount. The second uses Pay Grades, which are + defined in the Pay + Grade feature.

+ +

The two methods are exclusive. If you use one for a position, + you should not use the other.

+ +

Using the Rate Amount + Schedule

+ +

Each position type may have one or more associated rate types. + Rate type is identified by its rate type id , a description of the + rate type, time period and from thru dates. Each combination of rate + type and time period has a rate amount.

+ +

Available rate types are Standard Rate, Discounted Rate, + Overtime Rate, Average Pay Rate, Highest Pay Rate, and Lowest Pay + Rate.

+ +

Available time periods are Fiscal Year, Fiscal Quarter, Fiscal + Month, Fiscal Week, Fiscal Bi-Week, Sales Quarter, Sales Month, Rate + amount per Hour, Rate amount per Week, Rate amount per month, and Rate + amount per Quarter.

+ +

Here is an example of a possible rate schedule for a business + analyst:

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Position Type	Rate Type Id	Period Type Id	Rate Amount
Business Analyst	Standard Rate	Fiscal Year	65,000
	Standard Rate	Rate amount per Hour	40.00
	Discounted Rate	Fiscal Year	60,000
	Discounted Rate	Rate amount per Hour	38.50
	Highest Pay Rate	Fiscal Year	75,000
	Highest Pay Rate	Rate amount per Hour	75.00
	Lowest Pay Rate	Fiscal Year	55,000
	Lowest Pay Rate	Rate amount per Hour	35.00

+ +

Any of the rate amounts could be offered to a person taking the + position of Business Anlayst.

+ +

Only one record from the schedule is used at a time for + computing the employees actual pay.

+ +

Using Pay Grades

+ +

The pay grade method is more rigidly structured then the rate + amount method described above. A pay grade schedule, created in Pay Grades , is used in + place of a schedule like the one shown above. There can be one or more + pay grade schedules. Each has a name and an ordered set of salary + steps. Each step has an amount.

+ +

Here is a sample pay grade schedule.

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Pay Grade Name	Salary Step Sequence Id
G1	10000	500
	10001	750
	10002	1,000
	10003	1,250

+ +

A position type is associated with a single row of the schedule + using the Pay Grade Name and Setp Sequence Id.

+ +

Usage Difference Between Rate Amount + Schedule and Pay Grades

+ +

When using Rate Amount enter a value in the Rate Amount field + and omit values in the Pay Grade Id and Salary Step Sequence Id + fields.

+ +

When using Pay Grades enter values in Pay Grade Id and Salary + Step Sequence Id fields but leave the Rate Amount empty.

+ +

Enter values in the Rate Type Id, Period Type Id and Rate + Currency Uom Id for both methods.

+ +

Search Position Types

+ + +

Position Types group positions for reporting.

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Position Types

+ +

Usage Summary

+ +

Position types are found using a common OFBiz style search + screen. In it you can create a new position type, find an existing + type and view a list of types based on the search. Selecting a + position type from the list opens the Edit Position Type + screen.

+ +

Field Summary Search + Options

+ +

+
Empl Position Type Id - The drop-down list displays the + descriptions of the position types. The default is to select all + position types. If a selection is made only a single position + will be returned. (If two position types have the same + description the description will appear twice in the list but + only the item selected will be returned).
+
+
Parent Type Id - Enter the parent type id to filter on the + children of the parent.
+
+
Has Table - This field is not used an can be + ignored.
+
+
Description - Enter all or part of the description. Unlike + the case in Empl Position Type Id where only one of two or more + identical descriptions are returned, here all the records + matching the description will be returned.
+

+ +

Field Summary Search + Results

+ +

+
Position Types - This is the Empl Position Type Id, the + unique identifier of the type.
+
+
Description - A user defined description of the + type.
+

+ +

Action Summary

+ +

+
Find button: Click for a list of position types. Displays + the list of in the Search Results section.
+
+
Delete button: Click to delete the Employee Position Type. + The Employee Position Type is deleted and can not be + restored
+

+ +

New Position Type

+ + +

+ +

Breadcrumbs: Human Resources > Global + HR Settings > Position Types

+ +

Click New Position + Type

+ +

Usage Summary: Create a new + position type.

+ +

Field Summary

+ +

+
Empl Position Type Id - A required unique identifier for + the Position Type. If one is not entered a numeric id will be + created.
+
+
Parent Type Id - Enter the Empl Position Type Id of the + position type that will be the partent of this entry. This will + form a tree structure that could be used for roll up + reporting.
+
+
Has Table - Field is not used and can be ignored.
+
+
Description - Required. Enter a user defined description + for the type.
+

+ +

Action Summary: Click Create + to a new Position Type.

+ +

From here you would typically click Position Type + Rate on the menu and enter a rate schedule for the + position.

+ +

Edit Position Type

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Position Types

+ +

Using Search Options find a position type

+ +

In Search Results click on a value in the Position Type + column.

+ +

The Edit Position Types screen opens

+ +

Usage Summary: Update a + position type.

+ +

Field Summary

+ +

+
Empl Position Type Id - The unique identifier of the + position type. Can not be changed.
+
+
Parent Type Id - Enter or change the Empl Position Type Id + of the position type that will be the partent of this + entry.
+
+
Field is not used and can be ignored.
+
+
Description - Required. You man change the user defined + description for the type. The field can not be made + empty.
+

+ +

Action Summary: Click Update + to save changes.

+ +

To leave the screen without saving changes click on any menu + item. The changes will be lost.

+ +

Position Type Rate

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Position Types

+ +

Using Search Options find a position type

+ +

In Search Results click on a position type

+ +

The Edit Position Types screen opens

+ +

In the menu click the Position Type Rate

+ +

Usage Summary

+ +

Create a rate schedule for a Position Type using either the + Rate Amount or Pay Grade features (See discussion in Position Type + Introduction).

+ +

Field Summary

+ +

+
Rate Type Id - Select one of Standard Rate, Discounted + Rate, Overtime Rate, Average Pay Rate, Highest Pay Rate, or + Lowest Pay Rate.
+
+
Period Type Id - Select one of Fiscal Year, Fiscal + Quarter, Fiscal Month, Fiscal Week, Fiscal Bi-Week, Sales + Quarter, Sales Month, Rate amount per Hour, Rate amount per + Week, Rate amount per month, or Rate amount per Quarter
+
+
Rate Amount - Enter a rate amount if your are creating a + Rate Amount schedule. The Rate Amount is the numeric amount to + be paid for a Rate Type in a Time Period, in a Currency. Leave + this field blank if your are using a Pay Grade schedule
+
+
Pay Grade Id - The unique identifier for a Pay Grade. + Click on the Search Form icon to lookupPay Grade Ids
+
+
Salary Step Sequence Id - The sequence identifer that is + associated with a Salary Step amount.
+
+
Rate Currency Uom Id - The currency the employee will be + paid in.
+

+ +

Action Summary

+ +

+
Create - Click Update to save changes.
+

+ +

A Position Type may have multiple Position Type Rates

+ +

Employee Leave Type

+ + +

Employee Leave Type has a menu with items for Leave Type and + Reason Type.

+ +

Leave Type

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Employee Leave Type > Leave + Type

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the leave types + used in the Leave feature. Leave + reason types are are used to categorize an assigned employee leave + request.

+ +

Field Summary

+ +

+
Leave Type Id - A required unique identifier for the leave + type. If one is not entered a numeric id will be created.
+
+
Description - A user defined description of the + type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the leave type. The screen is + refreshed. If no id was entered the system generated numeric id + is displayed.
+
+
Delete button: Click to delete the skill type. The skill + type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Leave Type you must manually + clear the Leave Type Id or you will get an error.

+ +

Reason Type

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Employee Leave Type > Reason + Type

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the leave + reason types used in the Leave + feature. Leave types are are used to categorize an assigned employee + leave request.

+ +

Field Summary

+ +

+
Leave Type Id - A required unique identifier for the + reason type. If one is not entered a numeric id will be + created.
+
+
Description - A user defined description of the + type.
+

+ +

Action Summary

+ +

+
Create button: Click to save the reason type. The screen + is refreshed. If no id was entered the system generated numeric + id is displayed.
+
+
Delete button: Click to delete the reason type. The reason + type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Leave Type you must manually + clear the Leave Type Id or you will get an error.

+ +

Pay Grades

+ + +

The Pay Grades that are set up in this feature are used in the + Employee Position + Type feature to set up Pay Grade style position pay + schedules.

+ +

Search Pay Grades

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary: Create a new + Pay Grade

+ +

Field Summary Search + Options

+ +

+
Pay Grade Id - A unique
+
+
Pay Grade Name
+
+
Comments
+

+ +

Field Summary Search + Results

+ +

+
Pay GradeID
+
+
Pay Grade Name
+
+
Comments
+

+ +

Action Summary

+ +

New Pay Grade

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit Pay Grade

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Salary Steps

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Job Interview Types

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Job Interview Type

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the job interview + types used in the Job + Interview section. The job interview records the interviewer + and the person being interviewed as well as the date of the interview + and some information about the interview like the interview type, a + grade and result.

+ +

Field Summary

+ +

+
Job Interview Type Id - A required unique identifier for the + skill type. If one is not entered a numeric id will be + created.
+
+
Description - A user defined description that categorizes + the type of job interview.
+

+ +

Action Summary

+ +

+
Create button: Click to save the Job Interview Type. The + screen is refreshed. If no id was entered the system generated + numeric id is displayed
+
+
Delete button: Click to delete the skill type. The skill + type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Job Interview Type you must + manually clear the Job Interview Type Id or you will get an + error.

+ +

Training Class Type

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Training Class Type

+ +

Usage Summary

+ +

This screen is used to create, edit and delete the Training + Class Types used in the Training + feature. The Training Class Type is used to categorize Training + Classes.

+ +

Field Summary

+ +

+
Training Class Type - A required unique identifier for the + Training Class Type. You must enter a Training Class Type, the + system will display an error if you do not.
+
+
Pre Requisite Skill - A Training Class Type class that + should be addended before this class.
+
+
Description - A user defined description that categorizes + the type of training.
+

+ +

Action Summary

+ +

+
Create button: Click to save the Training Class Type . The + screen is refreshed.
+
+
Delete button: Click to delete the Training Class Type. The + Training Class Type is deleted and can not be restored.
+
+
Submit button: Saves any changes made to any of the + descriptions in the list above the Submit button.
+

+ +

Tip

If you create more then one Training Class Type you must + manually clear the Training Class Type or you will get an + error.

+ +

Public Holiday

+ + +

+ +

Breadcrumbs: Human Resources + > Global HR Settings > Public Holiday

+ +

Usage Summary

+ +

A holiday created here appears as an entry in the Training and Work Effort Calendar features. + To view the entry in Work Effort Calendar:

+ +

+
In the Applications Menu select Work Effort
+
+
In the Work Effort Manager menu select Calendar
+
+
Use the Calendar navigation widgets to find the From Date of + the Public Holiday in the Calendar
+

+ +

The Holiday will appear as an entry under the From Date.

+ +

Field Summary

+ +

+
Holiday Name - Name of holiday
+
+
Description - A user defined description of the + holiday.
+
+
From Date - Date of the Holiday
+

+ +

Action Summary

+ +

+
Submit - Click to save the holiday . A messaged "Succesfully + created" is displayed. The Add Public Holiday screenlet is cleared + and ready for the next entry.
+
+
Update - On Click holiday is opened in the edit screenlet. + Click Update in the screenlet to save changes.
+
+
Delete button: Click to delete the holiday. The holiday is + deleted and can not be restored
+

+ +

Chapter 15. HR App and Other OFBiz Apps

Table of Contents

Web Tools

+ + +

There are time when it is necessary to use another OFBiz app to do + something that you can not accomplish in the HR App

+ +

Web Tools

+ + +

+ +

Chapter 16. Security

+ + +

+ +

Chapter 17. Other Screens

Table of Contents

Edit Personal Information
Create User Login
Edit Login
Add Security Group
Create Party Attribute
Party Content Screen
Edit Party Attribute

+ + +

This chapter includes descriptions of miscellaneous screens that + are accessed from profile screens

+ +

Edit Personal Information

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Create User Login

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Creates a user login giving a person access to OFBiz business + applications. Application privileges are controlled by Security Group .

+ +

Field Summary

+ +

+
User Login Id
+
+
Current Password
+
+
Current Password Verify
+
+
Password Hint
+
+
Require Password Change
+
+
External Auth Id
+

+ +

Action Summary

+ +

+
Save button:
+
+
Cancel/Done button:
+

+ +

Edit Login

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Add Security Group

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Create Party Attribute

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

This screen creates a party attribute name value pair.

+ +

Breadcrumbs: Human Resources + > Employees - Find an employee and open the Profile > Party + Attribute(s) > Create New

+ +

Field Summary

+ +

+
Attr Name: A required text description of the attribute. Can + be used as a grouping mechanism when the same Attr Name is used + for multiple instances.
+
+
Attr Value: A value for the named attribute.
+

+ +

Action: Update button: Click + update to save the new attribute. Select another menu item to leave + the screen without saving changes.

+ +

Party Content Screen

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit screen with a list of contenf for a party and a section to + add additional content.

+ +

Breadcrumbs: Human Resources + > Employees - Find an employee and open the Profile > Party + Content > Click Party Content Id (text in first column of + list)

+ +

Edit Party Attribute

+ + +

+ +

Breadcrumbs: Human Resources + >

+ +

Usage Summary

+ +

Field Summary

+ +

Action Summary

+ +

Edit a party attribute name value pair.

+ +

Breadcrumbs: Human Resources + > Employees - Find an employee and open the Profile > Party + Attribute(s) > Edit

+ +

Action button: Click Update to + save changes and return to the employee Profile. Select another menu + item to leave the screen without saving changes.

+ +

Chapter 18. Road Map

Table of Contents

Improvements
Bugs
Proposed Features

+ + +

This chapter has observations made while documenting the HR Apps + Position feature. It covers improvements that could be made to the + current feaure set, a list of bugs, and suggested new features.

+ +

Improvements

+ + +

A list of improvements for the HR Application that do not + include new functionality. These changes directed toward improving + useability by making the application UI more consistent.

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Table 18.1. Improvements
Feature	Issue
Global HR Settings	All forms in Global Settings shoud require Admin / Update + permission. Termination Reason, Position Type do not. Leave type, + Pay Grades, Salary Steps, Job interview, and Training Class Type + allow Create but not update,
HR App	Hide "Has Table" from user presentation. This field is for BE + use only.
HR App	In the FE change all Party Id lables to a context + sensitive name that identifies the party. For example of a person + is expected in the context look up the person by name and display + the persons name. If the need is to display the party id then in + this case the lookup form should be constrained to people. If the + context expects a party group the FE should make it clear. For + example see FindEmplPositions. The Party Id field should hve a + lookup from of valid party groups and the display name Party Id + changed to Internal Organization.
Add Training Types	Unlike all other Global enties it does not create + a system generated id when the user does not enter a Training + Class Type
Add Training Types - Pre Requisite Skill	Field displays name when should diplay value. i.e. + BASIC_TRAINING vs. Basic Training
Global HR Settings	After an entity is created the fields in the + create form should be cleared so a user can "heads down" create + another setting without getting a dup id error. Also there should + be feedback to the user that the entity was created.
Global HR Settings Holiday	In Add Public Holiday the Hoiliday Name and From + Date are marked required however a holiday can be created with out + entering any values in any field.
Global HR Settings Holiday	Screenlet title should be Add Holiday, Hoiliday + is not necessarly public. Text "From Date" should be Holiday + Date.
OFBiz General	The titles on screenlets used to Add, Create or Edit records + are often out of sync with the action. For example in Global HR + Settings Holiday screenlet Add Public Holiday. Click update and + the screenlet title is Add Public Holiday but the command button + is Update. This behavior is endemic in OFBiz because of the dual + usage of forms for create and update. Should be a best practices + avoid this sloppyness.
OFBiz General	The holiday screenlet provides a Success message for a create + action but no similar message for update and delete. All acctions + that perform create, update or delete should give a feed back + message. Create actions should leave the from in a clear state + ready for the next create (current behavior where create + automatically opens a profile should be changed give the user + options for the next screen selection).

+ +

Bugs

+ + +

A list of BUGS in the HR Application.

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Table 18.2. Bugs
Feature	Issue
Global HR Settings	All forms in Global Settings shoud require Admin / Update + permission. Termination Reason does not.
Global HR Settings	Most of the submit actions in HR Settings do not give the user + any feedback that the action was completed sucessfully. Submit + should behave like Public Holiday. On Click a Succesfull created + message is displayed and the form is cleared ready for another + entry. (Note Holiday has it's own problem - allows empty + records)
Global HR Settings Position Types	Throws an error if a position type is deleted and then the + Find button is clicked to refresh the list of position types. Have + to click on the position type menu to clear the deleted id before + the list will referch.
Global HR Settings Position Type Rate	The form Lookup PayGrade has a description field + that is empty. Expect to see the value for the Pay Grade Name
Global HR Settings Position Type Rate	The form Lookup Salary StepSeq Id has a description field that + is empty. Expect to see the value, should be the Salary Step + Amount so that the user has some idea of the meaing of the + id.
Global HR Settings Position Type Rate	Multiple errors trying to enter Position Type + Rates. 1. From Date Can not accept a null value. 2. Other issues + where multiple rates are created \ deleted from a single + entry.

+ +

Proposed Features

+ + +

A list of new features for the HR Application that add new + functionality. These changes directed toward making the application + more useable OOB in a practical sense. It addes features that are + expected in a basic Human Resource application and rounds out current + features that need addtionality to be functional in a real HR + environment.

+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +

Table 18.3. Road Map
Feature	Issue
Global HR Settings	All forms in Global Settings shoud require Admin / Update + permission. Termination Reason does not.
Position Recuritment Party	Positions have responsibilities. Recruitments have Skill Types + and Qualifications. Parties have Skills. Positions and + Rercruitments should have required skills so an employer and + applicant can match skills to requirements.
Global HR Settings Holiday	Holidays could be categorized as Public, + Religious, Vacation, Company etc. Holidays. Company Holidays could + designate a day off and be used by other applications to adjust + schedules, pay or other things that could be impacted by a + Holiday.
Global HR Settings Holiday	Holidays should have a from and two date for extended holidays + like Lent or Ramadan
Global HR Settings Holiday	There should be a recurrence feature for setting holidays. (I + don't think the Calendar supports recurrence but could be + wrong)

+ +

Glossary

Employee: An employee is a person who has an employment relationship with + your Company.
Employment: In OFBiz an Employment defines the + relationship between your Company and a person who is an employee. The + employment relationship tracks employee benefits, preferences, pay + history, and unemployment claims and agreements.
Fulfillment: A fulfillment associates a person with a position. A person can + fulfill more then one position and a position can have more then one + person.
Internal Organization: Internal organization is a type of party group that is part of + your companise organization. For example the Red Cross and + Shipping
Party: In OFBiz a party is a term used to simplify collecting + information that used in a common manner by different people and + things. The most common party types are people and groups. Both people + and groups have contact information. A party is identified by a unique + Party Id. Using this id OFBiz can collect and find contact (and other + information and processes) for both people and groups in the same way. + This is why you will often see Party Id as a field in a form or a + filter as you work in OFBiz.
Party Id: The unique identifier for a party. The id is text so in some + cases you will see an id, created by a user, that caries some meaning + i.e. Party Id DemoEmployee. In other cases the id is created by OFBiz + and is will be simply a number from a sequence. In either case the id + is unique.
Person: In OFBiz a person is a human being as distinguished from a party + group which is an organization. Human beings and organizations have + different attributes i.e. people have first and last names while + groups have group names. Both person and party group are types of + parties and share information and processe common to parties.
Security Groups: A collection of application privilages given to a user + logn.

Improvements
Feature	Issue
Global HR Settings	All forms in Global Settings should require Admin / Update + permission. Termination Reason, Position Type do not. Leave type, + Pay Grades, Salary Steps, Job interview, and Training Class Type + allow Create but not update,
HR App	Hide "Has Table" from user presentation. This field is for BE + use only.
HR App	In the FE change all Party Id labels to a context + sensitive name that identifies the party. For example of a person + is expected in the context look up the person by name and display + the persons name. If the need is to display the party id then in + this case the lookup form should be constrained to people. If the + context expects a party group the FE should make it clear. For + example see FindEmplPositions. The Party Id field should have a + lookup from of valid party groups and the display name Party Id + changed to Internal Organization.
Add Training Types	Unlike all other Global entities it does not + create a system generated id when the user does not enter a + Training Class Type
Add Training Types - Pre Requisite Skill	Field displays name when should display value. i.e. + BASIC_TRAINING vs. Basic Training. Label Pre Requisite Skill + should be Prerequisite Skill
Global HR Settings	After an entity is created the fields in the + create form should be cleared so a user can "heads down" create + another setting without getting a duplicate id error. Also there + should be feedback to the user that the entity was created.
Global HR Settings Holiday	In Add Public Holiday the Holiday Name and From + Date are marked required however a holiday can be created with out + entering any values in any field.
Global HR Settings Holiday	Screenlet title should be Add Holiday, Holiday is + not necessary public. Text "From Date" should be Holiday + Date.
OFBiz General	The titles on screenlets used to Add, Create or Edit records + are often out of sync with the action. For example in Global HR + Settings Holiday screenlet Add Public Holiday. Click update and + the screenlet title is Add Public Holiday but the command button + is Update. This behavior is endemic in OFBiz because of the dual + usage of forms for create and update. Should be a best practices + avoid this sloppiness.
OFBiz General	The holiday screenlet provides a Success message for a create + action but no similar message for update and delete. All actions + that perform create, update or delete should give a feed back + message. Create actions should leave the from in a clear state + ready for the next create (current behavior where create + automatically opens a profile should be changed give the user + options for the next screen selection).
Employeees - New Employee	Implement dependent conntry state drop downs
Employees - Profile - Contact Information	Contact Types are not treated in a consistent + manner. You can not set a purpose for contact mech Electronic + Address, Internet IP Address, Internet Domain Name, Internal Party + Note. At creation you can set a purpose for contact purpose for + Phone Number, email address, LDAP Address. At creation you can NOT + set a purpose for contact purpose for Postal Address, Web + URL/Address. Should be able to assign a purpose for any type at + creation and edit the type on update.
Employees - Profile - List Related Accounts	This feature should provide a method to remove a + related account.
Training - Calendar	The calendar resets to the current date after + entering a training work effort. If the training date is in the + future the user is forced to look up the event before a + participant can be added. When a participant is added the screen + flows to Training Approvals. There is no way to change the + approval status on this screen. To add multiple participants the + user has to go through the whole process again - Go to the + calendar screen, lookup the date, add one user, to to the approval + screen, do nothing etc.
Recruitment - Edit Job Interview	Job Interview Type Id drop-down list displays + type id i.e. JOB_INTERVIEW should display a description i.e. Job + Interview
Recruitment - Approval same as OFBIZ-4737	In Recruitment > Internal Job Postings > + Internal Job Applications or Job Interview or Approval throw an + NPE when Find is clicked.
Enhancements in Trainings under HR module + OFBIZ-2531	The implementation of this improvement needs + work. This is just a note on the subject will not detail work to + be done here.

Bugs
Feature	Issue
Global HR Settings	All forms in Global Settings should require Admin / Update + permission. Termination Reason does not.
Global HR Settings	Most of the submit actions in HR Settings do not give the user + any feedback that the action was completed successfully. Submit + should behave like Public Holiday. On Click a Successful created + message is displayed and the form is cleared ready for another + entry. (Note Holiday has it's own problem - allows empty + records)
Global HR Settings Position Types	Throws an error if a position type is deleted and then the + Find button is clicked to refresh the list of position types. Have + to click on the position type menu to clear the deleted id before + the list will refresh.
Global HR Settings Position Type Rate	The form Lookup PayGrade has a description field + that is empty. Expect to see the value for the Pay Grade Name
Global HR Settings Position Type Rate	The form Lookup Salary StepSeq Id has a description field that + is empty. Expect to see the value, should be the Salary Step + Amount so that the user has some idea of the meaning of the + id.
Global HR Settings Position Type Rate	Multiple errors trying to enter Position Type + Rates. 1. From Date Can not accept a null value. 2. Other issues + where multiple rates are created \ deleted from a single + entry.
Employee Profile - CreateUserLogin	Cancel\Done fails to find previous screen. In the + Employees feature open an employee profile. In the User Name(s) + screenlet select Create New. Click Cancel/Done. Expect to return + to usr profile. Actual: message "No party found with the partyId + of:"
Employees New Employee	In New Employee form the field "Internal + Organization" is marked as required. A new user can be created + without selecting an "Internal Organization". If an "Internal + Organization" is selected it is not saved by ther service. The + "Internal Organization" does not appear for editing in Profile + > Edit Personal Information
Improvement to Employee Position Form + OFBIZ-1760	Improvements not implemented: The PartyId field + should be drop down box with list of Internal orgs.
Human Resources > Recruitment	Labels Skill Type Id and Exam Type Enum Id should + be changed to Skill Type and Exam Type
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+

Road Map
Feature	Issue
Global HR Settings	All forms in Global Settings should require Admin / Update + permission. Termination Reason does not.
Position Recruitment Party	Positions have responsibilities. Recruitments have Skill Types + and Qualifications. Parties have Skills. Positions and + Recruitments should have required skills so an employer and + applicant can match skills to requirements.
Global HR Settings Holiday	Holidays could be categorized as Public, + Religious, Vacation, Company etc. Holidays. Company Holidays could + designate a day off and be used by other applications to adjust + schedules, pay or other things that could be impacted by a + Holiday.
Global HR Settings Holiday	Holidays should have a from and two date for extended holidays + like Lent or Ramadan
Global HR Settings Holiday	There should be a recurrence feature for setting holidays. (I + don't think the Calendar supports recurrence but could be + wrong)
Organization	Organization should be a first class menu item in the AR App + along with Employees, Employments and Positions. Most HR + Applications have a feature for managing the organization + tree.
Document Management	The HR App should have a self contained + (independent of navigation to the content manager) feature for + managing important documents like resumes, applications, + performance reviews, HR policies and regulatory documents.
Budget	The budget drives positions. There should be a + mechanism for managing a budget beyond the current entry for a + budget id in Create / Edit employee position. Each job posting + should have some form of approval.
Reporting	Some basic reporting should be included in the + application. Employee directory, Organization chart., Position + status, Employment, Recruitment status etc. Could be an option in + the Find screens to output to PDF, CSV etc.
External Position Posting - Data alignment	Support management of external employment web + sites e.t. Monster, Dice and recruitment services. Make it easier + to collect information typically presented in employment web sites + e.g. Monster, Dice. On line posting usually includes a long list + of responsibilities and applicant requirements. The current + features for adding responsibilities is not flexible enough to + efficiently enter this type of information. For example each + position responsibility has to be first entered using Global HR + Settings and then added to the position one at a time. The + responsibility list is flat so in practice could become + unmanageable. Enable assignment of a position to a recuriter. + Manage the relationship with the recuriter (approved vendor list). + Automatically notify recuriter of status change on open + positions.
External Job Posting - Tracking	Track status of external employment posting so + management can evaluate the effectiveness of contractors.
Position Posting	Automatically post open positions to Company + public web site.
Time Shees	Make time and attendence features directly + accessable in HR App
Payroll OFBIZ-2117	Create pay slips. Write checks.
HR Clearance Functionality OFBIZ-2957	Included clearance functionality in HR module. + Clearance process is executed when any employee leaves the + company.
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+
+ +	+

+ The Financial Account New Withdrawal Payment screen. + + + HELP_ACCOUNTING_NewWithdrawalPayment.xml + + + This screen allows the user to create an outgoing payment to a financial account that has + been linked to the company bank account. +

+ How do I create a New Withdrawal Payment? + + + + Press the 'Create New Withdrawal Payment' button + + + The 'Create New Withdrawal for Financial Account' screen is + displayed + + + Select the 'Payment Type' from the drop down menu (NOTE: Only outgoing + transaction payment types are shown) + + + Select the 'Payment Method Type' from the drop down menu (eg Cash) + + + Enter or use the lookup to select the 'From Party Id' (eg Company) + + + Enter or use the lookup to select the 'To Party Id' (eg + DemoSupplier) + + + Enter the date of the withdrawal in the 'Effective Date' field + + + Enter the amount in the 'Amount' field for the withdrawal + + + If required tick the box next to 'Withdrawal Payment from:....' (NOTE: If + this is ticked then the transaction will not be displayed but it can be + found under the 'Transactions' tab for the bank account.) + + + Press the 'Create' button + + + + The new transaction will be created. + NOTE: The default status of the payment will be 'Sent'. A new payment transaction will + be created and it will be linked to the specified bank account and will have a default + status of 'Created'. +

+ How do I view a newly created Withdrawal Payment transaction? + + + + Go to the 'Transactions' submenu + + + Press the 'Search' button + + + + The newly created transaction should be displayed in the search results at the bottom + of the screen. + NOTE: If when the transaction was created the 'Withdrawal Payment from:....' was + ticked then the transaction will not be displayed on this screen. It will still show up + under the 'Transactions' tab and linked to the bank account +

+ + <para/> + </section> +</section> Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Withdraw/Financial Accout Deposit Withdraw.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Withdraw/Financial Accout Deposit Withdraw.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Withdraw/Financial Accout Deposit Withdraw.xml (revision 0) @@ -0,0 +1,78 @@ +<?xml version="1.0" encoding="UTF-8"?> + +<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" + version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" + xsi:schemaLocation="http://docbook.org/ns/docbook http://www.docbook.org/xml/5.0/xsd/docbook.xsd" + xmlns="http://docbook.org/ns/docbook"> + <title>The Financial Account Deposit / Withdraw screen. + + + HELP_ACCOUNTING_PaymentsDepositWithdraw.xml + + + By default this screen will display all payment transactions both incoming and outgoing + that have not already been associated with a financial account that represents one of the + company's bank accounts. + This screen also gives the option to create new deposit or withdrawal payments. + The user can select a number of incoming deposit payments (eg Customer Payments etc) and + group them together into a payment group (i.e AR Batch of Payments) that will create a + 'deposit slip'. + If you select a number of incoming payments and dont group them then no payment group is + created (and therefore not deposit slip either) but the individual transactions will be + created for the 'bank account' financial account. + Note that outgoing payments cannot be grouped together and will not create a 'deposit + slip'. +

+ How do I list Deposit or Withdrawal Payments not linked to a Bank Account? + + + + Press the 'Find' button on the 'Deposit/Withdraw' screen. + + + + All deposit and withdrawal transactions not associated with a bank 'financial account' + will be displayed. +

+ How do I group payments and create a deposit slip? + + + + Press 'Find' to list all Deposit or Withdrawal payments + + + Use the 'Select All' or click on the check box associated with the + transactions required + + + Enter a name for the Payment Party Group Name (eg XYZ Deposits) to group + the transactions together + + + Press the 'Deposit/Withdraw' button + + + + A deposit will be created that can be viewed under the 'Deposit Slip' tab and grouped + transaction will be created under the 'Transactions' tab with a link to the deposit slip + breakdown +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account authorizations.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account authorizations.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account authorizations.xml (revision 0) @@ -0,0 +1,99 @@ + + +

+ The Edit Financial Account Authorizations screen. + + + SOME_SOURCE + + + An authorization is a temporary transaction showing a commitment to take money from a + financial account. It is like a 'transaction in progress' where there can be delay between + when you buy something and the time it actually appears on your statement. + Authorizations can be time limit specific meaning that they can be controlled by entering + a start and end date so that they are only valid for a certain length of time. They can also + be expired. When an authorization is expired it removes the commitment from the financial + account. The history of expired authorizations are shown on the financial account. + NOTE:This could be very useful in ensuring that customers are not overcommitted and + keeping within their approved credit limits. +

+ How do I add an authorization? + + + + Enter an amount in the 'Amount' field (Eg 1000) + + + Leave the 'Currency' field blank as the default currency will be + used + + + Enter a date in the 'Authorisation Date' field + + + Leave the 'From Date' field blank + + + Leave the 'Thru Date' field blank + + + Press the 'Add' button + + + + NOTE: When you now view the Financial Account detail the 'Actual Balance' and + 'Available Balance' fields will be different. +

+ How do I update an authorization? + An authorization cannot be updated. It can only be expired. If you have made a mistake + and need to change an authorization then it needs to expired and then re-created + correctly. +

+ How do I delete an authorization? + Authorizations are not deleted they are instead expired. This means that the history + of the authorizations will remain on the account as an audit trail. + Example: To expire an authorisation + + + + Select the 'Authorizations' tab for the Financial Account + + + Any authorizations will be displayed at the bottom of the screen + + + If the authorization is still current the 'Thru Date' field will be blank + (NOTE TO CHECK: May not always be true as you can specify a future date for + it to expire......!!!) + + + Select the 'Expire' button next to the authorisation to be expired + + + + The authorization is removed from the financial account and the screen is redisplayed + with the 'Thru Date' field completed +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Create - Edit Financial Account.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Create - Edit Financial Account.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Create - Edit Financial Account.xml (revision 0) @@ -0,0 +1,147 @@ + + +

+ The Edit Financial Account screen. + + + HELP_ACCOUNTING_EditFinAccount.xml + + + This screen allows the user to create a new financial account or to edit an existing + one. + The 'Financial Account' submenu is the first of four submenus used in the creation or + update of a Financial Account. On the creation or update of a Financial Account it is the + default screen that is displayed. + It can be used for updating the basic details of a Financial account such as: + + + + Type of Account (eg Deposit, Investment, Gift Certificate) + + + Account Status (Active, Frozen, Cancel, etc) + + + Account Name and Code + + + Currency + + + Owner Party ID + + + Default GL Account for Posting + + + Replenishment Level + + + +

+ How do I create a new Financial Account? + Select the 'Create New Financial Account' button from the 'Find Financial Accounts' + screen + + + The 'Create/Update Financial Account' screen is displayed. + + + Keep the default entry of 'Deposit Account' for the Fin Account Type + field + + + Keep the default entry of 'Active' for the status field + + + Enter a description (eg ABC Customer Prepaid Account) for the 'Fin Account + Name' field + + + Leave the Fin Account Pin field blank (NOTE TO CHECK: I think this is only + used in creation of Gift Cards and Certificates..) + + + Leave the Fin Account Code field blank (NOTE TO CHECK: I think this is only + used in the creation of Gift Cards and Certificates...) + + + The currency field will be the default currency of Company (eg USD). If this + account is to be in another currency (eg EUR) then select it from the drop down + list. + + + Set the Organization Party ID field to be 'Company' + + + Fill in the Owner Party Id field with the party id of the customer who has the + Financial Account (eg DemoCustomer or DemoCustCompany) + + + Fill in the 'Post to Gl Account field' to post the transactions for this + financial account to post to a specific GL Account + + + Select the current date from the calendar to fill in the 'From date' field + (NOTE: It can be left blank and still appears to work) + + + Leave the 'Thru date' field blank (NOTE TO CHECK: I think this could be used + to close or stop the use of an account ..) + + + Leave the default of 'Is Refundable' as 'Y' (NOTE TO CHECK: I think this will + allow money to be refunded to this account - eg if you have a return or credit + for the customer) + + + Leave the 'Replenish Payment ID' blank (NOTE TO CHECK: Not sure what this is - + maybe to automatically replenish account if it gets to a certain limit???)Leave + the 'Replenish Level' blank (NOTE TO CHECK: Not sure what this is but probably + linked to Replenish Payment ID where you set the limit - eg $100) + + + Press the 'Create' button and message appears saying that the account was successfully + created +

+ How do I update an existing Financial Account? + + + Press the 'Search' button on the Financial Account main screen + + + A list of all existing Financial Accounts will be displayed + + + The 'Create/Update Financial' screen is displayed + + + Update the details of the financial account + + + Press the 'Update' button + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Bank Reconciliation.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Bank Reconciliation.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Bank Reconciliation.xml (revision 0) @@ -0,0 +1,204 @@ + + +

+ The Financial Account Bank Reconciliation screen. + + + HELP_ACCOUNTING_BankReconciliation.xml + + + Bank Reconciliation is a regular task where transactions from the + company bank statement are matched against transactions that have + occurred in the General Ledger. This is done based on a specific + date(NOTE: This can be done daily, weekly but is usually an end of + month). + A specific GL account is normally used to represent the company + bank account and any accounting transaction that involves the bank + account will automatically record and entry in + the GL. + The bank reconciliation process ensures that the GL account and + the + bank statement reconcile to the same amounts. + Differences can occur between the GL and the bank statement for a + variety of valid reasons including the following: + + + Payments or Deposits in process (especially cheques) + + + Interest or Bank Charges that are not known in advance but are + applied to the bank account + + + Currency or Exchange Rate variations / charges + + + Any outstanding + + + NOTE: The differences will occur because of timing differences of + when and how transactions are recorded. Examples are as follows: + + + + Bank charges are known to the bank first and only once they + have applied the charge to the bank account can the company + duplicate the transaction in the GL to make the balance reconcile. + + + + A customer cheque payment may be recorded in the GL first + before it is paid into the bank account + + +

+ How do I create a Bank Reconciliation? + The bank reconciliation process is made up of 3 steps. + + + Creating an account reconciliation group + + + Assigning transactions to the reconciliation + + + Validating the figures and confirming the reconciliation + + + +

+ How do I create an account reconciliation group for Bank + Reconciliation? + + + Go to the Financial Account 'Reconciliation' sub menu for the + bank account to be reconciled + + + Press the 'Create New Financial Account Reconciliations' + button + + + Complete the details (eg name, description, organisation and + opening balance) required on the 'Add New Financial Account + Reconciliations' screen and press the 'Create' button + + + The new account reconciliation group is created and may be + used to assign transactions to + + +

+ How do I locate transactions that have not been assigned to a + Bank Reconciliation? + + + Go to the Financial Account 'Transactions' sub menu of the + bank account to be reconciled + + + The 'Find Transactions For Financial Account: XXXX' is + displayed + + + Use the dropdown box for 'GL Reconciliation Id' field to + select 'Not Assigned' and then press the 'Search' button + + + A list of transactions (deposits, withdrawals or adjustments) + that have not been reconciled will be displayed (NOTE: If no + transactions are displayed then there are no transactions to + reconcile) + + + Click on the 'check box' at the end of the transaction line + that corresponds to the entry that needs to be assigned (NOTE:More + than one transaction can be selected at a time) + + + Above the 'check box' is the 'Assign to Reconciliation' button + and to the left of this is a dropdown box to select the + reconciliation that the transaction is to be assigned to. + + + Using the drop down box select the reconciliation required and + press the 'Assign to Reconciliation' button + + + The transaction is removed from the 'Not Assigned' status and + added to the specified reconciliation group + + + +

+ How do I validate and confirm the Bank Reconciliation? + Validation can be done for individual transactions or for the complete account reconciliation group. The user controls this by the search criteria entered on this screen. + + + Go to the 'Transactions' sub menu for the bank account and press the 'Bank Reconciliation' button + + + Select the 'GL Reconciliation Id' that is to be reconciled + + + Click on the 'Select All' check box on the right hand side of the screen. (NOTE: All transactions in this group will be reconciled) + + + Press the 'Reconcile' button above the 'Select All' check box + + +

+ How do I view a Bank Reconciliation? + Once all the transactions in a reconciliation group have been reconciled then the status of the group is changed to 'Reconciled'. This means that no new transactions can be added to the is group and the reconciled balance is fixed. + + + Go to the 'Reconciliation' sub menu for the bank account + + + A list of all the bank reconciliation groups are displayed with details of the status (eg Created or Reconciled) + + + Click on the 'GL Reconciliation Id' of the group and the details are displayed + + +

+ How do I cancel a Bank Reconciliation? + If a bank reconciliation needs to be cancelled due to a mistake or error then the bank reconciliation can be cancelled as long as it has not been fully reconciled (i.e. the status of the reconciliation has not been changed to 'Reconciled'. This will allow you to start the bank reconcilation again. + + + Go to the 'Reconciliation' sub menu for the bank account + + + A list of all the bank reconciliation groups are displayed (NOTE: If no transactions are associated with a reconciliation group then it will not be displayed here) + + + Click on the 'Cancel' button associated with the 'GL Reconciliation Id' of the group that needs to be cancelled + + + All transactions will be removed from the reconciliation group and their status will be changed back to 'Not Assigned' so that they can be re-assigned to this or any other reconciliation. + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Find Financial Account Transactions.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Find Financial Account Transactions.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Find Financial Account Transactions.xml (revision 0) @@ -0,0 +1,64 @@ + + +

+ The Find Financial Account Transactions screen. + + + HELP_ACCOUNTING_FindFinAccountTrans.xml + + + A transaction is an entry that is shown on the financial account. + Transactions can be one + of the following types: + + + + Deposits + + + Withdrawals + + + Adjustments + + + + Transactions are used to show entries and the financial history + of the financial account. + Similar to a bank account or credit card statement the transaction will show + details of what + was spent or paid into the account. + Some transaction totals have been added to this screen to help as + part of the + reconciliation processes. Additional details available include number of + transactions, + transaction totals and status. +

+ How do I find transactions for a Financial Account? + + + Press the 'Search' button + + + A list of transactions for the financial account will be + displayed + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Edit Financial Account Transactions.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Edit Financial Account Transactions.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Transactions/Edit Financial Account Transactions.xml (revision 0) @@ -0,0 +1,96 @@ + + +

+ The Edit Financial Account Transactions screen. + + + HELP_ACCOUNTING_EditFinAccountTrans.xml + + +

+ How do I add transactions to a financial account? + An example of how to bring in an opening balance is shown below: + + + + Navigate to the the Financial Account Transactions sub menu + + + Select 'Adjustment' in the Fin Account Trans Type Id field + + + Leave the 'Party Id' field blank + + + Fill in the 'Transaction Date' field + + + Fill in the 'Entry Date' field (NOTE TO CHECK: Need to check exactly what + this is - is it the date the transaction is entered or is it the date the + transaction is processed?) + + + Fill in the 'Amount' field with the transaction amount (Eg. In our case + this is the opening balance such as 353.88 - dont think we need the $ + sign) + + + Leave the 'Payment Id' field blank + + + Leave the 'Order Id' field blank + + + Leave the 'Order Item Seq Id' field blank + + + Leave the 'Reason Enum Id' field blank (NOTE TO CHECK: This could be + useful in identifying transactions to a greater level of detail....) + + + Fill in the 'Comments' field (Eg: Opening Balance from XYZ + Statement) + + + Press the 'Add' button and the transaction will be displayed at the bottom + of the screen + + + + NOTE: When you now view the Financial Account detail the 'Actual Balance' and + 'Available Balance' fields will show the entered opening balance (eg 353.88) +

+ Other ways to add transactions to a financial account? + + + + By selecting financial account as a payment method for a customer + + + By selecting financial account as a refund method for a customer + + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Reconciliations.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Reconciliations.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Reconciliations.xml (revision 0) @@ -0,0 +1,42 @@ + + +

+ The Edit Financial Account Reconciliations screen. + + + HELP_ACCOUNTING_EditFinAccountReconciliations.xml + + + This screen is used to create or update a reconciliation group / bank reconciliation. The following details can be input or updated for the reconciliation: + + GL Reconciliation Name or Identifier + Description for the reconciliation + Organisation Party Id for the reconciliation + Opening Balance for the reconciliation + Reconciliation date + +

+ + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/View Gl Reconciliation.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/View Gl Reconciliation.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/View Gl Reconciliation.xml (revision 0) @@ -0,0 +1,86 @@ + + +

+ The View Financial Account Reconciliations screen. + + + HELP_ACCOUNTING_ViewGlReconciliationWithTransaction.xml + + + This screen gives an overview of a reconciliation group / bank + reconciliation. Note that a reconciliation must have at least one + transaction associated with it for this screen to be displayed. It is + used as follows: + + + to view transactions associated with a reconciliation group / + bank reconciliation + + + to remove transactions from a reconciliation group / bank + reconciliation + + + to reconcile the reconciliation group / bank reconciliation + + + + The screen displays the current reconciliation details plus + details of the previous reconciliation if one exists. This ensures the + closing balance of the previous reconciliation is the same as the + opening balance for the current one. +

+ How do I edit reconciliation? + + + Press the 'Edit' button in the 'Current Bank Reconciliation'part of the screen + + + The 'Edit Financial Account Reconciliations' screen isdisplayed + + + Update the details required + + + Press the 'Update' button + + +

+ How do I remove a transaction from a bank reconciliation? + On the lower part of the screen a list of all transactions associated with the reconciliation is displayed. + + + Press the 'Remove' button next to the entry that needs to be removed + + + The transaction is removed + + +

+ How do I reconcile a bank reconciliation? + + A total of all transactions associated with the reconciliation is shown in the lower part of the screen + Press the 'Reconcile' button next to the total + Each transaction status will be changed to 'Approved' and the reconciliation / bank reconciliation status will be changed to 'Reconciled' (NOTE: This means that no new transactions can be added to this reconciliation and it will no longer be available to assign transactions to) + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Accounts.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Accounts.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Accounts.xml (revision 0) @@ -0,0 +1,99 @@ + + +

+ Financial Accounts. + + + HELP_ACCOUNTING_financial_accounts.xml + + + A financial account is a tool (similar to bank account statement) that is used for + monitoring monetary transactions. Normally they will be linked to a party and the various + transactions details (eg payments or receipts) will be shown as entries. + The entries for a financial account can be displayed using the 'Financial Account' tab in + Accounting or in Party Manager if you enter a party as the owner of the financial + account. + Currently in OFBiz financial accounts can have the following types: + + + + Bank Account (by default this type will post to 213500 CUSTOMER DEPOSIT + ACCOUNTS) + + + Deposit Account (by default this type will post to 213500 CUSTOMER DEPOSIT + ACCOUNTS) + + + Gift Certificate (by default this type will post to 213200 GIFT CERTIFICATES + UNREDEEMED) + + + Investment Account (by default this type will post to 213500 CUSTOMER DEPOSIT + ACCOUNTS) + + + Replenish Account (no default posting account in demo data setup) + + + Service Credit Account (no default posting account in demo data setup) + + + + NOTE: + + + + In GL Account Defaults there is a specific tab 'FinAccount Type Gl Account' + for specifying which type of Financial accounts are posted to which general + ledger account. + + + In GL Account Defaults there is also a tab 'Payment Method Id / GL Account ID' + for specifying the account to post transactions to if 'Financial Account' is + selected as the Payment Method instead of (Cash, Cheque, Credit Card, etc). By + default the demo setup posts transactions to 111100 GENERAL CHECKING + ACCOUNT. + + + + You can also setup each financial account to post to a specific general ledger account for + each party. This is done via a specific field during the creation or update of a financial + account. This will override the default setting by type. + Financial Accounts can be used for the following + + + + Managing and Tracking Customer Prepaid Accounts + + + Managing and Tracking Customer Credit Limit (NOTE: Need to verify this) + + + Managing Electronic Gift Certificates / Gift Vouchers/ Gift Card + + + Reload of Electronic Gift Card + + + Company Bank Account Transaction Tracking + + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Roles.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Roles.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Edit Financial Account Roles.xml (revision 0) @@ -0,0 +1,64 @@ + + +

+ The Edit Financial Account Roles screen. + + + HELP_ACCOUNTING_EditFinAccountRoles.xml + + + The Financial Account Roles sub menu screen allows you specify a party and link them to a + role for a particular financial account. + It can be used to add party roles eg 'Approver' or 'Administrator' for credit limits or + updates to the account. If an account belongs to a company then you may want to add a person + as a 'Contact' for dealing with the account. + The roles can also be time bound. This means that you can specify a start and end date for + the party role. +

+ How do I add a Party Role to a Financial Account? + + + + Select the 'Roles' sub menu for the Financial Account + + + Fill in the Party Id field by using the field lookup tool or by directly + entering the party id (eg flexadmin) + + + Select the role from the drop down list for the Role Type Id field (eg + administrator) + + + Enter the From Date field + + + Enter if the Thru Date field (optional) + + + Press the 'Add' button + + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Help Portlet List Bank Account.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Help Portlet List Bank Account.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Help Portlet List Bank Account.xml (revision 0) @@ -0,0 +1,35 @@ + + +

+ The List Bank Accounts Portlet + + + HELP_PORTLET_ListBankAccount.xml + + + The default display is a list of financial accounts that have the type 'bank account'. + A company will have at least one main bank account that will be used to accept payments from customers or to generate payments to suppliers. The financial account will mirror the transactions appearing on a bank statement so that they can be reconciled with the true bank statement when it arrives. + Click on the bank account to display further information. +

+ How do I remove a bank account? + Press the 'Delete' button next to the account that needs to be deleted. +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Find Deposit Slips.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Find Deposit Slips.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Find Deposit Slips.xml (revision 0) @@ -0,0 +1,69 @@ + + +

+ The Find Deposit Slips screen. + + + HELP_ACCOUNTING_FindDepositSlips.xml + + + This screen is used to locate payment groups and their associated deposit slips that have + been created. Deposit slips are created by grouping transactions together into a Payment + Group. This can be done using the 'Accounting / Payment Group' tab, the 'Financial Account / + Deposit Withdraw' tab or the 'Create New Deposit Slip' button. + Currently Deposit Slips are created for AR Batch Payments only. + The deposit slips are available in PDF format and there is an option to cancel the batch + that generated the deposit slip if required. +

+ How do I locate an existing Deposit Slip? + Enter some characters from the 'Payment Group Id' or 'Payment Group Name' if + known + Press the 'Search' button +

+ How do I update an existing Deposit Slip? + + + + Locate the Payment Group required + + + Select the Payment Group by clicking on the Payment Group Id + + + + The 'Edit Payment Group' screen is displayed + Add any new payment deposits or update existing deposits for the Payment Group + All changes in the Payment Group will automatically be updated to the Deposit + Slip +

+ How do I delete an existing Deposit Slip? + A deposit slip can not be directly deleted but it is removed when a Payment Group is + cancelled + Press the 'Cancel' button next to the Payment Group required to cancel a payment + group + The Payment Group is removed from the 'Find Deposits' screen and no deposit slips can + be viewed or printed. +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/New Deposit Slip.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/New Deposit Slip.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/New Deposit Slip.xml (revision 0) @@ -0,0 +1,58 @@ + + +

+ The Financial Account New Deposit Slip screen. + + + HELP_ACCOUNTING_NewDepositSlip.xml + + + This screen allows the user to create an Payment Group and the transactions associated + with the Payment Group will generate a deposit slip. +

+ How do I create a New Deposit Slip? + + + + Press the 'Find' button to list all the available transactions + + + Select the transactions to include in the Payment Group by using the + 'Select All' or the check box that corresponds to the transactions + required + + + Enter a 'Payment Group Name' if required (If none is entered then by + default this will be 'Payment Group Name') + + + Press the 'Create Batch' button + + + A button to print the deposit slip will be displayed as well as the edit + screen to make any further changes to the Payment Batch + + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Edit Deposit Slip.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Edit Deposit Slip.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Deposit Slips/Edit Deposit Slip.xml (revision 0) @@ -0,0 +1,66 @@ + + +

+ The Financial Account Edit Deposit Slip screen. + + + HELP_ACCOUNTING_EditDepositSlipAndMembers.xml + + + This screen displays the details of a Payment Group and its transactions. The Deposit Slip + for the Payment Group can be printed if required and the Payment Group itself can be + updated. + Details that can be updated include the name of the Payment Group itself and the addition, + removal or update of transactions. + NOTE: Any changes to the Payment Group will be automatically updated to the Deposit + Slip. +

+ How do I update a Deposit Slip? + + + + Select the Payment Group required + + + Update the 'Payment Group Name' if required + + + Use the lookup for 'Payment Id' to add new transactions to the Payment + Group if required + + + Use the 'Cancel' button next to a particular transaction to remove it from + the Payment Group + + + Press the 'Update' or 'Add' buttons as required + + + Press the 'Print Deposit Slip' button + + + + The Deposit Slip will be displayed with the latest details of the transactions for the + Payment Group +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account Main.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account Main.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Financial Account Main.xml (revision 0) @@ -0,0 +1,40 @@ + + +

+ The Financial Account Main screen. + + + HELP_ACCOUNTING_FinAccountMain.xml + + + The default screen for Financial Accounts displays a list of any + bank accounts that have been created. Details listed include the + account the following + + + account name + + + organisation the account is linked to + + + account balances (available and actual) + + +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Accounts.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Accounts.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Accounts.xml (revision 0) @@ -0,0 +1,45 @@ + + +

+ The Find Financial Accounts screen. + + + HELP_ACCOUNTING_FindFinAccount.xml + + + This screen is used to locate existing financial accounts that + have been created. + It also includes the option to use the 'Advanced Search' button to display additional fields that can be used to locate a specific financial account. + New Financial Accounts can be created using the 'Create New Financial Account' button. +

+ How do locate an existing Financial Account? + Press the 'Search' button + A list of all existing Financial Accounts will be displayed. +

+ How do I delete an existing Financial Account? + Press the 'Search' button on the Financial Account main screen + A list of all existing Financial Accounts will be displayed + Press the 'Delete' button next to the Financial Account that needs to be deleted. +

Index: hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Account Reconciliations.xml =================================================================== --- hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Account Reconciliations.xml (revision 0) +++ hot-deploy/ofbizhelp/data/helpdata/docbook/accounting/Accounting/Financial Accounts/Find Financial Account Reconciliations.xml (revision 0) @@ -0,0 +1,27 @@ + + +

+ The Find Financial Account Reconciliations screen. + + + HELP_ACCOUNTING_FindFinAccountReconciliations.xml + + + This screen displays the details of any reconciliations in progress for a financial account. Only reconciliations that have actual transactions associated with them will be displayed. If a reconciliation group has no transactions assigned to it then it will not be displayed. +

Index: hot-deploy/ofbizhelp/testdef/OFBizHelpTests.xml =================================================================== --- hot-deploy/ofbizhelp/testdef/OFBizHelpTests.xml (revision 0) +++ hot-deploy/ofbizhelp/testdef/OFBizHelpTests.xml (revision 0) @@ -0,0 +1,7 @@ + + + + + \ No newline at end of file Index: hot-deploy/ofbizhelp/ofbiz-component.xml =================================================================== --- hot-deploy/ofbizhelp/ofbiz-component.xml (revision 0) +++ hot-deploy/ofbizhelp/ofbiz-component.xml (revision 0) @@ -0,0 +1,12 @@ + + + + + \ No newline at end of file Index: hot-deploy/ofbizhelp/config/OFBizHelpUiLabels.xml =================================================================== --- hot-deploy/ofbizhelp/config/OFBizHelpUiLabels.xml (revision 0) +++ hot-deploy/ofbizhelp/config/OFBizHelpUiLabels.xml (revision 0) @@ -0,0 +1,19 @@ + + + + OFBizHelp Application + OFBizHelp应用程�? + + + OFBiz: OFBizHelp + + + Part of the Open For Business Family of Open Source Software + Un modulo della famiglia di software open source Open For Business + 开�?软件OFBiz的组�?部分 + + + You are not allowed to view this page. + �?�?许你�?览这个页�?�。 + + \ No newline at end of file Index: hot-deploy/ofbizhelp/build.xml =================================================================== --- hot-deploy/ofbizhelp/build.xml (revision 0) +++ hot-deploy/ofbizhelp/build.xml (revision 0) @@ -0,0 +1,233 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + This section is used to transform DocBook XML to various HTML files using docbook-xsl-1.76.1 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + All Done + + +

Sample JavaHelp JSP Application for OFBiz

Open OFBiz Help

Open Context-Sensitive Help HR Main OFBiz Help

Open Context-Sensitive HelpThe Billing Account Invoices OFBiz Help

Apache Tomcat Examples

The Edit Agreement help screen

How do I edit an agreement?

How do I copy an existing agreement?

Agreements

The Agreement Work Effort Applications help screen

How do I add a work effort to an agreement?

How do I update a work effort for an agreement?

How do I delete a work effort from an agreement?

The Edit Agreement Item Supplier Product help screen

The Edit Agreement Geo help screen

The Edit Agreement Item help screen

How do I create an agreement item?

How do I edit an agreement item?

The List Agreement Items help screen

The Agreement Items Parties help screen

How do I create a party for an agreement item?

How do I remove a party for an agreement item?

The Edit Agreement Item Party help screen

How do I update a party for an agreement item?

The List Agreement Geo help screen

How do I create a new geographical location for an agreement item?

How do I delete a geographical location for an agreement item?

The List Agreement Item Supplier Products help screen

How do I add a product to an agreement item?

How do I update a product linked to an agreement item?

How do I delete a product from an agreement item?

The Agreement Item Products help screen

How do I add a product to an agreement item?

How do I update a product linked to an agreement item?

How do I delete a product from an agreement item?

The Agreements Item Promotions help screen

How do I add a promotion to an agreement item?

How do I edit an existing promotion for an agreement item?

How do I delete a promotion from an agreement item?

The Agreements Item Terms help screen

How do I create a term for an agreement item?

How do I update a term for an agreement item?

How do I delete a term for an agreement item?

The Edit Agreement Item Product help screen

The Edit Agreement Item Term help screen

The Edit Agreements Roles help screen

How do I add a party role to an agreement?

How do I update a party role for an agreement?

How do I delete a party role from an agreement?

The Find Agreements help screen

How do I locate an existing agreement?

How do I create a new agreement?

How do I cancel an agreement?

The Edit Agreement Terms help screen

How do I add a payment term for 30 days?

How do I add a discount term of 2% if paid within 10 days? +

How do I specify pricing in a specific currency only for this + customer or supplier?

How do I delete a payment term?

Financial Accounts.

The View Financial Account Reconciliations screen.

How do I edit reconciliation?

How do I remove a transaction from a bank reconciliation?

How do I reconcile a bank reconciliation?

The Edit Financial Account screen.

How do I create a new Financial Account?

How do I update an existing Financial Account?

The Edit Financial Account Roles screen.

How do I add a Party Role to a Financial Account?

The Edit Financial Account Authorizations screen.

How do I add an authorization?

How do I update an authorization?

How do I delete an authorization?

The Find Financial Account Transactions screen.

How do I find transactions for a Financial Account?

The Edit Financial Account Transactions screen.

How do I add transactions to a financial account?

Other ways to add transactions to a financial account?

The Financial Account Bank Reconciliation screen.

How do I create a Bank Reconciliation?

How do I create an account reconciliation group for Bank + Reconciliation?