HCM (Human Capital Management, Payroll)

This will include the questions related to Human Capital Management and Payroll.

  • 1,282 Topics
  • 3,263 Replies

1282 Topics

B
Sidekick (Customer)
BillatREMSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Setting Up Counselor ID for the Employee Development Program

We are starting to use the Employee Development Program functionality in IFS.  We can not figure out where to sett up which employee is a Counselor in the Counselor IDs.  When we F8 on the Counselor ID field, there are a few employees listed but some are not managers.  We need direction on how to designate an employee as a Counselor.

4
R
Do Gooder (Partner)
2 years ago
A
Sidekick (Customer)
asmackenzieSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Expense approver and authorizer

Hello,   We are in the process of setting up expense management and we have a few issues due to the way our organisation works. For example, we have the following structure: 1.Worker ​​​​​​​2.Leader 3.Project Manager 4.Area Manager   If the Worker does an expense sheet, the Leader approves it and Project Manager authorizes it. If the Leader does an expense sheet, the Project Manager approves it and the Area Manager authorizes it and so on. So the same person can either be an approver or an authorizer depending on the person who places the expense sheet. As we assign a rule attribute to a position, we are struggling to see how we could do it. I tried to add an expense_status from Confirmed to Approved to the EXP_AUTH but I am not allowed to do that as it already exists in EXP_APP. If anybody can help, it would be appreciated.   Many thanks,   Anne-Sophie

4
A
Sidekick (Customer)
4 years ago
R
Sidekick (Partner)
RamadassSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

How to export pdf files from Report Archive to local/Server Folder

I need to export raw PDF files(Bulk) from report archive to local/Server folder

4
Mathias Dahl
Superhero (Employee)
3 years ago
D
Do Gooder
dannyhDo Gooder
asked in HCM (Human Capital Management, Payroll)

Error in team calendar UI

Hi,When I switch to team calendar an error pops up like this.Could you suggest a solution?TIA

4
X
Superhero (Employee)
3 years ago
B
Sidekick (Customer)
BLLKaterinaOSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Employee used in several companies to approve holiday

Hi all, I have been given a task to work out how we can make our Chairman to be able to approve the holiday requests in IFS 9 for other MD’s from Multiple companies.  We have 10 different companies where specific MD’s looking after them, however if one of those MD’s needs their holidays approved, they are currently sending an email to our chairman as sadly our chairman is currently set up as part of only one Company. Is there any way how could I make him part of all companies, without messing up all HR and employee records (duplications)? I was hoping that it will be as simple as set him somehow up in Graphical Organization structure and set the position to report for example Head of department reports to Head of organization and he/she report to Chairman. Thank you so much for your ideas and help. Thank youKate   

4
B
Sidekick (Customer)
2 years ago
T
Sidekick (Partner)
TopMalinGSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

Set Lobby Parameter

Hi,Once user click on the image, I need to show users’ info in employee file. After I set URL address, it directs to the Employee File window. But not showing users’ record. How to pass a parameter for the emp_id 

4
Sandun Madola
Hero (Employee)
3 years ago
D
Sidekick (Customer)
david.harmerSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Shop Floor Workbench Clocking. No Out Clocking on Interval. Date Not Calculated. No Changes Allowed.

Dear community.  When an employee starts indirect/production using the Shop Floor Workbench they are prompted with a Warning that they have not registered an attendance In clocking (as we do not clock in/out).  This creates a record on the interval tab of the Time Card Day with the in time.  When the employee stops indirect/production the MFG clocking/results are created but no OUT time is created, so the employee can finish for the day and the Out clock never gets populated.  Then the employee can try to book in Time Registration to another indirect shop order and they get the message   It is not calculated as there is no end clocking, but what will insert the end clocking since the employee doesnt clock for attendance, only for shop orders?   This error then stops any entry on the time registration , even for other days, and no results are generated for that day, so the day can not be authorized for payroll transfer.    What am i missing ?   Thanks as always!    

4
Sumedha
Do Gooder (Partner)
4 years ago
C
Sidekick (Employee)
Chathurika WijeratneSidekick (Employee)
asked in HCM (Human Capital Management, Payroll)

Counselor ID in Employee Development Program?

I was informed that Counselor ID is the Supervisor ID who has access to a particular employee. When selecting the Counselor ID via LOV in Employee Development Plan> counseling plan tab, there is a list of Supervisors shown, however, not all supervisors who has access to the employee. For example, Matt is a supervisor of Donna and is listed as a Supervisor on Employee-Access Info as well. Also is available as the supervisor in Employee File summary. But when l go to the LOV in Counselor ID field, Matt is not listed there. Matt has access to Donna and is valid and active for the period and l logged in from app owner as well.Need to know if there is any other condition required for a Supervisor to be defined as a Counselor? 

4
C
Sidekick (Employee)
3 years ago
M
Do Gooder (Customer)
mess1153Do Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Employee List

Hi,I’m trying to grant a user the ability to see the full list of employees under HR → Employee Management → Employees. When they search they get nothing, and when they populate they only see their own name in the list. I copied the permissions for this user from another user that can see the whole list so it’s not a permission issue. Does anyone know where I go to get this user the ability to see all employees? ThanksMike

4
M
Do Gooder (Customer)
3 years ago
Q
Do Gooder
q292u
asked in HCM (Human Capital Management, Payroll)

Query on automatic leave calculations

Here’s the scenario:An employee leaves the company in mid - February.IFS has already allocated their leave for the whole month, so it is now incorrect.Is there any way to change the granularity to “weekly” instead of the default “monthly” and “yearly” options?

4
L
Hero (Partner)
2 years ago
B
Sidekick (Customer)
BLLBrucemoSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

How can i configure an 'ongoing' absence type?

I was kindly helped previously, but struggling to use the resolution was recommended here:   I can see the ‘Ongoing’ option on the absence registration tab, but when I look I cant find the column at all? Am assuming I need to set this up somewhere as some kind of absence type?? These are the options I see:     Help appreciated!

4
B
Sidekick (Customer)
4 years ago
A
Do Gooder (Customer)
AstewartDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

How to set permissions for specific users

We have a users trying to schedule a report in IFS 9. The user cannot see the specific report when searching for it under “Report to Schedule”. I believe that it is a permission issue for that user. Where in a permission set would I got to give permission to a report?  

4
1
Sidekick (Partner)
1 year ago
R
Superhero (Partner)
RutJWhalenSuperhero (Partner)
asked in HCM (Human Capital Management, Payroll)

Time Clock Swipes

We are trialling Time Clock from this weekend.  Our setup is:  IFS Applications 10 UPD 7. Time Clock setup with 3 buttons - In, Out and Reset. And a barcode scanner that scans the card   Is there a way to setup Time Clock where we don’t have to click on In or Out etc., and just swipe the id card barcode?    

4
K
Sidekick (Employee)
4 years ago
KristenGastaldo
Superhero (Employee)
KristenGastaldoSuperhero (Employee)
asked in HCM (Human Capital Management, Payroll)

Error “Records changed for xxxx" when confirming or authorizing time card day records

Some customers using the Human Resource module (especially Time Card functionality) on IFS versions older than Apps9 (i.e. prior to Apps9 Update 14 - typically nearly 20 year customers) have received this error when trying to confirm/authorize time card day records. This impacts payroll, time card authorizations, project costs, etc.

4
J
Do Gooder (Partner)
5 months ago
S
Do Gooder (Partner)
shirajDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

IFS Call Center - Case

Hi There,  Greetings.   Kindly guide me on the following below topics under case window. How to add any Documents to case window or across its each associated tasks? What is the use of contact Notes and how does it works under contact tab? what is the difference between the Contacts and Communication method under customer window. Does both are related to customer contact person details? Thanks in advance.   Regards Shiraj  

4
S
Do Gooder (Partner)
4 years ago
N
Do Gooder (Partner)
NIKKUMAR03Do Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Output Team Absence Requests to Outlook

Hi everyone,   Is there a way to setup IFS to update update an Outlook calendar with Absence Requests? For example a supervisor could see all absence requests from his team/supervised employees directly on his Outlook Calendar vs having to go to IFS and view each employee’s Absence calendar for a month. Any help or suggestions would be greatly appreciated.    Thank you,    Nik 

4
T
Do Gooder (Employee)
3 years ago
T
Do Gooder (Customer)
TokoWiemeDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

How to set the expiration date for a user account?

Hello,  I want to create a temporary account in IFS. Can I set a fixed expiration date? So the account becomes unusable by the end of the month for example? thanks in advance

4
T
Do Gooder (Customer)
3 years ago
S
Do Gooder (Customer)
seraniteDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

Data Masking

How can I apply data masking on some confidential fields such as personal private infos? I need to display some confidential private info with “ABC***” format even the user has Access right. After approving a confirmation message the field will be displayed.

4
C
Do Gooder (Employee)
3 years ago
E
Do Gooder (Partner)
EvrAndeJaDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)

Mulit Echelon Inventory Optimisation

Hi All,    When the business need to optimize stock levels per site, what support and how is this working in IFS? The stock levels needs to be optimized based on historical delivery, service level, season variations in demand, EOQ and cost of stock. //A  

4
HoiChanaP
Sidekick (Partner)
3 years ago
T
Sidekick (Partner)
tecsrikamSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)

Objversion in IFS Views

Hi All, We have objversion in most of the IFS Views with below conversion, ltrim(lpad(to_char(rowversion,'YYYYMMDDHH24MISS'),2000)). Is there any specific reason for converting the date field of rowversion. Please share if anyone has valid reason about it.   Regards, Sri

4
durette
Superhero (Customer)
3 years ago
MattiasLindahl
Sidekick (Customer)
MattiasLindahlSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Batch update permission set to all projections

Is there a quick way to put all projections to IFS_ALL? We have updated to UPD7 and I need to give permission to all projections.    

4
A
Superhero (Employee)
4 years ago
M
Do Gooder
morluDo Gooder
asked in HCM (Human Capital Management, Payroll)

APPS 9 - Credit Card Refund - Tax Amount adjustment cannot be greater than the maxium overwriting level on tax

Hi, We are currently using Apps 9, update 17.  We are getting the below error message when categorising a refund credit card transaction to the Expense Code 1043 - Recharges. The Recharge Code has 20% VAT/TAX assigned to it. If we choose an Expense Code that has zero rated VAT then we do not get an error message and the refund can be categorised successfully.Things to note:We are a UK User and the 20% is standard rated VAT The transaction is in USD We can categorise transactions in USD that are not refunds e.g. $20 for web domain We have the same issue with euro transactions and the same error message appears Please can somebody advise why this is occurring and how it can be resolved.  Thank youJonathan  

4
M
Do Gooder
3 years ago
T
Hero (Former Employee)
Tharindu RasnakawewaHero (Former Employee)
asked in HCM (Human Capital Management, Payroll)

Aurena Team Calendar behavior

In Aurena Team Calendar data not showing when changing the “Date Range” manually. When I try to observe data by selecting a week from “Date Range” calendar data not appearing. Any idea?

4
T
Hero (Former Employee)
3 years ago
D
Do Gooder (Customer)
DBowdenDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)

IAL HR Access

Hi, Im trying to give a non HR person access to training records without exposing the rest so went about creating an IAL for it with live data and then granted permission to the IAL against the users permission set. However when the user runs the quick report it only returns the data that the user has access to i.e under his position access.Previously i have done this and it has worked fine. The only thing i can think of at the moment is that because it it looking at live data and not copied/scheduled then IFS is still checking the position/data access of the user.The IAL is a union on these two views;ifsapp.pers_license_emp_profile_Ovifsapp.emp_training_history_ov Any ideas?  

4
EntShehaM
Hero (Partner)
3 years ago
ArturasVit
Sidekick (Customer)
ArturasVitSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)

Time Clock Absence - Access Attribute

Hello Recently we had to update out Timeclock accounts from using “Position ID” to using “Role ID”. Few days after we noticed that in Employee “Time Card Day → Interval” system no longer registers “Out Date”, “Out Time” and “Out Time Type”. Does automatic Absence “Out Date, Time and Time Type” requires Timeclock account to have “Role Id” with specific “Access Attributes”? We can see that “Position ID” used by the Timeclock accounts before had “Absence Plan” & “Absence Request” Attributes.Thanks for all your answers 

4
ArturasVit
Sidekick (Customer)
3 years ago

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