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HCM (Human Capital Management, Payroll)

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

  • 1,701 Topics
  • 4,266 Replies
1701 Topics
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Sidekick (Customer)
Susan SuSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)
Travel request issues

hello,we try to use travel request function, some issues need you help to make it happen:Can you share some simple steps to follow: registered/confirmed, approval, link to expense?  Try to add new travel request, but status being shown “Approval not required” though configuration set up approval rule and amount based set up, any steps missing? How to create expense sheet from travel request, in help, where to find “one expense option in a trave request is required to be in “Selected” state” ? and  Where to find “Right- click and click Create Expense Sheet” ? Your feedback is appreciated. ThanksSusan 

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V
Do Gooder (Partner)
F
Do Gooder (Partner)
Frank WeberDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Impact of Valadity periods of communication methods in Private Contact Information - Page – probably a bug

The described issue is part of Human capital management. More specific it is part of the employee file and the communication methods in the private contact information page.In this page I can enter the private address of the employee and I can enter different contact methods (like phone number, mobile number, e-mail-address and so on).Those communication methods have their own validity periods in a submenu where I can get by pressing Edit-button and choose “contact method”.This leads me to the Contact Details Submenu: When comparing the validity periods of the different contact methods with the today-date (here 22.12.2023) you can see that all those contact methods are valid.When changes are done to the Contact methods validity periods they are still shown in Private Contact Information Page, even if they are not valid anymore (for example if employee gets new mobile Phone number.The starting situation is shown in the screenshot above. Now I will enter a new contact method for E-Mail a

762
F
Do Gooder (Partner)
R
Do Gooder (Partner)
RomanaDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Cloud - Balance Withdrawing

Hi,I would like to ask if there is some way how to withdraw balance hours automatically.My goal is to add hours from balance to time card result in case that employee did not fulfill day limit of normal hours for selected day.I created Balance type Compensatory and set some wage codes that increase and decrease balance.According to schedule, employee should be at work from 8am to 4pm + there is flexible break 0,5hour. He worked only 5,88 hours. I would like to automatically add missing hours from balance to result to fulfill day limit 8hours, for example at the end of the week.I tried Missing intervals and results settings, Additional result calculation, but it isnt working like I want to. Is there some standard functionality?Thanks a lot for any suggestion.Romana

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V
Do Gooder (Partner)
F
Do Gooder (Partner)
Frank WeberDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Splitting an intervall by using calculation formula functionality

Hi Community! I have an interesting task by one of my customers. He wants to be able to be able to analyze his employee’s working times before and after 20:00 o’ clock.My idea is the following:I want to use the calculation formula functionality for doing this in combination with the additional result calculation and 2 different balances (one for working time before 20:00 and one for the time equal or larger than 20:00)For example the employee clocks in at 13:00 and has an interval from 13:00 until 21:00. In this interval there is a flexible break of 0,5 hours.Now I am looking for a calculation formula which splits this intervall:Intervall 1 after split: 13:00 until 20:00 so 7 hours in total with a break of 0,5 hours, so 6,5 hours worked when deducted the breakIntervall 2 after split: 20:00 until 21:00 so 1 hour in totalThe total worked hours will be changed to wage codes for balance accrual by using the additional calculation setup.Does anybody have an idea how the calculation formula

871
V
Do Gooder (Partner)
Daniel Uden
Do Gooder (Customer)
Daniel UdenDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)
Differentiate between a current or lingering absence.

Hi, is there any possibility in IFS to differentiate between a current or lingering absence.In some cases, it is necessary to deduct an absence from the salary. Today this is a manual laying on of hands we must do. BR Daniel

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M
Hero (Employee)
WyrDavidB
Hero (Partner)
WyrDavidBHero (Partner)
asked in HCM (Human Capital Management, Payroll)
View My Personal Information

Hi All - please can someone help me with my self service\my personal information in Cloud 23R2.I have a dummy user/person/employee called director.This user has valid personal data (private contact information in this example - but there is also work contact info, related persons and documents) They also have a valid assignment with an access role assignedaccess role is configured as belowaccess roleThe company property fields include a valid YES record for the “SELFACCESS - Allow Access to Myself” property When logged on as this user, it is possible to create an absence request, my employment information screen, and my calendar works ok too. BUT - it is not possible to view the data in my personal information screen (nor the my personal information change screen)Please can someone help me to identify what is going wrong here?Edit - if I grant the director user HR Application Manager Access, the my personal information screen populates as expected.Many thanks in advanceDave 

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WyrDavidB
Hero (Partner)
L
Do Gooder (Customer)
LMWJKUMARDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)
Offline Time Clock - Sync issue with remote site

Dear IFS Community Has anyone experienced issues with the Offline time clock functionality when IFS and middleware servers are on a different site? (Apps 10) The IFS and Middleware servers are in our US headquarters and a few time clock terminals in the UK. Each time the US servers are disconnected form the UK time clock, the offline functionality doesn’t work as expected.  For every minute time clock is offline, terminal’s time stands still at 00:59 seconds and the buttons on screen don’t work. After 20 seconds it works fine for the next 39 seconds. During these 39 seconds, the time on the application matches the system time. Any transactions are buffered. When servers are reconnected, these buffered transactions sync back to IFS with accurate timestamps.  But no transactions can be recorded between 00:59 and 00:20 for each minute. After a discussion with IFS R&D, we are curious if there are any other global organizations experiencing the same issue. 

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L
Do Gooder (Customer)
J
Sidekick (Customer)
jiri.svobodaSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)
Create Expense on behalf of another employee

Hello,we are using IFS10 version, update 5, soon going to update 8.Actually trying to solve issue with access for employees who should be able to create and confirm an employee expense on behalf of another employee.I was able to set up access for Person X to have possibility to create expense on behalf of the Employee Y from Company B. I have used Supervisor access setup screen, assigning to Person X access to position ID  of Employee Y from Company B. The Person X is able to create and confirm created expense, but also is able to Approve the expense which is not needed. The Employee Y having default Self-Access Role assigned in Employee’s Assignemnt, including attribute for Self_access on Travel Expense. The attribute contains record with definition of possible values (Old/New) for EXPENSE status.Even the attribute EXP_REF_NO_AUTH contains possibility to have new value in EXPENSE_STATUS Approved, Employee X is not able to approve his/her own Expense. Unfortunately, Person Y (having ac

4606
J
Sidekick (Customer)
R
Sidekick (Partner)
Rasmus RaulSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)
Maintance employee

What is missing in HR setup? I get this error when I try to register hours.  

1532
A
Hero (Employee)
Dharshankumaar Mahendran
Superhero (Partner)
Dharshankumaar MahendranSuperhero (Partner)
asked in HCM (Human Capital Management, Payroll)
Credit Card Transactions using External File Assistant

Hi All,We are trying to upload the credit card transactions using External file upload.       As of now the credit card statement does not have the credit card number and only the name. In order to overcome this, we have entered a IF_ELSE conditions for the system to pick up the card number according to the name.With the current setup the system is accepting uploading of transactions when there is only one condition for CARD_NO                 We need to have multiple number of conditions for the CARD_NO field to accommodate to include all the cardholder’s names and numbers. This is required since the credit card statement will be common one for all the company credit card owners. A Sample of how the conditions will look like is below.              When there is more than one condition IF_ELSE condition the system is not accepting the transactions from external file upload even the one which it accepted before. Please let me know on how to overcome this issue. Best Regards,Dharshan.

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Superhero (Employee)
D
Do Gooder (Customer)
Dayang ArmelDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)
My Performance Evaluation Detail screen (Objective Section)

Hello, Please could you let me know if there is a way to allow modification of objectives directly on the screen ‘My Performance Evaluation Detail’ without passing through the assistant.I tried to check this with the page designer but all the fields are already set as editable.  

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Do Gooder (Customer)
R
Do Gooder (Employee)
rivindutmDo Gooder (Employee)
asked in HCM (Human Capital Management, Payroll)
Unable to create new Incident

Hi, Could you please assist why it is not allowed to save the created new incident even the mandatory fields are entered? Best Regards,Rivindu 

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R
Do Gooder (Employee)
V
Hero (Employee)
Vindya WijesingheHero (Employee)
asked in HCM (Human Capital Management, Payroll)
Unable to remove confirmation for time reporting

Hi Team,What is the missing attribute/setting to remove confirmation for time reporting?Currently, I am facing the below error when I try to remove confirmation for another employee.  

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D
Do Gooder (Partner)
D
Do Gooder (Partner)
dhinesbeyDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
How to set up Carry Forward in Cloud

I am having some trouble setting up the environment where I can carry forward PTO future dated.  In the absence limit year I have set up the PTO Balance type limit and the PTO carry forward Balance limit for 2023.  However when I attempt to test by inserting absences for the 2023 year the remaining balance does not carry forward to the 2024 year.  I would like to be able to set a PTO balance of 80 hours for the 2023 year and insert 60 hours of absence to see if the remaining balance will add to the carry over when I attempt to enter absences in the 2024 year.  Does anyone know if I am able to set up carry forward for the future and see the balances or does the carry forward only apply to the previous year?

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D
Do Gooder (Partner)
A
Sidekick (Customer)
AnnaSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)
IFS 10 Trip Tracker (Can't connect to cloud error)

I have a user who is trying to connect to Trip Tracker 10 and every time he authenticates, it throws an error “unable to connect to IFS 10 Trip Tracker cloud”. We do not have trip tracker cloud enabled but where does this setting live on the phone? We’ve looked in settings under the app and everything and we can’t find a “cloud” slider to slide off. This user has an iPhone7+. To my knowledge there is no such thing as “cloud” being an option to turn on for Trip Tracker 10.

544
A
Sidekick (Customer)
T
Do Gooder (Partner)
TarekMDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Time Clock Terminal Loading Error

Hi community! I setup the time clock terminal in 23R1 and I followed all the instructions (i.e IAM Client , setup the service user and generate the Secret etc). When I go to sign in, I get this loading screen and it does not ever finish spinning…. am I missing something?  

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T
Do Gooder (Partner)
Bhanuka Perera
Do Gooder (Partner)
Bhanuka PereraDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Cannot alter Exclude from Organization Chart as it is selected in the parent position error

When we remove the tick from exclude from organization chart in a position in the graphical position structure and save, the error pops up - “Cannot alter Exclude from Organization Chart as it is selected in the parent position”. how can we alter this? is there any option?  

391
M
Hero (Employee)
A
Do Gooder (Partner)
AnyDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Time clock In Normal

Hello community,I have setup the Time clock in CLOUD and when I try to Clock in my employee does nothing….when I press the buttom OK.  Any ideas?The employee has assigned a schedule and rule.Thanks and best regards,

530
A
Do Gooder (Partner)
C
Do Gooder (Customer)
cjones_saabDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)
Email Event for HR Absence Request

Hi, I would like to setup an event to notify a supervisor when one of their assigned employees enters an absence request.  I have enabled the four standard IFS events below but in my testing none of the events are triggered when the employee enters an absence request. From Aurena, the supervisor can see the employee’s absence request using the Manager’s Services Lobby in Aurena so we feel as the basic data setup is correct.  Does anyone know if one of these events should be triggered or is this even possible using only a standard event?  For reference we are using APPS 10 UD12.  Thank you.

3054
D
Do Gooder (Customer)
N
Sidekick (Partner)
nimesh
asked in HCM (Human Capital Management, Payroll)
Copying/Duplicating Expense Sheet in Aurena

Hi,We are using IFS Aurena version. One of our employees is going to be submitting a similar expense sheet every month for the foreseeable future. I was trying to find, if there is an easy way in Aurena just like IEE to either "copy/duplicate" a past expense sheet or save as a template or any other method to call up a past expense sheet.  Please advise. Kind RegardsNimesh

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N
Sidekick (Partner)
M
Do Gooder (Customer)
Maaret EklundDo Gooder (Customer)
asked in HCM (Human Capital Management, Payroll)
Cancelling authorized expense sheet

Hello,  Have you find some way to cancel authorized travel expense in Apps9? At the moment we are making reverse travel expense sheet manually, but it would nice to be able to cancel the expense sheet. 

8839
A
Hero (Partner)
J
Do Gooder (Employee)
Janani MunasingheDo Gooder (Employee)
posted in HCM (Human Capital Management, Payroll)
Employee Card Parameters

In the Employee Card Parameters window, the card parameters are tied to the USER, not to the employee. Therefore, the requirement is that window to be named as User Card Parameters.We can change the page name from the Page Designer and Navigator Designer options. But customer wants to know whether this can be corrected in the future as the details of the user are added in this window.

1533
J
Do Gooder (Partner)
A
Sidekick (Partner)
alina.panaitSidekick (Partner)
asked in HCM (Human Capital Management, Payroll)
New Employee - Position

Hello Community, There are several positions created in the system, however, when creating new employee, the field “Position” is mandatory, but there is nothing in the drop down list to select from: Any suggestions?Thank you,A.

2854
LSO-ME
Do Gooder (Customer)
D
Do Gooder (Partner)
DLIDo Gooder (Partner)
asked in HCM (Human Capital Management, Payroll)
Time Clock Terminal change language

Hi guys, currently most of the Time Clock Terminal is already shown in german, except for pop up messages. The preferred language of the Service User is already set to german. Is there another setting I´m missing? Thanks for your help!

270
D
Do Gooder (Partner)
Irene Røn
Sidekick (Customer)
Irene RønSidekick (Customer)
asked in HCM (Human Capital Management, Payroll)
Error message ETag is incorrect

Anyone seen the error message “ETag is incorrect” when entering time registration in Aurena? We run IFSAPP10 UPD20. Refresh web site will solve the problem, but all data entered are lost. Happens now and then, not all the time. Best regardsIrene

2040
Irene Røn
Sidekick (Customer)

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