Using Employee Selection Templates —Exercises
Main Exercise
Purpose: The purpose of this lesson is to show how to
create employee selection templates.
Windows:
Employee Selection Templates
Create Employee Selection Templates
- Open the Employee Selection Templates window.
- Create a new record and enter PAYRL as the template ID in the Template
ID field.
- Enter 'Employee Selection for Payrol' as the description in the
Description field.
- Enter a relevant remark n the Remark field so that the purpose of
the template is described in brief. This template is used to select
employees for a particular payrol category.
- Save the template.
Define Selection Criteria
Perform the following exercise to define selection criteria to find employees
based on the criteria described in the table below. The information specified as
criteria in the first column of the table is valid for the period specified in
the second column.
Criteria for Employee Selection |
Valid Period |
Employees should be assigned to wage classes 10 or 11 |
01/01/2008 - 12/31/2010 |
Employees should be assigned to selection group 10 |
01/01/2008 - 12/31/2010 |
Employee should be assigned to any organization in the
company other than organization B-CS |
01/01/2008 - 12/31/2010 |
- Open the Employee Selection Templates window and select the template
PAYRL you created in the previous exercise.
- Right click and click Details to open the
Employee
Selection Template
window and click Categories tab.
- Wage Class
tab. Right click in the table and click Show All. All the wage
classes in the company will display.
- Select the Include check box for wage classes 10 and 11.
- In the header of the tab, select the Is Used check box so that
the wage class selection is active for the template.
- Selection Group
tab. Right click in the table and click Show All to view all
the selection groups defined in the company.
- Select the Include check box for selection group 10.
- In the header of the tab, select the Is Used check box so that
the selection group you included is active for the template.
- Organization
tab. Right click in the table and Click Show All to view all the
organization codes defined in the company.
- Select the Include check box for the organization code B-CS.
- In the header of the tab, select the Inversion check box to
ensure that all organizations other than the organization B-CS will be
included as criteria for the template.
- In the header of the tab, select the Is Used check box so that
the organizations you included are active for the template.
- Save the information.
Preview Employee Selection
- Open the Employee Selection Templates window.
- Select the template PAYRL, right click and click Details to open
the Employee Selection Template window. You have already defined the
selection criteria for the template in the previous exercise.
-
Preview tab.
- Click Generate Preview
Results to open the Employee Template Preview Dates dialog
box.
- Specify the period from 01/01/2009 to 12/31/2009.
- Click OK.
The employees who match the criteria specified in the template will be listed
in the table of the tab.
- Click Generate Preview Results again to
open the Employee Template Preview Dates dialog box and change
the date period. Enter 01/01/2009 in the Valid From field and leave
the Valid To field empty.
- Click OK to see how the employee
list change.