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HumanresourcesPresentationTranscript
1.UserTraining HumanResources 2.HumanResources InOpenERP,theHumanResourcesManagementtoolsprovidefunctionalitiessuchas: managementofstaffandtheholidaycalendar, managementofemploymentcontracts, managementofholidayandsicknessbreaks,

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managingclaimsprocesses, managementofstaffperformance. 2 3.HumanResources Thehrmoduleallowstomanage: Employeesandhierarchies Workhourssheets Attendancesandsignin/outsystem Thehr_attendancemoduleaimstomanageemployeesattendances. Thehr_expensemoduleaimsto manageemployeesexpenses: Draftexpenseandcon rmationofthesheetbytheemployee Validationbyhismanagerorbytheaccountantandinvoicecreation Paymentoftheinvoicetotheemployee Thehr_holidaysmoduleallowstomanageholidaysandholidaysrequests.Foreachemployee,you canalsode neanumberofavailableholidaysperholidaystatus. Thehr_timesheetimplementsatimesheetsystem.Eachemployeecanencodeandtracktheirtime spentonthedifferentprojects. Thehr_timesheet_sheetmodulehelpstoeasilyencodeandvalidatetimesheetandattendances withinthesameview. 3 4.HumanResources 4 5.HumanResources 5 6.Exercises 6 Exercise1InstallHRmodules Installtherequiredmodule: hr_timesheet hr_timesheet_sheet hr_attendance hr_expense hr_holidays 7.Exercises 7 Exercise1InstallHRmodules Installtherequiredmodule: hr_timesheet hr_timesheet_sheet hr_attendance hr_expense hr_holidays ShortcutReconfigure,checkHumanResources Select: Holidays/LeaveManagement Expenses Timesheets Attendances 8.Exercises 8 Exercise2AddGroup TheinstallationoftheseHRmoduleswilladddifferentHRgroups:HRManagerandHROfficer.Fornow, onlyFabienwillbeassignedtoallgroups. 9.Exercises 9 Exercise2AddGroup TheinstallationoftheseHRmoduleswilladddifferentHRgroups:HRManagerandHROfficer.Fornow, onlyFabienwillbeassignedtoallgroups. Administration>Users>Groups AddtheHumanResources>OfficergrouptoFabien

AddtheHumanResources>OfficergrouptoFabien AddHumanResources>ManagergrouptoFabien 10.Exercises 10 Exercise3Createemployeerecords Createthelistofemployeesde nedaboveandverifytheirhierarchicalstructure. 11.Exercises 11 Exercise3Createemployeerecords Createthelistofemployeesde nedaboveandverifytheirhierarchicalstructure. HumanResources>HumanResources>Employee EnterdataprovidedinthetableforthecreationofEmployees 12.Exercises 12 Exercise4Enterexpenses AsThomas,entertheexpensesandcon rmtheexpensesreportsothatFabiencanvalidateit. 13.Exercises 13 LoginasThomas HumanResources>Expenses>NewExpensesSheet Sheetname=House&Design,Employee=Thomas Enterdataprovidedinthetable Con rmtheexpensesheet LoginasFabien HumanResources>Expenses Select:House&Design,acceptit 14.Exercises 14 Exercise5Createholidaystatus Createthefollowingholidaystatuses: 15.Exercises 15 Exercise5Createholidaystatus Createthefollowingholidaystatuses: LoginasAdministrator HumanResources>Con guration>Holiday,createnewLeavetypes Createstatutoryholidays,Overtimecompensation,leavewithoutpay,parentalleave 16.Exercises 16 Exercise6Allocateemployeeholidays Allocateallemployeeholidays: Workers(asEric)areentitledto20statutoryholidays Employeesandmanagers(likeThomas,FabienandLuc)areentitledto20statutorydays,plus12 daysofovertimecompensationbecausetheywork40hours/week 17.Exercises 17 HumanResources>Configuration>HumanResources>Employees>CategoriesofEmployee,create twonewcategories(EmployeeandWorker) HumanResources>HumanResources>Employees,allocatecreatedcategoriestoemployees(intab Categories) HumanResources>Holidays>AllocationRequests,createallocationrequestbyEmployee: Description:StatutoryHolidays AllocationType:ByEmployeeCategory Category:Employee LeaveType:StatutoryHolidays Number:20 Description:OvertimeCompensation AllocationType:ByEmployeeCategory Category:Employee LeaveType:OvertimeCompensation Number:12 Confirmandapprovetheseholidayallocations

Confirmandapprovetheseholidayallocations 18.Exercises 18 Exercise7Enterholidaysrequests LoginasThomasandenterhisholidaysrequests. CitytriptoRomefromAugust23rdto27th(usingcompensationdays) HoneymoonfromSeptember6thtoSeptember17th(usingstatutoryholidays) ThenloginasFabientovalidatethem. 19.Exercises 19 Exercise7Enterholidaysrequests LoginasThomasandenterhisholidaysrequests. CitytriptoRomefromAugust23rdto27th(usingcompensationdays) HoneymoonfromSeptember6thtoSeptember17th(usingstatutoryholidays) ThenloginasFabientovalidatethem. LoginasThomastoentertheirpersonalholidaysrequests HumanResources>Holidays>LeaveRequests,encodedataprovidedandcon rm LoginasFabien HumanResources>Holidays>LeaveRequests,validateThomasrequests LoginasThomas HumanResources>Holidays>LeavesSummary 20.Exercises 20 Exercise8SetupHRproducts SetupHRproductsthenassignthem(andthetimesheetjournal)tothecorrespondingemployees(Eric beingaworkerandtheotherusersemployees) Employeeproductcanbesold,butnottheWorkerproduct 21.Exercises 21 Exercise8SetupHRproducts SetupHRproductsthenassignthem(andthetimesheetjournal)tothecorrespondingemployees(Eric beingaworkerandtheotherusersemployees) Employeeproductcanbesold,butnottheWorkerproduct LoginasAdministrator Sales>Products,enterdataprovidedinthetable HumanResources>Employees Inthetimesheettab, SetWorkerasProductforEricandEmployeefortheothers SelectTimesheetJournalasanalyticjournal 22.Exercises 22 Exercise9CreateAnalyticalAccounts Createthefollowinganalyticalaccountsstructure: 23.Exercises 23 Exercise9CreateAnalyticalAccounts Createthefollowinganalyticalaccountsstructure: Accounting>Configuration>AnalyticAccounting,createnewAnalyticAccounts Enterstructureofdataprovided 24.Exercises 24 Exercise10Enteratimesheet EnterThomastimesheetsimulatingarrivalanddeparturefortheday. Creatingprospects&phonecontacts(Sales&Marketing)4:00 Holidayrequests&expense(Administration)30min KitchenprojectforMrs.Vonck(Development)3:30 25.Exercises 25 Exercise10Enteratimesheet EnterThomastimesheetsimulatingarrivalanddeparturefortheday. Creatingprospects&phonecontacts(Sales&Marketing)4:00 Holidayrequests&expense(Administration)30min

Holidayrequests&expense(Administration)30min KitchenprojectforMrs.Vonck(Development)3:30 LoginasThomas HumanResources>TimeTracking>MyTimesheets,enterdataprovided 26.KeyPoints 26

PerheadReviewHowtoChooseaPerHeadServiceThePerHeadAuthorityperheadreview.com/ FiberSupplyManagement LogSupplyManagementForestIndustrywww.aldatasoftware.com/ybov ClarisSolutionsImplementationSuccessWorkforceManagementandWMSwww.clarissolutions.com BalancedScorecardTrial30dayfreetrialtotheonlyKaplan/Nortonscorecardsoftwarewww.ExecutiveStrategyManager.com

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