This is an automated email from the ASF dual-hosted git repository. mbrohl pushed a commit to branch trunk in repository https://gitbox.apache.org/repos/asf/ofbiz-framework.git
commit 97d15cbcb0aa3b91129f9c67e9f2ca74f8517133 Author: holivier <holiv...@apache.org> AuthorDate: Tue Feb 25 11:34:37 2020 +0100 Documented : Migrate Employee-position Help to asciidoc and include in hr-employee-positions.adoc (OFBIZ-10259) Included all Help about Employee-position screen in a dedicated sub-chapter "Employee Position management in UI" Related Help file in docbook format is deleted --- .../data/helpdata/HELP_HR_EditEmplPosition.xml | 107 --------------------- .../data/helpdata/HELP_HR_EmplPositionView.xml | 27 ------ .../data/helpdata/HELP_HR_FindEmplPositions.xml | 56 ----------- .../data/helpdata/HELP_HR_ListEmplPositions.xml | 29 ------ .../_include/HELP-hr-EditEmplPosition.adoc | 68 +++++++++++++ .../asciidoc/_include/hr-employee-positions.adoc | 28 ++++-- 6 files changed, 89 insertions(+), 226 deletions(-) diff --git a/applications/humanres/data/helpdata/HELP_HR_EditEmplPosition.xml b/applications/humanres/data/helpdata/HELP_HR_EditEmplPosition.xml deleted file mode 100644 index be6adf6..0000000 --- a/applications/humanres/data/helpdata/HELP_HR_EditEmplPosition.xml +++ /dev/null @@ -1,107 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<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 ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - - <title>Create or Edit Employee Position</title> - - <para>This screen is used to create or edit and update an employee position.</para> - <para>The main search screen it is opened in create mode by clicking the New Employee - Position button or in update mode by clicking on the EmployeePosition Id - column in Search Results.</para> - - <para>Fields</para> - - <itemizedlist> - <listitem> - <para>Employee Position Id - Unique Id for the position. May be - user entered or if empty the system will generate sequence - number.</para> - </listitem> - - <listitem> - <para>Status ID - One of Active/Open, Inactive/Closed or Planned - For.</para> - </listitem> - - <listitem> - <para>Party Id - The party id of the - internal organization authorized to fill the - position.</para> - </listitem> - - <listitem> - <para>Budget Id - A user entered identifier for the budget - authorizing the position.</para> - </listitem> - - <listitem> - <para>Budget Item Seq Id - A user entered identifier for the - budget item authorizing the position.</para> - </listitem> - - <listitem> - <para>Empl Position Type Id - Select a name for the position type. - Position types are defined in Global HR Settings - .</para> - </listitem> - - <listitem> - <para>Estimated From Date - Enter date the position is expected to - be filled.</para> - </listitem> - - <listitem> - <para>Estimated Thru Date - Enter date on which the positions - budget authorization is expected to end.</para> - </listitem> - - <listitem> - <para>Salary Flag - Enter Y if this is a salaried position else - N.</para> - </listitem> - - <listitem> - <para>Exempt Flag - Enter Y if this position exempt from a - requirement else N</para> - </listitem> - - <listitem> - <para>Fulltime Flag - Enter Y if this is a fulltime position else - N</para> - </listitem> - - <listitem> - <para>Temporary Flag - Enter Y if this is a temporary position - else N</para> - </listitem> - - <listitem> - <para>Actual From Date - Enter the date the position is - filled.</para> - </listitem> - - <listitem> - <para>Actual Thru Date - Enter the date the position is no longer - authorized.</para> - </listitem> - </itemizedlist> - - <para>Click Create - to create the position.</para> - -</section> diff --git a/applications/humanres/data/helpdata/HELP_HR_EmplPositionView.xml b/applications/humanres/data/helpdata/HELP_HR_EmplPositionView.xml deleted file mode 100644 index 84d0501..0000000 --- a/applications/humanres/data/helpdata/HELP_HR_EmplPositionView.xml +++ /dev/null @@ -1,27 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<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 ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - - <title>View Employee Position</title> - - <para>This screen displays summary details about an Employee Position including - details about who currently holds the position, their responsibilities and - the reporting structure.</para> - -</section> diff --git a/applications/humanres/data/helpdata/HELP_HR_FindEmplPositions.xml b/applications/humanres/data/helpdata/HELP_HR_FindEmplPositions.xml deleted file mode 100644 index 89e68f7..0000000 --- a/applications/humanres/data/helpdata/HELP_HR_FindEmplPositions.xml +++ /dev/null @@ -1,56 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<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 ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - - <title>Find Employee Positions</title> - - <para>An Employee Position is the authorization, typically from the budget of an - internal organization,for the Company to engage someone to do a job. </para> - - <para>This means that you can fill a position in a number - of different ways. </para> - - <para>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.</para> - - <para>Positions have a status. They can be one of: Planned For, - Active/Open, or Inactive/Closed.</para> - - <para>Positions have a type, defined in Global HR Settings, which - describes the job and its pay rates. Some examples of job types could be - secretary, production worker, sales manager, executive vice president or - OFBiz programmer.</para> - <para> If more then one person is needed for a type of job then - a position must be created for each required person i.e. If 10 secretaries - are authorized for the Human Resource department then 10 positions are - created with type secretary.</para> - - <para>Positions have a reporting structure and report to other - positions (and not the people who hold the position). </para> - <para>You can identify the - position a position reports to and/or the positions(s) a position - manages.</para> - - - <para>NOTE: Be careful because it is possible to create circular reporting - structures.</para> - - -</section> diff --git a/applications/humanres/data/helpdata/HELP_HR_ListEmplPositions.xml b/applications/humanres/data/helpdata/HELP_HR_ListEmplPositions.xml deleted file mode 100644 index 16626b4..0000000 --- a/applications/humanres/data/helpdata/HELP_HR_ListEmplPositions.xml +++ /dev/null @@ -1,29 +0,0 @@ -<?xml version="1.0" encoding="UTF-8"?> -<!-- -Licensed to the Apache Software Foundation (ASF) under one or more -contributor license agreements. See the NOTICE file distributed with -this work for additional information regarding copyright ownership. -The ASF licenses this file to you under the Apache License, Version -2.0 (the "License"); you may not use this file except in compliance -with the License. You may obtain a copy of the License at -http://www.apache.org/licenses/LICENSE-2.0 Unless required by -applicable law or agreed to in writing, software distributed under the -License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR -CONDITIONS OF ANY KIND, either express or implied. See the License for -the specific language governing permissions and limitations under the -License. ---> -<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 ../../../content/dtd/docbook.xsd" - xmlns="http://docbook.org/ns/docbook"> - - <title>List Employee Position</title> - - <para>This screen displays a list of positions for an employee.</para> - <para>NOTE: Employee positions are created and managed in the 'Employee Position' menu option.</para> - <para>Details about the position are displayed including any related dates and - whether the position is temporary or not.</para> - - -</section> diff --git a/applications/humanres/src/docs/asciidoc/_include/HELP-hr-EditEmplPosition.adoc b/applications/humanres/src/docs/asciidoc/_include/HELP-hr-EditEmplPosition.adoc new file mode 100644 index 0000000..910fcc3 --- /dev/null +++ b/applications/humanres/src/docs/asciidoc/_include/HELP-hr-EditEmplPosition.adoc @@ -0,0 +1,68 @@ +//// +Licensed to the Apache Software Foundation (ASF) under one +or more contributor license agreements. See the NOTICE file +distributed with this work for additional information +regarding copyright ownership. The ASF licenses this file +to you under the Apache License, Version 2.0 (the +"License"); you may not use this file except in compliance +with the License. You may obtain a copy of the License at + +http://www.apache.org/licenses/LICENSE-2.0 + +Unless required by applicable law or agreed to in writing, +software distributed under the License is distributed on an +"AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY +KIND, either express or implied. See the License for the +specific language governing permissions and limitations +under the License. +//// += Create or Edit Employee Position +This screen is used to create or edit and update an employee position. + +In the main search screen it is opened in create mode by clicking the New Employee Position button or + in update mode by clicking on the EmployeePosition Id column in Search Results. + +An Employee Position is the authorization, typically from the budget of an internal organization, +for the Company to engage someone to do a job. + +This means that you can fill a position 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. + +Positions have a status. +They can be one of: + +* Planned For, +* Active/Open, +* Inactive/Closed. + +Positions have a type, defined in Global HR Settings, which describes the job and its pay rates. + +Some examples of job 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 each required person i.e. + +If 10 secretaries are authorized for the Human Resource department then 10 positions are created with type secretary. + +Positions have a reporting structure and 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. + +NOTE: Be careful because it is possible to create circular reporting structures. + +== Fields +* Employee Position Id - Unique Id for the position. May be user entered or if empty the system will generate sequence number. +* Status ID - One of Active/Open, Inactive/Closed or Planned For. +* Party Id - The party id of the internal organization authorized to fill the position. +* Budget Id - A user entered identifier for the budget authorizing the position. +* Budget Item Seq Id - A user entered identifier for the budget item authorizing the position. +* Empl Position Type Id - Select a name for the position type. Position types are defined in Global HR Settings . +* Estimated From Date - Enter date the position is expected to be filled. +* Estimated Thru Date - Enter date on which the positions budget authorization is expected to end. +* Salary Flag - Enter Y if this is a salaried position else N. +* Exempt Flag - Enter Y if this position exempt from a requirement else N +* Fulltime Flag - Enter Y if this is a fulltime position else N +* Temporary Flag - Enter Y if this is a temporary position else N +* Actual From Date - Enter the date the position is filled. +* Actual Thru Date - Enter the date the position is no longer authorized. + +Click Create - to create the position. \ No newline at end of file diff --git a/applications/humanres/src/docs/asciidoc/_include/hr-employee-positions.adoc b/applications/humanres/src/docs/asciidoc/_include/hr-employee-positions.adoc index 96a7147..1b6d4b9 100644 --- a/applications/humanres/src/docs/asciidoc/_include/hr-employee-positions.adoc +++ b/applications/humanres/src/docs/asciidoc/_include/hr-employee-positions.adoc @@ -17,10 +17,9 @@ specific language governing permissions and limitations under the License. //// = Employee Positions - An employee position is also called a job position. It is a role that has been -created to perform a specific task within the Company. This means that it has -approved funding to pay it. +created to perform a specific task within the Company. This means that it has +approved funding to pay it. Employee positions are defined by: @@ -29,11 +28,11 @@ Employee positions are defined by: * full-time or part-time * the skills needed to fullfill the position -NOTE: An employee positions is not the same as a person fullfilling the role. -A person fulfilling an employee position is called an employee +NOTE: An employee positions is not the same as a person fullfilling the role. +A person fulfilling an employee position is called an employee -An employee position can be fullfilled (i.e. someone is currently working in the -role) or it can be unfulfilled (i.e. a job vacancy). +An employee position can be fullfilled (i.e. someone is currently working in the +role) or it can be unfulfilled (i.e. a job vacancy). NOTE: In some cases an employee position could also be considered a full-time equivalent (FTE) and can be assigned to more than one person (e.g. job sharing) @@ -45,3 +44,18 @@ In the OFBiz Human Resources application you can: * Define the responsibilities of an employee position * Define a tree reporting structure between employee positions * Track employment position fulfillments over time + +== Employee Position management in UI +=== List Employee Position +This screen displays a list of positions for an employee. + +NOTE: Employee positions are created and managed in the 'Employee Position' menu option. + +Details about the position are displayed including any related dates and whether the position is temporary + or not. + +include::HELP-hr-EditEmplPosition.adoc[leveloffset=+2] + +=== View Employee Position +This screen displays summary details about an Employee Position including details about who currently holds +the position, their responsibilities and the reporting structure.