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+<?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.
+-->
+
+
+<book version="5.0" xmlns="http://docbook.org/ns/docbook"
+ xmlns:xlink="http://www.w3.org/1999/xlink"
+ xmlns:xi="http://www.w3.org/2001/XInclude"
+ xmlns:svg="http://www.w3.org/2000/svg"
+ xmlns:m="http://www.w3.org/1998/Math/MathML"
+ xmlns:html="http://www.w3.org/1999/xhtml"
+ xmlns:db="http://docbook.org/ns/docbook">
+ <info>
+ <title>OFBiz Human Resource Guide</title>
+
+ <pubdate>July 1, 2012</pubdate>
+ </info>
+
+ <chapter xml:id="HUMANRES_about">
+ <title>About OFBiz Human Resources</title>
+
+ <para>The people who work for your company, it's human capital, are it's
+ most important asset. Selecting a software platform that increases the
+ value of your companies human capital and delivers benefits, services and
+ opportunities to your workforce, is critical to your companies success
+ .</para>
+
+ <para>That platform must be able to accurately and reliability process
+ worker transactions, collect decision support information, and communicate
+ between management, workers and outside resources. The OFBiz Human
+ Resource application (HR App) can provide a backbone for building that
+ platform.</para>
+
+ <para>In this chapter you are introduced to the organization of this
+ document and to the key business objects that are the core to HR
+ App.</para>
+
+ <sect1>
+ <title>Document Organization</title>
+
+ <para>Chapter numbers are used here to refer to parts of the document.
+ Chapters numbers are not displayed in the on line help version of the
+ document. Hopefully this will not be to confusing to the online
+ reader.</para>
+
+ <para>Chapter 1 is this introduction chapter. It lays out the purpose of
+ the remaining chapters and introduces some of the core HR App
+ features.</para>
+
+ <para>Chapter 2 has instructions to get you started using HR App. A
+ list, in logical order, describes some activities you can preform to get
+ up and running.</para>
+
+ <para>Chapters 3 thru 15 of provide the help documents that can be
+ invoked from the HR App in a context sensitive manner. When you work in
+ any of the HR App screens you can click on the Help icon in the menu bar
+ and the help browser will open to the relevant page in the
+ document.</para>
+
+ <para>Each feature in the <glossterm linkend="G_HR_APP_MENU">HR App
+ Menu</glossterm> has in it's own chapter, screens within the feature are
+ sections within the chapter. Introductions to the chapters describe how
+ the screens work together to implement an important application feature.
+ Each screen is pictured and documented consistently with:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>A picture of the screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>Breadcrumbs to show where to find the screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>A brief description of the screen usage.</para>
+ </listitem>
+
+ <listitem>
+ <para>A list of fields in the screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>A list of actions that can be performed from the
+ screen.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>Chapter 16 discuses OFBiz security settings for HR App</para>
+
+ <para>Chapter 17 <link linkend="INTRA_APPL_INTEGRATION">HR App
+ Intra-Application Integration</link> covers usage scenarios for other
+ OFBiz applications. The HR Application is part of the larger OFBiz back
+ office set of administrative applications and is often dependent on
+ these other applications.</para>
+
+ <para>Important terms in the documentation are defined in a Glossary. In
+ order to promote a consistent usage and understanding of terms, links to
+ the Glossary definitions are placed throughout the document.</para>
+
+ <para>Notes in the document describe behavior that is not intuitive.
+ Links between document sections are used liberally tie together concepts
+ that cross chapter boundaries. For example screens that use information
+ managed in Global HR Settings are linked to the screens where they are
+ used.</para>
+ </sect1>
+
+ <sect1>
+ <title>Introduction HR App</title>
+
+ <para>The HR App data design, like most of the OFBiz back office
+ administration applications, was inspired by the data models in The Data
+ Model Resource Books by Len Silverston (see <command
+ xlink:href="http://silverston.wiley.com/index.html"
+ xlink:show="new">Silverston Data Model Resource Companion
+ Site</command>.) The sections below introduces some of the concepts in
+ HR App that were derived from the models.</para>
+
+ <sect2>
+ <title>Positions</title>
+
+ <para>Generally positions are authorized by a budget and fulfilled by
+ people. The person may be a company employee, or contract employee.
+ Positions may be salary or hourly, fulltime or part time. Positions
+ have responsibilities.</para>
+
+ <para>Positions are defined by a type of work.</para>
+
+ <para>For example there may be 20 positions in an organization for a
+ type secretary. Each position is authorized by a budget request from a
+ department in the organization. A position can me thought of as a
+ full-time equivalent employee (FTE). So an FTE may be assigned to one
+ or more positions and position can be assigned to more then one FTEs
+ (job sharing).</para>
+
+ <para>In the HR App you can:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create positions</para>
+ </listitem>
+
+ <listitem>
+ <para>Fulfill positions</para>
+ </listitem>
+
+ <listitem>
+ <para>Define the responsibilities of a position</para>
+ </listitem>
+
+ <listitem>
+ <para>Define a tree reporting structure between positions</para>
+ </listitem>
+
+ <listitem>
+ <para>Track the positions fulfillments over time</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>See: <link
+ linkend="HUMANRES_FindEmplPositions">Position</link></para>
+ </sect2>
+
+ <sect2>
+ <title>People and Employees</title>
+
+ <para>People may be employees of your Company, a company you do
+ business with, or unaffiliated contract employees. Any of these people
+ may be applicants for and assigned to positions in your
+ Company.</para>
+
+ <para>If OFBiz a <glossterm linkend="G_PERSON">person</glossterm>is a
+ type of <glossterm linkend="G_PARTY">party</glossterm>. One of the
+ strengths of OFBiz is the rich set of features it has build up to
+ manage information and relationships for parties. This makes OFBiz a
+ great platform for HR services because managing people and
+ organizations is a core OFBiz technology.</para>
+
+ <para>In the HR App you can:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>View employee profiles</para>
+ </listitem>
+
+ <listitem>
+ <para>Manage recruitment</para>
+ </listitem>
+
+ <listitem>
+ <para>Create employees</para>
+ </listitem>
+
+ <listitem>
+ <para>Track an employees performance, positions, skills,
+ qualifications, training, and leave</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>See: <link
+ linkend="HUMANRES_FindEmplLeaves">Employees</link></para>
+ </sect2>
+
+ <sect2>
+ <title>Employments</title>
+
+ <para>An employee is a person who works for your company. The terms
+ and history of this relationship between this person and your company
+ are managed in the Employments feature. Employments track the
+ benefits, pay preferences, pay history, unemployment claims and
+ agreements for the employment.</para>
+
+ <para>In the HR App you can:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create employments</para>
+ </listitem>
+
+ <listitem>
+ <para>Track employment benefits, pay history, unemployment claims
+ and employment agreements</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>See: <link
+ linkend="HUMANRES_FindEmplPositions">Employments</link></para>
+ </sect2>
+
+ <sect2>
+ <title>Department Organization</title>
+
+ <para>Many companies organize departments<footnote>
+ <para>There is no special meaning attached to the word department.
+ It is used to describe any sub-division of a business
+ organization.</para>
+ </footnote> in a tree structure. Your Companies organizational tree
+ is shown on the main page of the HR App.</para>
+
+ <para>In the HR App you can:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add and remove departments</para>
+ </listitem>
+
+ <listitem>
+ <para>View department profiles</para>
+ </listitem>
+
+ <listitem>
+ <para>Assign positions to departments</para>
+ </listitem>
+
+ <listitem>
+ <para>Manage department employments</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+ </sect1>
+ </chapter>
+
+ <chapter>
+ <title>Getting Started</title>
+
+ <para>The Getting Started chapter discusses the common usage pattern
+ followed in the HR App UI, offers some links to general OFBiz getting
+ started documentation and most importantly provides a list of activities
+ you can perform to get the HR App up and running.</para>
+
+ <sect1>
+ <title>The User Interface</title>
+
+ <para>This guide was written based on the OFBiz trunk in the Summer of
+ 2012 using the default Tomahawk theme. The information should be useful
+ for users of earlier versions and other themes. The screen shots may
+ look different from what you see in your version but not so much so that
+ you can not understand the gist of the features.</para>
+
+ <para>With close to 100 screens, some which link to applications outside
+ of the HR App, it is easy for a new user to get lost. Knowing the common
+ UI pattern used in HR App, as described here, will help you stay
+ oriented.</para>
+
+ <para>In OFBiz screens are collection of graphical user interface (GUI)
+ elements that provide an intuitive way to interact with applications. In
+ the back office applications, like Accounting, Marketing and Human
+ Resource, menus are the primary method of navigation between GUI
+ screens. The Application menu is the top level menu and links to a back
+ office administration application. Each application has an application
+ sub menu that is the top level menu within the application.</para>
+
+ <para>The HR App Menu in the diagram, which we will refer as the HR App
+ menu in this document, is such a sub menu. The pattern of navigation
+ from the HR App menu is depicted in the diagram below.</para>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="../humanres_en_images/OFBizMainScreen.gif"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para>Typically, but not always, HR App Menu items take their name from
+ an important application <glossterm
+ linkend="G_ENTITY">entity</glossterm>. For example you have Employees,
+ Employments, Employee Positions etc. All important information subjects
+ in human resource departments.</para>
+
+ <para>Many of these menu items open a screen, we will call a <glossterm
+ linkend="G_MAIN_SEARCH_SCREEN">Main Search Screen</glossterm>, the top
+ layout in the above diagram. It has three screenlets 1. A link to a
+ screen for creating a new entity 2. A Search Options screenlet for
+ building a search filter 3. A search results screenlet that has columns
+ with navigation widgets to open other application areas.</para>
+
+ <para>One of these navigation columns will open a screen we will call a
+ Feature Menu Screen. It has menu items for displaying / editing the
+ feature entity and it's supporting entities. The lower layout in the
+ diagram is an example of a Feature Menu Screen that shows a default
+ screen with summary information about the entity. The default screen is
+ sometimes an edit screen where the main entity can be edited and
+ updated.</para>
+
+ <para>HR App Features that follow this pattern include:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para><link linkend="HUMANRES_FindEmployee">Employees</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link
+ linkend="HUMANRES_FindEmployments">Employments</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_ListEmplPositions">Employee
+ Position</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_FindPerfReviews">Performance
+ Review</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_FindPartySkills">Skills</link>
+ <footnote>
+ <para>This entity does not link to a Feature Menu Screen. Entity
+ editing and update are done in the Search Results.</para>
+ </footnote></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_FindPartyQuals">Qualifications</link>
+ <superscript>1</superscript></para>
+ </listitem>
+
+ <listitem>
+ <para><link
+ linkend="HUMANRES_FindJobRequisitions">Recruitment</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_FindEmploymentApps">Employment
+ Applications</link> <superscript>1</superscript></para>
+ </listitem>
+
+ <listitem>
+ <para><link
+ linkend="HUMANRES_FindPartyResumes">Resumes</link></para>
+ </listitem>
+
+ <listitem>
+ <para><link linkend="HUMANRES_FindEmplLeaves">Leave</link></para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1>
+ <title>Getting Started With OFBiz</title>
+
+ <para>If you are just getting started with OFBiz you will want to read
+ the <command
+ xlink:href="https://cwiki.apache.org/OFBADMIN/demo-and-test-setup-guide.html"
+ xlink:show="new">Demo and Test Setup Guide</command>. If you are
+ reviewing the application you will likely want to run the load-demo ant
+ task for this purpose. This will load the seen HR data for Global HR
+ Settings plus demo users and selected user HR data.</para>
+
+ <para>If you are setting up for production you should have read <command
+ xlink:href="https://cwiki.apache.org/confluence/display/OFBTECH/Apache+OFBiz+Technical+Production+Setup+Guide#ApacheOFBizTechnicalProductionSetupGuide-InitialDataLoading"
+ xlink:show="new">Apache OFBiz Technical Production Setup
+ Guide</command>. Follow the instructions on Initial Data Loading. If you
+ run the ant task load-seed the data for the HR Portlet, <link
+ linkend="HUMANRES_EditSkillType">Global HR2 Settings</link>, and the
+ Human Resource security settings admin, view, create, update, and delete
+ are loaded.</para>
+
+ <para>If you are going to be writing pay checks you will need to set up
+ the Accounting feature, see <command
+ xlink:href="https://cwiki.apache.org/confluence/display/OFBIZ/Quick+Start+-+Basic+Accounting+Setup"
+ xlink:show="new">Quick Start - Basic Accounting Setup.</command></para>
+ </sect1>
+
+ <sect1>
+ <title>Getting Started With HR App</title>
+
+ <para>Here is a list of activities you can follow that will help you get
+ HR App up and running in your company.</para>
+
+ <sect2>
+ <title>Reference Data</title>
+
+ <para>Reference data in the HR App are the items used in
+ drop-down-list for the purpose of classifying other information or
+ limiting user selections. These list are managed in <link
+ linkend="HUMANRES_EditSkillType">Global HR Settings</link>, review all
+ of the information in that feature to make sure the list items make
+ sense for your business. Some list items in HR App are not exposed in
+ Global HR Settings. To customize those list use <link
+ linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data
+ Maintenance</link> described in the HR App Intra-Application
+ Integration chapter.</para>
+ </sect2>
+
+ <sect2>
+ <title>People</title>
+
+ <para>In this section we will set up information about people. After
+ completing this section you will be able to answer questions about
+ people and their skills, qualifications and experience.</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add employees and people who may be applicants or contract
+ employees. You add employees using the <link
+ linkend="HUMANRES_FindEmployee">New Employee</link> screen. Add
+ other people to your system using the Party Manager application.
+ See HR App Intra-Application Integration <link
+ linkend="INTRA_APPL_INTEGRATION_CREATE_PERSON">Create
+ Person</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Add the skills and qualifications for the people you added
+ in the prior step. For employees you can use the <link
+ linkend="HUMANRES_EditEmployeeSkills">Skills</link> menu item and
+ <link linkend="HUMANRES_EditEmployeeQuals">Qualifications</link>
+ menu item in the Employees Feature Menu Screen. For non employees
+ (and employees) you can use the <link
+ linkend="HUMANRES_EditEmployeeSkills">Skills</link> and <link
+ linkend="HUMANRES_EditEmployeeQuals">Qualifications</link>
+ features.</para>
+ </listitem>
+
+ <listitem>
+ <para>Add employee resumes using <link
+ linkend="HUMANRES_EditPartyResume">Resume</link> feature.</para>
+ </listitem>
+
+ <listitem>
+ <para>Add training classes in the <link
+ linkend="HUMANRES_TrainingCalendar">Training</link> feature and
+ class participants</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Department Organization</title>
+
+ <para>In this section we will set up your organization structure using
+ the GUI tree interface in the <link linkend="HUMANRES_main">Main
+ Window</link>.</para>
+
+ <para><itemizedlist>
+ <listitem>
+ <para>In the HR App your organization structure is a tree built
+ of <link linkend="G_INTERNAL_ORGANIZATION">internal
+ organizations.</link> You will create the internal organizations
+ using the Party application and then link them together using
+ the HR App GUI Tree in <link linkend="HUMANRES_main">Main
+ Window</link>. See <link
+ linkend="INTRA_APPL_INTEGRATION_CREATE_INTERNAL_ORG">Create
+ Internal Organization</link> to learn how to create Internal
+ Organizations.</para>
+ </listitem>
+
+ <listitem>
+ <para>After creating your Internal Organizations link them
+ together into an organization structure using the context menu
+ in the tree widget. Right click on an organization icon. Select
+ a internal organization from the drop-down list. The
+ organization is added to the tree beneath the selected
+ node</para>
+ </listitem>
+ </itemizedlist></para>
+ </sect2>
+
+ <sect2>
+ <title>Employments</title>
+
+ <para>Now that we have people and organizations in our application we
+ can bring them together in an employment. An employment is a
+ relationship between person (who must be an employee) to an internal
+ organization. The employment relationship tracks information about
+ employees benefits, preferences and employment agreement.</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create an employment using the <link
+ linkend="HUMANRES_EditEmployment">Employments</link>
+ feature.</para>
+ </listitem>
+
+ <listitem>
+ <para>Add <link
+ linkend="HUMANRES_EditPartyBenefits">Benefits</link> and <link
+ linkend="HUMANRES_EditPayrollPreferences">Preferences</link></para>
+ </listitem>
+
+ <listitem>
+ <para>You can establish a formal agreement for the employment in
+ the <link
+ linkend="HUMANRES_EditAgreementEmploymentAppls">Agreement
+ Employment Applications</link> screen</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Positions</title>
+
+ <para>At this point we have people and organizations and an employment
+ agreement that specifies the terms of the employment. It's time to
+ give the employee something to do so in this section you will set up
+ positions (jobs). As you set up your positions you can add
+ responsibilities and reporting structure.</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add jobs in the <link
+ linkend="HUMANRES_EditEmplPosition">Employee Position</link>
+ feature.</para>
+ </listitem>
+
+ <listitem>
+ <para>You can list the responsibilities of a position over time
+ using the <link
+ linkend="HUMANRES_EditEmplPositionResponsibilities">Responsibilities</link>
+ screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>You can set up a reporting structure for positions using the
+ <link
+ linkend="HUMANRES_EditEmplPositionReportingStructs">Reporting
+ Structure</link> screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>After you have created a job you bind it to a person (who be
+ an employee or a contract employee) using <link
+ linkend="HUMANRES_EditEmplPositionFulfillments">Fulfillments</link></para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Recruiting</title>
+
+ <para>The business is growing and you need help. Hear is how you can
+ recruit new employees.</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>User the <link
+ linkend="HUMANRES_FindJobRequisitions">Recruitment</link> feature
+ to requisition new jobs.</para>
+ </listitem>
+
+ <listitem>
+ <para>After a requisition is created you post the job using <link
+ linkend="HUMANRES_FindInternalJobPosting">Internal Job
+ Posting</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Applicants can apply for positions in the <link
+ linkend="HUMANRES_FindEmploymentApps">Employment
+ Applications.</link></para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Security</title>
+
+ <para>HR App display and usage is controlled by OFBiz security which
+ depending on a users role allows or prevents a user from seeing
+ information in or taking action on HR App features. General
+ information about Security is discussed in the <link
+ linkend="SECURITY">Security</link> chapter.</para>
+ </sect2>
+ </sect1>
+ </chapter>
+
+ <chapter xml:id="HUMANRES_main">
+ <title>Main Window</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/MainCompanyTreeView.jpg"
+ format="jpg" scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs -</emphasis> Applications >
+ HR</para>
+
+ <para>The Main window is the entry point into the HR App and displays the
+ Company tree view for navigating to key HR App items.</para>
+
+ <para><emphasis role="bold"> Nodes In the Company Tree</emphasis></para>
+
+ <para>There are three node types in the tree, each identified by a
+ different icon. The top of the tree represents your Company, the highest
+ level in the HR App organization. The Company and departments under the
+ Company can have children departments or positions. Under positions are
+ the people who fulfill the position.</para>
+
+ <para>See: <command
+ xlink:href="https://cwiki.apache.org/OFBENDUSER/apache-ofbiz-business-setup-guide.html#ApacheOFBizBusinessSetupGuide-generalCompanySetup"
+ xlink:show="new">OFBiz General Company Setup</command> for directions on
+ replacing the root "Your Company Name Here [Company]" with the name of
+ your company.</para>
+
+ <para><emphasis role="bold">Usage</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Navigate the HR Organization to view departments, positions and
+ people</para>
+ </listitem>
+
+ <listitem>
+ <para>Add or remove a department</para>
+ </listitem>
+
+ <listitem>
+ <para>Add a person</para>
+ </listitem>
+
+ <listitem>
+ <para>Quickly open the profile of any item in the tree</para>
+ </listitem>
+
+ <listitem>
+ <para>If the item is a position you can add a person to fulfill the
+ position</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Click on an tree node to open the profile view of the item
+ represented by the node</para>
+ </listitem>
+
+ <listitem>
+ <para>Right click on a node to open a pop up context menu</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Context Menu Actions</emphasis></para>
+
+ <para>Right click on a node in the Company tree to open the context
+ menu.</para>
+
+ <para><emphasis role="bold">Organization Node Options</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add Employee Position: Select to open the <link
+ linkend="HUMANRES_EditEmplPosition">Employee Position</link>
+ screenlet</para>
+ </listitem>
+
+ <listitem>
+ <para>Add Internal Organization: Select opens a drop down list of
+ internal organization Id's. Select an id and click create. The
+ organization name is added below the current node.</para>
+ </listitem>
+
+ <listitem>
+ <para>Remove Internal Organization: Select Remove Internal
+ Organization. You are prompted to confirm. Click OK. The organization
+ is remove from the tree.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Position Node Option:</emphasis> Add Person:
+ Select to open the <link
+ linkend="HUMANRES_EditEmplPositionFulfillments">Add Position
+ Fulfillment</link> screenlet.</para>
+ </chapter>
+
+ <chapter xml:id="HUMANRES_FindEmployee">
+ <title>Employees</title>
+
+ <para>The Employees feature manages information about people who have an
+ <glossterm linkend="G_EMPLOYMENT">employment</glossterm> relationship with
+ your Company or one of it's departments. This features include an
+ <glossterm linkend="G_EMPLOYEE">employee</glossterm> Profile, a display of
+ all employee related information in a single screen and facilities for
+ managing employee skills, qualifications, training, leave and payroll
+ history.</para>
+
+ <sect1>
+ <title>Find Employee</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeesMain.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis> - HR Human Resources
+ > Employees</para>
+
+ <para><emphasis role="bold">Usage</emphasis> - In the Employees screen
+ you can create a new employee, search for an existing employee and view
+ a list of employees. Selecting an employee in the list opens the
+ employees profile and other screens associated with the employee. The
+ Employees screen is divided in three screenlets, they are described in
+ the following sections.</para>
+
+ <sect2 xml:id="HUMANRES_NewEmployee">
+ <title>New Employee</title>
+
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="../humanres_en_images/EmployeeNewEmployee.png"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources
+ > Employees - Click New Employee</para>
+
+ <para><emphasis role="bold">Usage</emphasis> - Create a new
+ Employee.</para>
+
+ <para><emphasis role="bold">Actions</emphasis> - Click so save a new
+ Employee.</para>
+ </sect2>
+
+ <sect2>
+ <title>Find an employee</title>
+
+ <para><emphasis role="bold">Breadcrumbs - </emphasis>Human Resources
+ > Employees</para>
+
+ <para><emphasis role="bold">Usage -</emphasis> Find an employee using
+ search criteria.</para>
+
+ <note>
+ <para>Only Employees Are Found.</para>
+
+ <para>Use the Party Manager application to get information about
+ people who are not employees.</para>
+
+ <para>To do this: In the Applications menu select Party, enter
+ search criteria to search for the person, to return the HR App
+ select HR from the Applications menu.</para>
+ </note>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Party ID - Must be the id of a party who is an
+ employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>User Login - The identifier used to login to OFBiz</para>
+
+ <note>
+ <para>An employee may have zero or more user logins.</para>
+ </note>
+ </listitem>
+
+ <listitem>
+ <para>Last name - Employee last name</para>
+ </listitem>
+
+ <listitem>
+ <para>First name - Employee first name</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <para>Actions are described from the left to right, top to bottom of
+ the Find an employee screen.</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Contact Information radio buttons - Displays or hides
+ additional criteria fields.</para>
+ </listitem>
+
+ <listitem>
+ <para>Lookup Party button (title bar): Opens a list of employees
+ based on the criteria entered.</para>
+ </listitem>
+
+ <listitem>
+ <para>Hide Fields / Show Lookup Fields button (title bar): Hides /
+ shows the filter fields in the "Find an employee"
+ screenlet.</para>
+ </listitem>
+
+ <listitem>
+ <para>Lookup Party icon (right of Party Id field): Opens a pop up
+ search form that finds a Party Id. Use the form to find employees
+ by id or first and last name when you do not know the employee id.
+ Remember the search is only for employees and not all people are
+ employees.</para>
+ </listitem>
+
+ <listitem>
+ <para>Lookup Party button(button center of "Find an employee"
+ footer): Opens a list of employees using the criteria in the "Find
+ an employee" screenlet (same as Lookup Party in the title
+ bar).</para>
+ </listitem>
+
+ <listitem>
+ <para>Show all records button: Opens a list of all employees (same
+ as selecting Lookup Party without entering a criteria).</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Parties found</title>
+
+ <para>This section list the employees found by the Find an employee
+ search.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>PARTY ID: The unique identifier for the employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>USER LOGIN: The user login for the employee. May be
+ "(None)", "(Many)" in the case where an employee has no or more
+ then one login.</para>
+ </listitem>
+
+ <listitem>
+ <para>NAME: The last name, first name of the employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>TYPE: The party type of the employee. Typically
+ "Person"</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Party Id link (left column in Parties Found list): Opens the
+ employees profile.</para>
+ </listitem>
+
+ <listitem>
+ <para>DETAILS button (right column in Parties Found list): Opens
+ the employees profile (same as clicking the Party Id link).</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EmployeeProfile">
+ <title>Profile (Employee)</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeProfile.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para>The Profile screen for an employee is a collection of screenlets
+ each presenting information about a different aspect of the employee. It
+ is the first item on a menu that has screens for other information
+ related to the employee.</para>
+
+ <para>Usage</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>View a summary of information on an employee in a single
+ screen</para>
+ </listitem>
+
+ <listitem>
+ <para>Update Personal Information</para>
+ </listitem>
+
+ <listitem>
+ <para>View, create, update, and expire employee contact
+ information</para>
+ </listitem>
+
+ <listitem>
+ <para>View and create a list of related accounts</para>
+ </listitem>
+
+ <listitem>
+ <para>View training records</para>
+ </listitem>
+
+ <listitem>
+ <para>View employment information</para>
+ </listitem>
+
+ <listitem>
+ <para>View, create, and update login id's, update security
+ group</para>
+ </listitem>
+
+ <listitem>
+ <para>View and create party attributes</para>
+ </listitem>
+
+ <listitem>
+ <para>Upload party content</para>
+ </listitem>
+
+ <listitem>
+ <para>View and create notes</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Each of the Profile screenlets are described
+ in the sections that follow.</emphasis></para>
+
+ <sect2>
+ <title>Personal Information Screenlet</title>
+
+ <para>The Personal Information screenlet has only a few of the fields
+ available in OFBiz for recording information about an employee. You
+ can collect and edit additional information by clicking the Update
+ link in the title bar.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Party Id: The id of a employee associated with the profile
+ information</para>
+ </listitem>
+
+ <listitem>
+ <para>Name: The first and last name of the employee</para>
+ </listitem>
+
+ <listitem>
+ <para>Comments: A comment associated with the employee</para>
+ </listitem>
+
+ <listitem>
+ <para>External Id: The id of an external login system e.g. An LDAP
+ server</para>
+ </listitem>
+
+ <listitem>
+ <para>Status ID: Available status: Enabled, Disabled, and
+ Assigned.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Action </emphasis>Update title bar button:
+ Edit Personal Information</para>
+ </sect2>
+
+ <sect2>
+ <title>Contact Information Screenlet</title>
+
+ <para>The Contact Information screenlet summarizes contact details for
+ multiple channels including:</para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Electronic Address</para>
+ </listitem>
+
+ <listitem>
+ <para>Postal Address</para>
+ </listitem>
+
+ <listitem>
+ <para>Phone Number</para>
+ </listitem>
+
+ <listitem>
+ <para>Email Address</para>
+ </listitem>
+
+ <listitem>
+ <para>Internet IP Address</para>
+ </listitem>
+
+ <listitem>
+ <para>Internet Domain Name</para>
+ </listitem>
+
+ <listitem>
+ <para>Web URL/Address</para>
+ </listitem>
+
+ <listitem>
+ <para>Internal Party Note</para>
+ </listitem>
+
+ <listitem>
+ <para>LDAP Address</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create New - Opens the Create New Contact Information
+ screen</para>
+ </listitem>
+
+ <listitem>
+ <para>Update - Click to change information or add a contact
+ purpose. You can add a contact purpose when you create and Email
+ Address, Phone Number or LDAP Address. Use Update to add a contact
+ purpose to Postal Address or Web URL/Address. You can not add a
+ purpose to Electronic Address, Internet IP Address, Internet
+ Domain Name and Internal Party Note</para>
+ </listitem>
+
+ <listitem>
+ <para>Expire - Click to sets the through date (not visible the
+ user) on the contact item. The item is no longer displayed in
+ Contact Information.</para>
+ </listitem>
+
+ <listitem>
+ <para>lookup:anywho.com (only in Phone Number)- Click opens
+ http://www.anywho.com/reverse-lookup in a new browser
+ window</para>
+ </listitem>
+
+ <listitem>
+ <para>Look up White pages (only in Phone Number) - Click opens
+ http://www.whitepages.com/search in a new browser window</para>
+ </listitem>
+
+ <listitem>
+ <para>Send Mail (only in Email Address) - Opens a new
+ communications event. For help see Send Email in the OFBiz Support
+ Apps document.</para>
+ </listitem>
+
+ <listitem>
+ <para>open page in new window (only in Web URL/Address) - Click to
+ open the address in a new browser window.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>List Related Accounts Screenlet</title>
+
+ <para>Accounts are created in the SFA Manger application See SFA
+ Manager Accounts SFA. Listing an account in the Profile provides a
+ quick link in the HR App to the profile of the account.</para>
+
+ <para><emphasis role="bold"> To Add a Related
+ Account:</emphasis></para>
+
+ <orderedlist>
+ <listitem>
+ <para>Click Create New to add an account to your Profile</para>
+ </listitem>
+
+ <listitem>
+ <para>Click the Lookup Icon</para>
+ </listitem>
+
+ <listitem>
+ <para>Select from the list of Id's.</para>
+ </listitem>
+
+ <listitem>
+ <para>Click Add</para>
+ </listitem>
+
+ <listitem>
+ <para>The Account is added to the list of Related Accounts in your
+ profile.</para>
+ </listitem>
+ </orderedlist>
+
+ <para><emphasis role="bold">Action</emphasis> Click the From Party Id
+ field (in brackets and bold) to open the Related Account
+ profile.</para>
+ </sect2>
+
+ <sect2>
+ <title>Training Screenlet</title>
+
+ <para>The Training screenlet displays a list of classes that have been
+ assigned to this person.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>From Date - Start date time for training</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - End date time for training</para>
+ </listitem>
+
+ <listitem>
+ <para>Training Class Type - Name describing class category. See :
+ <link linkend="HUMANRES_EditTrainingTypes">Training Class
+ Type</link></para>
+ </listitem>
+
+ <listitem>
+ <para>Approver Status - One of Applied, Approved, Assigned,
+ Proposed or Rejected</para>
+ </listitem>
+
+ <listitem>
+ <para>Approver Party - Person with authority to approve
+ training</para>
+ </listitem>
+ </itemizedlist>
+
+ <para>For more information see: <link
+ linkend="HUMANRES_TrainingCalendar">Training</link></para>
+ </sect2>
+
+ <sect2>
+ <title>Current Employment information Screenlet</title>
+
+ <para><emphasis role="bold">Usage -</emphasis> This screenlet shows
+ the employee's department, position and salary.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Company - The organization unit to which the employee is
+ assigned</para>
+ </listitem>
+
+ <listitem>
+ <para>Position - Position(s) held by the employee</para>
+ </listitem>
+
+ <listitem>
+ <para>Salary - Employee salary</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Company [some text]: Click to open Company profile<note>
+ <para>The Profile opened is in the Party Manager application.
+ To return to the HR App select Applications > HR</para>
+ </note></para>
+ </listitem>
+
+ <listitem>
+ <para>Position [some text]: Click to open position Summary
+ screen.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>User Name(s) Screenlet</title>
+
+ <para><emphasis role="bold">Usage -</emphasis> The User Name(s)
+ screenlet manages user logins and security settings. Logins give a
+ user the ability log into an OFBiz application while security settings
+ control what the user can do while logged on.</para>
+
+ <para>Users with create privileges in the Party Manager application
+ have the ability to create user logins and then to manage the login
+ password and security setting. Others will see a list user login names
+ and status (ENABLED or DISABLED).</para>
+
+ <para>Users may have no user login or multiple logins. Each login has
+ it's own set of security settings so multiple logins provide
+ flexibility in controlling a users connection to OFBiz
+ applications.</para>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create New text in title bar: Opens the Create User Login
+ screenlet.</para>
+ </listitem>
+
+ <listitem>
+ <para>Edit button: Opens the Edit Login screen where a user can
+ update the login or change the password.</para>
+ </listitem>
+
+ <listitem>
+ <para>Security Groups button: Opens the
+ AddUserLoginToSecurityGroup screenlet where you can add, update or
+ delete <glossterm linkend="G_SKILL_GROUP">Security
+ Groups</glossterm>.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Party Attribute(s) Screenlet</title>
+
+ <para><emphasis role="bold">Usage -</emphasis> Party Attributes
+ provide an ability for users to attach arbitrary names and values to
+ people. These name value pairs can be used in different ways to extend
+ the information collected about a person without having to make
+ changes to the database.</para>
+
+ <para>For example, a name could be added "On Company Team" with a
+ value "Football". A report could be created for employees grouped by
+ Company Team.</para>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create New title bar button: Opens the Party Attribute
+ screenlet where you can create name value pairs for the
+ party.</para>
+ </listitem>
+
+ <listitem>
+ <para>Edit button: Click to open Party Attribute screenlet where
+ you can update name value pairs for the party.</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+
+ <sect2>
+ <title>Party Content Screenlet</title>
+
+ <para><emphasis role="bold">Usage -</emphasis> The Party Content
+ screenlet provides a means to load content to the OFBiz Content
+ Manager application. You can use this feature to load your picture for
+ display in your profile.</para>
+
+ <para><emphasis role="bold">Action -</emphasis> To load an image for
+ display in the Personal Information screenlet:</para>
+
+ <orderedlist>
+ <listitem>
+ <para>Click Browse and select an image using the native file
+ search</para>
+ </listitem>
+
+ <listitem>
+ <para>In the drop-down list select Logo Image URL</para>
+ </listitem>
+
+ <listitem>
+ <para>In Is Public select Yes</para>
+ </listitem>
+
+ <listitem>
+ <para>Click Upload.</para>
+ </listitem>
+ </orderedlist>
+
+ <para>After a screen refresh the selected image will appear above
+ Party Id in the Personal Information as Personal Image</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Content Id - A unique content identifier linking the
+ employee to the content</para>
+ </listitem>
+
+ <listitem>
+ <para>Content Type - One of Internal Content, User Defined
+ Content, Logo Image URL, or Vendor Shipping Info</para>
+ </listitem>
+
+ <listitem>
+ <para>Content Name - A user defined name for the content</para>
+ </listitem>
+
+ <listitem>
+ <para>Content Description - A user defined description of the
+ content</para>
+ </listitem>
+
+ <listitem>
+ <para>Content mime type - One of application/octet-stream,
+ application/pdf, image/gif, image/jpeg, text/html, text/plain, or
+ text/x-diff</para>
+ </listitem>
+
+ <listitem>
+ <para>Status- One of Available Deactivated, Final Draft, In
+ Progress, Initial Draft, Published, or Revised Draft</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Content Id button: Opens the dedicated Party Content
+ screen.</para>
+ </listitem>
+
+ <listitem>
+ <para>View button: Click to open content. Content will open in a
+ viewer appropriate for the content type.</para>
+ </listitem>
+
+ <listitem>
+ <para>Remove button: Deletes the record</para>
+ </listitem>
+
+ <listitem>
+ <para>Browse button: Opens system file upload</para>
+ </listitem>
+
+ <listitem>
+ <para>Upload button: Uploads file to OFBiz runtime > upload
+ folder. A record is created in Content Manager.</para>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>You can manage the uploaded content in OFBiz content manager.
+ To find the content:</para>
+
+ <orderedlist>
+ <listitem>
+ <para>In the main Applications menu select Content.</para>
+ </listitem>
+
+ <listitem>
+ <para>In the Content Manager Menu select Content</para>
+ </listitem>
+
+ <listitem>
+ <para>In the content id filed enter the content id as displayed
+ in the Party Content list.</para>
+ </listitem>
+
+ <listitem>
+ <para>Click Find</para>
+ </listitem>
+ </orderedlist>
+ </note>
+ </sect2>
+
+ <sect2>
+ <title>Notes Screenlet</title>
+
+ <para><emphasis role="bold">Usage -</emphasis> In the Notes screenlet
+ you can create and display notes. Notes may not be updated after they
+ are created.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Note Name - Required name for the note. The text of the node
+ is to the right of the name.</para>
+ </listitem>
+
+ <listitem>
+ <para>By - Name of the person who created the note.</para>
+ </listitem>
+
+ <listitem>
+ <para>At - Date time note was entered</para>
+ </listitem>
+ </itemizedlist>
+ </sect2>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_ListEmployments">
+ <title>Employments</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeEmployments.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > Click Details > Click Menu
+ Item Employments</para>
+
+ <para><emphasis role="bold">Usage -</emphasis> This screen displays a
+ convenient list of <glossterm
+ linkend="G_EMPLOYMENT">Employments</glossterm> for an employee, however
+ usually a person will have only a single employment. You can navigate to
+ the employee profile to view summary information on the employee or to
+ the employment edit page in the <link
+ linkend="HUMANRES_FindEmployments">Employments</link> feature to edit
+ the employment.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_INTERNAL_ORGANIZATION">Internal
+ Organization</glossterm></para>
+ </listitem>
+
+ <listitem>
+ <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party
+ Id</glossterm> of the employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - Hire date</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - Last day of employment.</para>
+ </listitem>
+
+ <listitem>
+ <para><glossterm linkend="G_TERMINATION_REASON">Termination
+ Reason</glossterm> Id - The reason for the. Reasons are defined in
+ Global HR Settings <link
+ linkend="HUMANRES_EditTerminationReasons">Termination
+ Reasons</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para><glossterm linkend="G_TERMINATION_TYPE">Termination
+ Type</glossterm> Id - The type of termination. Types are defied in
+ Global HR Settings <link
+ linkend="HUMANRES_EditTerminationTypes"><link
+ linkend="HUMANRES_EditTerminationTypes">Termination
+ Type</link></link>.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>DemoEmployee button: Opens the PROFILE screen<note>
+ <para>This action is the same as clicking on the Profile menu
+ item adjacent to this item.</para>
+ </note></para>
+ </listitem>
+
+ <listitem>
+ <para>Edit button: Opens the Edit Employment screen in the <link
+ linkend="HUMANRES_FindEmployments">Employments</link>
+ feature.</para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_ListEmplPositions">
+ <title>Employee Position</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeListEmplPositions.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Employee Position</para>
+
+ <para>Usage - This screen displays a convenient list of <glossterm
+ linkend="G_POSITION">positions</glossterm> for an employee. Employee
+ positions are created and managed in the <link
+ linkend="HUMANRES_EditEmplPosition">Employee Position</link> feature.
+ From this screen you can navigate to the employee position profile
+ screen of the employee to view summary information on the employees
+ position. Click the link button in the party id column to navigate to
+ the profile of the <link linkend="G_INTERNAL_ORGANIZATION">internal
+ organization</link> authorized to fill the position.</para>
+
+ <para>To edit position information see <link
+ linkend="HUMANRES_EditEmplPosition">Edit Employee Position</link></para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Status ID - One of Active/Open, Inactive/Closed or Planed
+ For.</para>
+ </listitem>
+
+ <listitem>
+ <para><glossterm><glossterm linkend="G_PARTY_ID">Party
+ Id</glossterm></glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_BUDGET_ID">Budget Id</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_BUDGET_SEQUENCE_ID">Budget Item Sequence
+ Id</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_EMPLOYEE_POSITION_TYPE">Employee
+ Position Type</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Estimate From Date - May be used for budgeting</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Estimate Thru Date - May be used for budgeting</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_SALARY_FLAG">Salary
+ Flag</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_EXEMPT_FLAG">Exempt
+ Flag</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_FULLTIME_FLAG">Fulltime
+ Flag</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_TEMPORY_FLAG">Temporary
+ Flag</glossterm></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Actual From Data - May be used for financial and regulatory
+ reporting</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Actual Thru Data - May be used for financial and regulatory
+ reporting</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Employee Position Id text link: Click to open the Summary
+ screen (profile) in the Employee Position feature for the employee
+ position</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Party Id button: Click to open profile screen of the
+ organization assigned to the position</para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditEmployeeSkills">
+ <title>Skills</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeSkills.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Skills</para>
+
+ <para><emphasis role="bold">Usage -</emphasis> You can assign a skill to
+ an employee or organization in the Skills screen. Assign numeric values
+ to <link linkend="G_YEARS_EXPERIENCE">Years Experience</link>, <link
+ linkend="G_RATING">Rating</link> and <link linkend="G_SKILL_LEVEL">Skill
+ Level</link> to provide objective criteria for discriminating between
+ resources with the same skill. These attributes can be used in the <link
+ linkend="HUMANRES_FindPartySkills">Skills</link> feature to locate
+ resources with a needed skill.</para>
+
+ <para>You manage skill in <link linkend="HUMANRES_EditSkillType">Global
+ HR Settings</link> by creating new skill groups and skills or editing
+ existing skills. You can search for employees skills as well as manage
+ employee skills in the <link
+ linkend="HUMANRES_FindPartySkills">Skills</link> feature.</para>
+
+ <para><emphasis role="bold">. Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Person Id - The unique identifier of the person assigned the
+ skill.</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Skill - The skill name from <link
+ linkend="HUMANRES_EditSkillType">Global HR Settings</link></para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><link linkend="G_YEARS_EXPERIENCE">Years Experience</link> - A
+ numeric value identifying the number of years of experience.</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><link linkend="G_RATING">Rating</link> - A numeric value that
+ can be used as a filter for finding and reporting on skills in the
+ company.</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para><link linkend="G_SKILL_LEVEL">Skill Level</link> - A numeric
+ value that can be used as a filter for finding and reporting on
+ skills in the company</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Create button - Click to add a skill to an employees list of
+ skills</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Update button - Click to update changes Years Experience,
+ Rating and Skill Level</para>
+ </listitem>
+ </itemizedlist>
+
+ <itemizedlist>
+ <listitem>
+ <para>Delete button - Click to delete a skill from the employee's
+ skill list. Deleted skills can not</para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditEmployeeQuals">
+ <title>Qualifications</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeEditEmployeeQuals.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Qualifications</para>
+
+ <para><emphasis role="bold">Usage - </emphasis>You can assign a <link
+ linkend="G_PARTY_QUALIIFICATION_TYPE">qualification</link> to a person
+ or an organization to track their ability to perform a job.</para>
+
+ <para>You can search and also assign qualifications in the
+ Qualifications feature. You can manage qualification groups and types in
+ Global Settings Qualification Type.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para><link
+ linkend="G_PARTY_QUALIIFICATION_TYPE">Qualification</link> - The
+ Qualification name.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - The start date of the qualification.</para>
+ </listitem>
+
+ <listitem>
+ <para>Qualification Desc - A user defined description of the
+ qualification.</para>
+ </listitem>
+
+ <listitem>
+ <para>Title - A user defined title of the qualification</para>
+ </listitem>
+
+ <listitem>
+ <para>Status - One of completed, deferred or incomplete may be used
+ to indicate if state of the qualification for the party.</para>
+ </listitem>
+
+ <listitem>
+ <para>Verify Status - Indicates if the validity of the qualification
+ has be checked.</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - The end date of the qualification i.e. The
+ expiration date of a drivers license</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Update button: Click to save changes to the
+ qualification.</para>
+ </listitem>
+
+ <listitem>
+ <para>Delete button: Click to delete the qualification. The
+ qualification is deleted and can not be restored.</para>
+
+ <note>
+ <para>Instead of deleting a qualification it is better to set the
+ thru date.</para>
+ </note>
+ </listitem>
+
+ <listitem>
+ <para>Create button: Click to create a new qualification for the
+ party.</para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditEmployeeTrainings">
+ <title>Training</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeTraining.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Training</para>
+
+ <para><emphasis role="bold">Usage </emphasis>- This screen presents a
+ list of a persons training status. Training is managed in the <link
+ linkend="HUMANRES_FindTrainingStatus">Training Status</link> screen in
+ the Calendar feature. Classes classes can be created and participants
+ assigned in <link linkend="HUMANRES_TrainingCalendar">Training
+ Calendar</link>.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Employee Party Id - The unique identifier for person
+ associated with the training list.</para>
+ </listitem>
+
+ <listitem>
+ <para>Training Request Id - The identifier for the request for this
+ person to attend the training.</para>
+ </listitem>
+
+ <listitem>
+ <para>Training Class Type - The name of the training class.</para>
+ </listitem>
+
+ <listitem>
+ <para>Work Effort Id - This field can be ignored by the user.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - The date and time the training starts</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - The date and time the training ends.</para>
+ </listitem>
+
+ <listitem>
+ <para>Status - The approval status for the person for this class.
+ May be one of</para>
+ </listitem>
+
+ <listitem>
+ <para>Reason - Reason for training</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Employee Party Id button: Click to open the employees profile
+ in the OFBiz Party Manager application.</para>
+ </listitem>
+
+ <listitem>
+ <para>Approver Party button: Click to open the approvers profile in
+ the OFBiz Party Manager application.</para>
+ </listitem>
+ </itemizedlist>
+
+ <warning>
+ <para>The OFBiz Party Manager application is separate from the HR App.
+ To return to the HR App Select HR from the Applications menu. You will
+ be returned to the main <link linkend="HUMANRES_main">Main</link>
+ screen.</para>
+ </warning>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditEmployeeLeaves">
+ <title>Leave</title>
+
+ <para>Payroll history displays a list of invoices</para>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeeEditEmployeeLeaves.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Training Leave</para>
+
+ <para><emphasis role="bold">Usage - </emphasis>An employee can use this
+ screen to request leave. The List Leave screenlet is a list all of the
+ leave records for the employee. An employee can also create a leave
+ request in the Add Employee Leave screenlet.</para>
+
+ <para>Any user with Human Resource Employee permission can view and
+ request leave for any other employee. Only users with Human Resource
+ Approver permission can update or approve a leave request.</para>
+
+ <para>Leave request are managed in the <link
+ linkend="HUMANRES_FindEmplLeaves">Leave</link> feature where in addition
+ to requesting leave an approver may review and approve assigned request.
+ Leave types and reasons are managed by the administrator in the <link
+ linkend="HUMANRES_EditEmplLeaveTypes">Global Settings Employee Leave
+ Type</link> feature.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Leave Type Id - The name of a leave type. Leave types are
+ defined in <link linkend="HUMANRES_EditEmplLeaveTypes">Global
+ Settings</link></para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - The data the leave starts.</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - The data the leave ends.</para>
+ </listitem>
+
+ <listitem>
+ <para>Approver Party - The <link linkend="G_PARTY_ID">party
+ id</link> of the <link linkend="G_PERSON">person</link> with
+ authority to approve the leave.</para>
+ </listitem>
+
+ <listitem>
+ <para>Description - A user entered description of the leave.</para>
+ </listitem>
+
+ <listitem>
+ <para>Leave Reason Type - The name of a leave type reason. Leave
+ types reasons are defined in <link
+ linkend="HUMANRES_EditEmplLeaveTypes">Global Settings</link></para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Update button: Click to save changes to a leave record.<note>
+ <para>You must have update or administrator permission to update
+ a leave request.</para>
+ </note></para>
+ </listitem>
+
+ <listitem>
+ <para>Create button: Create button: Click to create a leave
+ request.</para>
+ </listitem>
+
+ <listitem>
+ <para>Employee Party Id button: Click to open the employees profile
+ in the OFBiz Party Manager application.</para>
+ </listitem>
+
+ <listitem>
+ <para>Approver Party button: Click to open the approvers profile in
+ the OFBiz Party Manager application.</para>
+
+ <warning>
+ <para>The OFBiz Party Manager application is separate from the HR
+ App. To return to the HR App Select HR from the Applications menu.
+ You will be returned to the main Main screen.</para>
+ </warning>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_PayrollHistory">
+ <title>Payroll History</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmployeePayrollHistory.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employees > Click Lookup Party > In Parties Found Click Details
+ > Click Menu Item Payroll History</para>
+
+ <para><emphasis role="bold">Usage -</emphasis> The Payroll History
+ screen displays a list of invoices for the employee. Generally these are
+ payroll or commission invoices. The invoices life cycle from creation
+ through payment is done in the Accounting application.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Invoice ID - The distance identifier of the invoice. This
+ number can be used to find the invoice in the Accounting
+ application.</para>
+ </listitem>
+
+ <listitem>
+ <para>Invoice Type - Identifies the type of invoice. This will
+ typically be Payroll.</para>
+ </listitem>
+
+ <listitem>
+ <para>Invoice Date - Date the invoice was created.</para>
+ </listitem>
+
+ <listitem>
+ <para>Invoice Status - Status may be In-Processes (can be edited),
+ Approved (has been reviewed, can not be edited), Ready (post to GL),
+ Paid (post to GL)</para>
+ </listitem>
+
+ <listitem>
+ <para>Description - A user entered description of the
+ invoice.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Party - The employee identified by the <link
+ linkend="G_PARTY_ID">party id</link> . The invoice is in effect from
+ the employee to the company.</para>
+ </listitem>
+
+ <listitem>
+ <para>To Party - The party the invoice is to. For payroll this will
+ typically by your company identified by the <link
+ linkend="G_PARTY_ID">party id</link> .</para>
+ </listitem>
+
+ <listitem>
+ <para>Total - Amount paid. For a payroll invoice this will typically
+ be less then the gross amount of the invoice due to deductions for
+ taxes and benefits etc</para>
+ </listitem>
+
+ <listitem>
+ <para>Outstanding Amount - Any unpaid amount due on the
+ invoice.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Invoice Id - Click to open the invoices Overview screen in the
+ Accounting application.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Party - Click to open the Fin. History screen for the
+ From Party party id the OFBiz Party Manager application.</para>
+ </listitem>
+
+ <listitem>
+ <para>To Party - Click to open the Fin. History screen for the To
+ Party party id the OFBiz Party Manager application.</para>
+ </listitem>
+ </itemizedlist>
+
+ <warning>
+ <para>The OFBiz Accounting and Party Manager applications are separate
+ from the HR App. To return to the HR App Select HR from the
+ Applications menu. You will be returned to the main Main
+ screen.</para>
+ </warning>
+
+ <sect2>
+ <title>Invoice Overview</title>
+
+ <note>
+ <para>Description of the Invoice Overview screen is outside the
+ scope of this document.</para>
+ </note>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="../humanres_en_images/AccountingSetInvoiceStatus.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+
+ <sect2>
+ <title>Party Financial History</title>
+
+ <note>
+ <para>Description of the Party Financial History screen is outside
+ the scope of this document.</para>
+ </note>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="../humanres_en_images/PartyManagerPartyFinancialHistory.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </sect2>
+ </sect1>
+ </chapter>
+
+ <chapter>
+ <title>Employments</title>
+
+ <para>An employment is a relationship between a person and your Company.
+ The HR App tracks employment benefits, pay history, unemployment claims
+ and employment agreements for each employed person.</para>
+
+ <para>When you create new employee using the <link
+ linkend="HUMANRES_NewEmployee">New Employee</link> screen the employee
+ relationship is created for you automatically. If there is an a person
+ that was entered into the application by some other means you will have to
+ create the employee relationship manually in the Party Manager
+ application.</para>
+
+ <para>The employment record includes the start and end date of the
+ employment. When the employment ends you include the type of termination
+ and reason. For example and employee may have been let go for poor
+ performance. The type would be fired the reason incompetence.</para>
+
+ <sect1 xml:id="HUMANRES_FindEmployments">
+ <title>Search Employments</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmploymentSearch.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employments</para>
+
+ <para><emphasis role="bold">Usage - </emphasis>Use the Employments
+ screen to create an <glossterm
+ linkend="G_EMPLOYMENT">employment</glossterm>, search for an existing
+ employments. Use Search Options to refine the search. Selecting an
+ employment from the list opens the Edit Employment screen.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para><link linkend="G_INTERNAL_ORGANIZATION">Internal
+ Organization</link></para>
+ </listitem>
+
+ <listitem>
+ <para>Employee Party Id - The <glossterm linkend="G_PARTY_ID">party
+ id</glossterm> of the employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - Hire date</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - Last day of employment.</para>
+ </listitem>
+
+ <listitem>
+ <para>Termination Reason Id - The reason for the. Reasons are
+ defined in Global HR Settings <link
+ linkend="HUMANRES_EditTerminationReasons">Termination
+ Reasons</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Termination Type Id - The type of termination. Types are
+ defied in Global HR Settings <link
+ linkend="HUMANRES_EditTerminationTypes"><link
+ linkend="HUMANRES_EditTerminationTypes">Termination
+ Type</link></link>.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>New Employment button: Click to open the screen to create a
+ new employment for a person or organization.</para>
+ </listitem>
+
+ <listitem>
+ <para>Find button: Click for a list of employments. Displays a list
+ of employments in the Search Results screenlet.</para>
+ </listitem>
+
+ <listitem>
+ <para>Employee Party Id button: Click to open the employees <link
+ linkend="HUMANRES_EmployeeProfile">Profile</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Edit button: Opens the Edit Employment screen. This is a
+ gateway to the other employment screens: benefits, pay history,
+ unemployment claims and employment agreements</para>
+ </listitem>
+ </itemizedlist>
+
+ <sect2>
+ <title>New Employment</title>
+
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="../humanres_en_images/EmploymentNewEmployment.png"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources
+ > Employments Click New Employment</para>
+
+ <para><emphasis role="bold">Usage -</emphasis> Create a New Employment
+ relationship between and <glossterm
+ linkend="G_INTERNAL_ORGANIZATION">internal organization</glossterm>
+ and an <glossterm linkend="G_EMPLOYEE">employee.</glossterm> Sets the
+ start date for the employment.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para><glossterm linkend="G_INTERNAL_ORGANIZATION">internal
+ organization</glossterm></para>
+ </listitem>
+
+ <listitem>
+ <para>Employee Party Id - The <glossterm
+ linkend="G_PARTY_ID">party id</glossterm> of the employee.</para>
+ </listitem>
+
+ <listitem>
+ <para>From Date - Hire date</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Action - </emphasis>Create button: Click
+ to create the employment.</para>
+ </sect2>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditEmployment">
+ <title>Edit Employments</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmploymentEdit.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employments > In the Search Results Click Edit</para>
+
+ <para><emphasis role="bold">Usage - </emphasis>This screen is used to
+ create or edit and update an employment. In the Main Search Screen it is
+ opened in create mode by clicking the New Employment button or update
+ mode by clicking the Edit button in Search Results.</para>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>From Date - Hire date</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - Last day of employment.</para>
+ </listitem>
+
+ <listitem>
+ <para>Termination Reason Id - The reason for the. Reasons are
+ defined in Global HR Settings <link
+ linkend="HUMANRES_EditTerminationReasons">Termination
+ Reasons</link>.</para>
+ </listitem>
+
+ <listitem>
+ <para>Termination Type Id - The type of termination. Types are
+ defied in Global HR Settings <link
+ linkend="HUMANRES_EditTerminationTypes"><link
+ linkend="HUMANRES_EditTerminationTypes">Termination
+ Type</link></link>.</para>
+ </listitem>
+ </itemizedlist>
+
+ <para><emphasis role="bold">Action - </emphasis> Update button: Click to
+ create or update changes to a employment record.</para>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditPartyBenefits">
+ <title>Party Benefits</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmploymentCreatePartyBenefit.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employments > In the Search Results Click Edit > Click Party
+ Benefits</para>
+
+ <para><emphasis role="bold">Usage</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add an employee benefit</para>
+ </listitem>
+
+ <listitem>
+ <para>Update an employee benefit</para>
+ </listitem>
+
+ <listitem>
+ <para>Delete an employee benefit</para>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>At this time Party benefits are not integrated with the OFBiz
+ Accounting application.</para>
+ </note>
+
+ <para><emphasis role="bold">Fields</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Benefit Type Id - A name describing the benefit. See <link
+ linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data
+ Maintenance</link> to manage Benefit Type Id .</para>
+ </listitem>
+
+ <listitem>
+ <para>Thru Date - The date the benefit ends.</para>
+ </listitem>
+
+ <listitem>
+ <para>Period Type Id - The time period covered by the cost.</para>
+ </listitem>
+
+ <listitem>
+ <para>Cost - Cost of the benefit over the Period Type.</para>
+ </listitem>
+
+ <listitem>
+ <para>Actual Employer Paid Percentage</para>
+ </listitem>
+
+ <listitem>
+ <para>Available Time - Use to track time off for vacation, sick
+ leave and other benefits of that nature</para>
+ </listitem>
+ </itemizedlist>
+
+ <note>
+ <para>Use Web Tools <link
+ linkend="INTRA_APPL_INTEGRATION_ENTITY_DATA_MAINT">Entity Data
+ Maintenance</link> to manage Benefit Type Id. The entity name is
+ BenefitType.</para>
+ </note>
+
+ <para><emphasis role="bold">Actions</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add button: Click to add a benefit.</para>
+ </listitem>
+
+ <listitem>
+ <para>Delete button: Click to delete the benefit. The benefit is
+ deleted and can not be restored.</para>
+ </listitem>
+
+ <listitem>
+ <para>Submit button: Click to save changes in the list above.</para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+ <sect1 xml:id="HUMANRES_EditPayrollPreferences">
+ <title>Payroll Preferences</title>
+
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata align="center"
+ fileref="../humanres_en_images/EmploymentPayrollPreferences.jpg"
+ scalefit="1" width="100%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+
+ <para><emphasis role="bold">Breadcrumbs</emphasis>: Human Resources >
+ Employments > In the Search Results Click Edit > Payroll
+ Preferences</para>
+
+ <para><emphasis role="bold">Usage</emphasis></para>
+
+ <itemizedlist>
+ <listitem>
+ <para>Add a payroll preference</para>
+ </listitem>
+
+ <listitem>
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