Setup > Human Resources administration > Business process 

Use this function to configure the entry authorizations in the HR portal and in Sage X3 HR & Payroll. With this function, you can specify which contacts (supervisor, department head, director, assistant, etc.) are concerned by the following business processes, delivered in standard mode:

  • Leave request,
  • Remaining employee annual leave,
  • Personal ID,
  • Payroll preparation,
  • Expense claims.

For example, you can use the Business process function to specify that the contacts who can enter Leave requests are:

  • the Supervisor,
  • the Department Head,
  • the Assistant.

As a result, it will be possible to view and/or enter a leave request for all employees whose supervisor and/or department head and/or assistant is the current user.

You can therefore use this function to:

  • manage entries for other people,
  • manage the list of people available for entry for the current user.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Header

    Fields

    The following fields are present on this tab :

     

    In multi-legislated folders (where the LEG activity code is active), the Legislation fields are displayed.

    • If a legislation has been set in the LEGFIL (Legislation selection filter) parameter (SUP chapter, INT group), it is used as the default but can be changed if needed.
    • If LEGFIL has no legislation set, there will not be a default, so the Legislation field will have to be entered appropriately.

    If a legislation is entered in the record header, other fields entered must follow any rules applicable to the legislation.

    If a legislation is not entered in the record header, it might be deduced from another element (such as the company, site, or employee) and again, other fields entered must follow any rules applicable to the legislation.

    If a multi-legislation group of companies is selected, other fields entered must follow any rules applicable to the legislation of at least one company in the group.


    Example

    If you select a group of British (BRI) and French (FRA) legislation companies, you cannot enter a value in a field that is only applicable to the South African (ZAF) legislation.

    In single legislation folders (where the LEG activity code is not active), the Legislation fields are not displayed.

    • Description (field DES)

     

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    Tab General

    Fields

    The following fields are present on this tab :

    Grid

    • Contact (relationship) (field TYPMGR)

     

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    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation