Validity of Objects and Assignments

Key Date and Preview Period

A key date and a preview period are always set in the Organization and Staffing and the Organization and Staffing (Workflow) views.

• Every time you log on, the current date is set as the key date. You can change the key date. Data valid on the date you have selected is displayed.

• When you log on initially, a preview period of 3 months is set, that is, all changes to data that happen in this period are displayed. You can change this preview period. Next time you log on, the preview period which you selected is set.

System Response

When you create an organizational unit or position in the overview area,

• the validity of the object begins with the key date set, this can be moved forward in the detail area

• the assignment begins with the key date set

If you want the validity of the organizational unit, position or assignment to be restricted, you can terminate them. For more information, see Terminating Organizational Units or

Terminating Positions.

If you are creating a job or a task, specify the validity date in the dialog box. For more information, see Creating Jobs or

Creating Tasks. Task and job assignments begin on the key date set.

If you are finding objects in the search area, the system selects all the objects that exist on the key date and preview period you set, and presents them for selection in the selection area.

Objects whose validity begins only in the preview period set, are indicated by a in the selection area. Objects, whose validity ends in the preview period, are indicated by a .

If you have selected an object to be displayed, in the overview area, according to object type

• the relevant organizational structure and the organizational units assigned to it on the key date or in the preview period is displayed.

• the relevant staff assignments and the positions, persons (employees) or users assigned to it on the key date or in the preview period are displayed.

• the relevant staff assignments and the positions, persons (employees) or users from an organizational unit assigned to the selected job on the key date or in the preview period are displayed.

• the relevant task assignment and the objects assigned to it on the key date or in the preview period is displayed.

Objects whose assignment to another object begins only in the preview period set, are indicated by a . Objects whose assignment to another object ends in the preview period, are indicated by a .

If you assign an object to another object in the overview area or detail area, the new assignment applies from the key date to the end of the validity of an object. If you have activated Query time period for organizational changes, assignments of organizational units and positions are valid in the period you entered in the Query time period for organizational changes dialog box.