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 Process Browser

Use

The HR Administrator can use this function to obtain an overview of processes and associated process steps. The administrator can also display data such as personnel number, date of birth, and contact details for the employee affected by the process, and for the process initiator. Additionally, the administrator can display the forms that are assigned to the individual process steps of a process.

Integration

The process browser is available to the HR Administrator in the portal, in the following iViews:

  • Open Employee Processes and Open Employee Processes iViews

    The process browser here has predefined search criteria. Therefore, the iViews do not display the process browser’s search fields. Instead, they directly shows a list of all processes in which the HR Administrator is involved, and that are not yet completed.

  • Search Employee Processes and Search Organizational Processes iViews

    These iViews comprises all of the process browser’s functions. The iViews first shows the search fields for a simple search for processes. You can use the Advanced Search function to show additional search criteria. The system displays the search results in a list, below the search criteria.

  • Display Processes iView

    The process browser here has the name of the affected employee as preset selection criteria. Therefore, the iView does not display the process browser’s search fields. The HR Administrator first selects an employee in the Employee Information workset. This iView then displays all the processes in which the employee selected is involved.

  • Open processes in Display Employee Profile iView

    The process browser is the same as that in the Open Processes iView. However, the name of the employee previously selected by the HR Administrator in the Employee Information workset is predefined as an additional selection criteria, in the same way as it is for the Display Processes iView .

The Details function is available to the HR Administrator in all of these iViews.

Features

The process browser provides the following functions:

  • Search fields for searching for processes

    Here you enter your search criteria and start the search.

  • Hit list

    Below the search fields, the system displays the list of processes that match the search criteria. In the list, you can view the data for the employee that is affected by the relevant process, and the data for the person who started the process.

  • Dialog box with details on the processes

    After selecting a process from the search results, you can use the Details function to access a dialog box with further information. The dialog box shows the general data of the process that you previously selected in the results list of the process search, and a list of all process steps executed for the process thus far. By selecting a process step, you open the associated form in the display mode. The form contains all data and attachments that existed when the relevant process step was completed.

  • Business Status of process step

    Along with the processing status, APPROVED, PROCESSED, and so on, you can customize text for individual processes to appear in the Business Status column. This text gives more detailed, personalized input on the status of the process. For more information, see Business Status .

Depending on how the process browser is used, all or some of these functions are available. For example, in some iViews, only the hit list and the process details are available, and not the search.

See also:

Process Object