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.
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.
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: