1.4 Using Personnel Movements Manager - Sept2013

BOS/e PeopleWARE User Manual
Copyright 2013
www.diginfobettersystem.com
2 BOS/e Personnel Movements Manager
Summary
Component Highlights
Using BOS/e Personnel Movements Manager
Steps in Creating a New Personnel Movements Document
Another Option to Select Employees
Steps in Opening an Existing Personnel Movements Document
Steps in Deleting an Existing Personnel Movements Document
Steps in Using Autoposting Personnel Movements Document
Changing Sub-company
Generating Reports
Summary
Copyright 2013
BOS/e Personnel Movements Manager 3
BOS/e PERSONNEL MOVEMENTS

MANAGER
Introduction
SUMMARY
This manual outlines and guides you through the steps involved in managing the
employees movement transactions using the BOS/e Personnel Movements Manager.
This component maintains the movement history record of each employee and it
handles movement transactions, such as regularization, promotion, transfer, etc., which
become part of the employees compensation and benefit records. It provides a function
for transferring employees to other companies.
Component Highlights:
Has the ability to allow employee transfer to another department within
the same company (Intra), employee transfer within affiliate
organizations (Inter) and personnel movements from being separated
to being an active employee again (Rehiring).
Maintains the movement history record of each employee
Accepts personnel movement transaction, for example: promotions,

transfers, change in employment status (apprentice, probationary,
regular)
Provides a function for posting movement transactions to employee

master and compensation records
Associated Components:
BOS/e HR InfoManager & Infocards
BOS/e Organizational Strength Manager
BOS/e Job Model Manager
BOS/e Compensation & Benefits Records Manager
Expected Users:
Those who are responsible for maintaining and modifying employee

records such as: master data, infocard data, or salary data.
Those who are responsible for maintaining payroll-related items:
payroll remittance and payroll related leave entitlement
Copyright 2013

MANAGER
How to Open BOS/e Personnel
Movements Manager
Running BOS/e Personnel Movements Manager
1. Click the [+] beside BOS/e PeopleWARE HR Administration folder to display its
components. Highlight then right-click BOS/e Personnel Movements Manager (Figure
1). Click the Run Component tab that will appear or double-click BOS/e Personnel
Movements Manager on the right pane to launch the component.
Figure 1. Running BOS/e Personnel Movements Manager
Copyright 2013
The Sub-Company Selection window will appear; see Figure 2.
NOTE: Sub-company Codes are set up using the BOS/e Lookup Manager
(refer to BOS/e Lookup Manager for the details). The role of a sub-company
code is to segregate confidential from non-confidential records and to limit the
access of users. The Administrator grants access to users to sub-company
codes using the BOS/e User Role Manager (refer to the BOS/e User Role
Manager for the step-by-step procedure).
Figure 2. Sub-Company Selection Window
2. Choose the sub-company that you'd like to access then click OK . The
BOS/e Personnel Movements Manager main page (Figure 3) will appear on your
screen.
Copyright 2013
Figure 3. BOS/e Personnel Movements Manager
Copyright 2013

MANAGER
Using BOS/e Personnel Movements
Manager
Steps in Creating a New Personnel Movement Document
1. On the BOS/e Personnel Movements menu bar (Figure 4), go to Document .

Highlight and select New.. ; or click the New icon on the
toolbar.
Figure 4. Creating New Document
The Select Movement Type option box will appear. This will allow you to select the desired
movement type.
Figure 5. Selecting Movement Type
Copyright 2013
NOTE:
Intra-Company Movement means movements which pertain to
regularization, promotion, change in department, within the same
company.
Inter-Company Movement means movements of an employee(s)

from one company to another, example Company A to B. The
company code of the employee gets changed.
Rehiring means changing the employment status of an employee

from separated, resigned, or terminated to active again.
A screen will come into view after selecting the desired movement type.
Figure 6. Intra-Company Personnel Movement Manager Form
Copyright 2013
Figure 7. Inter-Company Personnel Movement Manager Form
Figure 8. Rehiring Personnel Movement Manager Form
Copyright 2013
2. Complete the information requested in the form. Refer to Table 1 for the function of
each information box.
Table 1. New Document Fields and their Description
FIELD DESCRIPTION/ACTION
Doc Number Document number is auto-generated by the system
Description Short description of the document being created
Name of the person who endorsed the applicant/employee. Use
Endorser/s
lookup to select the name.
Code of the reason for movement, e.g. Promotion. Use lookup to
Reason Code
select a code.
Effectivity date of the personnel movement. The date that you will
assign should be less than or equal to the current date for the
Effective Date
movement to take effect. Use BOS/e pop up calendar in choosing
the date.
Date when the employee/applicant was endorsed. Use BOS/e pop
Date Endorsed
up calendar to highlight the date.
Name of the person who approved the endorsement. Use Lookup
Approver/s
to select name.
Date when the endorsement was approved. Use BOS/e pop up
Date Approved
calendar to select date.
Use the BOS/e Pop-up Calendar (Figure 9) in filling out the items that request for date values.
Figure 9. BOS/e Pop up Calendar
NOTE: The Posted By information box is automatically filled up by the

system. This pertains to the user who created the form. The Posted Date is
the date when the form was created.
3. Click Save to commit the new form, otherwise click Cancel .
4. To post the newly created Personnel Movements document, click Post .

Posting the document will cause the changes made to be reflected in BOS/e HR
Copyright 2013
InfoManager and Movement History Infocard. Changes will also reflect in BOS/e
Compensation and Benefits Records Manager, if the movement documented is
about salary change.
NOTE: Posted BOS/e Personnel Movements document cannot be modified.

Double check all items before posting.
Steps in Opening an Existing Personnel Movements Document
1. On BOS/e Personnel Movements Manager window, double click the document that
you want to open.
2. If the document has NOT been POSTED, it can be updated and edited. Otherwise,
it can only be viewed (refer to Figure 10).
Figure 10. Warning message displayed when opening a posted document
3. To edit a document that has not yet been posted, select the said document on the main
window of BOS/e Personnel Movements Manager then go to Document and
select Edit (refer to Figure 11). You can also opt to click the
Edit icon on the toolbar.
Copyright 2013
Figure 11. Editing an existing document
Steps in Deleting an existing Personnel Movements Document
1. On BOS/e Personnel Movements Manager window, select a document that has NOT
been POSTED.
2. Go to Document then select Delete . You can also opt

to click the Delete icon on the toolbar.
3. Click Yes to confirm the deletion of the document.
NOTE:
Already posted documents cannot be deleted.
It is advisable that employee updates are made using the BOS/e
Personnel Movements Manager as this component has provision for
maintaining movement history records of each employee.
Copyright 2013

MANAGER
Auto-Posting BOS/e Personnel
Movements Manager Document
Auto-Posting Movement Documents

The auto-post option provides the user an option to post personnel movements file as its
effectivity date matures. It prompts the user a reminder.
Steps in Using Auto-Posting Personnel Movements Document

1. To enable the auto-post feature, go to your BOS/e Desktop. In the Companies window,
under BOS/e System for the Enterprise, select the item referring to your company name,
e.g. Diginfo.
2. Open and click BOS/e PeopleWARE Business Engine. Highlight and right-click
BOS/e Registry Manager (Figure 16).
To open BOS/e
Registry
Manager, click
Run
Component.
Figure 12. Running BOS/e Registry Manager
Copyright 2013
3. The BOS/e Registry Main screen will appear (Figure 17). Under BOS/e System for
the Enterprise, expand the Global list of Registry tree by clicking [+].
Figure 13. Global Registry Listing
4. From the list, highlight and click the Global Business Rule (BOS/e) folder (Refer to
Figure 17, encircled item).
5. Notice that on the left pane of your BOS/e Registry Manager main screen, the Global
Business Rule (BOS/e) table will appear (Figure 18).
Figure 14. Global Business Rule (BOS/e) Table
Copyright 2013
6. To enable the Auto-post function, double-click the record under the Active field on the
same row as the AUTOPOSTMOVEMENT Rulecode.
7. The Global Business Rule registry form (Figure 15) will appear. Click Edit.
Change the value in the ACTIVE box to Y <YES>.
Figure 15. AutoPost Movement
8. Click Save to commit the changes that you made on the form; otherwise, click
Cancel.
9. Every time BOS/e Desktop is executed, it will check if there are un-posted movement
files. In case it encountered un-posted records, the program will prompt the user to post
the movement file as shown in Figure 16.
Figure 16. Confirmation dialog box
Copyright 2013
10. After posting, a window will show, refer to Figure 17, wherein you can verify the posted
items.
Figure 17. Posted Movement Data Verification
Copyright 2013

MANAGER
Changing Sub-Company
Initially, when the user opens the BOS/e Personnel Movements Manager, s/he will be asked to
choose a sub-company. Only the employees under that sub-company will be shown in the
Personnel Master List. The Change Sub-company is used to change the sub-company
previously chosen by the user. This feature has been added to prevent the user from closing
and rerunning the component when s/he needs to process personnel movements of the other
employees from other subcompanies.
1. To change the current Sub-company being used, click Document on the menu
bar then select Change Sub-company (see Figure 18). You
can also choose to click the Change Sub-company icon on the toolbar.
Figure 18. Document > Change Sub-Company
2. Sub-company Selection dialog box will come into view. Choose a specific Sub-company
code using the arrow key then click OK (refer to Figure 19).
Copyright 2013
Figure 19. Sub-company Selection
3. The BOS/e Personnel Movements Manager main form will then appear.
Copyright 2013

MANAGER
Generating Reports
1. To generate a report, click Report on the menu bar then select Personnel
Movement History Report (see Figure 20). You
can also choose to click on the toolbar.
Figure 20. Personnel Action Memo Report
2. The Sub-company Selection dialog box will come into view.
3. Select the Sub-company code that you need then click OK , the Personnel
Movement Report window will appear (refer to Figure 21).
Figure 21. Personnel Movement History Window
Copyright 2013
4. Click Extract Employees displayed at the bottom of the left pane. Select the personnel
that you'll include in the report then click OK.
5. On the right pane, use the filtering options (Column, Operator, Value) and Logical
Operators (And, Or) to filter the movement history records that will be displayed in the
report.
6. Select Screen at the bottom of the window to see a Print Preview of the report.
Otherwise, select Printer to print a copy of the report.
7. Click Print or Print All Employee Records to proceed with the Print Preview or with the
printing of the report.
Figure 23. Print Preview
Copyright 2013

MANAGER
Summary
After reading this the manual, you are expected to be able to perform
the following tasks:
Post employees movement transactions such as regularization, promotion, intra-
company transfer, inter-company transfer and re-hiring.
Generate the report of posted document.
Copyright 2013

1.4 Using Personnel Movements Manager - Sept2013

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

1.4 Using Personnel Movements Manager - Sept2013

Uploaded by

Copyright:

Available Formats

BOS/e PeopleWARE User Manual

BOS/e PERSONNEL MOVEMENTS

Maintains the movement history record of each employee

Accepts personnel movement transaction, for example: promotions,

Provides a function for posting movement transactions to employee

BOS/e HR InfoManager & Infocards

BOS/e Organizational Strength Manager

BOS/e Job Model Manager

BOS/e Compensation & Benefits Records Manager

Those who are responsible for maintaining and modifying employee

BOS/e PERSONNEL MOVEMENTS

Running BOS/e Personnel Movements Manager

Figure 1. Running BOS/e Personnel Movements Manager

The Sub-Company Selection window will appear; see Figure 2.

Figure 2. Sub-Company Selection Window

Figure 3. BOS/e Personnel Movements Manager

BOS/e PERSONNEL MOVEMENTS

Steps in Creating a New Personnel Movement Document

1. On the BOS/e Personnel Movements menu bar (Figure 4), go to Document .

Figure 4. Creating New Document

Figure 5. Selecting Movement Type

Inter-Company Movement means movements of an employee(s)

Rehiring means changing the employment status of an employee

Figure 6. Intra-Company Personnel Movement Manager Form

Figure 7. Inter-Company Personnel Movement Manager Form

Figure 8. Rehiring Personnel Movement Manager Form

Table 1. New Document Fields and their Description

Figure 9. BOS/e Pop up Calendar

NOTE: The Posted By information box is automatically filled up by the

3. Click Save to commit the new form, otherwise click Cancel .

4. To post the newly created Personnel Movements document, click Post .

NOTE: Posted BOS/e Personnel Movements document cannot be modified.

Steps in Opening an Existing Personnel Movements Document

Figure 10. Warning message displayed when opening a posted document

Figure 11. Editing an existing document

Steps in Deleting an existing Personnel Movements Document

2. Go to Document then select Delete . You can also opt

3. Click Yes to confirm the deletion of the document.

BOS/e PERSONNEL MOVEMENTS

Auto-Posting Movement Documents

Steps in Using Auto-Posting Personnel Movements Document

Figure 12. Running BOS/e Registry Manager

Figure 13. Global Registry Listing

Figure 14. Global Business Rule (BOS/e) Table

Figure 15. AutoPost Movement

Figure 16. Confirmation dialog box

Figure 17. Posted Movement Data Verification

BOS/e PERSONNEL MOVEMENTS

Figure 18. Document > Change Sub-Company

Figure 19. Sub-company Selection

BOS/e PERSONNEL MOVEMENTS

Figure 20. Personnel Action Memo Report

2. The Sub-company Selection dialog box will come into view.

Figure 21. Personnel Movement History Window

Figure 23. Print Preview

BOS/e PERSONNEL MOVEMENTS

Generate the report of posted document.

You might also like