Adding data
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===Adding values to an existing Code Library=== | ===Adding values to an existing Code Library=== | ||
| − | # After logging into the Subscribe-HR | + | # After logging into the Subscribe-HR HCM Platform, select the <b>Maintenance</b> Module from the left hand navigation menu. |
# Select the <b>Code Library</b> Folder. | # Select the <b>Code Library</b> Folder. | ||
# You will see a list of Library Codes, locate the desired Library Code and select it. | # You will see a list of Library Codes, locate the desired Library Code and select it. | ||
| − | # Select the <b>Codes</b> | + | # Select the <b>Codes</b> sub-folder from left hand navigation menu. |
| − | # Select the | + | # Select the <b>Create New</b> button on the top left. |
| − | # Enter the | + | # Enter the desired code library name into the <b>Library Entry Name</b> field. |
| − | # Select the | + | # If applicable, select the <b>Sorting order</b>, this will determine how the results of the drop down will appear. |
| + | # If applicable, enter the <b>Library Entry Description</b>, this is only visible internally. | ||
| + | # Select the <b>Save</b> button. | ||
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | ||
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# Select the <b>Code Library</b> Folder. | # Select the <b>Code Library</b> Folder. | ||
# You will see a list of Library Codes. | # You will see a list of Library Codes. | ||
| − | # Select the [ | + | # Select the [Add new record] button. |
# Enter the name of the field you wish to add into the <b>Library entry name</b> field. | # Enter the name of the field you wish to add into the <b>Library entry name</b> field. | ||
# Select <b>Sorting order</b>. | # Select <b>Sorting order</b>. | ||
# You can provide a Description if you wish to. | # You can provide a Description if you wish to. | ||
| − | # Select the | + | # Select the <b>Save</b> button. |
<b>To enter codes into this Code Library</b> | <b>To enter codes into this Code Library</b> | ||
# Select the <b>Codes</b> SubFolder from the left menu. | # Select the <b>Codes</b> SubFolder from the left menu. | ||
| − | # Select the | + | # Select the <b>Create New</b> button. |
| − | # Enter the value into the <b>Code name</b> field. | + | # Enter the value into the <b>Code name</b> field. These are the options that will appear in the drop down menu. |
# Select the [Save] button. | # Select the [Save] button. | ||
<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Latest revision as of 00:23, 9 January 2019
Contents
[hide]Code Library
Introduction to the Code Library
The Code Library, otherwise known as a Lookup Table is where the values in most of the drop downs can be found, updated and added to.
There are a limited number of Code Libraries that should NOT be Modified.
These are marked as being underlined in the Code Library list.
The Code Libraries that cannot be modified are:
- Element Types
- Message types
- Nationality
- Leave Accrued
Code Library Essentials
We recommend that you setup the following code libraries before using the system:
| Category | Code Library Name | Related Function |
| Jobs | Department | Human Resources TAB > Jobs |
| Division | Human Resources TAB > Jobs | |
| Business Area | Human Resources TAB > Jobs | |
| Benefits | Benefit Name | Human Resources TAB > Benefits |
| Benefits Type | Human Resources TAB > Benefits | |
| Benefits Provider | Human Resources TAB > Benefits | |
| Property | Company Property Condition | Human Resources TAB > Property |
| Risks | Risk Priority | Human Resources TAB > Risks |
| Risk Assessment Classification | Human Resources TAB > Risks | |
| Risk Assessment Results | Human Resources TAB > Risks | |
| Cost Centres | Cost Centre | Human Resources TAB > Jobs |
Adding values to an existing Code Library
- After logging into the Subscribe-HR HCM Platform, select the Maintenance Module from the left hand navigation menu.
- Select the Code Library Folder.
- You will see a list of Library Codes, locate the desired Library Code and select it.
- Select the Codes sub-folder from left hand navigation menu.
- Select the Create New button on the top left.
- Enter the desired code library name into the Library Entry Name field.
- If applicable, select the Sorting order, this will determine how the results of the drop down will appear.
- If applicable, enter the Library Entry Description, this is only visible internally.
- Select the Save button.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Code Fields Explained
| Field Name | Description |
| Selected by Default | If you want this value to be the default in the drop down then check this field. |
| Code | System recognised code name.
The code field should be unique and not have any spaces in the name
entered. |
| Code name | The value you wish to appear in the drop down |
| Code short name | |
| Code numeric representation | |
| Other name | |
| Category code |
Adding New Code Libraries
The purpose of adding new code libraries to the system is when there is a need for a new drop down or multi option box on a screen.
The newly create code library defines what will appear in this drop down or multi option box.
- Select the Maintenance TAB.
- Select the Code Library Folder.
- You will see a list of Library Codes.
- Select the [Add new record] button.
- Enter the name of the field you wish to add into the Library entry name field.
- Select Sorting order.
- You can provide a Description if you wish to.
- Select the Save button.
To enter codes into this Code Library
- Select the Codes SubFolder from the left menu.
- Select the Create New button.
- Enter the value into the Code name field. These are the options that will appear in the drop down menu.
- Select the [Save] button.
