The planning overview in Exact Synergy Enterprise contains a lot of useful information. But sometimes it is only necessary to check the availability of a person and is the other information unnecessary for that moment. To check the availability of a person easy and fast, the option Availability is available.
Posts Tagged ‘Employees’
In Exact Synergy you can easily generate a list of your employees.
Via the steps below you can create an advanced list for which you can define which employee details you want to include.
When creating personal rates you have the possibility to enter the sales price and costs. By default this is the sales price and costs in the currency of the person. This is the currency that is linked on the person card of the person. It is possible to change the currency when creating the personal rate, but it can be desirable not to suggest the person’s currency by default, but the currency of the division.
In our blog post ‘Not enough room for all information?’, you were able to read about using free fields. In this blog post, we will explain a bit further how to configure the free fields.
The blog post ‘another number for a debtor’ explained how you can recode data. This at the maintenance of master data occurs one at a time, which could make recoding a time-consuming task. Should you want to recode multiple master data, it is possible to perform the recoding in a batch. Here, you can recode several data at once by selecting them in advance.
When searching for people you can use the AND / OR operator.
This can for instance be useful in a situation where employees have a different contractual and physical location, but you want them all displayed in the search results.
To clearly portray the proportions of your venture, you can use Exact Globe’s organization chart. By using an organization chart, the ‘ lines ‘ within your venture are mapped.
By working with Exact Synergy Enterprise, you have one central place where all relevant information is available. However, there are various ways in which you can search for information. This allows you to determine which way you can find the correct information the fastest.
If an employee receives another position or, for instance, leaves the company, it may be necessary to transfer certain information linked to the employee to another employee.