This function is used to define the hierarchical organization of the folder. The entities can be viewed as control centers designed to structure the budget forecast and monitoring according to the entity type:

  • Entity controlling and monitoring a budget,
  • Entity consuming the budget,
  • Entity approving the budget allocated or the revisions carried out.

An entity is compulsorily assigned to an "Assignment entity" allowing the entry of the entity code at the immediate superior level. The number of levels is not limited, but the application has a search function for the entity supervisor code in the setup of WORKFLOW circuits which is limited to 9 entity levels. Therefore, it is not possible to search for the code of the supervisor of these entities beyond Level 9 in the framework of the signature controls.

The creation of entities is combined with the automatic creation of the corresponding analytical dimensions on a dimension type "Entity" (see Paragraph "Prerequisites"). Upon creation of an entity, the code and dimension type description created are the entity's.

  • Inquiring on the corresponding dimensions is carried out by "right click" on the selected Entity/dimension type.
  • Inquiring on dimension groups is carried out by a zoom on the dimension group.

The creation of analytical dimensions makes it possible to manage budget and analytical pyramids (Menu bar/Function/Pyramid generation), from any entity belonging to a hierarchy linked to a level 1 entity.

  • Inquiring on pyramid "Zoom pyramid" makes it possible to inquire on the graphical representation of said pyramid. By default, all the levels are displayed, starting from entity level 1.

The entity has an optional field "Company" used to assign the entity to a company. See "Company" field.

Deleting entities
  • It is prohibited to delete an entity if it is used by an envelope or a budget line (Company code grayed).
  • Deleting an entity also deletes the corresponding dimension.
  • It is prohibited to delete an analytical dimension in a dimension type Entity; You must delete the entity to delete the dimension.
Modifying entities
  • It is possible to add a Company code for an entity created without a Company code if this entity is not used by an envelope or budget line. In this case, adding a Company code triggers the deletion of all analytical dimensions created under this entity, and the creation of a dimension in the dimension type corresponding to the one of the entered company.
  • It is possible to delete a Company code for an entity if this entity is not used by an envelope or budget line (Company code not grayed). In this case, deleting the Company code triggers the deletion of the dimension created in the dimension type corresponding to the entered company and proposes to create dimensions on the available dimension types Entities.
Modifying pyramids
  • It is prohibited to modify pyramids on a dimension type "Entity" via the pyramid or the dimension groups.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Identification of employee

Entry screen

Tab Contract

Entry and inquiry of information concerning a new employee in the company and the characteristics and conditions of his/her future contract (contract type, position, income, schedule, etc.) 
SEEINFO If the "Multi-contracts" box is ticked in the header, several contracts can be created for one employee.

Tab Contract

If there must be an automatic generation of arrival documents for this new employee, then tick the type(s) of the given documents.

../FCT/GESTXC_CLAUSPE.GIF The icon button [Particular Clauses] is used to establish, by document type, the particular clauses linked to the employee.
../FCT/VIEWING.GIF The icon button [View] is used to view the arrival document, when it already exists.

Tab Casual worker in entertainment industry

Reports

By default, the following reports are associated with this function :

  LISSEC : List of dimensions

This can be changed using a different setup.

Specific buttons

Hiring

This button is used to confirm the final hiring of the employee, and creates a new tab in theEmployee record and in the Contract record.

View

This button is used to view the potentially generated arrival documents.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

Only companies/sites with their main analytical ledger set to Operating budgets are authorized.

The Company code entered is attached to a ledger not flagged "Operating budgets". Modify the Company code or check the general structure setup if the said Company code is correct.

Incorrect entity

The entity code entered does not exist in the entity list. Modify this code or select a code from the entity list.

The entity cannot be linked to a different company entity

The assignment entity code entered does not have the same Company code as the entity. The modification of an assignment entity can only be performed on entities sharing the same company code, or with a blank company code. Modify the assignment entity code.

This message also appears upon duplicating an entity which is not attached to a company, to create an entity attached to a company, when the assignment entity is modified. In this case, it is necessary to enter the company's code prior to modifying the assignment entity's code.

A child entity has a company whose value is blank. As a consequence, the company of this entity can only be blank

The Company code of the attached entity is blank. The company code of the assigned entity must also be blank.

Company incompatible with the attached entity/entities

Modify the Company code of the entity. This entity is an assignment entity having attached entities whose Company code is different from the entered code. The code of this entity must be the same as the one of the assigned or blank entities. The company code of this entity can be set to blank, but provided that the assignment entity of this particular entity has a blank company code. If this is not the case, the Company code must be the same as the one of its assigned entities.

Attached entities contain different companies, the company code of this entity must be blank

This message is displayed upon entering the company code of an assignment entity with a blank code and attached entities with different or blank company codes.

An entity cannot be linked to itself

The assignment entity code entered is the same as the entity code. Modify the assignment entity code or select an assignment entity in the list.

The entity cannot be attached to one of its child entities

You are attaching an entity to one of its attached entities. This is incoherent, please modify your entry.

The entity cannot be linked to a different company entity

You are modifying the assignment entity of the said entity, but this assignment entity has a Company code different form that of the entity being modified. The entity can only be attached to an entity having the same Company code, or to an entity having a blank Company code field.

Tables used

SEEREFERTTO Refer to documentation Implementation