Person Groups
Employees – Person Groups
This form divides employees into groups that share common accounting settings for gross wages and wage compensation. Persons can also be categorized by pay grades or workplaces, and the form also allows you to track job applicants.
Person groups are used in HR management.
Main toolbar
Click the "New" button or press the keyboard shortcut Alt+N to open the form for a new record.
The top toolbar of the form contains a number of buttons whose functions are described in the dedicated chapter "Program Controls".
Abbreviation
Required field, can contain up to 20 characters. The value must be unique across all records.
The abbreviation (also referred to as a code) is a shortened representation of the group.
We recommend choosing an abbreviation that reflects the characteristic of the given group, so you can immediately understand what the group represents.
Name
Required field, can contain up to 255 characters.
The name generally represents the record in overviews, print reports, and selection lists, so it should identify the record in a unique and descriptive way.
If you configured foreign languages during the initial setup, you can click the "+" button to fill in the "Name" field in the selected foreign languages. These language variants of the name are printed on documents when using foreign-language printing. Click the "-" button to collapse the foreign-language name fields.
Gross Wage Type
Here you configure the links to internal document types in the "Accounting" module for posting the gross wage of the given person group. Select the appropriate document type from the drop-down list. If you need to create a new type, you can add it here using the F2 key.
Wage Compensation Type
Here you configure the links to internal document types in the "Accounting" module for posting wage compensation for the given person group. Select the appropriate document type from the drop-down list. If you need to create a new type, you can add it here using the F2 key.
"Texts" tab
This tab contains two fields where you can enter information according to your own needs.
Description
You can enter a more detailed description of the given person group.
Note
Here you can record any additional information you need to store for the given group.
"Administration" tab
This tab shows the validity period of the given person group. If you want the group to have unlimited validity, leave these fields blank. The person group will then be available for all calendar years and will be displayed in every calendar year.
If you enter "Valid from:" 01.01.2014 and "Valid to:" 31.12.2014, this person group will be valid only for the year 2014 and will appear in your list only when you are working in the year 2014 (see accounting period in the sidebar navigation header).