Entering Data in the Spreadsheet for the Front End Switches

In the front end of the application, there are some switches that allow authorized users to show or hide certain types of positions, such as assistants or consultants, from the org chart. Turning these switches on or off makes the nodes visible or invisible on the org chart (though it does not impact the headcount values).

When you extract data from an ERP, there are usually elements in the data that trigger whether a record qualifies as an "assistant" or a "non-manager vacant position" for example, so when the user turns these switches on or off, the nodes just automatically show or hide. But when you upload your data into Hanelly through a spreadsheet, you have to place certain data in the spreadsheet to make the records correspond to the requirements for the switches. As well, some of the switches are not accessible at all if you use a spreadsheet method of data entry. The following table explains what data needs to be in which columns for the records to qualify for the show/hide functionality on the front end.

 

Hide/Show Flag

Hanelly Enterprise Template

Hide non-manager vacant positions:

Manager Perspective

What data you need for this is dependent on what you chose for your vacancy logic setting in the General Settings page.

If you chose Incumbent in Position:

  • An active position must exist in the Position tab, AND
  • No employee has that position number in the EmployeeOccupiesPosition tab, AND
  • No positions report to that position in the PositionBelongsToPosition, PositionDottedToPosition, or Position2ndToPosition tabs

the record will be hidden by the switch.

 

If you chose Flag:

  • An active position must exist in the Position tab, AND
  • the value in the Vacancy column for that record is set to TRUE, AND
  • No positions report to that position in the PositionBelongsToPosition, PositionDottedToPosition, or Position2ndToPosition tabs

the record will be hidden by the switch.

Hide non-manager vacant positions:

Functional Perspective:

If you chose Incumbent in Position:

  • An active position must exist in the Position tab, AND
  • No employee has that position number in the EmployeeOccupiesPosition tab, AND
  • No positions report to that position in the PositionDottedToPosition or Position2ndToPosition tabs

the record will be hidden by the switch.

 

If you chose Flag:

  • An active position must exist in the Position tab, AND
  • the value in the Vacancy tab for that record is set to TRUE, AND
  • No positions report to that position in the PositionDottedToPosition, or Position2ndToPosition tabs

the record will be hidden by the switch.

Hide non-manager vacant positions

Legal Perspective

If you chose Incumbent in Position:

  • An active position must exist in the Position tab, AND
  • No employee has that position number in the EmployeeOccupiesPosition tab, AND
  • No positions report to that position in the PositionBelongsToPosition tab

the record will be hidden by the switch.

 

If you chose Flag:

  • An active position must exist in the Position tab, AND
  • the value in the Vacancy tab is set to TRUE, AND
  • No positions report to that position in the PositionBelongsToPosition tab

the record will be hidden by the switch.

Hide temporary contracts

For a record to be affected by this switch, all of the following criteria must be met:

  • An active employee exists in the Employee tab AND
  • That active employee occupies a position in the EmployeeOccupiesPosition tab AND
  • The value in the EmployeeToContractType > ContractType Value for that record is set to T

Hide contractors

For a record to be affected by this switch, all of the following criteria must be met:

  • An active employee exists in the Employee tab AND
  • That active employee occupies a position in the EmployeeOccupiesPosition tab AND
  • The value in the EmployeeToEmployeeClass > EmployeeClass Value for that record is set to Contractor

Hide consultants

For a record to be affected by this switch, all of the following criteria must be met:

  • An active employee exists in the Employee tab AND
  • That active employee occupies a position in the EmployeeOccupiesPosition tab AND
  • The value in the EmployeeToEmployeeClass > EmployeeClass Value for that record is set to Consultant

Hide Assistants

For a record to be affected by this switch, all of the following criteria must be met:

  • An active position exists in the Position tab AND
  • The value in the PosDepartmentStaff > Staff for that record is set to TRUE

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