The columns in the resources area contain various types of information about employees (surname, first name, job title, skills, time contract, etc.). By customising the resources area, you can select other data from the employee file in order to display it. It is possible to create various types of customisation and save them. These customisations can be enabled and disabled as required in order to view the required information.

To access the screen for creating customisations, click on the clé molette petite taille icon in the resources area. The menu displays the list of all customisations already created and gives the opportunity to create a new customisation:

•Clicking on one of the customisation areas already created allows you to select and display all information saved in this customisation area.

•Clicking on Customise allows you to open the setup window in order to add, modify or delete a customisation.

hmtoggle_plus1        Setting up a customisation in the resources area

Click on the clé molette petite taille icon and then on Customise. The resources customisation window is displayed.

1.Click on icn_plus at bottom left of the window or on btn_duplicate_normal to copy an existing customisation.

2.Enter a Description.

Configuration of the column

3.The Surname First name theme is mandatory and not modifiable!

4.Click on icn_plus on the right of the window.

5.Customise your columns using the icn_3 dots button and select the categories and data desired using the dropdown menus.

6.Add the Sorting category to display an additional column in which you can indicate sorting criteria manually. This sorting is unique to each user.

7.Check Grouping in order to display the employee list sorted according to this criterion.

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The order in which the Grouping boxes are checked for each column determines the sorting order!

Grouping

You can add results to the grouping in order to monitor daily results according to grouping.

8.Click on icn_3 dots to access the configuration. Select a colour for the grouping.

a.Click on icn_plus.

b.Enter a Customised title for each column created.

c.Customise your columns using the icn_3 dots button and select the categories and data desired using the dropdown menus.

d.Repeat the operation as many times as needed to obtain the desired customisation.

e.Validate.

9. The order number of the grouping and its colour are displayed on the screen.

10.Validate.

Sorting of reports

11.Check Sort direction in order in each column. It will be included in the report.

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You can move the data columns as required by using the arrows btn_arrow_left btn_arrow_right.

 

12.Save and Close the window.

 

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You can let other managers benefit from this customisation and transmit it by clicking on btn_send_copy_normal. You must then choose to which population it will apply.

If a customisation with the same description already exists, you can choose either to copy, which will create a new customisation, or to replace the existing one.

Once the planning is open for this population, other managers can choose to display your customisation.

hmtoggle_plus1        Modifying a customisation

To modify a customisation, you must:

1.Click on the customisation icon clé molette petite taille in the resources area to display the list of customisations.

2.Click on Customise.

3.Select the customisation to be modified in the menu.

4.Modify the Description of the customisation.

5.Select the theme containing the required information from the list.

6.Customise your columns using the icn_3 dots button and select the categories and data desired using the dropdown menus.

7.Check Grouping (see above) in order to display the employee list sorted according to this criterion.

8.If needed, delete one or more pieces of information previously selected by clicking on the delete icon icn_dustbin.

9.Save and Close the window.

hmtoggle_plus1        Deleting a customisation

To delete a customisation, you must:

1.Click on the customisation icon clé molette petite taille in the resources area, then on Customise to display the list of customisations.

2.Select the customisation to be deleted from the list.

3.Click on icn_dustbin to delete the selected customisation.

4.Save and Close the window.

See also:

Customisation administration