This page (revision-12) was last changed on 26-Nov-2021 10:22 by Judy Lawler

This page was created on 26-Nov-2021 10:22 by JMyers

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LEAVE BALANCE DISPLAY CONFIGURATION
LEAVE BALANCE DISPLAY CONFIGURATION

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Table of Contents
OVERVIEW 3
SORTING LEAVE LINES IN A TABLE 4
SETUP 4
SORT DISPLAY ON VALB IN EP 4
SORT DISPLAY ON MY LEAVE BALANCES IN SELF SERVICE 4
SUPPRESSING DISPLAY OF LEAVE LINES 6
SETUP 6
EXAMPLE OF LEAVE LINE DISPLAY SUPPRESSION 6
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You may configure the system to show leave balances in a different order, in addition, via security setup, suppress the display of selected leave plans from showing in the Self Service forms.
!!Overview
The purpose of this white paper is to demonstrate to users how to configure the system to show leave balances in a different order. Also, via security setup, suppress the display of selected leave plans from showing in the Self Service forms.
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Leave lines can now be sorted in a table, provided the leave line record includes the ALP.SEQ_NUM user field column (NUMBER domain) as the first column of the record. When this sequence is added, it will allow you to determine the order in which the leave lines will be displayed on the View Leave Balances ([VALB])screen.
Leave lines can now be sorted in a table provided the leave line record includes the ALP.SEQ_NUM user field column (NUMBER domain) as the first column of the record. When this sequence is added, it will allow the user to determine the order in which the leave lines will be displayed on the View Leave Balances form (VALB).
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The sequence number for sorting of each leave line will be setup on each leave policy in the [IALP] screen.
The sequence number for sorting of each Leave Line will be setup on each Leave Policy in the IALP screen.
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The sequence number field needs to be added to the VALB form layout on [IMFD].
The sequence number field needs to be added to the
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!Sort Display on [VALB]
In [VALB], the sequence number user field has been added to the first column of the form and it will now be used to sort the leave records displayed.
!!Sort display on VALB in eP
In VALB, this sequence number user field has been added to the first column of this form and it will now be used to sort the leave records displayed.
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!Sort Display for Leave Balances in Self Service
Leave Balances in Self Service are displayed on [WEALB] for employees, [WAALB], [WAALP] AND [WAALV] for administrators and [WMALB], [WMALP] AND [WMALV] for managers.
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For Leave Balances, the sequence number user field has been added to the first column of the form and it will now be used to sort the leave records displayed.
%%Information Note Any leave lines without a sequence number (defined on the [IALP] for the Leave Type) will be displayed first on the list.%%
!!Sort display on MY LEAVE BALANCES in Self Service
In ‘My Leave Balances’, this sequence number user field has been added to the first column of this form and it will now be used to sort the leave records displayed.
Note that if there is no Sequence Number (defined on the IALP for the Leave Type), then those Leaves will display 1st in the list
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Leave lines can now be suppressed from being displayed to the users in Self Service on the “Leave Balances” form. This is done based on User or Role security setup.
Leave lines can now be suppressed from being displayed to the users in Self Service on the “My Leave Balances” form. This is done based on User or Role security setup.
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The displaying of leave lines is controlled via the [IMSV] screen. To restrict access to a leave line, you must set up security on the [IMSV] screen. The following needs to be setup:
*Select the user or role you wish to restrict access from.
*Set the security right to ‘Leave Type’.
*Set the ‘Look Up Value’ to the Leave Policy type you intend to have the restriction on put on.
*Set the rule to ‘Restricted From’.
The displaying of leave lines is controlled via the IMSV Screen. To restrict access to a Leave Line, you must set up security on the IMSV form. The following needs to be setup:
- Set the User or Role to restrict access
- Set the ‘Security Right’ to ‘LEAVE TYPE’
- Set the ‘Look Up Value’ to the Leave Policy Type intended to have the restriction on
- Set the ‘Rule’ to ‘Restricted From’
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Example of [IMSV] setup to restrict 3 Leave Types from the Role of “EP_AT_ACCESS”
[Leave Balance Display Configuration_01.jpg]
Example of IMSV setup to restrict 3 Leave Types from the Role of “EP_AT_ACCESS”
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!Example of Leave Line Display Suppression
!!Example of Leave Line display suppression
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In ‘My Leave Balances’ form, the three leave types defined above in the [IMSV] screen will be removed from the view. The before and after shots of the form show the three leave plans before the [IMSV] setup and after the [IMSV] setup.
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__‘My Leave Balances’ Before [IMSV] Setup__
In ‘My Leave Balances’ form, the 3 leave types defined above in the IMSV will be removed from the view on this form. As you can see there is a before and after shot of the form, showing the 3 leave plans before the IMSV setup and after the IMSV setup.
‘My Leave Balances’ before IMSV setup - you can see that the Banked OT, Compensatory Time and Floating Holiday are displayed on the form.
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[Leave Balance Display Configuration_02.jpg]
‘My Leave Balances’ after IMSV setup - you can see that the Banked OT, Compensatory Time and Floating Holiday are now NOT displayed on the form (due to the restriction setup on IMSV).
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The Banked OT, Compensatory Time and Floating Holiday are displayed on the form.
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__‘My Leave Balances’ After [IMSV] Setup__
[Leave Balance Display Configuration_03.jpg]
The Banked OT, Compensatory Time and Floating Holiday are no longer displayed on the form.
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![Notes|Edit:Internal.LEAVE BALANCE DISPLAY CONFIGURATION]
[{InsertPage page='Internal.LEAVE BALANCE DISPLAY CONFIGURATION' default='Click to create a new notes page'}]
This page (revision-12) was last changed on 26-Nov-2021 10:22 by Judy LawlerTop