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The Danish parliament has enacted a new holiday law. The reason for this new law is, among other things, that the EU-Commission have assessed that the current Danish holiday law is fundamentally against the regulations of the EU-court, as all employees according to the EU rules should have the right to four weeks paid vacation per year.  The current Danish rules of staggered holiday (slightly offset), means that today a new member of the labor market would have to wait up to 16 months before they can take any paid holiday. A holiday-law committee was therefore asked to come up with their suggestions for a new holiday law, which should meet the international obligations that Denmark has. These suggestions act as the base of the new holiday law. The new holiday law introduces the possibility that new members of the labor market in the future will be able to take paid holiday within the first year of their employment.   The current holiday rules Today in Denmark we have staggered (slightly offset) holiday. This means that the employed person earns paid holiday per calendar year 1. January to 31. December, but the paid holiday cannot be taken before May 1 st of the next year. As a result of this, up to 16 months can pass from the time the holiday is earned to the time the paid holiday can be taken.  Days is earned in this period.     The new holiday rules With the new holiday law, the employed person will earn and take his/her holiday at the same time in a 12-month period (The holiday year). This means that the holiday earned in February can be taken as soon as March the same year. The employed person will however, have the opportunity to take the earned vacation for an additional 4 months which means that he/she will have 16 months to take the earned holiday (Holiday period). This gives the individual employed person a higher flexibility to take their holiday.     Going forward there will still be two types of holiday payment. Holiday with pay and holiday supplement and holiday with holiday-compensation. For all employed persons the new holiday law will introduce the element that holiday is earned continuously during the holiday year which runs from September 1 st to August 31. The next year (12 months). With the new holiday law, the employed person will earn 2,08 days per month – exactly as they do today – and exactly as before they will not earn the right to paid holiday for periods where their employer does not pay them any salary. The earned holiday can be taken during the “holiday period” which runs from September 1 st to December 31. The next year (16 months). Part of the period where the employees can take their earned holiday is therefore coincident with the earning period – but it is 4 months longer. This makes the holiday planning more flexible.   What does the new law mean to the employer? The new holiday law keeps some of the rules and principles we know from the current holiday law. But apart from the introduction of Same-Time-Holiday it changes some of the ways that the employer handles the holiday. Here below you can find a list of which rules that remain unchanged and which that have been changed:   Holiday payment The new holiday law still provides the opportunity to either give holiday with pay and holiday-supplement or give holiday-compensation (Payment through Holiday account (Feriekonto) or by using a holiday-card-agreement. The calculation of the holiday-supplement and the holiday-compensation will not be changed with the new law.   With the new law the employer will now be able to extract a holiday-card-agreement, agreed upon in a collective agreement, to all employees in the same company regardless of the employee’s organization situation. Thereby the employer can avoid having to handling the holiday payment in various ways.   Today the holiday-supplement should, at the latest, be paid together with the first holiday taken, but in praxis the holiday-supplement is normally paid once a year together with the payroll for April or May. Going forward the holiday-supplement should be paid twice a year in May and in August or together with any taken holiday.   Taking holiday Holiday is still taken as 5 days a week and as whole days as a rule. Start- and end date of the holiday is not changed either and the rules about summer holiday and other holiday also still applies.   The new law does not change the deadlines for notification of the summer holiday and other holiday, but the deadlines can no longer be set aside in general by making a contract; they can only be set aside in the individual concrete situation.   The employer and the employee can agree that the employee can take holiday in advance. Holiday taken in advance is afterwards paid off as it is earned. If the employee is terminated, before the holiday taken in advance have been paid off, the employer can only setoff the balance in their favor in the owed payroll to the same employee.   Further the new term “Foundation-holidays” is introduced, from this foundation new employed persons can get their holiday earned in 2019 paid out. The payment for these max. 8,3 holidays will be paid out by applying for it, and this payment will afterwards be deducted from the payment the employed person where to received when they leave the labor marked to retire.   Another new rule is that holiday which has not be taken as the result of holiday-hindrance will automatically be transferred to the next holiday period.   If your work hours/work load is changed from the time the holiday is earned to the time where the holiday can be taken The current rules demand that it, as a rule, is the salary at the time of taking the holiday (Not the earning time) which should be paid to the employee when any holiday is taken. The exception is however the holiday laws §23 section 3 which states that the salary should be adjusted in case the work hours/work load is changed by more than 20% at the time of taking the holiday compared to the work hours/Work load in the earning period.   It is important to note that it is the change in the work hours/work load alone that is taken into consideration when determining if three would have to be a proportional adjustment of the salary at the time of taking the holiday. Any salary increase or salary deduction will because of this not be taken into consideration.   This 20% rule will disappear when the new holiday law is carried out.  Instead it is now evident that if the work hours or the work load, which would require a new contract, is changed, the employee is entitled to pay during the holiday which matched the work hours and work load at the holiday-earning time.  In these events the current salary should always be adjusted when it is paid as holiday pay.   The labor marked and collective agreements The new holiday law will not become effective until September 1 st 2020, however the transition agreement will become effective on September 1 st 2019 (See more below). This gives the parties of the labor market time to adjust the collective agreements to fit the new rules. At the same time, it gives time to go through and negotiate new local agreements as well as adjusting any individual employment contracts in the extend needed.   In this connection it should also be determined to which extend general and/or local agreements about extra holidays and care days etc. should be amended to fit the new holiday rules. At Visma we are excited to follow the dialog and the collective agreements negotiations including the progress on the labor market in general as the decisions made will have a great impact on many of our customers. Also, because the decisions made will affect the functionalities that our payroll solutions will have to handle.   The transition agreement As mentioned above, a transition agreement will be introduced because of the new holiday law. The idea behind the transition agreement is to make the transition from staggered-holiday (slightly offset) to same-time-holiday as easy as possible, avoid double coverage and to show regard for the companies.   The transition agreement involves that holiday earned from 1 September 2019 to 31 August 2020 will be “frozen” and not be paid out to the employed person before they leave the labor market to retire.   To ensure the purpose of the transition agreement a special trust fund will be setup within “Lønmodtagerens dyrtidsfond” (The employed persons high priced foundation) who will handle the transition agreement. “Lønmodtagerens dyrtidsfond” (The employed persons high priced foundation) writes the following about the transition agreement:   At the time of the transition to the new holiday law every employed person will get holiday pay for up to 25 days frozen in a fund within “Lønmodtagerens dyrtidsfond”. The frozen holiday means will be paid back with interest, as well as any other pension saving and will be paid out when the employed person leaves the labor market to retire.   An economical transition By freezing the holiday funds, the transition is made easier for the employers. With the new holiday law, the employed person will get the opportunity to take holiday as soon as it is earned. This simultaneity between earning and taking holiday can challenge the employer’s economy. At the same time, it would not be appropriate for the employer’s if the employed person would be able to take double holiday in the transition year from the current holiday law to the new. To avoid having the employer’s pay out the already earned holiday and the new earned holiday within the same year, everyone will get their already earned holiday frozen in a fund. The employed person already earned holiday means will of course stay the employed persons own money. Every individual employed person will get an account in the new holiday fund within ”Lønmodtagerens dyrtidsfond” and it is this fund which needs to keep track of the employed persons money.   For every employee, all employers will have to calculate and report the holidays and holiday pay which have been earned in the time from 1 September 2019 to 31 August 2020. The holiday pay is calculated as 12,5% of the salary at the time of earning the holiday. This information should be reported to the fund on 31 December 2020 at the latest. If the information has already been reported to the holiday account (FerieKonto) or another private holiday fund it will however be holiday account (FerieKonto) or the private fund who will report the information to the fund.   In the events where the holiday pay has already been transferred to holiday account or another private fund, holiday account or the other private fund will transfer the money to ”Lønmodtagerens dyrtidsfond”. If the money has not been transferred to holiday account or another private fund the employer can choose to keep the frozen holiday means instead of transferring them to ”Lønmodtagerens dyrtidsfond”. If the employer should choose to keep the holiday means, they can at any time choose to voluntarily transfer the holiday means for one or more employees (including indexation) to ”Lønmodtagerens dyrtidsfond”. Should the employer choose to keep the holiday means, they will at the due date receive a request from ”Lønmodtagerens dyrtidsfond” asking them to transfer the holiday means to the fund.   As an employer you will get the opportunity to keep the frozen holiday means, which is why you should consider both advantages and disadvantages of settling the frozen holiday means to the fund by the end of 2020 or on the other side keeping the holiday means – or part of these – within the company as long as possible. Another possibility is to settle the holiday means by instalments, where you would pay the holiday means into the fund in smaller portions over a period of several years.
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07-03-2018 12:55 (Senest opdateret 16-07-2019)
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1. Reports As a rule, the reports will be shown in Excel format. A few reports can however also be shown in PDF format. Only selected cells will be shown in the PDF as the PDF format has a limited amount of space compared to Excel.   Report overview When you select the menu item “Reports” you will enter the “Report Overview”. As standard the reports will be shown as icons, but you can change this to a list view in the top right corner.     Reports with standard setup: Absence list Anniversaries Birthdays Employee list Employment and resignations Salary items Seniority   Reports where the setup can be changed: Salary, pension and benefits Employment Contact information Education You can choose which reports are shown in the overview by using the dropdown-menu in the top of the page.   Below each report you will see one or more small icons.   Please note that everyone who has right and access to reports can delete the company’s own reports.   1.1 Access to "Reports" The access to “Reports” is role determined and depends on the access for departments. To get access you will as a minimum need to have read access for “Employment” and “Employee information” and have access to the departments for which you need to see the data for.   If you need access to the reports “Salary items” and Absence list” you will also need a read access for Absence and Variables. Please contact your customer support center if you need to change one or more roles.   2. Standard or self-defined reports All reports can be found in a standard version. Some reports offer you the opportunity to change how the report should look. These are:   Salary, pension and benefits Employment Contact information Education When you click on a report you will get the opportunity to define what you want to view in the report. This is done by clicking on “Add/remove columns” and then selecting the information you want included in the report.   Apart from Add/remove columns you can also add a filter.   Here below you can find an example form the report “Employment” where you can select which departments the report should apply to. If you do not choose any departments then all departments will be included in the report. When you have finished, you can click on “Download Excel” to view the report. If this is a report that you frequently use, you can give the report a name, in the bottom part of the page under “Save template” and then press “Save”. When you have done this, the report can be seen in the report overview.   Please note that you cannot name multiple reports under the same name. If you choose a name for a report that already exists one of the following things will happen: If the report has the same name as one of the standard reports you will not be able to use it. You will get an error message and be asked to choose another name. If the name is the same as one of your self-defined reports you will get the oppertunity to overwrite. Should you choose to do this, the ole rept will be replaced by the report you are trying to save. If you need to keep both reports you need to give the report another name.  
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07-03-2018 10:40 (Senest opdateret 16-07-2019)
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1. Introduction In our HR system Visma HR you will find a line of available standard roles and these can be freely used by all companies who use Visma HR. The standard roles are setup based on the roles and processes which are most common in Danish companies.   This document contains a brief description of these standard roles.   2. Users/Roles (Standard roles) The following standard roles can be found in Visma HR: Administrator, organisation Administrator, company Leader, read Leader, edit Absence enrolment HR HR - Without multi-function Course administrator Salary Employee - Primarily for users of the Leader- employee module Leader - Primarily for users of the Leader- employee module   2.1 Menu items The role descriptions follow the structure in the menu items. Company Employee Approve absence and salary registrations – Only Leader- employee module Courses and education Common reporting absence Absence via Excel Reports Selection Multi-function Settings   3. Role description The companies access to Visma HR is first and foremost determined by the modules that the company has access to. Hereafter it is the individual setup of roles which determines which menu items and cells a user can access. The access can be controlled through modules or through rights (Create, read, edit, delete or yes/no).   3.1 Administrator, Organisation At least one person at the company needs to have this role. (See exceptions under administrator, company). The administrator will by default have access to all employees and cells in Visma HR.   Company This role has all rights (Create, read, edit and delete) for the company’s organisation, including the company, the departments and the department leaders.   Employee This role has all rights (Create, read, edit and delete) for the employees: Personal information Relatives Employment development Salary, pension and salary changes Benefits Absence Salary registrations - Only Leader- employee module Education Special information Documents   This role can possible view: balances from the last payroll, frame/step information, real time balances of vacation etc. and work calendar.   Approve absence and salary registrations (Only Leader- employee module) This role can approve or decline the employee’s absence and salary registrations.   Courses and education This role can administrate courses and education by using the menu items Course catalog, course provider and define levels of education.   Common reporting and absence and Absence via Excel This role has four different options for registration of absence on the employee within these categories: Employee and employment Salary, pension and benefits Absence Education Other reports All reports can be saved in excel, word or PDF format. This role can save and reuse their own report settings.                       Selection This role can create and save selection list as base for search, reports and          multi-function.                                             Multi-function Multifunction can be used to setup or change on more employees at the same time. This role has full access to all the multi-function areas: Special information, education, absence, employment, benefits as well as salary and pension. In the multi-function salary and pension this role can make salary simulations about salary adjustments.   Settings This role will by accessing the menu item settings have access to impact the       company settings of Vism HR in many ways. Ex. Content in look-up in charts, Special information and information category, Absence calendar, document category, work plan, project numbers, absence through e-mail, setup of salary- and absence codes, folders administration etc.   3.2 Administrator, Company The standard role “Administrator, Company” has almost the same rights as the role                  “administrator, organisation”. Typically, the “Administrator, company” role is used   when you need to have more than one administrator, who are not allowed to have access to each other’s company data. The same applies if the company has only one Visma HR solution which integrates two different customer relationships in Visma Løn.   If the company does not have a user of the “Administrator, organisation” role, they will                       need to have at least one person who has the role “Administrator, company”   Below we will only mention the items where the two roles have different accesses and rights.                       Company This role has rights (create, read, edit and delete) to the company’s organisation                       including company, departments and department leaders. This role cannot create new companies.                       Settings Under the menu item Settings this role has certain limits compared to the “Administrator, organisation” role. The limitations are ex. In the ability to edit user accesses and look-up codes.   3.3 Leaders, Read This role is created for companies who does not use the Leader- employee module.   Company This role has read only access to the company’s organisation, including company, departments and Leaders.   Employee This role had read only access to their own employees: Personal information Relatives Employment development Salary, pension and salary changes Benefits Absence Education Special information Documents - role determined This role can possible view: balances from the last payroll, frame/step information, real time balances of vacation etc. and work calendar.   Courses and education This role has read only access to the course catalog, course provider and education level.   Reports This role can create all available standard reports within these categories: Employee and employment Salary, pension and benefits Absence Education Other reports All reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Selection This role can create and save selection list as base for search and reports.   Settings This role has a very limited access to the menu item settings. But this role is able to                       view the content in special cells, information categories and the absence calendar.                      3.4 Leader, Edit The role “Department leader, edit” is created for companies who does not use the                     Leader- and employee module.                       Company This role has a read only access to the company’s organisation, including company,                       departments and department leaders.                       Employee This role has different rights connected to the employee screen display: Personal information - Read and edit Relatives - Full access Employment and employment development - Read, but full access to the tab employment remarks Salary, pension and salary changes – read Benefits – Read Absence - Full access Education – Read Special information - Full access Documents - Role determined                     This role can possible view: balances from the last payroll, frame/step information, real time balances of vacation etc. and work calendar.   Courses and education This role has read only access to the course catalog, course provider and education level.   Reports This role can create all available standard reports within these categories: Employee and employment Salary, pension and benefits Absence Education Other reports                     All reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Selection This role can create and save selection list as base for search and reports.   Settings This role has a very limited access to the menu item settings. But this role has full                       access to special cells, information categories and has read only access to the absence calendar.   3.5 Absence enrolement The role “Absence enrolment” is primarily created for companies who does not use     the Leader- employee module.   Company This role has a read only access to the company’s organisation, including company,                       departments and department leaders.                       Employee This role has rights to the employees: Personal information – Read Absence - Create, read, edit and delete This role can possible view the work calendar.   Common reports for absence and absence via Excel This role can also register absence for an employee through the menu item common                       reports for absence and absence through Excel.   Reports This role can create the following absence reports: Absence columns Absence list Absence report The reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Selection This role can create and save selection list as base for search and reports and can create common reporting of absence.   Settings This role only has access to the menu item settings and can view the absence calendar.   3.6 HR The HR role has full access to most menu items in the system except from the items regarding salary. The role is as a rule, not developed with companies who uses the Leader- employee module in mind.   Company This role has all rights (Create, read, edit, delete) connected to the company organisation including Company, departments and department leaders. The role cannot create new companies.    Employee This role has full access (Create, read, edit and delete) to the employee’s: Personal information Relatives Employment and employment development Benefits Absence Education Special information Documents - Role determined The role can possible view balances from the latest payroll, real time balances of                       vacation etc. and the work calendar.   Courses and education The role can administrate courses and education by accessing the menu items   course catalog, course provider and define education levels.   Reports This role can create all available standard reports in the following categories: Employee and employment - Except from identity card report Salary, pension and benefits - Only the reports benefits, total benefits and special information Absence Education All reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.                       Selection This role can create and save selection list as base for search, reports and multi-function.   Multi-function Multi-function can be used to create or make change one more employees at the                       same time. The role has full access to multi-function on the following arears: Special information,                       education, absence, employment and benefits.   Settings The access to the menu items is limited to the content in special information, information categories, work plans, absence calendar and project numbers.   3.7 HR - Without Multi-function This HR role has exactly the same rights as described above, except from the fact that this role cannot use the multi-function.   3.8 Course administrator The role “Course administrator” has the rights to administrate courses on employee- and company level.   Company This role can view the organisation of the company including company, departments and department leaders.   Employee This role has access to employee information through the menu items: Personal information – read Relatives – read Education – create, read, edit and delete Special information – Create, read, edit and delete   Courses and education This role can administrate courses and education through the menu items Course                          catalog. Course provider and can define needed education levels.   Reports This role can create all standard reports regarding education: Education Education participant lists Education catalog Education matrix Education status list, person Education status list, total                    The reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Selection This role can create and save selection list as base for search, reports and multi-function.   Multi-function Multi-function can be used to create or make change one more employees at the                       same time. The role has access to multi-function for Special information and education.   Settings This role only has access to My settings in the menu item settings.   3.9 Salary The salary role has access to Visma HR with the purpose to administrate payroll data and transfer these information to the payroll system Visma Løn.   Company The role can view the organisation of the company including company, departments and department leaders.   Employee The role has access to the employees: Personal information -Read Relatives – Read Employment and employment development - Create, read, edit and delete Salary, pension and salary changes - Create, read, edit and delete Benefits – Read Absence – Read Education – Read Special information - Create, read, edit and delete Documents – Read The role can possible view: Salary registrations, balances from latest payroll, frame/step information, real time balances for vacation etc. and work calendar.   Selection This role can create and save selection list as base for search, reports and multi-function.                       Multi-function Multi-function can be used to create or make change one more employees at the                       same time. The role has access to multi-function for the arears employment record, Salaryl and                       pension. In Multi-function salary and pension role can make salary simulations connected to salary changes.   Settings The role has through the menu item settings limited access to influence the company’s Visma HR setup. But the “Salary” role can view absence calendar, edit in special information, information categories, project numbers, settings for Salary- and absence codes.   3.10 Employee This role is only used by companies who uses the leader- employee module.   Employee This role has access to their own data within below menu items: Personal information - Can edit address, e-mails, phone numbers and account information Relatives Employment and employment changes Absence - Cannot edit already processed absence Salary registrations - Cannot edit already processed payroll data Documents - Role determined The role can possible view: balances from latest payroll, frame/step information, real                       time balances for vacation etc. and work calendar.   Reports This role can create all absence and payroll data reports on their own data. All reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Settings This role only has access to My settings in the menu item settings.   3.11 Leader This role is only used by companies who uses the Leader- employee module. Lear has access to their own data in the same way as employee. Further leader has access to several information on their own employees.   Employee The role has access to their employee’s data within the below menu items: Personal information - Can edit address, e-mails, phone numbers and account information Relatives Employment and employment changes – Read Employment remarks Absence - Cannot edit already processed absence Salary registrations - Cannot edit already processed payroll data Documents – Read The role can possible view: balances from latest payroll, frame/step information, real                       time balances for vacation etc. and work calendar.   Approve absence and salary registrations The role can approve or decline their employee’s absence- and salary registrations.   Reports The role can on its own employee’s data create all absence reports and the salary                       registration report. All reports can be saved in Excel, Word or PDF format. The role can save and reuse                       their own report settings.   Settings The role has through the menu item settings only access to my settings.   4. Flexible roles In Visma HR it is possible to create customer adapted roles. Mainly small adjustments of existing standard roles can be made. Ex. That leader can approve their own absence- and salary registrations. It can also be the setup of entirely new role ex. For an IT administrator role with access to handed out IT equipment.   Changes/setup of roles has to be done by a Visma consultant and the service is invoiceable.
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07-03-2018 10:26 (Senest opdateret 16-07-2019)
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1. Introduction It is possible to give your employees access to Visma HR through the “Leader- employee module”, so they can record their own absence and variable salary registrations. Ex. Mileage, over time, absence and subsistence allowances.   Among other things, it is also possible to give the employees access to, their own personal data, employment record and vacation and absence balances. The module is process supported which means that the leaders automatically will be able to view salary- and absence recordings that are ready for approval. As soon as the leader approves the recordings they will be transferred to the payroll system (Visma Løn)   There will be access to the pages in Visma HR for the employee, leader and HR/Administrator in the organisation. This guide is mainly aimed at the administrator of the company and contains a description of the individual menu items and the access for these.   2. Icons When you record wage types and absence the following icons will be used for editing, deleting, updating and regret recording.     3. Visma’s security solution – Login module All users who need access to Visma HR need to be setup as users in Visma’s login-module, which is a security solution which are used for all Visma’s products.   As soon as the user has been setup in the login-module he/she will receive an e-mail with the text   “Du er den dd-mm-yyyy oprettet som burger af Vismas produkter med følgende oplysninger: CVR-nummer: xxxxxxxxxx Brugernavn: xxxxxxxxx Mobilnummer: xxxxxxxx E-mail: xxxxx@xxxx.com. Har du ændringer til dine oplysninger bør du kontakte din brugeradministrator. Før du kan logge ind på et Bluegarden produkt skal du oprette en adgangskode. Klik på nedenstående link. Vær opmærksom på, at nedenstående link er aktivt i 30 dage fra du modtager mailen. Hvis du ikke når at klikke inden for de 30 dage, skal du logge ind via mitbluegarden.dk og finde dit produkt under "System genveje". Når du har valgt dit produkt, klikker du på "Hvad gør jeg hvis jeg har glemt min adgangskode" og følger vejledningen på skærmen. Link til Login Modul Bemærk at denne mail ikke kan besvares. Hvis du har spørgsmål, er du velkommen til at kontakte teknisk support” (You have been setup as a user of Visma’s products with the following informations: CVR-number: xxxxxxxxxx User name: xxxxxxxxx Phone number: xxxxxxxx E-mail: xxxxx@xxxx.com). If you have any changes to your information please contact your user administrator. Before you can login to a Visma product you need to create a password. Click on the link below. Please note that the link below will be active for 30 days from you receive this e-mail. If you do not click on the link within the 30 days you need to login through Visma community, click on the Danish flag, select “Visma Løn & HR-administration” and then select your Visma Product in the Link menu on the right. When you have selected your product select “Glemt adgangskode?”. Link to Login-module. Please note that this e-mail. If you have any questions you are welcome to contact our technical support.)   To be setup and get a one-time-password, users must as a minimum provide his/hers e-mail address. Users who are not setup with phone number only has 72 hours to create a new password.   4. Log on Visma HR Using the above-mentioned information plus password the user can now log on to the pages he/she has been given access to in Visma HR. Go to http://community.visma.com/t5/Visma-HR/ct-p/DK_EN_Visma-HR and find the Links menu to the right. Click on “Log på Visma HR”     Fill in your company CVR-number, Username and the one-time-password which have been sent by sms or e-mail.   5. Employee access to Visma HR Employees will as a standard have access the following menu items: Employee            - Employee            - Relatives            - Employment            - Employment development            - Absence            - Salary registrations Reports Settings  In addition to this you can give an employee access to the following menu items:   Salary and pension Salary development Benefits Education Special information Documents Work calendar Vacation-/Absence balance 5.1 Employee All employees have access to view but not edit their own employee information.   However, the system can be setup so you can give the employee access to edit certain cells if you want it to. The following options can be edited: All cells, address, Phone number, e-mail and reg./AccountNo.   5.2 Absence and Salary registrations In connection to absence and salary registrations some “status codes” have been setup. These shows where in the process the individual recording is now. Pending – registrations is pending for Leader approval Approved – registrations are approved by the Leader Redjected – registrations have been rejected by the Leader Processed – registrations have been processed in the payroll system “Visma Løn”. The registrations can only be changed or edited by the administrator. Approved absence can be sent as a meeting booking for the employees electronically calendar if this is setup on company level.   5.2.1 Absence In the menu item Absence, the employees can record their own absence which will automatically get the status Pending.     The employee can edit or delete the recorded absence as long as the absence has not been processed and transferred to the payroll system Visma Løn.     If the leader approves the absence it will be transferred to payroll. The recording will now get the status Processed. Neither the employee nor the Leader can edit or delete approved absence.   If a leader declines the absence it will be shown to the employee with the status Rejected together with a reject comment. The employee can now edit or delete the rejected absence. The employees should click on Edit (Ret) and on update when the absence have been edited. The absence will now get the status “Pending” and will be re-sent to the Leader for approval. The employee should click on Delete. The absence will not be submitted for approval or payroll. The employee can choose to create a new absence recording. In the top right corner of the absence image a filter for showing absence can be selected. The filter is used to choose a specific absence type or period. As a standard, the image will show all absence for the current vacation year.   If the absence need to be recorded on a project, it can only be done if it has been setup on company level.   5.2.2 Salary registrations In the menu item Salary registrations, the employee can create his/her own variable salary registrations. These will automatically get the status Pending. The employee can edit and delete their own recordings as long as they have not been processed and transferred to the payroll system Visma Løn.     When the Lader approves the salary registrations it will be transferred to the payroll system. Neither the Leader nor the employee can edit or delete absence that has been processed and transferred to the payroll system.   If a Leader declines the salary registrations it will be shown to the employee with the status Rejected together with a reject comment. The employee can now edit or delete the rejected salary registrations. The employees should click on Edit (Ret) and on update when the absence have been edited. The absence will now get the status Pending and will be re-sent to the Leader for approval. The employee should click on Delete. The absence will not be submitted for approval or payroll. The employee can choose to create a new absence recording.     Regardless of the salary registration type it is possible for the employee to upload a document or write a comment connected to the registration. As an example, this could be a week’s recording of hours saved as an Excel-file.   The total amount of hours is recorded as one joint salary registrations and the file will be uploaded as support. When recording mileage, it is mandatory to fill out the cell “remark”. There is no validation on how the “remark” cell is filled out. It is also possible to attach a document that shows more details for the mileage recording. This means that it is only necessary to record one total recording for mileage. In the top right corner of the absence image a filter for showing absence can be selected. The filter is used to choose a specific wage type or period. If the wage types need to be recorded on a project, it can only be done if it has been setup on company level.   5.3 Work calendar The work calendar gives you an overview of: Own absence Additional vacation days Public holidays Work schedule - either the companys work schedule or the employees individual work schedule 5.4 Balances last payroll In the menu item “Balances last payroll” it is possible to have the different vacation- and absence balances shown from the payroll system. Only the balances made available by the HR department will be shown.   5.5 Reports The employees have access to the absence reports and a salary registrations report.     5.6 Settings (Indstillinger) In “My settings” you can choose another language. Danish is the standard language but the employee can choose English as language.   All other cells in “My settings” should as a rule not be used or changed.   6. Leader   The Leaders only has access to information about the employees in their own department. This is determined in the setup of users and accesses.   6.1 Employee The Leader will through the menu item “Employee” have access to the following menu items:  Employee          - Employee          - Relatives          - Employment          - Employment development          - Absence          - Salary registrations          - Approve absence and salary registrations Reports Settings   In addition to this you can give a Leader access to the following menu items: Salary and pension Salary development Benefits Education Special information Work calendar Vacation-/Absence balance    6.1.1 Employee overview In the menu item “All employees” the Leaders can only view the employees in their own department. When the Leader clicks on the individual employee the personal data for this employee will appear.     6.1.2 Personal data The Leader can only view, not edit, the employee’s personal data. This is a standard setup for the Leader role in Visma HR. It is possible to give access so the Leader can maintain address, e-mail, and if he Leader is given permission, edit, delete and update the employee’s personal information. See screen image in section 6.1.   6.1.3 Employment The Leader can view, not edit, the employee’s employment record.     6.1.4 Absence The Leader can view, approve or reject the employee’s absence. As a rule, it is the menu item “Approve absence and salary registrations” which is used to approved absence.   Approve the absence on a single employee Absence that needs approval has the status “Pending”.     The Leader can choose to: Approve the absence by clicking the “Edit” button on the individual absence recording and change the status to “Approved” Reject the absence by clicking the “Edit” button and then choosing the status “Rejected”. “Reject comment” always needs to be filled out when the absence is rejected.   In the top part of the screen image totals for recorded absence are shown and you can search on a specific period and type of absence.   6.1.5 Salary registrations The Leader can view, approve or reject the salary registrations for the employees. The menu item “Approve absence and salary registrations” is as a rule used to approve Salary registrations.   Approve Salary registrations on a single employee   Salary registrations that needs approval has the status “Pending”.    The Leader can choose to: Approve the salary registrations by clicking the “Edit” button on the individual salary registration recording and change the status to “Approved” Reject the salary registrations by clicking the “Edit” button and then choosing the status “Rejected”. “Reject comment” always needs to be filled out when the salary registrations are rejected. In the top part of the screen image the Leader can search on a specific period and wage type. On the bottom of the screen image totals are shown for each recorded wage type.   6.1.6 Approve absence ans salary registrations This screen image consists of the tab “Absence” and “salary registrations”. This is where the Leader can view all registrations with the status “Pending” which are ready for approval. The registrations can be approved individually or all together by using the tick mark.   Below you can see the approval menu for absence – equivalent can be found for salary registrations.     The Leader can choose to: Approve the absence by tick marking the individual absence recording or all the recordings and clicking the “Approve marked” button. Reject the absence by clicking the “Edit” button and then choosing the status “Rejected”. “Reject comment” always needs to be filled out when the salary registrations are rejected. In the top part of the screen image the Leader can search on a specific employee, period, absence type and department. On the bottom of the screen image totals per wage type. By clicking the column headers, you can sort the contents of the columns.   6.1.7 Leaders own absence and salary registrations A Leader can as a standard not approve his/her own absence and salary registrations.   6.2 Reports The Leader had access to different standard reports for the employee’s employment, salary and pension including absence.   Please see the “Guide for reports in Visma HR” for a detailed description of the menu item reports.   6.3 Settings In “My settings” you can choose another language. Danish is the standard language but the Leader can choose English as language.   This is also where the Leader can choose whether he or she wants to receive an e-mail when there are salary or absence recordings ready for approval. All other cells in “My settings” should as a rule not be used or changed.   7. Administrator The company always need to have one or more people who has administrator rights in Visma HR. Typically, it will be the employees in HR or in the finance department. The administrator has access to the menu items: Company Employee Courses and education Reports Multifunction Settings Import/Export If you as a company which already uses Visma HR and you also buy the module that allows the employees to register in the system themselves you will also get access to the menu item “Approve absence and salary registrations”.   7.1 Employee All the items in the menu item “Employee” is described in section 6 – Leader. Compared to the leaders the administrator will have access to view all employees and also have a few more powers. These are described below.   7.2 Edit approved absence and salary registrations It is only the administrator and the employees themselves who can edit or delete absence or salary registrations (with the status “Pending” or “approved”).   7.2.1 Edit processed absence An absence recording that has been processed and transferred to the payroll system (Visma Løn - MultiLøn Erhverv) can still be edited by an administrator. The following cells in the absence recordings can be edited: Absence type, start or end date Amount/number of absence Absence rate If the administrator edits the absence after a payroll the payroll consultant needs to remember to make an adjustment in the payroll system Visma Løn, after which the employee can make the correct recording.   7.3 Reports The administrator has access to all standard reports for employment, salary and pension including absence and education for all employees and departments.   7.4 Settings In the menu item “Settings” the administrator has access to the following: My settings - See section 6.3 Organisation Lookup fields Lookup codes Special info. Categories Special Fields Absence calendar Document categories Project number User/Roles Salary types/ absence codes Codes to occupation Work plan Absence by e-mail Code setup Cost center Payment location Real time balances – Finance customers Some companies might not have access to all menu items in the menu item “settings”. Below some of these items are described.   7.4.1 Lookup fields and lookup codes This is where lookup fields and lookup codes can be created and maintained.   7.4.2 Users/Roles This is where other users can be setup and given access to the system. Detailed description of “User/roles” can be found in “Guide for standard roles in Visma HR”.   7.4.3 Salary types/Absence codes In the menu item “Salary types/Absence codes” the administrator can add new salary types. It is only salary types and absence codes that already exist in the payroll system Visma Løn. which will be transferred to the payroll system Visma Løn.   7.4.4 Code to occupation Salary types and absence codes can be added to all or some job categories. This means that ex. salaried employees with the job category 1001 or 1002 can have access to different salary types and absence codes.   7.4.5 Code setup In this menu item, the administrator can choose the absence and salary registrations which needs approval and choose it these should be hidden for the employees and Leaders.   7.4.6 Cost center In this menu item, the administrator can setup new cost centers. New cost centers will automatically be created in Visma Løn as soon as you start using it on an employee.   7.4.7 Payment location In this menu item, the administrator can setup new payment locations. New payment locations will automatically be created in Visma Løn as soon as you start using it on an employee.   Please see the separate “Guide for settings in Visma HR” where you will find a detailed description on how to setup all settings in Visma HR.        
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  1. Indledning Det er muligt at give jeres medarbejdere adgang til Visma HR via det såkaldte leder-medarbejdermodul, så de kan registrere eget fravær og variable lønregistreringer, for eksempel KM-godtgørelse, overarbejde og diæter.   Det er også muligt at give medarbejderen adgang til blandt andet egne stamdata, ansættelses- og lønoplysninger samt ferie- og fraværssaldi. Modulet er procesunderstøttet, hvorved ledere automatisk får vist løn- og fraværsregistreringer, der ligger klar til godkendelse. Så snart registreringerne er godkendt, kan de overføres til Visma Løn.   Der vil være adgang til siderne i Visma HR for medarbejder, leder og HR/administrator i organisationen. Denne vejledning er hovedsagligt rettet mod virksomhedens administrator med beskrivelse af de enkelte menupunkter og adgange hertil.   2. Ikoner Ved registrering af lønarter og fravær bruges følgende ikoner til ret, slet, opdater og fortryd registrering.   3. Bluegardens sikkerhedsløsning – login modul Alle brugere, der skal have adgang til Visma HR, skal først være oprettet som bruger i Vismas login modul, som er den sikkerhedsløsning, der bruges til alle Bluegardens produkter.   Så snart brugeren er oprettet her, modtager han eller hun en mail med teksten: Du er den 21-10-2015 oprettet som bruger af Bluegardens produkter med følgende oplysninger: CVR-nummer: xxxxxxxx Brugernavn: demotest1 Mobilnummer: xxxxxxxx E-mail: xxx@firma.dk   Har du ændringer til dine oplysninger bør du kontakte din brugeradministrator. Før du kan logge ind på et Visma produkt skal du oprette en adgangskode. Klik på nedenstående link. Vær opmærksom på, at nedenstående link er aktivt i 30 dage fra du modtager mailen. Hvis du ikke når at klikke inden for de 30 dage, skal du logge ind via community.visma.com og finde dit produkt under "Links". Når du har valgt dit produkt, klikker du på "Hvad gør jeg hvis jeg har glemt min adgangskode" og følger vejledningen på skærmen. Link til Login Modul Bemærk at denne mail ikke kan besvares. Hvis du har spørgsmål, er du velkommen til at kontakte teknisk support   Brugeren skal som minimum have mailadresse, han eller hun kan blive oprettet og får tilsendt en engangskode. Brugere, som ikke er oprettet med mobiltelefonnummer, har kun 72 timer til at lave en adgangskode.   4. Log på Visma HR Med ovennævnte oplysninger + adgangskode kan brugeren nu logge på de sider i Visma HR, som han eller hun har fået adgang til. Gå ind på https://community.visma.com/t5/Visma-HR/ct-p/DK_EN_Visma-HR og find links-menuen i højre side af billedet. Klik på "Log på Visma HR"    Her indtastes nu den engangspinkode, som tilsendes pr. sms eller e-mail.   5. Medarbejderadgang til Visma HR Medarbejder har som standard adgang til følgende menupunkter: Medarbejder Stamoplysninger Pårørende Ansættelse Ansættelsesudvikling Fravær Lønregistrering Rapporter Indstillinger Derudover kan du give medarbejderen adgang til følgende menupunkter: Løn og pension Lønudvikling Personalegoder Uddannelse Specielle oplysninger Dokumenter Arbejdskalender Ferie-/fraværssaldi 5.1. Stamoplysninger Alle medarbejdere har adgang til at se - men ikke rette - egne stamoplysninger.   Systemet kan dog sættes op, så du kan give medarbejderen adgang til at redigere visse felter, hvis I ønsker det. Der er følgende muligheder for redigering: Alle felter Adresse Telefonnummer og e-mail Reg./kontonr.   5.2. Fravær og lønregistreringer I tilknytning til fravær og lønregistreringer er der oprettet statuskoder, der viser, hvor i processen den enkelte registrering er: Afventer – registrering venter på ledergodkendelse Godkendt - registrering er godkendt af Leder Afvist - registrering er afvist af Leder Overført – overført til lønbehandling i Visma Løn. Det betyder, at registreringen kun kan slettes eller ændres af administrator. Godkendt fravær kan sendes som mødebooking til medarbejderens elektroniske kalender, hvis dette er valgt på virksomhedsniveau.   5.2.1. Fravær I menupunktet ’Fravær’ opretter medarbejderen sit eget fravær, der automatisk får tildelt status som ’Afventer’.  Medarbejder kan rette eller slette registreret fravær, så længe fraværet ikke er overført til Visma Løn. Hvis leder godkender fraværet, overføres dett til lønbehandling. Registreringen figurerer nu med status som ’Overført’. Hverken medarbejder eller leder kan herefter rette eller slette fraværet.   Hvis leder afviser fraværet, bliver det vist hos medarbejderen med status som ’Afvist’ og med en ’Afvis kommentar’. Medarbejder kan nu rette eller slette det afviste fravær. Medarbejder klikker på ’Ret’ og efter rettelsen på ’Opdater’. Fravær får status som ’Afventer’ og ligger igen til godkendelse hos Leder. Medarbejder klikker på ’Slet’. Fravær kommer ikke videre til godkendelse, heller ikke til lønbehandling. Medarbejder kan vælge at oprette nyt fravær. I øverste højre hjørne af fraværsbilledet er der et filter til visning af fravær. Filteret bruges til at vælge en specifik fraværstype og/eller periode. Som standard vises indeværende ferieår i periode og alle fraværstyper.   Hvis der skal registreres et projekt på den enkelte fraværsregistrering, kan det kun sker, hvis dette er sat på på virksomhedsniveau.   5.2.2. Lønregistreringer I menupunktet ’Lønregistrering’ opretter medarbejderen egne lønregistreringer (variabel lønoplysninger), der automatisk får tildelt status som ’Afventer’. Medarbejderen kan rette eller slette lønregistreringen, så længe denne ikke er overført til Visma Løn.   Når lederen godkender lønregistreringen, kommer den til lønbehandling. Hverken medarbejder eller leder kan rette eller slette en overført lønregistrering.   Hvis lederen afviser lønregistreringen, vises den hos medarbejderen med status som ’Afvist’ og med en ’Afvis kommentar’. Medarbejderen kan nu rette eller slette den afviste lønregistreringen.   Medarbejder klikker på ’Ret’ og efter rettelsen på ’Opdater’. Lønregistrering får status som ’Afventer’ og ligger igen til godkendelse hos Leder. Medarbejder klikker på ’Slet’. Lønregistrering kommer ikke videre til godkendelse, heller ikke til lønbehandling. Medarbejderen kan vælge at oprette ny registrering. Uanset lønregistreringstype er det muligt for medarbejderen at uploade et dokument eller skrive en kommentar i tilknytning til registreringen. Det kan for eksempel være en hel uges timeregistrering, der er gemt som Excel-fil.   Det totale antal timer tastes på én lønregistrering, og filen uploades som dokumentation. Ved registrering af kørselsgodtgørelse er det obligatorisk at udfylde feltet ’Bemærkning’. Der er ingen validring på, hvordan feltet udfyldes. Også her er det muligt at uploade et dokument, der viser specificerede kørsler i en given måned.   Dermed skal der kun ske én registrering med det samlede antal kilometer. I øverste højre hjørne af skærmbilledet er der et filter til visning af lønregistreringer. Filteret bruges til at vælge en bestemt lønart eller periode, der ønskes vist.   Hvis der skal registreres et projekt på den enkelte lønregistrering, kan det kun ske, hvis dette er sat op på virksomhedsniveau.   5.3. Arbejdskalender Arbejdskalenderen giver et overblik over: fravær (eget fravær) ekstra fridage (ekstra firmafridage) helligdage arbejdsplan (enten vises firmaets arbejdsplan eller medarbejderens personlige arbejdsplan) 5.4. Saldi I menupunktet ’Saldi sidste lønkørsel’ er det muligt at få vist forskellige ferie-/fraværssaldi fra lønsystemet. Her vises kun se de saldi, som HR afdelingen har valgt at gøre tilgængelige.   5.5. Rapporter Medarbejder har adgang til fraværsrapporter og en lønregistreringsrapport.   5.6. Indstillinger I ’Mine indstillinger’ kan vælges andet sprog. Dansk er standardsprog, men medarbejderen kan også vælge engelsk som sprog.   Øvrige felter i ’Mine indstillinger’ skal som udgangspunkt ikke bruges eller ændres.   6. Leder Leder har kun adgang til oplysninger om medarbejdere i sin egen afdeling(er). Dette styres i opsætning af bruger/adgange.   6.1. Medarbejder Leder har via menupunktet ’Medarbejder’ adgang til følgende menupunkter: Medarbejderoversigt Stamoplysninger Pårørende Ansættelse Ansættelsesudvikling Fravær Dokumenter Lønregistrering Godkend fravær og lønregistreringer Rapporter Indstillinger Der kan gives yderligere adgang til følgende menupunkter: Løn og pension Lønudvikling Personalegoder Uddannelse Specielle oplysninger Arbejdskalender Ferie-/fraværssaldi 6.1.1. Medarbejderoversigt Under ’Medarbejderoversigt’ kan leder kun se medarbejdere i sin egen afdeling. Når lederen klikker på den ønskede medarbejder, vises dennes stamoplysninger.   6.1.2. Stamoplysninger Lederen kan kun se - ikke rette - medarbejdernes stamoplysninger. Dette er standardopsætning for lederrollen i Visma HR. Der er muligt at åbne op for, at lederen kan vedligeholde adresse, e-mail og - hvis lederen får adgang til at rette, slette og opdatere - stamoplysninger. Se skærmbillede i afsnit 6.1.   6.1.3. Ansættelse Lederen kan kun se - ikke rette - medarbejdernes ansættelsesoplysninger. 6.1.4. Fravær Her kan lederen se – og godkende eller afvise - den enkelte medarbejders fravær. Det er menupunktet ’Godkend fravær og lønregistreringer’, der som udgangspunkt bruges til at godkende fravær.   Godkend fravær på en enkelt medarbejder Fravær, der skal godkendes, har status som ’Afventer’.   Leder kan vælge at: godkende fravær ved at klikke på ’Ret’ ud for den enkelte fraværsregistrering og ændre status til ’Godkendt’ afvise fravær ved at klikke på knappen ’Ret’ og derefter vælge status ’Afvist’. ’Afvis kommentar’ skal altid udfyldes, når fravær afvises. I skærmbilledets øverste del vises totaler på registreret fravær, og der kan søges på en specifik periode og på fraværstypen.   6.1.5. Lønregistrering Her kan lederen se – og godkende eller afvise - den enkelte medarbejders lønregistrering. Det er menupunktet ’Godkend fravær og lønregistreringer’, der som udgangspunkt bruges til at godkende lønregistreringer.   Godkend lønregistrering på en enkelt medarbejder Lønregistrering, der skal godkendes, har status som ’Afventer’.     Leder kan vælge at:  godkende lønregistrering ved at klikke på ’Ret’ ud for den enkelte registrering og ændre status til ’Godkendt’ afvise lønregistrering ved at klikke på knappen ’Ret’ og derefter vælge status ’Afvist’. ’Afvis kommentar’ skal altid udfyldes, når lønregistrering afvises. I skærmbilledets øverste del kan lederen søge på en specifik periode og på lønart. Nederst på skærmbilledet vises lønartstotaler.   6.1.6. Godkend fravær og lønregistreringer Dette skærmbillede består af fanerne fravær lønregistrering. Det er her, leder kan se alle registreringer, der har status som ’Afventer’ og dermed er klar til godkendelse. Registreringerne kan godkendes enkeltvis eller samlet ved at bruge fluebensmarkeringen.   Nedenfor ses godkendelsesmenuen for fravær – tilsvarende findes på lønregistreringer. Leder kan vælge at: godkende fravær ved at sætte flueben ud for den enkelte fraværsregistrering eller alle registreringer og klikke på knappen ’Godkend markerede’ afvise fravær ved at klikke på knappen ’Ret’ og derefter vælge status ’Afvist’. ’Afvis kommentar’ skal altid udfyldes, når fraværet afvises. I skærmbilledets øverste del kan lederen søge på en specifik medarbejder, periode, fraværstype og afdeling. Nederst på skærmbilledet vises fraværstotaler.     Leder kan vælge at godkende fravær ved at: sætte flueben ud for den enkelte lønregistrering eller alle registreringer og klikke på knappen ’Godkend markerede’ afvise lønregistrering ved at klikke på knappen ’Ret’ og derefter vælge status ’Afvist’. ’Afvis kommentar’ skal altid udfyldes, når lønregistreringen afvises. I skærmbilledets øverste del kan lederen søge på en specifik medarbejder, periode, lønart og afdeling. Nederst på skærmbilledet vises lønartstotaler. Ved klik på kolonneoverskrifterne sorteres der på kolonnens indhold.   6.1.7. Leders eget fravær og lønregistrering Leder kan som standard ikke godkende egne fraværs- og lønregistreringer.   6.2. Rapporter Leder har adgang til forskellige standardrapporter for medarbejdernes ansættelse, løn og pension samt fravær.   6.3. Indstillinger I ’Mine indstillinger’ kan der skiftes sprog fra dansk til engelsk. Det er også her, leder vælger, om han eller hun vil have tilsendt en mail, når der ligger en løneller fraværsregistrering til godkendelse. De øvrige felter i ’Mine indstillinger’ skal som udgangspunkt ikke bruges eller ændres.   7. Administrator Virksomheden skal altid have en eller flere personer, der har administratorrettigheder i Orkidé. Typisk er det medarbejdere i HR eller økonomiafdelingen. Administrator har adgang til menupunkterne: Firma Medarbejder Kurser og uddannelse Rapporter Multifunktion Indstillinger Import/Eksport Hvis du som virksomhed allerede bruger Visma HR og tilkøber muligheden for, at medarbejderne selv kan registrere i systemet, får du også adgang til menupunktet ’Godkend fravær og lønregistreringer’.   7.1. Medarbejder Alle menupunkter under menuen ’Medarbejder’ er beskrevet i Afsnit 6 – Leder. I forhold til leder har administrator adgang til at se samtlige medarbejdere og har derudover lidt flere beføjelser. Disse er beskrevet nedenfor.   7.2. Ret godkendt fravær og lønregistrering Der er kun administrator – og medarbejder selv – der kan rette eller slette registreret fravær eller lønregistrering (med status som ’Afventer’ eller ’Godkendt’).   7.2.1. Ret overført fravær En fraværsregistrering, der er overført til Visma Løn, kan stadig rettes af administrator. Følgende felter i fraværsregistreringen kan rettes: Fraværstype Start- og slutdato Antal fraværsenheder Fraværssats Hvis administrator retter efter lønkørsel, skal lønbogholderen huske at starte en efterregulering i MultiLøn Erhverv, når registreringen er overført.   7.2.2. Ret overført lønregistrering Hvis en lønregistrering er overført til Visma Løn, kan den ikke rettes. Registreringen kan kun slettes, hvorefter medarbejderen kan lave en korrekt registrering.   7.3. Rapporter Administrator har adgang til alle standardrapporter for ansættelse, løn og pension samt fravær og uddannelse for alle medarbejdere og afdelinger.     7.4. Indstillinger I menupunktet ’Indstillinger’ har administrator har adgang til følgende: Mine indstillinger (se afsnit 6.3) Organisation Opslagstabeller Opslagskoder Specielle oplysningskategorier Specielle felter Fraværskalender Kategorier til dokumenter Projektnummer Bruger/adgang Løndele/fraværskoder Arbejdsplan Stillingskategori, koder Fravær via e-mail Opsætning af koder Realtidssaldi (Finanskunder) Der kan være virksomheder, der ikke har adgang til alle menupunkter under ’Indstillinger’.   Nedenfor er nogle af emnerne beskrevet. 7.4.1. Opslagstabeller og opslagskoder Her kan opslagstabeller og opslagskoder oprettes og vedligeholdes.   7.4.2. Brug/adgang Her tildeles øvrige brugere adgang til systemet. Detaljeret beskrivelse af bruger/adgang findes i ’Vejledning i brugeradgang til Visma HR.   7.4.3. Løndele/fraværskoder Under ’Løndele/fraværskoder’ kan administrator tilføje nye lønarter. Det er kun lønarter og fraværskoder, der allerede eksisterer i Visma Løn, der bliver overført til Visma Løn.   7.4.4. Stillingskategori, koder Lønarter og fraværstyper kan tildeles til alle eller til nogle stillingskategorier. Det betyder, at for eksempel funktionærer med stillingskategori 1001 eller 1002 kan have adgang til forskellige lønarter og fraværstyper.   7.4.5. Opsætning af koder Under dette menupunkt kan administrator vælge de fravær- og lønregistreringer, der kræver godkendelse, og om disse skal skjules for medarbejder og leder.   7.5. Import/Eksport Her kan administrator starte integration til Visma Løn og se integrationsrapporter. En detaljeret beskrivelse af integrationen findes i vejledning ´Visma HR integration til Visma Løn’. Det er også her, det er muligt at eksportere data fra Visma HR til Excel. Se beskrivelse i vejledningen ’Eksport af data fra Visma HR’.
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19-02-2018 13:21 (Senest opdateret 16-07-2019)
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