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Opdateret af Karina Baisgaard VISMA ‎07-09-2018 13:51
Opdateret af Karina Baisgaard VISMA ‎06-09-2018 14:33
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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Opdateret af Karina Baisgaard VISMA ‎06-09-2018 14:32
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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Opdateret af Karina Baisgaard VISMA ‎06-09-2018 14:16
 1. Introduction You can use ”Reminders” to ensure that you remember birthdays, jubilees and other selected events. The access to the menu item “Reminders” is determined by role.   You can create reminders for: Birthdays (Fødselsdage) Milestone birthdays (Runde fødselsdage) Jubilees (Jubilæer) Absence recordings (Fraværsregistrering) Approved recordings (Godkend registreringer) Absence refunds (Fraværsregistreringer)   The reminder tool in in Danish, but you can create the content for your employees in English. When you select the menu item “Reminders” you can see the reminders you have created (Oprettede påmindelser). To view future reminders, which will be send out during the next 3 months you should click on the line with the reminder you want to view (Kommende begivenheder). If you want to create a new reminder, click “New” First you should choose a topic “Emne”, then you will get the possible cells which fits the selected topic. 2. Create reminder When you have selected the reminder type you want to create, then the template will change so you will only see the relevant cells for that reminder. In the reminder for absence recordings you can deselect that the reminder should apply to all employees and tick off the cell all except (Alle undtagen) and after this deselect certain occupation codes if you need to.   On the reminder for “Milestone birthdays” (Runde fødselsdage) the cell “age” (alder) will appear and you need to mark which milestone birthdays you want to receive reminders for. On the reminder for Jubilees (Jubilæer) the cell “Jubilee” (Jubilæer) will appear, and you need to mark which jubilees (Jubilæer) you want to receive reminders for.    In general, you need to go through the following when you first setup a reminder:   Click on “Ny” (new) Choose “Emne” (topic) in the dropdown-menu Fil in the cell “Påmindelse” (Reminder) with an expressive name Fill in “Beskrivelse” (description) Keep on setting up the reminders as described below for the different reminder types. If you would like you can adjust the text which is send out by e-mail (Ex. write the text in English) and choose when the reminders should be sent.   3. Birthdays Below you can see what the template for milestone birthdays (runde fødselsdage) looks like. The template for birthdays (fødselsdage) is similar, except form the fact that the cell “alder” (age) will not be shown, and for “Modtagere” (recipients) there will be an extra option called “Fødselarens afdeling” (The birthday boys/girls department).   3.1 Age (Alder) This cell can be found in “runde fødselsdage” (Milestone birthdays) and you should mark the milestone birthdays which you want to receive reminders for.   3.2 Recipients (Modtagere) You should mark at least one recipient (modtager). The closest leader and department for the employees who are celebration the milestone birthday is determined by the setup in “employee”. If you choose the department of the birthday boy/girl, please note that the birthday employee him-/herself will also receive the reminder.   3.3 Text in the reminder e-mail (Tekst I påmindelses-mailen) In the grey box on the left side of the page you will see the standard text that will be sent out with the reminder. You can edit this text so it fits your company’s specific needs ex. write it in English. Below the text box you will find several merge-cells which you can use in the text. To add the merge-cell you just click on it.     You can delete a merge-cell by placing the mouse right behind the mark and pressing “backspace” or in front of the mark and pressing “delete”.   4. Jubilee (Jubilæer) This the template for jubilees (Jubilæer)     4.1 Jubilees (jubilæum) Tick off the jubilees for which you want to receive a reminder. (år = years) You can mark all the jubilees you want to.   4.2 Recipients (Modtagere) You should mark at least one recipient (modtager). The closest leader and department for the employees who are celebrating the milestone birthday is determined by the setup in “employee”. If you choose the department of the birthday boy/girl the, please note that birthday employee him-/herself will also receive the reminder. “Andre medarbejdere” (Other employees) can be chosen if you want employees from other departments to receive the reminder. The same applies to “Andre e-mailadresser” (Other e-mail addresses), which can be used if the recipients should be someone who are not an employee.   4.3 Test in the reminder e-mail (Tekst I påmindelses-mailen) In the grey box on the left side of the page you will see the standard text that will be sent out with the reminder. You can edit this text so it fits your company’s specific needs ex. write it in English. Below the text box you will find several merge-cells which you can use in the text. To add the merge-cell you just click on it. You can delete a merge-cell by placing the mouse right behind the mark and pressing “backspace” or in front of the mark and pressing “delete”.   5. Absence recordings (Fraværsregistrering) Below you can see what the template for absence recordings (fraværsregistrering) looks like. This is used to remind an employee or leader to register their absence. In the menu item “Settings” in the sub-menu item “Organisation” you can change the settings for these reminders if you want to avoid sending reminders for employees who has already recorded their absence or for employees who has not had any absence.     5.1 About who? (Om hvem?) This is the only reminder where you need to choose if the reminder should be sent to all employees (alle) or if you want to leave some employees out (Alle undtagen). If there are employees who should not receive this reminder you can deselect single occupation categories (Stillingskategorier) when you tick off the box “All except” (Alle undtagen). When you have done this, you should be able to click on the blue “minus” button to the left after which the occupation category will appear under “Udvalgte medarbejdere” (Deselected employees)     5.2 Recipients (Modtagere) You should mark at least one recipient (modtager). The closest leader and department of the employees who are celebration the milestone birthday is determined by the setup in “employee”. If you choose the department of the birthday boy/girl, please note that the birthday employee him-/herself will also receive the reminder. “Andre medarbejdere” (Other employees) can be chosen of you want employees from other departments to receive the reminder. The same applies to “Andre e-mailadresser” (Other e-mail addresses), which can be used if the recipients should be someone who are not an employee.   5.3 Test in the reminder e-mail (Tekst I påmindelses-mailen) In the grey box on the left side of the page you will see the standard text that will be sent out with the reminder. You can edit this text so it fits your company’s specific needs ex. write it in English. Below the text box you will find several merge-cells which you can use in the text. To add the merge-cell you just click on it. You can delete a merge-cell by placing the mouse right behind the mark and pressing “backspace” or in front of the mark and pressing “delete”.   5.4 Setup of absence recording for the organization You can choose if you want your employees to confirm that their absence is ready for approval. Select “Settings” then “Organisation” in the menu on the left, after this fill out the cell “Absence registrations”, here you will have 3 possibilities in the dropdown-menu.   Send reminders to everyone If you choose the setting “Send reminders to everyone”, all employees will receive an e-mail regardless whether they have already registered absence, have already submitted absence for approval or have not been on this page at all.   Send reminders, until the employee marks their absence ready for approval If you choose the setting “Send reminders, until the employee marks their absence ready for approval” the employees will get a button called “Ready for approval” in the absence menu. The employee can confirm that he/she does not have any more absence to register up until today – and then avoid getting reminders to register absence for the next 24 hours.   All employees who has not clicked on the button “Ready for approval” will get an e-mail with a reminder to register absence. The button will be visible to all roles who has access to the menu item employee, but only the employees themselves can push the button.   Even if the employee has not pressed the ”Ready for approval” button the leader can still approve the absence.   Send reminder, until the employee has visited the page “Absence” If you choose “Send reminders, until the employee has visited the page absence”, the absence will appear as ready for approval when the employee enters the page “absence”.   This automatic control, records that the employee has been on the page for absence, and the system will therefor assume, that the employee has registered all his/her absence. The button “Ready for approval” will therefore not show on the absence page.   By entering the page “absence” the employee will avoid being reminded to register absence for 24 hours. All employees who has not visited the “Absence” page will receive a reminder by e-mail.   6. Approve recordings (Godkend registreringer) “Approve recordings” (Godkend registreringer) is used to send reminders for the leaders or others who can approve absence. 6.1 Recipients (Modtagere) You can choose between “immediate leader” (Nærmeste leder), Other employees (Andre medarbejdere) or Other e-mail addresses (Andre e-mailadresser). If the immediate leader is also the approver you should only mark “Nærmeste leder”.   6.2 Test in the reminder e-mail (Tekst I påmindelses-mailen) In the grey box on the left side of the page you will see the standard text that will be sent out with the reminder. You can edit this text so it fits your company’s specific needs ex. write it in English. Below the text box you will find several merge-cells which you can use in the text. To add the merge-cell you just click on it.   You can delete a merge-cell by placing the mouse right behind the mark and pressing “backspace” or in front of the mark and pressing “delete”.   7. Absence refund (Fraværsrefusion) Is used for reminders to seek refunds for absence. The reminder will be send on the 31 st day of the unfinished absence (Sickness). To receive the reminder, it is very important that you do not fill in an “End date” on the absence registration. This should only be done when the employee is well and returns to work.   7.1 Recipients (Modtagere) You can choose between “immediate leader” (Nærmeste leder), “Other employees” (Andre medarbejdere) or “Other e-mail addresses” (Andre e-mailadresser). It is important that you select “Andre medarbejdere” and mark the individual people who are responsible for seeking the refund.   7.2 When? (Hvornår?) The reminder for “absence refund” will be send on the 31 st day of the unfinished absence. Therefore, you will only be able to choose what time the reminder should be sent out.   7.3 Unfinished absence (Fravær uden slutdato) The “absence refund” reminder will only be send for unfinished absence, so in order to be able to use this feature, you need to allow absence to be recorded without an end date. This can be done in “Organisation” under “Settings”. Please note that absence without end date will not show the absence duration. To view a list of recorded absence without end date you can use “Reports” and the report “Absence list”.   Sickness with a duration below 31 days and sickness without end date will be shown, if you click on the line for the reminder to seek refund, below “Future reminders” (Kommende påmindelser). When the sickness exceeds this period, it will no longer show in Visma HR. The reminder itself will be send on the 31 st day. The absence period should be uninterrupted. 7.3.1 Possible absence codes (Mulige fraværskoder) It is possible to record absence without end date, for absence connected to sickness. Please note that project number can also be used on absence without end date, if the project number itself is without end date. Absence without end date can be used on the following absence codes.     Hvis du burger Visma Løn  If you use Visma Løn  10 Sygdom med løn Sickness with pay, salaried employee 12 Sygefravær dagpenge, funktionær Sickness, sickness compensation, salaried employee 13 Barn syg Sick child 14 Sygdom med dagpenge, timeløn Sickness, sickness compensation, hourly paid employee 15 Sygdom med timeløn Sickness with pay, hourly paid employee 16 Sygdom med sygeløn, 4 uger gsn. Sickness with pay, 4 week average 17 Sygdom med sygeløn, egen sats Sickness with pay, own rate 18 Sygdom med dagpenge, eg. sats Sickness, sickness compensation, own rate 19 Sygdom med sygeløn, kvt. Gns. Sickness with pay, quarterly average 20 Sygdom med dagpenge, kvt. Gns. Sickness, sickness compensation, quarterly average 21 Sygdom med sygeløn beløb Sickness with pay, amount 22 Sygdom med dagpenge beløb Sickness, sickness compensation, amount 23 Sygdom med dagpenge 4 ug. Gns. Sickness, sickness compensation, 4 week average 24 Sygdom ifm. arbejdsskade Sickness, work-related injury 25 Barn syg Sick child 26 Sygdom med sygeløn, sats i tabel Sickness with pay, rate in template 27 Dagpenge med sats i reultattabel Sickness compensation, rate in template 35 Sygdom ifm. graviditet Sickness, related to pregnancy   The absence codes below will trigger a reminder to seek refund.   Hvis du burger Visma Løn  If you use Visma Løn  10 Sygdom med løn Sickness with pay, salaried emploee 12 Sygefravær dagpenge, funktionær Sickness, sickness compensation, salaried employee 14 Sygdom med dagpenge, timeløn Sickness, sickness compensation, hourly paid employee 15 Sygdom med timeløn Sickness with pay, hourly paid employee 16 Sygdom med sygeløn, 4 uger gns. Sickness with pay, 4 week average 17 Sygdom med sygeløn, egen sats Sickness with pay, own rate 18 Sygdom med dagpenge, eg. sats Sickness, sickness compensation, own rate 19 Sygdom med sygeløn, kvt. Gns. Sickness with pay, quarterly average 20 Sygdom med dagpenge, kvt. Gns. Sickness, sickness compensation, quarterly average 21 Sygdom med sygeløn beløb Sickness with pay, amount 22 Sygdom med dagpenge beløb Sickness, sickness compensation, amount 23 Sygdom med dagpenge 4 ug. gns Sickness, sickness compensation, 4 week average 24 Sygdom ifm. arbejdsskade Sickness, work-related injury 26 Sygdom med sygeløn, sats I tabel Sickness with pay, rate in template 27 Dagpenge med sats I reultattabel Sickness compensation, rate in template 35 Sygdom ifm. graviditet Sickness, related to pregnancy  
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Af Karina Baisgaard VISMA
1. Introduction Access to Visma HR has been significantly extended so that it is now possible to give access to the system in a more flexible way. This means that Visma HR can be opened for employees who needs limited access to the system.   We thereby meet the need to give access to other job functions than the ones the system had before. Now it is possible to setup roles which gives access to precisely the level which these job functions require. This could ex. be accesses for employees in the IT department.   Likewise, extended accesses can be given to existing user roles ex. “absence recording”. This guide describes in detail how to create and setup user roles. Further we have extended the possibility to register the organisation’s department leaders including whether the leaders have access to Visma HR or not. Description can be found below in section 6.    1.1 Flexible roles Going forward we will distinguish between user roles which has always existed and flexible roles which is the new flexible way to get access to the system. The setup of a new flexible role can only be done by Visma. When you need a new access/flexible role you need to make decisions about:   Menu items Company and departments Safety rights / access rights 1.1.1 Access to menu items Access to menu items can be opened and closed as you see fit. Under some circumstances the access for the menu items depend on each other, which means that access for more than one menu item might be required to give the needed access.   1.1.2 Access to company and departments Access can be given to one or more companies including employers, departments, and sub-departments or you can give access to one single department.   1.1.3 Access to safety rights / Access rights We have introduced something called safety rights (See example in section 3.2). These are only used by Visma to setup or change of flexible roles. Accesses for the menu items are given through safety rights, in other words, which actions the user can use in each menu item (Create, Read, Edit or Delete).   With the introduction of safety rights, we can now give differentiated access to Visma HR which can be combined with the access that are given through the menu items.   1.2 Users/Roles The menu item “Settings” have been extended for the use of the administration of users and user rights, including access to “special information”. In the menu item “Users/Roles” you will find the following four sub-menu items:   Users (This is where you setup users) Special info. Roles (This is where you define who should have access to which special information) Flexible roles view (This is an overview of roles, including flexible roles, which you have accesso) User roles (This is where you give or change user rights for the system) 2. Create a new user In this section we will describe how a new user will get access to Visma HR.    2.1 User in the login-module Before a user can get access to Visma HR the user needs to be setup in the Visma login-module. Go to https://logon.bluegarden.dk/?applicationname=Administration. Companies who uses our solutions has already had an administrator setup in the login-module. It is this administrator who has access to creating new users in the system. It is the user-id that has been given in this system which you need to use when you create a new user in Visma HR. The user will receive an e-mail with information about their password. 2.2 User in Visma HR This is how to create a new user in Visma HR:   Select the menu item “Settings” Choose “Users/Roles” and then “Users” Click on “New” and create the user with the username and user id from the login-module Choose an employee number and name in the dropdown-list. Click on “Save” Afterwards it is possible to edit the username, user id or delete the user all together. If you want to delete the user you however also need to delete the user rights that the user has been given. The user cannot be deleted if the user has created and saved a selection, reports or salary simulations.   User id must be identical in the login-module and Visma HR. The cell “Last log on” is not activated in the current version of Visma HR.   3. Users/Roles The user rights are given in the menu item “Users/Roles”. In this menu item all employees with access to Visma HR will be shown including the rights that they have been given and the company’s and/or departments that they have access for. You can search for user, role, employee number or employee name.     By clicking an employee in the column “User name” you can see which company’s/departments the selected user has access to.   3.1 Assign user rights to a user  Click on “New” Select the newly created user in the dropdown-menu “User” Select the role (Standard role or flexible role) you want to assign in the dropdown-menu “Role” Mark the company’s and departments that the user should have access to, on the right side of the page   More users can be assigned to the same role.   3.2 Flexible roles In the menu item “Flexible roles” you can see all available standard and flexible roles for your organisation. At the moment there are seven standard roles in Visma HR.   Administrator, Company Admiinistrator, Organisation Department leader, Read Department leader, Edit Absence enrolment HR (Without multifunction) Course administrator   Employees who has the user role “Administrator, Organisation” and “Administrator, Company” can click on a role to see the setup (role details) for each individual role.  No changes can be made to this setup except the name of the role.   Example of setup for a role:   Remember! New flexible roles can only be setup by Visma.   4. Access to special info. roles The menu item “Special info. roles” with the purpose to grant certain employees access to one or more special info. roles. As an example, an employee in the IT department can get access to the special information (tab) which shows the registered IT equipment.   4.1 Create a new “Special info. category”  Select “Settings” Select “Special info. categories” Click on “New” Write the name of the category Click “Update” When a new “Special info. category” is created the role “Administrator, organisation” will automatically get access to the special info. category.   4.2 Assign access to “Special info. category”  Select “Settings” Select “Users/Roles” Select “Special info. role” Click on the category in the column “Special information category name” Ex. “IT Equipment” (IT udstyr) Add the role which needs access to the info. category Click on “Save” Now only the employees with the user role “Administrator, Organisation” and “Special information” will have access to see and register the handed-out IT equipment (IT udstyr).   In this example the role “Special information” is created and setup as a flexible role. Please note that all users who has access to “Special information” also has access to the special info. category “miscellaneous”. For this reason, confidential information should not be registered in the “miscellaneous” category.   5. Department Manager (With or without access to Visma HR) In the menu item “Company” you will find the sub-menu item “Department manager”. Here we have added a new column with the purpose to distinguish between “Dept. manager with user access” and “Dept. manager” (Without access to Visma HR).   The new column is called “Dept. manager with user access”. This column will automatically be updated every time a user gets access to one or more departments including when a user is created with one of the following rights   Department leader, Read Department leader, Edit     5.1 Create a department manager without access to Visma HR  Select the menu item “Company” Select “Department manager” Click the button “Edit” on the wanted line, at the right Click on the dropdown-menu and choose an employee form the list Click “Update”   Please note that only users that have been created in Visma HR can be created as department manager without user access.   5.2 Create a department manager with user access Department managers with user access can be setup as describes in section 3 and 3.1. More managers can have user access for the same department. When a manager has been setup with user access this means that that manager will have access to Visma HR where he/she will be able to see employees in the relevant departments.   The department managers will automatically be updated on the following pages:   Organization overview Click on a department and the page here below will show on the right Companies/department Click on a department and the page here below will show  
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Af Karina Baisgaard VISMA
1. Rapporter Rapporterne vises som udgangspunkt vises i Excel. Enkelte rapporter kan dog også vises i pdf, her vises udvalgte felter, da pdf-formatet har pladsbegrænsninger i forhold til Excel.   Rapportoversigt Når du går ind under ’Rapporter’, kommer du til ’Rapportoversigt’. Som standard vises rapporterne som ikoner, men du kan øverst i højre hjørne skifte mellem visning af ikoner eller på liste.   Rapporter med standardopsætning: Fraværsliste Jubilæer Fødselsdage Medarbejderliste Ansættelser og fratrædelser Lønregistreringsrapport Anciennitet Rapporter med mulighed for at ændre opsætning: Løn, pension og goder Ansættelse Kontaktinformation Uddannelse Du kan vælge hvilken typer rapporter du ønsker at få vist i oversigten, ved at bruge denne dropdownmenu i toppen:     Under hver rapport, kan du se et eller flere små ikoner.     Vær opmærksom på, at alle med rettigheder kan slette virksomhedens egne rapporter. Sådan kan et fuldt overblik se ud:   1.1. Adgang til rapporter Adgangen til rapporter styres på roller og afhængig af adgang til afdelinger. For at have adgang skal man som minimum via rollen have læseadgang på ’Ansættelse’ og ’Medarbejder stamdata’ samt have adgang til den eller de afdelinger, man skal kunne se data for.   Skal der være adgang til rapporterne ’Lønregistreringer’ og ’Fraværsliste’, så skal der også være læseadgang til Fravær og Variable. Kontakt dit kundecenter, hvis du har behov for at ændre på en eller flere roller.   2. Standard eller egen definition Alle rapporterne findes i en standardvisning. Nogle rapporter giver mulighed for at definere, hvordan den skal se ud. Det er: Løn, pension og goder Ansættelse Kontaktinformation Uddannelse Når du klikker på en rapport, får du muligheden for at definere det, du ønsker at se. Det gør du ved at klikke på ’Til/fravælg kolonner’ og derefter klikke de informationer af, du vil have med i rapporten. Udover til/fravalg af bestemte informationer, kan du også sætte filter på.   Herunder er et eksempel fra rapporten ’Ansættelse’, hvor du kan vælge hvilke afdelinger, rapporten skal gælde for. Hvis du ikke vælger nogen, så vil alle afdelinger være med i rapporten. Når du er færdig kan du klikke på ’Hent Excel’ for at se rapporten. Er det en rapport I skal bruge ofte, kan du nederst under ’Gem opsætning’ give den et navn og derefter gemme den. Herefter vil den kunne ses i rapportoversigten.   Vær opmærksom på, at man ikke kan navngive flere rapporter med samme navn. Hvis du vælger et navn til en rapport, der allerede eksisterer, vil der ske én af følgende ting: Hvis det samme navn som en af standardopsætningerne, vil du ikke kunne vælge det. Du vil få en fejlbesked og skal vælge et andet navn. Hvis det er samme navn som en af jeres egne definerede rapporter, vil du få muligheden for at overskrive. Hvis du vælger dette, så vil den gamle rapport blive erstattet af den du er i gang med at gemme. Skal I beholde begge rapporter, skal du vælge et andet navn.      
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