Fast Creation of Employee Data MOD009CHE New from S 39.5.14

Attention

• Before you start to create and transfer data with this module, please read the information on master data here.

Access path

Information

• In PLANTA project, all employee data necessary for the operation of PLANTA project is saved in different data tables.
• Accordingly the employee data creation is done in several modules in the Administration panel.
• Alternatively, the Fast Creation Emloyee Data module is available for creation of the data. With the help of this module, data can be created centrally, which makes the creation faster and easier.
  • However, the module cannot be regarded as a complete replacement for modules of the Administration panel.
    • In the Fast Creation of Employee Data module in PLANTA Standard, only the 01100214 MP user and 01100225 Employee standard roles are assigned to the new user by default while further role assignments are to be made via the User module in the Administration panel.
      • The roles to be assigned by default can be defined individually via the default_roles parameter.
    • It is more reasonable to post edit or change individual data in the modules of the Administration panel.
  • The module is only designed for manual input and not for the import of data from, e.g., a .csv file.

Details

• In the Fast Creation of Employee Data module, the employee data is created centrally including all necessary properties (person, user, resource, etc.).
• The data created here is saved in a so called pool table and can be transferred to the relevant data table automatically by clicking on a button.
  • For this purpose, the PLANTA link functionality is accessed, however, PLANTA link does not need to be licensed explicitly.

Procedure

• Open the Fast Creation of Employee Data module.
• Insert empty records via the Insert button or by selecting the Insert Employee Data command and fill all required fields.
• Click on the Transfer all employees button.
  • As a result, the data is copied in all required data tables and can be viewed/checked in the required modules of the Administration panel.
  • The records that have been transferred successfully are marked green.
  • Incorrect records are marked red. At the same time, the Logging module is displayed at the lower margin with the log entries.
  • The incorrect records can subsequently be cleaned and the transfer can be restarted.

Notes

Technical details

• The data created in this module is saved in DT566 Employee pool.
• Upon transfer, the data is copied to the following data tables: DT511 User, DT516 Person, DT526 Person resource, DT467 Resource, DT518 Role/User, DT525 Stakeholder/Person.
• The respective modules can be found in the Administration panel.
• When transferring data from the pool table to the other tables, the adjustment is done by the code.
  • If the code is not found during transfer, the respective data of the person will be created anew in the tables listed above.
  • If the code is found, the respective person data is updated in the tables listed above.