Table of Contents

Configuration Package Employee

General

The functionality Configuration Package Employee supports users in migrating employee-data to Boltrics 3PL Dynamics.

Functionality

Employees can be registerd in Boltrics 3PL Dynamics to register al kinds of employee related information like: Address, Contract info, Relatives, Confidentional Information, Qualifications and Adsences. The registration of Employees is not required for planning purposes.

Step 1. Preperation

  1. Check no. series on manual entry

    1. Open the page: Human Resources Setup, Tab: Numbering and click on the look-up button in the field: Driver Nos.
    2. Click on: Select from full list in the selection page.
    3. Scroll to the right side in the screen: Select No. Series and check if the field: Manual Nos. is activited.
    4. If not Click on the button: Edit List and activate the field: Manual Nos.

  2. Check/update related tables Check if the following pages/tables for which values to use in the migation sheets.

    Table Remarks
    Cause of Absence Check the page: Causes of abesence and register the desired causes of abesence. For expample: Holliday or Sick.
    Country Check the page: Countries/Regions and note the codes for employees to be imported.
    Employment Contracts Chekck the page: Employment Contracts and register the desired contracts. For example, Full time, Temporarily, etc.
    Employee Statistics Groups Check the page: Employee Statistics Groups and register the desired groups. For expample, Office, Driver, Garage etc.
    Human Resource Unit of Measure Check the page: Human Resource Units of Measure and register the desired codes. For example: Day and Hour.
    Qualifications Check the page: Qualifications and register the desired codes. For ADR, Code95, etc.
    Relatives Check the page: Relative and register the required codes. For example, Child, Father, Mother, Partner or Wife

Step 2. Create file with Employee-data

  1. Create Excel-file for migrating employee data. The following steps have to be perfomed to create an Exel-file for migrating employees.

    1. Open page: Configuration Packages
    2. Go to the line with code: EMPLOYEE and open the page.
    3. Click on the button: Export to Excel and confirm with Yes
    4. The file will be available in the download-folder and contains the following worksheets; !!!!!!!!

  2. General guidlines entering data into the Excel-file

    1. Do not change the names of worksheets and/or colums.
    2. Do not delete/change the First 3 rows in a worksheet.
    3. Click on the title of a column to see the format of a field. Some examples of formating:
    Value Remarks
    Boolean 0=False, 1=True
    Code20 Field may contain, characters, numbers and punctuations, maximum length of value in the field: 20.
    Date Values have to be entered as DD/MM/YYYY
    Decimal A number with decimal places
    Option The comment will contain a list of values which can be used.
    Text100 Field may contain all type of characters, maximum length of value in the field: 100
    Time Values have to be entered as HH:MM:SS

  3. Enter the employee data into the Excel-file

    1. Worksheet: Employee For each employee a line has to be entered.

      Field Mandatory Remarks
      No. Yes The unique code for the employee.
      First Name No The First name of the employee.
      Middle Name No The middle name of the employee.
      Last Name No The surname of the employee.
      Initials No The initials of the employee.
      Job Title No The title of the job.
      Search Name Yes The first- and lastname of the employee. May also be in reverse order. It is advised to have spaces between the first and last name.
      Address No The private address of the employee.
      City No The place of residence of the employee
      Post Code No The postal code of the residence of the employee.
      Phone No. No The private telephonenumber of the employee.
      Mobile Phone No. No The telephonenumber of the mobile phone of the employee.
      E-mail No The private e-mail-address of the employee.
      Birth Date No The date of birth of the employee.
      Gender No Options: 0(empty), 1(Female) or 2(Male)
      Country/Region Code No The countrycode of the residence of the employee.
      Emplymt. Contract Code No The contractcode on which the employee is working.
      Statistic Group Code No The Statistic Group code as registerd on page: Employee Statistic Groups.
      Employment Date No The date the employee started working for the company.
      Company E-mail No The email address provided by the company for the employee.
      3PL No. of day off No The annual number of holiday for the employee.
      3PL Status Template Code Yes Fixex value: RESOURCES
      3PL Status Code Yes Fixed value: 10-NEW
      TMS Driver No. No The unique code for the employee in the page: Driver list.
      3PL Contract End Date No The date of ending the contract with the driver.

    2. Worksheet: Employee Absence For planned absence on employees lines have to be entered.

      Field Mandatory Remarks
      Entry No. Yes The unique code for the registration. First enty: 1, second entry: 2, etc.
      Employee No. Yes The value of the field: No. in the worksheet: Employee.
      From Date Yes The date on which the absence will start
      To Date Yes The date on which the absence will end
      Cause of absence Code Yes Check the page: Causes of Abesence for the desired code.
      Description No The reason for absence.
      Quantity Yes The number of hours of absence.

Step 3. Importing the data into Boltrics 3PL Dynamics

The following steps have to be perfomed to import the data from the Exel-file.

  1. Open page: Configuration Packages
  2. Go to the line with code: EMPLOYEE and open the page.
  3. Click on the button: Import from Excel.
  4. A window will appear in which the Excel-file can be dropped.
  5. A new page will be opened: View - Config Package Import Preview. Click on the button: Import
  6. The page: Config. Package Card wil be opened. Click on the button: Apply Package and confirm with Yes.
  7. A window will apear to show the processing. When completed the number of errors, inserts and modifications will be shown.
  8. When errors are reported click on the line with the corresponding table in the field: No. of Packages Errors.
  9. The page Config. Package Records - (Tablename) will open and show the data of the records with errors. Select a line and click on th button: Show Error to read the error. Adjust the data and click on Apply data.

When the import is completed the employee will appear in the page: Employees.

Step 4. Finish import

As a final step, the manual assignment of numbers should be disabled.

Disbale manual entry on no. series

  1. Open the page: Human Resources Setup, Tab: Numbering and click on the look-up button in the field: Truck Nos.
  2. Click on: Select from full list in the selection page.
  3. Scroll to the right side in the screen: Select No. Series.
  4. Click on the button: Edit List and disable the field: Manual Nos.
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