Staff list document form
The Staff list document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains Positions, Files tabs. Complete the document header before moving between them.
Related tables use Position, Department, Quantity, Salary Total Amount, Status, Salary Amount columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Position | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Department | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Status | When required by the form | Select an available value; the available choices depend on the context already entered. |
Automatic values and dependencies
- Employee, position, and department selections are limited by the organization, date, and current HR status.
Validation, saving, and posting
Depending on the form state, Number, Document date, Organization can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting makes staffing positions and their parameters effective from the specified date.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
Configured print forms: Order on approval of staff schedule. Select the required form after saving the document.