<h1>Session 1: Careers and Assignments</h1><imgalt="Workflow of people's career"type="image/png"title="Career and assignments workflow"src="http://img.erp5.cn/osoe-Careers.And.Assignments.Front.Page.Career.Workflow?format=png"/><footer>
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<h1>Session 1: Careers and Assignments</h1>
<imgalt="Workflow of people's career"type="image/png"title="Career and assignments workflow"src="http://img.erp5.cn/osoe-Careers.And.Assignments.Front.Page.Career.Workflow?format=png">
<p>This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology, CCEC (Competence Center eCommerce), and the South Westfalia University of Applied Sciences. This course could be used to teach modern ERP theories and practices to undergraduate students or professionals.</p><p>
<b>Copyright: You are free to copy, distribute, display, and perform the work under the following conditions: you must attribute the work in the manner specified by the author or licensor; you may not use this work for any commercial purposes including training, consulting, advertising, self-advertising, publishing, etc.; you may not alter, transform, or build upon this work. For any reuse or distribution, you must make clear to others about the license terms of this work. Any of these conditions can be waived if you get permission from the copyright holder through a commercial license or an educational license. For more information, contact info@nexedi.com</b>
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<h1>Agenda</h1>
<ul>
<li>Person and organisations</li>
<li>Persons and organisations</li>
<li>Career and universal career workflow</li>
<li>Assignment and universal assignment workflow</li>
<li>Assignments and universal assignment workflow</li>
<li>HR: beyond careers and assignments</li>
</ul><detailsopen="true">
<p>The goal of this tutorial is to teach the notion of Careers and Assignments and their applications in ERP systems such as ERP5.</p>
<p>The role of an IT system such as ERP5 is to represent the reality and by doing so to help managing the company's performance. In order to be able to do so, the first things that we must create and manage in those systems are the persons and organisations.</p>
<p><strong>
Note: in this session "Carreers and Assignments", following the previous tutorial <ahref="user-Howto.Configure.ERP5.for.SMB.With.Configurator/view">"Configure your instance using ERP5 Configurator"</a>, we will use our configured company VIFIB as an example to explain how to use IT systems such as ERP5 to manage the company's performance by managing people, their assignments and their relations with organisations. So when you are practicing, please replace VIFIB with the company you created when you configured your ERP5 instance.
<p>The first thing to create in an ERP is the persons. Every person who has interaction with our company has to be entered based on different roles such as staff, clients, suppliers, etc. Then they can be assigned duties, linked to organisations, set relations to marketing campaigns, etc. In this way, the persons are managed according to our company's needs.</p>
<p>In our example, VIFIB has staff (role "Internal") - engineers in the field of software development who run the production environment, technicians in the field of computer hardware who install PC hardware, company managers, accountants and HR who manage the company, etc. VIFIB has clients (role "Client") who purchase hosting capacity for their own use or for retail through their own SlapOS platform, and clients who are software developers and need to receive software certification. VIFIB has suppliers (role "Supplier") of computer capacity and hosting space, and suppliers of software licenses and software integration service. VIFIB is also in relation with journalists (role 'Media') and social insurance center (role "Administration").</p>
<p>In ERP5, there are two principles in identifying the person. First, the roles of a person should be differentiated. Through configuration, we must be able to differentiate a client from a supplier and from a staff, as shown in the example above. But we also must be able to attribute many roles to the same person. For example, a VIFIB client who purchases large amounts of capacity for retail use can also provides computer capacity to VIFIB through their SlapOS platform, thus becomes a VIFIB supplier. So this person is at the same time a client and a supplier<strong>（different roles in a same Person document）</strong>. Second, a person must be unique. We must create the person once into the system then be able to use it everywhere it is needed. If we create false persons (as Person 1 Supplier – Person 1 - Client) <strong>in two Person documents with the same Person's name</strong>, we are getting far from the reality which we try to represent within our system.</p></details></section><sectionclass="illustration">
<h1>People work for organisations</h1><imgtitle="People work for organisations"alt="People work for organisations"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Work.For.Organisations?format=png"type="image/png"/><detailsopen="true">
<p>
Once we have created each person's document in the system, we will have to do the same for the organisation, which can be a company, a non-profit organisation, an association, etc., and then to link them together to show the relation between "Person" and "Organisation". For example, Cédric De Saint Martin and Yingjie Xu are staff of our organisation VIFIB, John Scott Doh is linked to VIFIB's client Z Company, Lei Xu is linked to VIFIB's another client Y Company, Laurent Dubois works for Ma vielle imprimerie SA - a publication company which is VIFIB's supplier, and Ming Chen works for VIFIB's another supplier EC China.<br/>
The second use of the organisation can be to represent the departments or subsidiaries of a specific company (group). For example, John Scott Doh can be linked to the function "Marketing Manager" of the VIFIB's client "Z Company". Yingjie Xu who works in China for VIFIB's subsidiary VIFIB China can be linked to the organisation "VIFIB China" of the group "VIFIB", while Cédric who works in the headquarter of VIFIB in Paris is belong to "VIFIB" of the group "VIFIB".
<h1>People change organisations</h1><imgtitle="People change of organisations"alt="People change of organisations"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Change.Of.Organisations?format=png"type="image/png"/><detailsopen="true">
<p>In ERP5, a person can be represented both by a person document and by an organisation document, but both entities are independent and have their own life cycle. A person can work for one or many organisations, or change organisations during their career. But there is no need to create a new person, only to update the existing one. Then a new career step will be created.</p></details></section><sectionclass="illustration">
<h1>Tracking a person's career</h1><imgtitle="Tracking peoples' career"alt="Tracking peoples' career"src="http://img.erp5.cn/osoe-Careers.And.Assignments.Tracking.Peoples.Career?format=png"type="image/png"/><detailsopen="true">
<p>When a person is working for a given organisation, it is a step in his global career. A person might have different career steps since he/she must evolve in his/her work. If the person changes organisation, we will create a new career step, linked to a new organisation and start it. As shown in the table above, each step of a career has a beginning date, and a ending date. This gives us a really simple but realistic way to handle careers within ERP5. Many organisations also use a grid that presents an internal career step with an associated salary level.</p></details></section><sectionclass="illustration">
<p>We have a very simple work-flow for career steps, since they can only be either opened or stopped.</p></details></section><sectionclass="illustration">
<h1>Persons are assigned duties</h1><imgtitle="People are assigned duties"alt="People are assigned duties"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Are.Assigned.Duties?format=png"type="image/png"/><detailsopen="true">
<p>However, careers are not sufficient to represent what is the responsibility within the company and what is the person responsible for. We must be able to represent what duties are assigned to a given person. This is why we should talk about the notion of assignment. Assignment is a way to represent, for example, the fact that a community manager of VIFIB is in charge of communication with the software developers, or that a client of VIFIB is responsible for the retail operations department of his company.</p>
<p>Assignments are completely independent from a career step. First, these assignments (duties) will evolve more quickly than the career step. So within the same career step, people must have many different duties. Second, the assignments within a career step could be very different from each other, and sometimes can be very far from the career step itself. For example, a financial manager of VIFIB might be assigned the duty of handling the director role during a few times while the company director is absent for business trips. Third, assignments are not always related to the organisation in which people are through the career step. For example, a software developer of VIFIB might be in charge of some missions of a project for a VIFIB client's organisation. For example, the assignment "software developer" of VIFIB might become "project manager" of a Beta Developer Program. So he is not only a software developer, but becomes responsible for organizing the project.</p></details></section><sectionclass="illustration">
<h1>Managing a person's duties</h1><imgtitle="Managing people duties"alt="Managing people duties"src="http://img.erp5.cn/osoe-Careers.And.Assignments.Managing.People.Duties.Screenshot?format=png"type="image/png"/><detailsopen="true">
<p>So we have a simple way to handle responsibilities within the system. Assignment can also be used to handle security level within your system. It is often a good representation of the responsibility levels within the company.</p></details></section><sectionclass="illustration">
The workflow of an assignment is also very simple. The “updated” status is here to represent that you might be reviewing duties related to a project and a person. <br/>
When you affect security permission to assignment role, they will only be available when the assignment is in a started state. So updated is during the reviewing. Once it is done, you just change it back to Started.
<p>The goal of this tutorial is to teach you what Careers and Assignments are, and how they are applied in ERP systems using ERP5 as example.</p><p>The first step in using an ERP system is to create and manage people of the company. People are the most essential asset of any company. In ERP5, people are represented by Persons. Each person has his/her own role associated with different organisations, thus, for each person we create, we should also link the organisation that he/she is working for to this person. If organisation doesn’t exist yet, we should create the organisation.</p><p>
<strong>
Note: in this session "Carreers and Assignments", following the previous tutorial <ahref="user-Howto.Configure.ERP5.for.SMB.With.Configurator/view">"Configure your instance using ERP5 Configurator"</a>, we will use our configured company VIFIB as an example to explain how to use IT systems such as ERP5 to manage the company's performance by managing people, their assignments and their relations with organisations. So when you are practicing, please replace VIFIB with the company you created when you configured your ERP5 instance.
<p>All people who have interaction with our company should to be entered in the ERP system based on different roles such as staff, clients, suppliers, etc. After a person has been created, he/she can be assigned with different duties, linked to different organisations, set relations to different functions. In this way, all people could be managed according to the company’s needs.</p><p>In our example, VIFIB has staff (role "Internal") – engineers of software development, technicians who manage computer hardware and software, managers, accountants, administration and so on. VIFIB has clients (role "Client") who purchase hosting capacity for their own use or for retail through their own SlapOS platform, and clients who are software developers and need software certifications. VIFIB has suppliers (role "Supplier") who supply computer capacity and hosting space, and suppliers of software licenses and software integration service. VIFIB is also in relation with journalists (role 'Media'), and social insurance center (role "Administration").</p><p>
In ERP5, there are two principles in creating people. First, the role of a person should be differentiated among client, supplier, and stuff as shown in the graphics above. However, we should also be able to assign multiple roles to a person. For example, a VIFIB client who purchases large amounts of hosting capacity for retail use could also provide computer capacity to VIFIB through their SlapOS platform, thus becomes a VIFIB supplier. So this person is at the same time a client and a supplier <b>(different roles in the same Person document)</b>. Second, every person created must be unique. We should only create the same person once and be able to use it everywhere needed. If we create two Person documents for the same person (e.g.Person 1 Supplier and Person 1 Client), then the documents are redundant, and could lead to many confusions in using them.
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<h1>People work for organisations</h1>
<imgtitle="People work for organisations"alt="People work for organisations"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Work.For.Organisations?format=png"type="image/png">
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<p>Once we have created all Person documents in the system, we should do the same for Organisation. Organisations could be companies, non-profit organisations, government institutions and so on. After we have created all Organisation documents, we need to to link them to Person documents to show the relation between a Person and an Organisation. For example, Cédric De Saint Martin and Yingjie Xu are staff of VIFIB, then we should link the two Person documents which represent Cédric De Saint Martin and Yingjie Xu to the Organisation document VIFIB. In the meanwhile, John Scott Doh works for VIFIB's client Z Company, then we should link the Person document which represents John Scott Doh to the Organisation document that represents Z company.</p>
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<h1>People change organisations</h1>
<imgtitle="People change of organisations"alt="People change of organisations"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Change.Of.Organisations?format=png"type="image/png">
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<p>In ERP5, a person can be represented by a Person document that linked to an Organisation document, but both entities are independent and have their own life cycle. A person can work for one or many organisations, or change organisations during his/her career. However, keep in mind that there is no need to create a new person, you should just update the existing one by creating a new career step.</p>
<p>When a person is working for a given organisation, it is only a step in his global career. A person might have different career steps since he/she may later switch to other companies. If a person changes organisation, we should create a new career step for that person, link the Person document to the new organisation, and start it. As shown in the table above, each step of a career has a start and an end date. This gives us a really simple but realistic way to handle career developments of people. Nowadays, many organisations also use grids to present internal career steps of a person, which includes an associated salary level.</p>
<p>We use a very simple workflow for career steps, since a career step could only be either "opened" or "stopped".</p>
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<h1>Persons are assigned duties</h1>
<imgtitle="People are assigned duties"alt="People are assigned duties"src="http://img.erp5.cn/osoe-Careers.And.Assignments.People.Are.Assigned.Duties?format=png"type="image/png">
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<p>However, careers could only represent a person’s big career steps, but not the positions and responsibilities of the person in a given organisation. In ERP5, “assignments” are used to represent positions and duties of a person.</p><p>Assignments are completely independent from career steps. Firstly, a person could have multiple positions and a variety of duties in one career step. Secondly, the assignments could be very different from each other, and sometimes could even be far from the career step itself. For example, the financial manager of VIFIB might be assigned the duty of handling the director role for a short time when the company director is absent for business trips. Thirdly, assignments are not always related to the organisation that the person works for in a career step. For example, a software developer of VIFIB might be assigned the “project manager” position for a project from VIFIB’s client organisation for a defined period of time.</p>
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<h1>Managing a person's duties</h1>
<imgtitle="Managing people duties"alt="Managing people duties"src="http://img.erp5.cn/osoe-Careers.And.Assignments.Managing.People.Duties.Screenshot?format=png"type="image/png">
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<p>The screenshot above is the interface of Assignments in ERP5. As you can see, the person Jacques Honoré has different assignments associated to different functions, and works for two organisations (Nexedi and Tiolive LLC). Assignments could also be used to handle security level so that only the person with certain assignments could access certain information. In companies, the security level is often associated with the responsibility level of a person. This way, confidential business information could be better protected.</p>
<p>The workflow of an assignment is also relatively simple. The status “updated“ here means that you could review the assignments assigned to a person. When the review process is done, you just need to change it back to “started”. You can also cancel an assigned assignment of a person if the person is no longer responsible to the related tasks. You could define the security permission of a certain assignment.</p>
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<h1>HR: beyond careers and assignments</h1>
<imgsrc=""type="image/svg+xml"title=""alt="">
<ul>
<li>Skills</li>
<li>Training</li>
<li>Position</li>
<li>Hiring</li>
</ul><detailsopen="true">
<p>
Careers and assignments are the strict minimum to manage human resources. But there are many other fields which can be added to the ERP5 system configuration to have a complete human management system.<br/><strong>Skills:</strong>
We should be able to manage the skills of people within and outside the company. A really useful thing would be a skill catalogue, so when we need a special skill, we can choose the appropriate person from the catalogue.
<br/><strong>Training:</strong>
The skills should be extended with the possibility to manage formations of employees. Those formations usually create new skills which might be validated with a diploma or something similar.
<br/><strong>Positions:</strong>
A position is a combination of the group, the function and the site on which is the position, it comes with a clear job description. Many organisations prefer to talk about position rather than anything else.
<br/><strong>Hiring:</strong>
Finally we can also think about handling the recruitment procedure. When a company open a position, we have candidates for this position, and once we found someone, the position becomes closed.
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<p>Careers and assignments are the minimum information in order to manage human resources. There are of course many other fields which can be added to ERP5 configuration so that a complete human management system could be built in.</p><p>
<b>Skills:</b> Skills are always an important aspect when considering human resource management. A skill catalogue could be very useful to keep track of skills of all people within and outside the company. In this case, whenever a task requires a special skill to complete, the right person could be easily found in this catalogue.
</p><p>
<b>Training:</b> Trainings could extend people’s skills to another level. New skills could be gained from trainings as well. Thus, trainings should also be managed and organised in a human resource management system.
</p><p>
<b>Positions:</b> A position should contain three dimensions: function, group, and site. It should involve a clear job description.
</p><p>
<b>Hiring:</b> Finally the recruitment procedure should also be handled by the human resource management system. When the company opens a position, candidates should be filled in for this position. Once the right candidate is found, the position should become closed. /
by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>
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<p>Welcome to this course "ERP: Theory, Practice, and Configuration. ERP or ERP systems are short for Enterprise Resource Planning systems. This Course is an cooperation between CCEC ( Competence Center eCommerce) and Nexedi - a french provider of open source software developments and consulting services. It is Nexedi which developed the course ideas and content, and together we are now trying to further develop the course and the study materials in the direction of rich multi- media setting, which addresses both theory and practice.</p>
<p>This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology, CCEC (Competence Center eCommerce), and the South Westfalia University of Applied Sciences. This course could be used to teach modern ERP theories and practices to undergraduate students or professionals.</p><p>
<b>Copyright: You are free to copy, distribute, display, and perform the work under the following conditions: you must attribute the work in the manner specified by the author or licensor; you may not use this work for any commercial purposes including training, consulting, advertising, self-advertising, publishing, etc.; you may not alter, transform, or build upon this work. For any reuse or distribution, you must make clear to others about the license terms of this work. Any of these conditions can be waived if you get permission from the copyright holder through a commercial license or an educational license. For more information, contact info@nexedi.com</b>
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<h1>Agenda</h1>
<ul>
<li>What are the objectives of the course</li>
<li>How the course is structured</li>
<li>How the sessions are organised</li>
<li>How you will be evaluated</li>
</ul>
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<li>Finally, the fourth goal is to teach how to configure an ERP through the definition of so-called categories. Since such an configuration is conducted with the help of a spreadsheet, no programming skills are required, and you can focus on management and organisational aspects rather than on technical details.</li>
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<h1>Course Structure</h1>
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<p>This course is composed of two stages.</p><li>In the first stage, you will learn what an ERP is, what universal business processes are involved in an ERP system, and how to identify them when you are using an ERP system. You will not only have theoretical knowledge about different functions and components of an ERP system, but also have the opportunity to actually practice on your own ERP system (demonstrated with ERP5).</li>
<li>In the second stage, you will need to use the knowledge you gained in the previous stage to perform a ERP category configuration as a real consultant for an implementation filed ( a company) of your choice. You will need to interview a company of your choice with the help of ERP5 questionnaire to analyse this company's business, identify its important business processes, recognise the needs for improvements, and find out by yourself how an ERP system could help this company to achieve greater success.</li>
<p>Thus, at this point of time, you should already start to look for a company that is willing to share its business with you, and in return, gain more insights about its business processes and potential for improvements. Note: you need to look for a company that hasn't been using an ERP system.</p>
