Maintain Client Organization Model
|
|
|
|
The “Client Organization Master” enables you to enter the organization and location details of the client.
Select the “Client Organization Master” activity under the “Client Management”.
The “Maintain Client Organization Model” page appears.
Enter the following field details in the header:
Client Code |
From the drop-down list box, select the code of the client. |
The system displays the following in the header:
Client Name |
The name of the client. |
The “Maintain Client Organization Model” page consists of the following tabs.
The “Organization Structure” tab enables you to record the SBU, Sub Department, Division, Cost Centre and Channel as applicable in the Organization as a combination.
Enter the following field details in the “Organization Structure” multiline:
Status |
From the drop-down list box, select the status of the organization. The combo is loaded with the values “Active” and “Inactive”. The system displays “Active” by default on launch of the page. Mandatory. |
SBU |
From the drop-down list box, select the required option. If no option is applicable then select the value as “Not Applicable”. |
Division |
From the drop-down list box, select the type of division. The combo is loaded with various values for you to choose. |
Department Code |
From the drop-down list box, select the department code. Mandatory. |
Department Name |
The system displays the name of the department by default. |
Sub Department |
From the drop-down list box, select the sub department. The combo is loaded with the user defined quick codes and so the values may vary. If no option is applicable then select the value as “Not Applicable”. |
Client Cost Center |
The client cost center. The entered cost center will be saved. |
Channel |
From the drop-down list box, select the required channel. The combo is loaded with various values for you to choose. The system displays “Select” by default on launch of the page. |
Remarks |
Enter remarks, if any. |
Select the required field and click “Save” to save the entered organization structure details.
The ‘Location Structure’ tab enables you to record location details like State, Work, Location, Store/Branch/Office ID, Description, Industry Classification, Labour Act, Statutory Region Details, Holiday Master and Weekly Off Pattern.
Enter the following field details in the “Location Structure” multiline:
Status |
From the drop-down list box, select the status of the client’s organization. The combo is loaded with the values “Active” and “Inactive”. Mandatory. |
Country |
From the drop-down list box, select the client’s country. The combo is loaded with various countries for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
Zone/Region |
From the drop-down list box, select the client’s zone/region. The combo is loaded with various regions for you to choose. The system displays “Select” by default on launch of the page. |
Work Location |
From the drop-down list box, select the client’s work location. The combo is loaded with various locations for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
City Type |
From the drop-down list box, select the client’s city type. The combo is loaded with various city types for you to choose. The system displays “Select” by default on launch of the page. |
Store/Branch/Office ID |
The Store/Branch/Office ID of the client. Mandatory. |
Store/Branch/Office |
The description for Store/Branch/Office. Mandatory. |
Project/Team |
The details related to project or team of the client. |
Address Line 1 |
The address of the client. Mandatory. |
Address Line 2 |
The address of the client. |
Address Line 3 |
The address of the client. |
Zip Code |
The zip code of the client. Mandatory. |
Contact Person Name |
The name of the contact person for that particular store/branch/office. Mandatory. |
Phone No. |
The phone number of that particular store/branch/office. |
Fax No. |
The fax number of that particular store/branch/office. |
License No. |
The license number of that particular store/branch/office. Mandatory. |
License Valid From |
The effective date from which the license is valid. Mandatory. |
License Valid Till |
The effective date till which the license is valid. |
Industry Classification |
From the drop-down list box, select the type of industry. The system displays “Select” by default on launch of the page. Mandatory. |
Labour Act Applicable |
From the drop-down list box, select the labour act that is applicable. The combo is loaded with various labour acts for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
Statutory Zone for Minimum Wages Act |
From the drop-down list box, select the statutory zone applicable for minimum wages act. The combo is loaded with various zones for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
Statutory Region 1 |
From the drop-down list box, select the statutory region 1 that is applicable. The system displays “Select” by default on launch of the page. Mandatory. |
Statutory Region 2 |
From the drop-down list box, select the statutory region 2 that is applicable. The system displays “Select” by default on launch of the page. |
Statutory Region 3 |
From the drop-down list box, select the statutory region 3 that is applicable. The system displays “Select” by default on launch of the page. |
Statutory Region 4 |
From the drop-down list box, select the statutory region 4 that is applicable. The system displays “Select” by default on launch of the page. |
Holiday Master |
From the drop-down list box, select the required holiday master. The combo is loaded with various holiday masters for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
Weekly Off Pattern |
From the drop-down list box, select the required weekly off pattern. The combo is loaded with various weekly off patterns for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
Remarks |
Enter remarks, if any. |
Select the required field and click “Save” to save the entered location structure details.
Note: The details saved in the “Client Organization Master” screen will further be mapped to the applicants in the “Applicant Management” screen. You are allowed to make a particular organization structure or location structure details as “Inactive” which indicates that it cannot be mapped to new enrollments.