Delegations

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Delegations
Name: Delegations
Tech Name: Delegations
Class Name: Delegations
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: Yes
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

This module stores comprehensive information regarding employees' business trips, their costs and duration. All conveniently linked to working time tracking and company resources.


Screens
  1. MintHCM-Costs-create view.png
  2. MintHCM-Delegations Locale.png
  3. MintHCM-Delegations-Record View.png
  4. MintHCM-Delegations-create view.png
  5. MintHCM-Transportations-create view.png


Business Description

It is a module in which the user can create records with information about a business trip and all information about it: travel costs, reservation of resources (e.g. a car), destination, accommodation and time of stay. Along with creating a delegation record, the user can create related records in the Costs and Transport modules. each delegation can be assigned to a specific user or whether it is the owner of the company. In order to be able to create a delegation, it is important to have a designated route with information such as: means of transport, travel date and route. A record from the Trips module can be directly linked to a delegation record. The next step is to create and add a relationship to the Costs record, which shows all costs incurred during the delegation. Each expense is created in the form of a record in which we determine the currency, value and type of cost, i.e. travel, meals, accommodation or other expenses. All trip and cost information is summarized in the main record in the Delegations module in the detailed view. Below the record there are subpanels in which all related records from other modules are visible, such as: Costs, Trip, Work plans of the user going on business trips, Reservations for resources (e.g. a company car), Documents. In order for the user to be able to create a record in the Delegations module, the user must first create a record in the Delegations Locale module in which there will be information about the country of the delegation and possible Regimen costs and accommodation with the applicable currency. This information is necessary to set up a delegation. Delegations Locale module is available in the admin panel, so standard users do not have access to it. Information about the delegation is displayed on the calendar of the user assigned to the record.

Custom Actions

Processes

Related Processes

ProcessShort Description
CalendarIt is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Leave ManagementManaging employee absences in the office
Time ManagementThe process of planning the time spent on various activities, which aims to increase the efficiency of the time used
Travel and ExpencesMeeting clients is crucial for building fruitful business relationship. Attending fairs can help to obtain valuable contacts. Sending employees to conferences and meet-ups develops company's human capital. All travel-related activities management is available in MintHCM.

Related Process Steps

Process Step Title Short Description
Administration Guide Delegations Locale Simple reference module to set and store data on basic costs of travelling to certain countries.
Travel and Expences Plan a business trip How to plan your trip in MintHCM and create a Delegation record
Travel and Expences Travel Include your delegation in work schedule
Travel and Expences Report the trip Reckoning delegations

Related Features

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Accommodation Lump Sum currency No Yes Yes
Accommodation Lump Sum in Foreign Currency currency No Yes Yes
Accommodation Lump Sum in Foreign Currency currency No Yes Yes
Accommodation Lump Sum in Foreign Currency currency No Yes Yes
Accommodation Value currency No Yes Yes
Accommodation Value currency No Yes Yes
Accomodation No. varchar No Yes Yes
Assured Number of Accommodations int Yes Yes Yes
Assured Number of Breakfasts int Yes Yes Yes
Assured Number of Dinners int Yes Yes Yes
Assured Number of Suppers int Yes Yes Yes
Company Owner bool No Yes Yes
Created By relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Delegation ID varchar No Yes Yes
Delegation Locale relate No Yes Yes
Delegation Purpose enum Yes Yes Yes
Description text No Yes Yes
Employee relate Yes Yes Yes
End Date datetimecombo Yes Yes Yes
Exchange Rate float Yes Yes Yes
Left to Pay to Employee currency No Yes Yes
Left to Pay to Employee currency No Yes Yes
Left to Pay to Employee currency No Yes Yes
Left to Pay to Employee currency No Yes Yes
Modified by Name relate No Yes No
Name varchar No Yes Yes
Other Expenses currency No Yes Yes
Other Expenses currency No Yes Yes
Other Expenses currency No Yes Yes
Other Expenses currency No Yes Yes
Prepaid by the Employer currency No Yes Yes
Prepaid by the Employer currency No Yes Yes
Prepaid by the Employer currency No Yes Yes
Prepaid by the Employer currency No Yes Yes
Prepaid by the Employer currency No Yes Yes
Regimen Value currency No Yes Yes
Regimen Value currency No Yes Yes
Regiments currency No Yes Yes
Regiments In Foreign Currency currency No Yes Yes
Regiments In Foreign Currency currency No Yes Yes
Regiments In Foreign Currency currency No Yes Yes
Restaurant Bill No. int No Yes Yes
Restaurant Bill No. int No Yes Yes
Restaurant Bill No. int No Yes Yes
Start Date datetimecombo Yes Yes Yes
Sum of Costs Incurred in Foreign Currency float Yes Yes Yes
Sum to Pay Back to Employer currency No Yes Yes
Sum to Pay Back to Employer currency No Yes Yes
Sum to Pay Back to Employer currency No Yes Yes
Total Accommodation Cost currency No Yes Yes
Total Accommodation Cost currency No Yes Yes
Total Accommodation Cost currency No Yes Yes
Total Accommodation Cost currency No Yes Yes
Total Delegation Cost currency No Yes Yes
Total Delegation Cost currency No Yes Yes
Total Delegation Cost currency No Yes Yes
Total Delegation Cost currency No Yes Yes
Transport Cost currency No Yes Yes
Transport Cost currency No Yes Yes
Transport Cost currency No Yes Yes
Transport Cost currency No Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Delegationsone-to-manyReservationsOne Delegations record can have many related Reservations records, but a specific Reservations record can be related to only one Delegations record.Relationship: Delegations - Reservations
Delegationsone-to-manyTransportationsOne Delegations record can have many related Transportations records, but a specific Transportations record can be related to only one Delegations record.Relationship: Delegations - Transportations
Delegationsone-to-manyWork ScheduleOne Delegations record can have many related Work Schedule records, but a specific Work Schedule record can be related to only one Delegations record.Relationship: Delegations - WorkSchedules
Delegations Localeone-to-manyDelegationsOne Delegations Locale record can have many related Delegations records, but a specific Delegations record can be related to only one Delegations Locale record.Relationship: DelegationsLocale - Delegations
Usersone-to-manyDelegationsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Delegations
Usersone-to-manyDelegationsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Delegations
Usersone-to-manyDelegationsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Delegations

Mentioned in other articles


Technical Description

Dev Notes