Delegations

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.

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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

Process	Short Description
Calendar	It is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Leave Management	Managing employee absences in the office
Time Management	The process of planning the time spent on various activities, which aims to increase the efficiency of the time used
Travel and Expences	Meeting 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

Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
Feature:Delegations - start date - Validation IsBefore	Validation		Start Date	End Date	Delegations

Initiating

Name	Type	Short Description	Initiating Fields	Affected Fields	Affected Modules
Feature:Delegations - start date - Validation IsBefore	Validation		End Date	Start Date	Delegations

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	Delegations - start_date - Validation IsBefore	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

Laft	Type	Right	Short Description	Relationship
Delegations	one-to-many	Reservations	One Delegations record can have many related Reservations records, but a specific Reservations record can be related to only one Delegations record.	Relationship: Delegations - Reservations
Delegations	one-to-many	Transportations	One Delegations record can have many related Transportations records, but a specific Transportations record can be related to only one Delegations record.	Relationship: Delegations - Transportations
Delegations	one-to-many	Work Schedule	One 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 Locale	one-to-many	Delegations	One 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
Users	one-to-many	Delegations	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Delegations
Users	one-to-many	Delegations	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Delegations
Users	one-to-many	Delegations	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Delegations