Reservations

From MintHCM Wiki

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

Short Description

Stores information about the reservations of resources


Screens
  1. MintHCM - Reservations - Create View.png
  2. MintHCM - Reservations - List View.png
  3. MintHCM - Reservations - Record View.png
  4. MintHCM - Reservations Calendar - Week.png


Business Description

The module stores information about booking dates of resources.

The user can check if a given resource is available within a specified period and make a reservation.

The user has the option of checking the reservations list with the start date and time and the end date and time of booking a specific resource in the reservation list view.

In addition, the user can check the occupancy of a given resource during the day, week or month on the reservations calendar.

In the reservation creation view, the user must enter a name, select a resource, start and end dates of the reservation and indicate the employee to whom it is assigned. Additionally, it may indicate a conversation or meeting for which the booking is made.

If the reservation concerns business trip, linking a delegation record is also possible.

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.
Resource ManagementAssets management and resources booking
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
Travel and Expences Booking resources Booking company resources for the business trip.
Travel and Expences Plan a business trip How to plan your trip in MintHCM and create a Delegation record

Related Features

Affected by

Name Type Short Description Affected Fields Initiating Fields Initiating Modules
Feature:Reservations - starting date - Validation IsBefore Validation Validation IsBefore in module Reservations prevent setting up Ending Day before Starting date Starting Date Ending Date Reservations

Initiating

Related Integrations


Structure

Relationships

LaftTypeRightShort DescriptionRelationship
Callsone-to-manyReservationsFlex relate used in CallRelationship: Calls - Reservations
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
Employeesone-to-manyReservationsOne Employees record can have many related Reservations records, but a specific Reservations record can be related to only one Employees record.Relationship: Employees - Reservations
Meetingsone-to-manyReservationsFlex relate used in MeetingRelationship: Meetings - Reservations
Resourcesone-to-manyReservationsOne Resources record can have many related Reservations records, but a specific Reservations record can be related to only one Resources record.Relationship: Resources - Reservations
Usersone-to-manyReservationsSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Reservations
Usersone-to-manyReservationsSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Reservations
Usersone-to-manyReservationsSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Reservations

Mentioned in other articles


Technical Description

Dev Notes