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People/Employees Register

This routine is used by several Protheus environments such as Fixed Assets, Personnel Management, Performance Appraisal and Feedback, Follow-up of Labor Suits etc.

Its main purpose is to register people who have some kind of relationship with the company, which can be, for example, by employees or service providers.

In each environment, the people registration can have different objectives. For example, in the Fixed Assets environment, the routine's purpose is to register the managers responsible for use of the fixed assets.

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For the Performance Appraisal and Surveys environment

For the Performance Appraisal and Surveys environment, in this registration, people who will participate in the performance appraisal and surveys, called relationship network like internal customers, external customers, teams, pairs, other functional areas, superiors, management, partners, suppliers, service providers, self-employed professionals, etc. will be entered.

For the Follow-up of Labor Lawsuits environment

For the Follow-up of Labor Lawsuits environment, in this registration, all people, employees or otherwise, having any relationship with the labor lawsuits, are included. Example:

  plaintiff, paradigm, witness, agent, advocate, etc.

In the event of professionals linked to a professional class association who also perform this function in the company, it is necessary to fill out the field Prof. Ident. must compulsorily be filled with the acronym of the class registration like OAB, CRM, CREA, etc.

It is especially important to classify advocates as ADV for them to be linked to the labor lawsuits (Lawsuits routine).

If the professional has more than one profession, it can be entered in the Industry Group Registration.

Example:

A person has two professional qualifications: advocate and engineer. However, he furnishes legal services to the company. This way, in the industry group registration, the two acronyms relating to his professionals, i.e. OAB and CREA shall be entered but in the Ident. Prof. field of the people registration, the identification relating to the function exercised in the company, in this case the ADV code, must be entered.

Reserve

You can synchronize Protheus System People/Participants register with Reserver System Users. This integration is through a XML file. You can transfer the participants and customers through Transfer and People Transfer routines

Requirement

The integration happens as follows:

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Procedures

Registering people/participants:

The system displays a message asking whether the participant is an employee.

To fill it out, refer to Help instructions in the Employees Register. Upon confirming the employee addition, the participants register is automatically updated.

If option No is selected, only participants data are registered, and window Participants Register - Add is displayed.

See Also