UserManualforKingdeeK/3V14.2HRMStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutthepriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.October,2014PrefaceWelcometotheUserManualforKingdeeK/3V13.1HRM.ThemanualisorganizedinthefollowingsectionsthataredesignedtohelpyoueffectivelyusetheHRsystem: GeneralDescription Instructions Procedures Functions&Features SystemSettingsThePrefaceinstructsyouhowtoaccessadditionalusefulinformationandformatconventions.TargetReadersThismanualisintendedforuserswhohaveextensiverelatedexperienceandexpertise,andwhoarealreadyfamiliarwiththebasicsoftheKingdeeK/3system.Beforefirsttimeuse,werecommendthatyouattendoneormoreofourtrainingprograms.Formoreinformationregardingtraining,pleasecontactyourlocalKingdeeoffice.Tolearnmoreaboutthesystem’sdetailssuchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3systemthoroughly.SourcesofRelevantInformationYoucanaccessourservicesorrequesthelpthroughthefollowingchannels.1.OnlineTokeepuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-salesConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomaketherightdecisionsrapidly.3.ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovation,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4.ConsultingBasedontheextensiveexperienceofmorethan10,000globalcustomers,advancedmanagementideasandmanagementsoftwareapplications,KingdeehasdevelopeditsGoldenFingerImplementationMethodology,asoftwareapplicationmethodthatreflectsChina’sactualsituation.KingdeewishestohelpyouincreasesuccessbyleveragingoursolidexperienceandexpertiseinenterprisemanagementandITtechnology.5.FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscussfacetofaceanyissuesyoumayhave,andtoconductfieldresearchandanalysistoworkouttherightsolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately.Bymaintaininganextensivecustomerrecord,weareabletoprovidelong-term,sustainable,andefficientservices.7.CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideanintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8.CallCenterThroughourcustomercallcenter,weprovideyouwithanattentiveserviceandrespondtoyourquestionsandconcernsquickly.9.PersonalizedServiceInresponsetocustomerdemandsforpersonalizedservicesweprovidecustomizedsolutionstogetherwithourpartners,andutilizeallavailableresourcestoofferyoufull-featuredapplications.10.ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingthedifficultyofselectingfromawiderangeofsolutions,whileensuringthecompatibilityandintegrityofourservice.11.PartnershipWearelookingtoforgestrategicpartnershipswithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,andtraining.InadditiontoKingdee’sbroadserviceportfolio,youcanalsogainaccesstoservicesofferedbyKingdee’spartners.12.UpgradeOurupgradeservicecanprotectyourvalue-addedinvestmentoverthelongterm,andcost-effectivelyupgradeyoursystem.ProductDesignInspiredbythebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilitiesandproceduresincludingbusinessflowplanningandorganization,andcoordinationacrosstheservicevaluechain.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,andemployeeconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethods.Itmonitorstheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Asacornerstoneofanenterprise'scontinuousmanagementpractice,basemanagementdetermineswhetheritsstrategicobjectivescanberealizedandwhetheritsdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionsintheAsia-Pacificregion.ItisoneofthefastestgrowingISVintheglobalsoftwaremarket,andaleadingcompanyintheChinesesoftwareindustry.ThesoftwareproductsdevelopedandsoldbyKingdeeincludebusinessmanagementsoftwarethatmeetsbusinessmanagementdemandsofthefast-growingnewmarket,e-businessapplicationsoftwarethatoffersservicesviatheInternet,andmiddlewaresoftwareusedbyenterprisestoestablishe-businessplatforms.Kingdeealsoprovidescustomersgloballywithsoftware-relatedmanagementconsulting,implementation,andtechnicalservices.Kingdee’sunique’fastconfiguration,fastimplementation,fastapplication,fasteffect‘globalizedproductandservicepositioningcanhelpcustomerscalmlymeetthechallengeoftheuncertaincommercialenvironment,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurerapid,sustainableandhealthyorganizationalgrowth.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,thefirstpureJAVAmiddlewaresoftware,andthefirstthree-tierERPsystembasedontheInternet.KingdeeK/3isthebusinesssoftwareenterprisewiththehighestoccupationratiointheERPmarketamongChina’ssmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleaseditsnewgenerationproduct-theKingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetslargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideasandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversthemanagementfunctionforanenterprise’sinternalresources,supplychain,customerrelationships,knowledge,andcommercialintelligence.Itrealizesbusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.FormatConventions GeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessageAgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.BoldOptionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure.AgreementofKeyboardOperationFormatDescriptionKey1AkeyofthekeyboardKey1+Key2Presstwokeyssimultaneously.AgreementofMouseActionFormatDescriptionClickLeftclickmousetoclickonanobject.Double-clickLeftclickmousetwicetoopenanobject.Right-clickSelectanobjectandclicktherightmousebutton.Drag-dropLeftclickmouseonobject.Donotreleaseuntiltheobjectisdraggedtothedesiredposition. SpecialSignsFormatDescriptionTipProvidesassistanceandcallsuser’sattentiontouseitwithcaution.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstandclearly.PreconditionReferstoanoperationthatmustbecompletedbeforeyoutakethenextstep.DefinitionDefinesfinancialorcomputertermsmentionedinthedocument.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.Throughconnectingtoeventandtask,userscansetupacomplicatedbusinessflowmoduleandconductananalysis.EPCnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribethebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.TheEPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanconvenientlyidentifywhichdepartmentorpostisinvolvedwhereintheflow.SeethetablebelowforadescriptionofthesymbolsmentionedintheEPCchart:NameIconDescribes/DefinesExampleEventActualstate.Oppositelyactsasaneventtrigger.ReceivingoriginalvoucherFunctionsConversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitEnterprisestructure.AccountantinFinancialDepartmentInformation,Material,ResourceObjectRealworldobject(e.g,businessobject,andmaterialobject).AccountRoutePrecedencerelationshipbetweendifferentconnectionflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterLogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“^”:Itstandsfor“and”relation.ControlFlowPrecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationDefineswhetherafunctioncanberead,alteredorwrittenintodata.AllocationofResource,OrganizationUnitWhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.Itwouldbehighlyappreciatedifyouwouldgiveusyouropinionsandsuggestionsonourproductorusermanual.PleasesendtheformtoourlocalKingdeeofficeorfaxittoourK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtohearingyourviews.TableofContentsChapter1SystemOverview..11.1AboutThisSystem.11.2ModuleLocationinK/3ERPSystem..12Chapter2BusinessWorkflowsandStandards..132.1OverallBusinessStructure.142.2EmployeeManagement-Entry..142.3EmployeeManagement-Rotation.172.4EmployeeManagement-Dimission.202.5SalaryManagement–SalaryPlanning..232.6SalaryManagement–PersonalPayrollManagement.282.7SalaryManagement–OrganizationalPayrollManagement..322.8SocialInsurance&Benefit.352.9AttendanceManagement.392.10CompetenceModel..442.11PerformanceManagement-PersonalPerformance..462.12PerformanceManagement–OrganizationalPerformance..502.13Training..532.14SelectionandRecruitment.58Chapter3SystemInitialization..633.1InitializationFlow..633.2InitializationProcedure.64Chapter4SystemSettings..814.1SystemParameters..814.2UserandPermission..1294.3WorkflowSettings.1524.4DataBackup.1814.5LogMaintenance..1824.6CustomReport.1834.7CustomTemplatePrint.1894.8HRStatisticalIndexSettings..2294.9MailReportSettings.2344.10ControlCenterSettings..236Chapter5HRSysteminK/3Console.2415.1HRSystem.2415.2MasterDataManagement..2425.3DataExchangeManagement.2535.4PlanningDataManagement.262Chapter6OrganizationPlanning..2696.1JobTitleSystem.2696.2OrganizationalStructure.2836.3PositionSystem..2986.4ProfessionalTitleSystem.317Chapter7EmployeeManagement..3237.1ActiveEmployeeManagement.3237.2QuickMaintenanceofPersonnel..3527.3ReservedTalentManagement..3887.4InactiveManagement.3927.5RetirementManagement..3967.6DimissionManagement..3987.7PersonnelActivities..4007.8ContractManagement..4307.9Reminders..4557.10HRPolicies.463Chapter8SalaryPlanning.4678.1MasterData..4678.2SchemeSettings..4748.3SchemeApplication..4848.4SalaryChange.490Chapter9PayrollManagement.4999.1SettingsforDepartment.4999.2DepartmentPayrollManagement.5069.3EmployeeSettings.5109.4PersonalPayrollManagement.536Chapter10SocialInsurance&Benefit..55710.1MasterData..55710.2FinanceActivity..575Chapter11AttendanceManagement..58111.1BasicSettings.58211.2ShiftSchedulingManagement..60311.3AttendanceManagement..61711.4LeaveManagement..63711.5BusinessTravelManagement..65311.6OvertimeManagement.65911.7ReportQuery..67211.8AttendancePermissionManagement.67611.9AttendanceWorkflow..67811.10AttendanceSettings..68111.11AttendanceRecords..69111.12TimeoffPeriodQuota..703Chapter12HRClientPlatform..70912.1AttendanceModule..71112.2EmployeeManagement..71112.3OLAPReports.71112.4HRWebPlatform.71212.5SystemSettings.712Chapter13CompetenceModel.72313.1CompetenceLibrary.72313.2PositionCompetenceModel..72913.3CompetenceMatchQuery.73113.4ApplicationofCompetenceModel..73413.5CompetenceTest.736Chapter14PerformanceManagement.73714.1EvaluationBasicSettings.73714.2BusinessStatistics..75014.3AppraisalScheme..75814.4AppraisalProcessControl..79814.5AppraisalResult.80914.6SummaryScheme..82114.7PositionKPIManagement..824Chapter15Training.84715.1TrainingInformation..84715.2DemandCollection.85615.3TrainingPlanning..86515.4TrainingActivity..86915.5TrainingRecords..88315.6TrainingSummary..88815.7OnlineTest.89015.8Questionnaire.89415.9BookManagement.900Chapter16SelectionandRecruitment..90516.1DemandCollection.90516.2HRPlanning.91016.3HeadcountEstimation..91716.4HandlingofDemandApplications.91816.5RecruitmentManagement..92116.6RecruitmentofSeniorTalents..93416.7Shortlist&Hire.94216.8RecruitmentSummary..95416.9RecruitmentMessageSettings.956Chapter17CEOPlatform..95717.1MyMessages.95717.2MyHR..97117.3MyReports.97817.4PerformanceManagement.98117.5KPIManagement..101817.6OrganizationSalaryManagement..103517.7MyTraining.103517.8CompetenceTest.104017.9OrganizationPersonnelQuery.104017.10OrganizationalHRManagement..104217.11MySMS..105517.12MyInformation..106317.13Self-service..1068Chapter18ManagerPlatform.107918.1MyMessages.107918.2MyHR..109318.3MyReports..110018.4KPIManagement.110318.5PerformanceManagement..111918.6OrganizationSalaryManagement.115818.7MyTraining..115818.8CompetenceTest..116318.9OrganizationPersonnelQuery..116318.10OrganizationalHRManagement.116518.11MySMS.117818.12MyInformation.117818.13Self-service.1184Chapter19MyPlatform..119519.1MyMessages..119519.2KPIManagement..120919.3MyPerformance.121719.4MyTraining.123819.
