Business Setup | Comidor Low-Code BPM Platform

Business Setup (Divisions, Companies and Regional Settings)

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To complete the business setup Functional Groups, Divisions, Offices, and Regional Settings need to be added. Regional Codes are used in Personnel setup.

Currencies and Languages need to be added before going through the Business Setup process.

An important note regarding hierarchy and dependencies: an Office belongs to a Division and a Division belongs to a Functional Group.

Business set up is only accessible by System Administrator Users.

 

Currencies

Currencies setting is required for using the projects module and adding expenses through timesheets. The default currency is set during the division setup. Users can add expenses through the timesheet – the currency will be based on the division that the user is in

Add a new Currency

To add a new currency click on:

  1. Modules Menu Icon > Business Management > Business Setup> Currencies
  2. Click on the + Icon to create a new Currency
  3. Add Code for the new Currency, a Title and its Symbol (e.g. £,$, etc)
  4. Select the desired Save option (refer to Quick Reference Guide)

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Edit and Manage a Currency

To edit or manage a currency click on:

  1. Modules Menu Icon > Business Management> Business Setup > Currencies
  2. Click on currency from the list
  3. Click on the Pencil Icon to edit
  4. Adjust details, such as the Code, Title or Symbol of the Currency
  5. Select the desired Save option (refer to Quick Reference Guide)
  6. Click on the Actions Icon and select from the following options:
    • Delete specific currency. A confirmation box will appear
    • Print currency details. A new tab will open on the browser where you should follow the relevant printing procedure. You can also print using the printer icon

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Manage multiple Currencies

To manage multiple currencies at the same time click on:

  1. Modules Menu Icon > Business Management> Business Setup > Currencies
  2. Select multiple currencies from the list to delete specific Currencies. A confirmation box will appear

Languages

Languages are set as each user’s main Language.

Add a new Language

To add a new language click on:

  1. Modules Menu Icon > Business Management> Business Setup> Languages
  2. Click on the + Icon to create a new Language
  3. Add Code for the new Language, a Title and its Symbol
  4. Select the desired Save option (refer to Quick Reference Guide)

Edit and Manage a Language

To edit or manage a language click on:

  1. Modules Menu Icon > Business Management> Business Setup> Languages
  2. Click on a Language from the list
  3. Click on the Pencil Icon to edit
    • Adjust details, such as the Code, Title or Symbol of the Language
    • Select the desired Save option (refer to Quick Reference Guide)
  1. Click on the Actions Icon and select from the following options:
    • Delete specific Language. A confirmation box will appear
    • Print current Language details. A new tab will open in the browser where you should follow the relevant printing procedure. Printing can be done through the printer icon as well

Manage multiple Languages

To manage multiple languages at the same time click on:

  1. Modules Menu Icon > Business Management > Business Setup > Languages
  2. Select multiple Languages from the List view to delete specific Languages. A confirmation box will appear

Functional Groups

Create Functional Group(s) to support Business Setup

Functional Group is the first in the hierarchy that should be created as it is the highest level of a group in a company structure e.g. Countries for a multi-national company.

Before Creating a Functional Group make sure that the currency and language you want to use have already been set up in Comidor

To create a Functional Group click on:

  1. Modules Menu Icon > Business Management> Business Setup > Functional Groups
  2. Click on the + Icon to add a new Functional Group
  3. A new form with the Basic Info, Contact Info, Location Info fields is displayed

If the date fields, Open from and Open to (that define the duration of the Functional Group) are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.

Populate the Basic Info:

  • Add a Description which is a required field and a Code
  • Select the Resource Manager (to be selected when users/personnel are added)

Resource Manager is optional and is the person who will manage the resources for the specific Functional Group. Filling in VAT ID and Registration ID

  • Add VAT ID and Registration ID
  • Select Currency and Language which were previously created and Timezone

Fill in the contact info e.g. Email, Phone, Fax.

Populate the location fields: Country, County, City, Postcode, Address.

By filling in the Postcode and Address the location is displayed in Google Maps after saving the Functional group record

Select the desired Save option (refer to the Quick Reference Guide).

 

View/Edit Functional Group(s)

To view a Functional Group click on:

  1. Modules Menu Icon > Business Management > Business Setup > Functional Groups
  2. Click the Functional Group to view it
  3. Open the Functional Group record. You can view the Basic Info, Contact Info, Location Info and its location in Google Map only if Postcode and Address have been populated.
  4. In the View, Form click on the Pencil Icon to Edit the specific Functional Group by adding or changing the record fields (which are the same as those on the Create Form)
  5. Select the desired Save option (refer to Quick Reference Guide)

Manage Functional Group(s)

To manage a specific Functional Group click on:

  1. Modules Menu Icon > Business Management> Business Setup> Functional Groups
  2. Click the Functional Group to view it
  3. Click on Actions Icon to Delete it or Print
  4. Link with – use link in the left panel to link with other Comidor Object(s)

To delete one or more Functional Group(s) click on:

  1. Modules Menu Icon > System Administration > Business set up > Functional Groups
  2. Select the Functional Group or Groups you wish using the record checkboxes and select delete

Divisions

Create Division(s) to support Business Setup

At least one Functional Group must be created to create a new Division.

To create a Division click on:

  1. Go to Modules Menu Icon > System Administration > Business set up > Divisions
  2. Click on the + Icon to add a new Division
  3. A new form with Basic Info, Contact Info, Location Info fields are displayed

Populate the Basic Info:

  • Type a Description which is a required field and a Code
  • Select the Resource Manager.
  • It is essential to select a specific Functional Group for the Division that will be created
  • Fill in the VAT ID and Registration ID
  • Select Currency, Language which should have been created and the Timezone
  • Responsible group for projects invoicing will be the group from the Organizational Chart that will be responsible for invoicing in any billable projects for this Division

If the date fields, Open from and Open to (that define the duration of the Functional Group) are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.

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Fill in the contact info e.g. Email, Phone, Fax, Address, etc

Select the desired Save option (refer to Quick Reference Guide)

View/Edit Division(s)

To view a Division click on:

  1. Go to Modules Menu Icon  > System Administration > Business set up > Divisions.
  2. Click the desired Division to View it.
  3. Opening the Division record, you can see it’s Basic Info, Contact Info, Location Info and its location in Google Map only if Zip Code and Address have been populated with existing values.
  4. At View Form, you can click on Pencil Icon to Edit the specific Division adding or changing the record fields (which are the same with those of the Create Form).
    • Save to save the Changes and close the Edit Form.
    • Save and Notify to save the Division and send Notes-Notification to specific Comidor groups or Comidor users or external recipients via email (only if you have already connected your email in the system).
    • Cancel to erase all the information and close the edit form without saving.

Manage Division(s)

To manage a specific Division:

  1. Modules Menu Icon > System Administration > Business set up > Divisions
  2. Click the Division to view it
  3. Open the Division record. You can view the Basic Info, Contact Info, Location Info and the location in Google Maps if the Postcode and Address have been populated
  4. Click on the Pencil Icon to edit the Division – add or change the record fields as required
  5. Select the desired Save option (refer to Quick Reference Guide)

Offices

Create Office(s) to support Business Setup

At least one Division must be created to add a new Office.

To create an Office click on:

  1. Modules Menu Icon > System Administration > Business set up > Offices
  2. Click on the + Icon to add a new Office
  3. A new form with Basic Info, Contact Info, Location Info fields are displayed

Populate the Basic Info:

  • Type a Description which is a required field and a Code
  • Define the Division that the specific office belongs to

It is essential to select a specific Division for the Office that is being created.

  • Fill in the VAT ID and Registration ID
  • Select the Currency, Language which has already been created and the Timezone

If the date fields, Open from and Open to (that define the duration of the Functional Group) are left empty they are populated automatically as 01-Jan-2000 to 31-Dec-2099.

Fill in the contact info such as Email, Phone, Fax and Address

Select the desired Save option (refer to Quick Reference Guide)

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View/Edit Office(s)

To view an Office click on:

  1. Modules Menu Icon > System Administration > Business set up > Offices
  2. Click the Office to View it
  3. This will open the Office record and you can see the Basic Info, Contact Info, Location Info and its location in Google Maps (only if Postcode and Address have been populated)
  4. Click on the Pencil Icon to edit the specific office by adding or changing the record fields
  5. Select the desired Save option (refer to Quick Reference Guide)

Manage Office(s)

To manage a specific Office click on:

  1. Modules Menu Icon > System Administration > Business set up > Offices
  2. Click the Office to view it
  3. On the View Form, you can click on Actions Icon to Delete or Print

To delete one or more Office(s) click on:

  1. Modules Menu Icon > System Administration > Business set up > Offices
  2. Select the Office(s)
  3. Select delete 

Regional Settings

Regional Settings must be defined every year.

The Region Code is used in the Employment/Working assignment of a Personnel record.

Create Schedule(s)

To create a new schedule click on:

  1. Modules Menu Icon > System Administration > Business set up > Regional Settings
  2. Click on Create Schedule:
    • Populate the basic info of the Schedule such as region and year. The combination of region and year should be unique
    • In the Work hours schedule area, select the working hours of the working days. If the schedule of a day is the same as the previous day, just click on copy to automatically populate the respective fields. A daily schedule can be split up in two ranges to include the lunch break if required. Also, if there is a default non-working day for this region during the month it can be stated here, i.e. If the first Friday of the month is a non-working day then instead of selecting all the Fridays, you can select just the 2nd,3rd,4th & 5th weeks to apply Friday’s Schedule
    • In Public Holidays fields add the dates of the Public Holidays and a short description. To add a new one click the + Icon while to delete an existing one click the – Icon
    • You can also set the Annual Leave Entitlement per absence type. The currently available absence types are Vacation, Sickness, Long Service Leave, Personal Leave of Absence, Maternity/Paternity. If any conditions apply for Vacation & Sickness Dates, you can click on Conditional + icon and add extra days as required. Entitlement can be earned annually or monthly

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View a Schedule

To view a Schedule click on:

  1. Modules Menu Icon > System Administration > Business set up > Regional Settings
  2. Click the Schedule to view it
  3. You can view the Basic Info, Work hours schedule, Public Holidays and Days per Absence Type as they have been populated on creation or editing

Edit a Schedule

  1. Click on Modules Menu Icon > System Administration > Business set up > Regional Settings
  2. Click the Schedule to view it
  3. Click the Pencil Icon to edit. Basic info fields (e.g. Region and Year) fields cannot be changed but the Work hours schedule, Public Holidays and Days per Absence Type can be edited
  4. Select the desired Save option (refer to Quick Reference Guide)

Manage Regional Settings

To manage a specific Region Schedule click on:

  1. Modules Menu Icon > System Administration > Business set up > Regional Settings
  2. Click the schedule to view it
  3. You can click:
    • Actions Icon – Delete, Print, or Link with another Comidor Object or Notify other users
    • Actions Icon to Copy Settings for the following year(s). A pop-up will open where you can select the Destination Region and the Year to copy settings Press Save to proceed. You can edit the Public Holidays section in the newly created regional settings

To manage one or more Region Schedule(s) click on:

  1. Modules Menu Icon > System Administration > Business set up > Regional Settings
  2. Select the Regional Settings
  3. Choose:
    • Delete
    • Export to create an *.xls file with the selected Regional Settings
    • Link with to link them with other Comidor Object(s)