Daily Work Summary Group
How to use Daily Work Summary Group in Employees: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the Employee master, active status, company and User ID link. Organizational assignments, reporting lines and approvers influence related HR workflows. An ERP login without an active linked Employee cannot use employee self-service.
This page is a record page in Human Resources → Employees. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Users.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Daily Work Summary Group from Human Resources → Employees, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Usersusers | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Daily Work Summary Group User |
Send Emails Atsend_emails_at | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Holiday Listholiday_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Holiday List |
Subjectsubject | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Messagemessage | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Child tables
Users — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Useruser | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
emailemail | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.