Guatemala Contracts Module Documentation

Use Case/Description Temporary Employees

For temporary employees we have the contract+total_amount that we want to calculate from the salary. The process for assigning a temporary employee a position is three steps.

Assigning a new position

• Assign the contract and position to a person

  • Search for/create the person who is the temporary employee

  • Assign the person a position

    • If the person already has a position, we should “Change Position”

    • If the person does not have a position we should “Set Position”

  • The position is selected by the user

  • Set salary information

    • Monthly Salary Amount

  • Set the contract information

    • Start Date

    • End Date

    • Contratista

    • Contract Type

    • etc…

  • The user ‘saves’ the associated position information

    • the total amount of the selected contract is calculated based on the most recent salary

Changing the Salary

The current contract should be closed and a new contract should be created.

• User search for desired employee

• User select to “Change Salary”

• New salary information is saved

  • Old salary end_date is set to new salary start date if it has not already been set

  • A new contract is created copying the details of the old contract except dates, and total amount?

  • The new contract’s total_amount is calculated to new salary

  • Old contract end_date is set to new salary start date if it has not already been set (THIS MAY BE AN ISSUE if the contract already has a different end date)

Renewing a Contract

A new contract should be created and assigned to the existing position.

• User searches for the desired temporary employee

• User select “Renew Contract”

• User enters new contract information

  • start date

  • end date

• User saves contract

  • old contract details except dates and total_amount are copied into new contract

  • total_amount is calculated based on the most recent salary

In the following we want to add a place for contract that is like salary

Use Case/Description Permanent Employees

Permanent employees are tracked according to a separate partida mechanism, “Permanent Partida”

Assigning a new position

• Create a Partida_Perm (permanent partida)

• Create A Position

• Create a new employee or search for an existing employee

• Assign the person a position

  • If the person already has a position, we should “Change Position”

  • If the person does not have a position we should “Set Position”

  • User selects the position to associate to the person

  • User select the permanent partida to assign to the person

  • User sets the salary information

  • User saves the associated position information

Assigning a new permanent partida

On an (at least) annual basis, a new partida permanent is assigned to the employee. In this case the new partida_perm is created and a new person_position form is created to track this.

• Create a Partida_Perm (permanent partida)

• Search for employee

• Click on “Update Permanent Partida” under the current position information#User selects the new permanent partida

• User Saves the partida

  • A new person_position object is created and populated with the existing person_position information except the partida_perm

  • The partida_perm field of the person_position is set to be the selected partida_perm

Data Model

<graphviz border=’frame’ format=’png’>

digraph “Contract Module” {

person [shape=box] person_position [shape=box] salary [shape=box] contract [ shape=box] position [shape=box] phase_status[shape=box] phase_status_decision [shape=box] phase_status_stage [shape=box] contract_status [shape=box] contract_type [shape=box] resolution [shape=box label=”resolutionndate(DATE_YMD)nunidadejectora(MAP)nfile(FILE)”] unidadejectora [shape=box] partida_temp [shape=box label=”partida_tempnyear”] partida_perm [shape=box label=”partida_permnincremental counter”] phase_status_doc [label=”phase_status_docnfile(FILE)nnotes(MLINE)” shape=box]

person->person_position [color=red] person_position->salary [color=red] person_position->position contract->partida_temp person_position->partida_perm person_position->contract [color=red] contract->phase_status [color=red] contract->contract_type contract->contract_status contract->resolution resolution->unidadejectora partida_temp->unidadejectora partida_perm->unidadejectora phase_status->phase_status_doc [color=red] phase_status->phase_status_stage phase_status->person [label=approver] phase_status->phase_status_decision

} </graphviz>

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