TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.
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Transcript of TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.
TotalHR Concepts of CustomizationSession - 407
Presented by Milt Welsh / Bob Archer
Why Customize?• TotalHR SQL is a flexible product that
provides a the ability for customization.
• Customer’s requirements go further than the standard product.
• Third Party Applications
Areas For Customization
• Reports• Formulas• Specialized Stored Procedures (SQL)• Additional Automated Tasks• Interface with Other Systems• Store Additional Data
Customization - Reports
• Crystal to Modify / Create New Reports• Some reasons to Modify
- Add Additional Fields - Summarize / Grouping
- Calculations- Different Report Parameters
Customization - ReportsExamples
• Custom Employee Hours
• Custom Employee Birthday
• Additional Parameter
Customization - ReportsEmployee Hours
Customization - Reports Custom Employee Report
Customization - ReportsAdditional Parameter
Customization - Formulas
• Knowledge of SQL / Database Structure- Hours- Benefits- Deductions- Taxes- Stored Procedures
Customization - FormulasExamples
• Use of SQL Query Analyzer
• Formula Samples
Customization – FormulasHours Example(1 of 2)
Customization – FormulasHours Example (2 of 2)
Customization – FormulasBenefit Example(1 of 2)
Customization – FormulasBenefit Example (2 of 2)
Customization – FormulasDeduction Example(1 of 2)
Customization – FormulasDeduction Example (2 of 2)
CustomizationAdditional Automated Tasks
• Update Time Hourly Rates
• Calculate Incentives
CustomizationAdditional Automated Tasks
• Update Time Hourly Rates
CustomizationAdditional Automated Tasks
• Calculate Incentives
CustomizationInterface with Other Systems
• Import Time from Third Party• Unitime Interface (Standard)• Benefit Import• Export Employee New Hire Information• Positive Pay
Customization Interface with Other Systems
• Import Time from Third Party
Customization Interface with Other Systems
• Unitime Interface (Standard)
Customization Interface with Other Systems
• Benefit Import
Customization Interface with Other Systems
• Export Employee New Hire Information
Customization Interface with Other Systems
• Positive Pay
Customization Store Additional Data
• Adding Additional Fields to THR
• Customizing Forms
Customization Adding Additional Fields to THR
Customization Customize Forms
• VFP • VFE • THR Development Environment• THR SQL DataBase
Most Important• Final Thoughts
- Develop a plan• What’s the end result needed?• What is the best way to obtain the goal?
– Realize the potential future updates• Amount of customization and impacts
– Document the changes• New people using the system need to know