TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.

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Presentation transcript:

TotalHR Concepts of Customization Session 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 - Reports Examples Custom Employee Hours Custom Employee Birthday Additional Parameter

Customization - Reports Employee Hours

Customization - Reports Custom Employee Report

Customization - Reports Additional Parameter

Customization - Formulas Knowledge of SQL / Database Structure - Hours - Benefits - Deductions - Taxes - Stored Procedures

Customization - Formulas Examples Use of SQL Query Analyzer Formula Samples

Customization – Formulas Hours Example(1 of 2)

Customization – Formulas Hours Example (2 of 2)

Customization – Formulas Benefit Example(1 of 2)

Customization – Formulas Benefit Example (2 of 2)

Customization – Formulas Deduction Example(1 of 2)

Customization – Formulas Deduction Example (2 of 2)

Customization Additional Automated Tasks Update Time Hourly Rates Calculate Incentives

Customization Additional Automated Tasks Update Time Hourly Rates

Customization Additional Automated Tasks Calculate Incentives

Customization Interface 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