1. Riding the Wave of Innovation
HR Did You Know…
Charlotte Fidler
SRC Business Analyst

2. Agenda Searches – “Smart Find” and Wildcard
Scrolling Through Employee Records
Clearing screen if get in a loop
User Security Access for Employees – by Mask, Location and field security
Employee Master – searches and Go Menu
Employee Selection Inquiry
Employee Inquiry
Using Profiles to enter new employees
Employee Reports to assist HR
Federal Reporting in alio for HR
Programs to assist HR

3. Searches – “Smart Find”

4. Searches – “Smart Find”

5. Searches – “Smart Find”

6. Searches – Wildcard

7. Searches – Wildcard

8. Searches – “Smart Find” and Wildcard
“Smart Find” Search
From Find mode, click dropdown in last name field
Start typing Last name – DO NOT CLICK IN FIND BOX
Last names will filter as letter are typed
To load record, double click on your choice of filtered records
Wildcard Search
Click in Find box after % and key letters or name to be found, then click
May use multiple %’s in string
Must be in order of information to be a matched
Can search on any information found in dropdown list

9. Scrolling Through Employee Records

10. Scrolling Through Employee Records

11. Scrolling Through Employee Records

12. Searches – Scrolling through Employee Records
Click Find, Find and first record in list appears by last name
Scroll through using arrows
If change is made, click in Last Name field and scroll forward, next record appears
Answer Yes if “Save Changes” prompt appears (changes made in lower part of screen)
Changes in top give save prompt when exit
If stop, try to finish a letter of the alphabet
Restart again by keying next letter with a %
Example: S% will bring up all the names starting with the letter S
Scrolling will stop when the last name starting with the Letter S appears

13. Clearing Screen if get in loop
RecordClear

14. User Security Access for Emp by Mask – Set Up
Profile Key HESEC_SECURITY_METHOD = USER
HRS User Security - HESEC02A.FMX

15. User Security Access for Emp by Mask – Set Up
Attach Security Mask to Employee Master in Security Access field

16. User Security Access for Emp by Mask
HRS User Security - HESEC02A.FMX
Used to restrict which employee records an alio user is able to view
Restricts HRS records to match a security mask
“?” is used as wildcard
Security mask must be same length and pattern as assigned to employee
20 alpha-numeric characters possible including “?” as wildcards
Security Access Group is assigned on the Employee Master – Security Access field
Employees with a blank Security Access value will be accessible to all
Recommendation: If Security is used, Security field should be a required field
Set up in Item security
NOTE: If security access is used, all employees who access employee master must have a record. For “all” access, use all question marks.

17. User Security Access for Emp by Location – Set Up
Profile Key HESEC_SECURITY_METHOD = LOCATION
Profile Key HESEC03AQ_WORK_LOCATION_TYPES = Define Location Types
HRS User Security by Location - HESEC03A.FMX

18. User Security Access for Emp by Location
HRS User Security by Location - HESEC03A.FMX
Used to restrict which employee records an alio user is able to view
Restricts HRS records to match a defined Location Type and Location Number
Location Type must be defined in Profile to be selected from drop down
Location Type “ALL” and Location Number “ALL” may be selected
Employee locations are defined in HELOC01A.FMX – Employee Locations
User will be restricted to see employees with defined Location Type and Locations in HESEC03A.FMX
If Employee Location is blank, user will see employee
NOTE: If security access is used, all employees who access Employee Master must have a record. For “all” access, select “ALL” for Location Type and Location Number.

19. Item and Form Properties for Specific Fields

20. Form Properties for Specific Fields

21. Item and Form Properties for Specific Fields

22. Item and Form Properties for Specific Fields
Item Security limits user access to fields and buttons in a program
Ability to set up is limited to a few users at a school district
Item Security Administrator option must be check on User Program
Change is for individual field for Form, Role ID or User ID
Options include:
Prompt – change name of the field on the screen (not field name in database)
Concealed – prevent user from seeing field’s contents – see **** instead
Disallow Insert – prevent user from entering value in field
Disallow Update – prevent user from changing – dropdown does not work
Disabled – display on form but “grayed” out – cannot access
Not Visible – field does not display on the form
To uncheck, must use Form Properties
Required – requires user to enter info in field before exiting form; display in yellow
Form Properties displays all security properties assigned to a form

23. Employee Master

24. Go Menu - List Master
Use List Master to create a customized Go Menu for a Role

25. Go Menu - List Master

26. Go Menu - List Group Initial Values

27. Employee Master

28. Employee Master
Employee’s SS# (no dashes) can be used as Employee Number on alio forms to locate employee record
Searching Other Name (Maiden?) and Pref Name (nickname)
User defined – recommend uniformity
Searching capabilities on field(s) in master block – scroll through
Phone, , Supervisor, Gender etc
May use multiple fields to filter – example: Gender, Emp Status, Ethnic Code
In Find Mode, key(select) info, click Find and scroll through records

29. Employee Master – Supervisor
Employee must be checked as Supervisor to populate Supervisor Master

30. Employee Master - Photo
Save pictures individually in JPG, BMP, GIF, TIF format (pref JPG)
Remove built-in security by opening in MS Paint and “save as” before uploading
Use Browse folder to load  Save

31. Employee Master - Photo
Saved upload path will show “Available”
Click View to display photo
If set up, photo is also available to display in ESP Employee Directory

32. Employee Master & Employee Miscellaneous

33. Employee Selection

34. Employee Inquiry

35. Employee Inquiry

36. Employee Inquiry

37. Using Profiles to Enter New Employees

38. Using Profiles to Enter New Employees

39. Using Profiles to Enter New Employees
Use profiles to automatically populate employee data from predefined profiles in the following forms:
Employee Deductions/Benefits
Create Profiles for groups – Basic, Teachers, etc.
Include SSB, SSD, MEDD, MEDB in groups
Employee Leaves
Employee Experience
Click Set Profiles from Employee Master when entering a new employee
Select the appropriate profiles groups that apply
Federal Taxes and State Taxes will build Deductions as defined

40. Employee Reports Employee Personnel Directory – HEEMP01B.REP*
Reports Using Date Types
Employee Dates – HEDAT02A.REP
Birthday Report – HMBTH01A.REP
Employee Anniversary Listing – HEANV01A.REP
Employee Basic Info Listing by Date Report – HEBIL01A.REP **NEW** in 12C only
Employee Emergency Information – HEEMG01A.REP*
Certification Reports
Certification Report (Ver A) – HECRT01A.REP
Certification Report (Ver B) – HECRT01B.REP
Certification Report (Ver C) – HECRT01C.REP
Employee Dependent Report – HEDEP01A.REP
See New Benefits Program for additional reports **NEW** in 12C only
*Spreadsheet Ready

41. Employee Personnel Directory – HEEMP01B.FMX

42. Employee Dates – HEDAT02A.REP

43. Birthday Report HMBTH01A.REP

44. Employee Anniversary Listing – HEANV01A.REP

45. Emp Basic Info List by Date – HEBIL01A.REP 12C only

46. Employee Emergency Info – HEEMG01A.REP

47. Certification (Ver A) – HECRT01A.REP

48. Certification (Ver B) – HECRT01B.REP

49. Certification (Ver C) – HECRT01C.REP

50. Employee Dependent – HEDEP01A.REP

51. Federal Reporting in alio for HR
EEO5 – Equal Employment Opportunity District Report – HEEEO01S.FMX
EEO4 – Equal Employment Opportunity County Report – HEEEO01A.FMX
Federal Civil Rights Reporting - HECIV01A.FMX
New Hires Report – HENHR01A.FMX
Multiple Worksite Report – HHUNE05A.REP
Bureau of Labor Statistics Report (BLS-790) – HHBLS01A.FMX
Join the Federal Reporting session on Wednesday from 12:45-1:45 for more information on these reports.

52. Programs to Assist HR New Benefit Program **NEW** in 12C only
Attend session on 8:00 am
New Employee Ded/Bens - HEDED11A.FMX **NEW** in 12C only
Attend session on 3:45 pm
Employee Credits – HECRD01A.FMX/REP
Employee Experience – HEXPR01A.FMX
Employee Events – HEEVE01A.FMX/REP*
Employee Evaluations – HEEVA01A.FMX/REP
Employee User Defined – HEUDF01A.FMX
Employee Tenure – HETEN01A.FMX/HETEN03A.REP
Employee Seniority – HESEN01A.FMX/HESEN04A.REP

53. New Benefit Program - New 12C only
Attend session on 8:00 am for more information

54. Employee Ded/Bens - HEDED11A.FMX NEW 12C only
Attend session on 3:45 pm for more information

55. Employee Credits – HECRD01A.FMX
Use to track additional education credits earned

56. Credits Setup = Points – HMPTS01A.FMX

57. Employee Experience – HEXPR01A.FMX

58. Employee Experience Maintenance
Increase/Decrease Experience – HYEXP01A.FMX

59. Employee Experience Setup
Experience Codes – HMEXP01A.FMX

60. Employee Events – HEEVE01A.FMX

61. Employee Events Setup Event Categories – HMEVA01A.FMX
Event Codes – HMEVO01A.FMX

62. Employee Evaluations – HEEVA01A.FMX

63. Employee Evaluations Criteria

64. Employee Evaluations Setup
Evaluation Phases – HMEVP01A.FMX
Evaluation Status – HMEVS01A.FMX
Evaluation Type – HMEVT01A.FMX

65. Employee Evaluations Setup - Criteria
Criteria Codes – HMCCM01A.FMX
Score Codes – HMSCM01A.FMX

66. Employee User Defined – HEUDF01A.FMX

67. User Defined Master – HMUDF01A.FMX

68. Employee Tenure – HETEN01A.FMX

69. Tenure Codes – HMTEN01A.FMX

70. Employee Seniority – HETEN01A.FMX/REP

71. Employee Seniority Setup
HMSEN01A.FMX – Seniority Area Master
HESEN02A.FMX – Employee Seniority Beginning Balance
HESEN03A.FMX – Employee Seniority Leave of Absence Detail

72. Additional Training
If you are interested in other alio WebEx group training sessions, you can view a list of sessions currently available at:
If you prefer one-on-one training, please contact your alio support provider directly for cost and scheduling information.  If you have any questions or concerns, please contact alio support at or by direct to

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Discussion
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