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

2. 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

3. Areas For Customization Reports Formulas Specialized Stored Procedures (SQL) Additional Automated Tasks Interface with Other Systems Store Additional Data

4. Customization - Reports Crystal to Modify / Create New Reports Some reasons to Modify - Add Additional Fields - Summarize / Grouping - Calculations - Different Report Parameters

5. Customization - Reports Examples Custom Employee Hours Custom Employee Birthday Additional Parameter

6. Customization - Reports Employee Hours

7. Customization - Reports Custom Employee Report

8. Customization - Reports Additional Parameter

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

10. Customization - Formulas Examples Use of SQL Query Analyzer Formula Samples

11. Customization – Formulas Hours Example(1 of 2)

12. Customization – Formulas Hours Example (2 of 2)

13. Customization – Formulas Benefit Example(1 of 2)

14. Customization – Formulas Benefit Example (2 of 2)

15. Customization – Formulas Deduction Example(1 of 2)

16. Customization – Formulas Deduction Example (2 of 2)

17. Customization Additional Automated Tasks Update Time Hourly Rates Calculate Incentives

18. Customization Additional Automated Tasks Update Time Hourly Rates

19. Customization Additional Automated Tasks Calculate Incentives

20. Customization Interface with Other Systems Import Time from Third Party Unitime Interface (Standard) Benefit Import Export Employee New Hire Information Positive Pay

21. Customization Interface with Other Systems Import Time from Third Party

22. Customization Interface with Other Systems Unitime Interface (Standard)

23. Customization Interface with Other Systems Benefit Import

24. Customization Interface with Other Systems Export Employee New Hire Information

25. Customization Interface with Other Systems Positive Pay

26. Customization Store Additional Data Adding Additional Fields to THR Customizing Forms

27. Customization Adding Additional Fields to THR

28. Customization Customize Forms VFP VFE THR Development Environment THR SQL DataBase

29. 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