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TotalHR Concepts of Customization Session - 407

TotalHR Concepts of Customization Session - 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.

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TotalHR Concepts of Customization Session - 407

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  1. TotalHR Concepts of CustomizationSession - 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 - ReportsExamples • Custom Employee Hours • Custom Employee Birthday • Additional Parameter

  6. Customization - ReportsEmployee Hours

  7. Customization - Reports Custom Employee Report

  8. Customization - ReportsAdditional Parameter

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

  10. Customization - FormulasExamples • Use of SQL Query Analyzer • Formula Samples

  11. Customization – FormulasHours Example(1 of 2)

  12. Customization – FormulasHours Example (2 of 2)

  13. Customization – FormulasBenefit Example(1 of 2)

  14. Customization – FormulasBenefit Example (2 of 2)

  15. Customization – FormulasDeduction Example(1 of 2)

  16. Customization – FormulasDeduction Example (2 of 2)

  17. CustomizationAdditional Automated Tasks • Update Time Hourly Rates • Calculate Incentives

  18. CustomizationAdditional Automated Tasks • Update Time Hourly Rates

  19. CustomizationAdditional Automated Tasks • Calculate Incentives

  20. CustomizationInterface 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

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