Transcript Slide 1

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
Areas For Customization
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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
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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
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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
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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