TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.
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Transcript of TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.
![Page 1: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/1.jpg)
TotalHR Concepts of CustomizationSession - 407
Presented by Milt Welsh / Bob Archer
![Page 2: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/2.jpg)
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
![Page 3: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/3.jpg)
Areas For Customization
• Reports• Formulas• Specialized Stored Procedures (SQL)• Additional Automated Tasks• Interface with Other Systems• Store Additional Data
![Page 4: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/4.jpg)
Customization - Reports
• Crystal to Modify / Create New Reports• Some reasons to Modify
- Add Additional Fields - Summarize / Grouping
- Calculations- Different Report Parameters
![Page 5: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/5.jpg)
Customization - ReportsExamples
• Custom Employee Hours
• Custom Employee Birthday
• Additional Parameter
![Page 6: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/6.jpg)
Customization - ReportsEmployee Hours
![Page 7: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/7.jpg)
Customization - Reports Custom Employee Report
![Page 8: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/8.jpg)
Customization - ReportsAdditional Parameter
![Page 9: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/9.jpg)
Customization - Formulas
• Knowledge of SQL / Database Structure- Hours- Benefits- Deductions- Taxes- Stored Procedures
![Page 10: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/10.jpg)
Customization - FormulasExamples
• Use of SQL Query Analyzer
• Formula Samples
![Page 11: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/11.jpg)
Customization – FormulasHours Example(1 of 2)
![Page 12: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/12.jpg)
Customization – FormulasHours Example (2 of 2)
![Page 13: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/13.jpg)
Customization – FormulasBenefit Example(1 of 2)
![Page 14: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/14.jpg)
Customization – FormulasBenefit Example (2 of 2)
![Page 15: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/15.jpg)
Customization – FormulasDeduction Example(1 of 2)
![Page 16: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/16.jpg)
Customization – FormulasDeduction Example (2 of 2)
![Page 17: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/17.jpg)
CustomizationAdditional Automated Tasks
• Update Time Hourly Rates
• Calculate Incentives
![Page 18: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/18.jpg)
CustomizationAdditional Automated Tasks
• Update Time Hourly Rates
![Page 19: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/19.jpg)
CustomizationAdditional Automated Tasks
• Calculate Incentives
![Page 20: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/20.jpg)
CustomizationInterface with Other Systems
• Import Time from Third Party• Unitime Interface (Standard)• Benefit Import• Export Employee New Hire Information• Positive Pay
![Page 21: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/21.jpg)
Customization Interface with Other Systems
• Import Time from Third Party
![Page 22: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/22.jpg)
Customization Interface with Other Systems
• Unitime Interface (Standard)
![Page 23: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/23.jpg)
Customization Interface with Other Systems
• Benefit Import
![Page 24: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/24.jpg)
Customization Interface with Other Systems
• Export Employee New Hire Information
![Page 25: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/25.jpg)
Customization Interface with Other Systems
• Positive Pay
![Page 26: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/26.jpg)
Customization Store Additional Data
• Adding Additional Fields to THR
• Customizing Forms
![Page 27: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/27.jpg)
Customization Adding Additional Fields to THR
![Page 28: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/28.jpg)
Customization Customize Forms
• VFP • VFE • THR Development Environment• THR SQL DataBase
![Page 29: TotalHR Concepts of Customization Session - 407 Presented by Milt Welsh / Bob Archer.](https://reader036.fdocuments.us/reader036/viewer/2022062311/5a4d1b217f8b9ab059995616/html5/thumbnails/29.jpg)
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