TotalHR Concepts of CustomizationSession - 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

• 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 - ReportsExamples

• Custom Employee Hours

• Custom Employee Birthday

• Additional Parameter

Customization - ReportsEmployee Hours

Customization - Reports Custom Employee Report

Customization - ReportsAdditional Parameter

Customization - Formulas

• Knowledge of SQL / Database Structure- Hours- Benefits- Deductions- Taxes- Stored Procedures

Customization - FormulasExamples

• Use of SQL Query Analyzer

• Formula Samples

Customization – FormulasHours Example(1 of 2)

Customization – FormulasHours Example (2 of 2)

Customization – FormulasBenefit Example(1 of 2)

Customization – FormulasBenefit Example (2 of 2)

Customization – FormulasDeduction Example(1 of 2)

Customization – FormulasDeduction Example (2 of 2)

CustomizationAdditional Automated Tasks

• Update Time Hourly Rates

• Calculate Incentives

CustomizationAdditional Automated Tasks

• Update Time Hourly Rates

CustomizationAdditional Automated Tasks

• Calculate Incentives

CustomizationInterface with Other Systems

• 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

• 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