Workshop Description. Application Workshops

Transcription

1 Application s ACA 101: Setup Description This workshop will walk you through ACA set up including company information, HR status, earnings codes and benefits. You will hire a full time employee and a variable employee in order to review their different ACA information. You will run a benefit processing to show how the set up affects benefits eligibility. Benefits 101: Basic Benefit Plan Setup There are many nuances involved in setting up benefit plans to effectively serve your organization. Plans must be organized into plan groups, plans, and options. Premiums, valuations, leave accruals, deductions, and fringes have to be set up for proper processing and calculations. And eligibility rules must be set up to cover all possible scenarios. This workshop will present a case study involving a variety of benefits related needs and guide you through the process of analyzing those needs, converting them to an effective setup, and testing the benefit plans in Vista HRMS. Benefits 102: Combining Benefit Plan Eligibility Rules This workshop focuses on the nuances of setting up benefit plan eligibility. You will work through several scenarios in which you will have to set up the Vista HRMS eligibility definitions. As you do, you ll gain a deeper understanding of the different ways to make people eligible for plans. You ll work through issues including eligibility exceptions, custom groups (such as grandfathered people), waiting periods, combination rules, dependent eligibility, and more. Benefits 103: Linking Dependent Plans for Eligibility This workshop focuses on setting up a benefit plan that is dependent upon an employee's active enrollment in another benefit plan. This workshop will present a case study involving setting up a benefit plan where the employee must be enrolled in one plan/option before the employee can enroll in the linked/dependent plan/option.the case study will present the benefit plan requirements and guide you through the process of analyzing those needs, converting them to an effective setup, and testing the benefit plans in Vista HRMS using the Administrator view as well as the enrollment wizard for self service users. Prerequisite: Benefits 101 or equivalent benefit setup knowledge. Page 1 of 7

2 Crystal 101: Crystal Report Basics Crystal 102: Parameters, Multiple Views, Formulas, Etc. Crystal 103: Crosstabs, Sub reports, Stored Procedures Description This workshop is for people with little or no Crystal Reports knowledge. As a beginner of Crystal Reports you will walk through the process of creating basic Crystal Report templates using the Vista HRMS database. This workshop is designed to teach you the basic fundamentals of report design. You will learn how to do the following: create a report using a single Vista HRMS view, add objects to your report, report formatting, sort records, use the Select Expert feature, create summary records, and more. This workshop is a continuation of the knowledge gained from the Crystal 101 workshop; as such that knowledge is a prerequisite for this workshop. Using Crystal Reports you will walk through more intermediate techniques needed to develop, maintain, and automate reports. You will advance your knowledge of creating reports by learning how to do the following: create parameters, combine multiple views and learn about joins, create intermediate formulas, group records together, switch your report between different databases (Production, Development, Training, etc.), and more. This workshop is a continuation of the knowledge gained from the Crystal 102 workshop; as such that knowledge is a prerequisite for this workshop. Using Crystal Reports you will walk through more advanced techniques needed to develop more complex reports. You will expand your knowledge by learning how to do the following: create advance groups, crosstab reports, subreports, create a report that executes from a stored procedure, and more. Crystal 104: Integration into Vista HRMS HR 101: HR Structures This workshop is for people who already have a basic knowledge of Crystal Reports, minimal familiarity with SQL, and minimal knowledge of Vista HRMS security. You will explore the different options available for integrating an existing Crystal Reports template into the Vista HRMS system. You ll explore and understand the security considerations of adding a report to the Vista HRMS menu, which you will then do. You ll learn to make report parameter prompts more friendly by defaulting and hiding values for some prompts and providing list boxes for others. Next, you will attach a Crystal Report to a button that can be placed on any webpage in your Vista HRMS system. Finally, you ll schedule the report to run as a repetitive Enterprise Server job. In this workshop you will step through the various setup components for implementing Vista HRMS. You may even be thinking of reengineering your current organizational structure and need a reminder of the process and best practices. Content will focus on Organization, Position Groups, Positions and Jobs. Page 2 of 7

3 HR 102: Performance Reviews Description Are you looking to optimize your use of the Vista HRMS product by examining features that you hadn't yet implemented. Learn how Vista HRMS Performance Review feature helps you to manage much more than annual performance reviews. We'll take this opportunity to review new functionality that has just been released and may provide you with the tools you need to streamline your review process. HR 103: EEO This workshop will be your one stop shop to cover the process of EEO reporting in Vista HRMS. Beginning with an understanding of how EEO is set up in Vista HRMS and how data is aggregated, we will move into generating reports and the data file for electronic transmission to the EEOC. We will also cover how to use the history editor as a handy front end tool to correct discrepancies in data that would normally require access to the database. This self guided workshop will simplify your EEO reporting when it comes time for your company to process! Payroll 101: Setup Recruiting 101: Basic Setup and Qualifying Criteria Recruiting 102: Requisitions through New Hire Learn the power of Vista HRMS Setup tables pertaining to payroll in this workshop. This workshop will introduce users to various payroll tables such as Earnings, Deductions, Tax Profiles, Payroll Status, Payroll taxes. We will first review setup tables, and understand how to setup a new codes for each of these tables and assign employees to specific code/codes prior to processing a payroll. We ll include some tips and best practices that are reported to our Support team and help you avoid future setup issues. This workshop offers a series of tasks that will leave you with a better understanding of how the HR and Recruiting applications are tightly integrated. Learn which Setup tables impact the Vista HRMS Recruiting application and which Setup tables impact the External Applicant database. Be prepared to dynamically change a few items on the external site, take a peek at security, and leave with an updated Recruiting Security Matrix that will guide you through the Recruiting security settings. With the redesign of the recruiting application and external site comes much more flexibility of how applicants can apply and how you can manage your recruiting process. You will learn the various ways to request a new requisition, review and communicate with applicants; and the variety of ways an applicant can now apply for a job. You won't want to miss this workshop if you are planning to implement Recruiting in By the end of the workshop you may decide to revisit your current recruiting process. Page 3 of 7

4 Security 101: Know your Rights Description An essential part of Vista HRMS is managing the users level of access to data and applications. This workshop will assist with navigating our security application and help outfit system users with the appropriate security access. Users can be restricted to see only people in their own workgroup or company, or security can be configured on a person by person basis. The visibility of menu options and individual data fields can be customized for different groups. Additionally, even when people have access to system options, you can specify whether that access is full, read only, or workflow/approval. This workshop will walk you through the process of defining a variety of specific security requirements for a fictitious organization using Vista HRMS. Technical s Analytics 101: Introduction to Analytics Learn the power of Vista Analytics in this example driven workshop; you ll learn how to create your own analytic, use both grid and graph views and add user defined parameters. Then learn to create more advanced analytics that incorporate drill downs and finally learn to add your analytics to a Vista HRMS dashboard. The PDS UGA conference workshop environment will provide complimentary access to this add-on Vista HRMS component allowing you to experience the power of analytics! Customizing 101: Custom Columns and Pages Interested in learning how to customize Vista HRMS the recommended way? This workshop will step through exercises integrating custom functionality within the Vista HRMS web component. We'll use a Health Club membership scenario to demonstrate a variety of capabilities, and customize the Direct Deposit page. Customizing 102: Advanced Coding Techniques This workshop will contain exercises in working with the PDS defined web controls used for development in Vista HRMS, including page controls, dialog boxes, and master pages. The workshop includes exercises using the Telerik controls used in the product to bring advanced functionality to Vista HRMS. Included in the workshop are exercises in an advanced page management techniques. Page 4 of 7

5 Enterprise Server 101: Basics Description This workshop is for tech savvy administrators who have a working knowledge of SQL and Vista HRMS. A series of scenarios will be presented, each requiring a different Enterprise Server job to complete. You will learn about and thencreate andtest Enterprise Server jobs to send notifications, export Vista HRMS data (e.g., to Excel), import data from an external system, and perform other administrative tasks. The set of jobs included in the workshop will be representative samples of types of jobs that you should be able to use on a regular basis in your organization. Enterprise Server 102: Job Types and External Databases Enterprise Server 103: Crystal and HTML Reports Enterprise Server 104: Launching Alternatives Enterprise Server 105: Resolvable Keywords and Functions External Interfaces 101: Introduction to Exporting This workshop extends the cases reviewed in the 101 workshop above. A variety of more advanced scenarios are presented, allowing you to extend simple Enterprise Server jobs into more complex situations. You will learn about and then create and test Enterprise Server jobs that use resolvable keywords, schedule the jobs and send results. You will work through various scenarios, which will also serve as a list of useful jobs to bring back as templates for your organization. This workshop will allow you to work through exercises integrating reporting functionality into Enterprise Server jobs. You will learn how to create Enterprise Server jobs that generate both HTML and Crystal reports. This workshop will explore ES job templates vs. ad hoc jobs, launching an ES job from within a database procedure, adding an ES job to a secured menu, and launching an ES job from within a workflow. This workshop will introduce you to more advanced uses of resolvable keywords and keyword functions within Enterprise Server. We will initially create simple statements to illustrate how these features can be used as powerful tools for increasing efficiency and customization. We will then consolidate all of skills and knowledge learned in this workshop to create and launch two custom jobs in Enterprise Server. In this workshop, you will first step through creating a simple interface to export a file. You'll learn how to the output to yourself and then how to delete the file. You will then explore different file formats (delimited, fixed, and HTML) and learn to embed or attach the report in the . Page 5 of 7

6 External Interfaces 102: Introduction to Importing External Interfaces 103: Creating Automated Data Integrity Checks SQL 101: Simple Queries SQL 102 Data Manipulation SQL 103 Stored Procedures SQL 104 User Exits SQL 105: Complex Queries (CTEs, XML, and Functions) Description In this workshop we ll turn to importing data into Vista HRMS using the Vista HRMS External Interfaces tool. You ll work with both delimited and fixed length files. You ll do simple imports and you ll also do more extensive processing, including error checking. This workshop builds on the knowledge gained in External Interfaces 101 and 102. You ll learn how to create a scheduled interface that automatically sends out based on different data integrity checks you ll be defining. You ll then modify that interface to out HTML formatted reports on a regular basis. Lastly, you ll learn how to create an Enterprise Server job to launch your interface. Select: Have you ever wondered how your technical staff can type in a few commands to magically accomplish a task that would have taken you hours and hours? Attend this workshop to understand the basics of SQL, which will help you to work smarter! Data Manipulation: You re comfortable with the basics of SQL, but you know that there is more that you can do. This workshop will build on the concepts presented in SQL 101, showing you how to use more advanced SQL syntax, procedures, and tools to accomplish more than you otherwise could. Stored Procedures: This workshop will build on the concepts presented in SQL 102, drilling into more complex SQL functions. User Exits: This workshop will continue to build on the prior concepts and introduce user exits. User exits are special stored procedures where you can add code to extend the functionality of the "Submit" processing of any Vista HRMS page. This workshop will introduce you to more complex types of SQL queries. We'll initially focus on two topics Common Table Expressions (or CTEs) and XML manipulation and then we'll incorporate what we've learned there into SQL Functions both scalar and table based. For each topic, we'll directly apply the concept being taught to extract useful business information from the Vista HRMS database. Page 6 of 7

7 Workflow 101: Basics Description This workshop is for tech savvy administrators who have a working knowledge of SQL and Vista HRMS. Using a practical case study, you will initially create and test a simple Vista workflow: implementing approval processing for a basic self service task address changes. Once that is working successfully, you will then extend the workflow to take into account special requirements. For example, rather than always notifying payroll of changes, only route them to payroll if the taxing municipality or state changes. Likewise, similar rules can exist for benefits administration. Workflow 102: Modifying Templates for Branching Flows This workshop picks up where the 101 workshop left off, with the assumption that you have a basic knowledge of Vista HRMS workflow capabilities. In this workshop, you will be presented with more complex situations, requiring more people and options to be involved in the process flow. We'll build on the previous address change workflow to include additional approval steps. As you complete the workshop, you will be exposed to many of the features and capabilities of the Vista HRMS workflow engine. Workflow 103: Crystal and HTML Reports This workshop will work through exercises integrating reporting functionality into Vista HRMS workflows. We'll use a "self service Leave Request" scenario to demonstrate a variety of capabilities. Workflow 104: Launching This workshop will work through exercises initiating Vista HRMS workflows prior to a request's final execution, following a request's final execution, from within an ES job, and from within another workflow. Workflow 105: Customizing the Workflow Approval Page Learn how to take your workflows to the next level with our most advanced workflow workshop. You ll learn how to create a completely customized approval page for your users, right down to the punctuation and formatting of the included text. We also show you how to show and hide fields, columns, and even add your own fields. Finally, you ll learn how to dynamically enable and disable the editing and display of fields on a per workflow step basis. Page 7 of 7