Subscribe-HR Tools Help Manual

8/14/2019 Subscribe-HR Tools Help Manual

1/18Copyright Subscribe-HR 2008 PH: + 61 2 9281 5010

ABN: 86 132 590 277



ABN: 86 132 590 277

System Fields and Navigation...................................................................3Folders......................................................................................................3

Sub Folders ..............................................................................................4Menu.........................................................................................................4Quick Navigation.......................................................................................5Bread Crumbs...........................................................................................5Save, Delete.............................................................................................6Create, Import, Delete ..............................................................................6Search Folder or Sub Folder (Quick Search)............................................7Drop Down................................................................................................7Auto Generated ........................................................................................7Text Field..................................................................................................8Mandatory Field........................................................................................8Date Field .................................................................................................8Date Time Field ........................................................................................8Number Field ............................................................................................8Check Box ................................................................................................8E-mail Field...............................................................................................8Currency Field ..........................................................................................8

Tools Menu .................................................................................................9Reports .....................................................................................................9Correspondence .....................................................................................15Organisational Tree ................................................................................15

Dashboard..............................................................................................16Data Upload............................................................................................16

MENU



ABN: 86 132 590 277

System Fields and Navigation

Below is a list of all Fields and Navigation Features in the Subscribe-HR. All thesefields and Navigation Features can be added to your using the Developer Module.

Folders



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Sub Folders

Menu



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Quick Navigation

Bread Crumbs



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Save, Delete

Create, Import, Delete



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Search Folder or Sub Folder (Quick Search)

Drop Down

Auto Generated



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Text Field

Mandatory Field

Date Field

Date Time Field

Number Field

Check Box

E-mail Field

Currency Field



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Tools Menu

Click on Tools Menu to show Tools and then select the Tool required.

Reports

Subscribe-HR utilizes the Subscribe-HR web-based Report Writer. The Report Writerallows authorised users to report on all Tables and Fields in the Database.

To Create a New report:

Tools



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Type Name of Report:

Select Object to Report on



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Select Groups who can access the Report:

Click Save:



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You are able to Sort on Fields:



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It is possible to count on unique fields by ticking the check box that is found onunique fields when they are dragged and dropped into the field selector.

To Group in a Report simply Drag and Drop Field in the Groups Field Selector.Please let us know if you require to be able to Group by Multiple Fields. Once youhave added Fields and Groupings as well as deciding on Sorting and Counts, Click

Save and proceed to Filtering.



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You are able to filter your Report based on criteria suck as: Equals, Not Equals,Greater Than, less than and like. If you require any other filters, please let us know.

After you have set-up filter (if you require Filters), click Save, then Run or go to theReport Tab to View the Report. Please note: Only Reports with count included will beshown with Graph. You are able to Export data from the Report Writer to Excel.



ABN: 86 132 590 277

Correspondence

Correspondence will be released by the end of February 2009.

Organisational Tree

The Org Chart read from the system and Report Graphically, the relationshipbetween Employees. The Org Chart uses the Reports to field in the employeeMasterfile to execute this function. That is why it is critical that whom ever an

employee reports to is recorded here. The Organisational Tree will refresh every 5minutes. This is done in order to manage Server Loading.



ABN: 86 132 590 277

Dashboard

This is our Standard Dashboard.

Please note: If Customisation to Dashboards is required, please let us know whatyour requirements are and we will provide you with a quotation. We will be releasingCustomisable Dashboard options in July of 2009.

Data Upload

Please Contact us for more information about the data upload tool. Although theupload tool is available, we would like to review your data prior to you attempting anydata upload.

You will need to place all of your data that is required for upload into multiplespreadsheets. E.g. All Employee Masterfile Details, Salary Details, Address Details,NOK Details. etc. Employee Masterfile Details are: First Name, Gender, Surname,DOB and Employee Type.

The main types of Data that usually get uploaded are: Employee Masterfile, CurrentSalary, Bank Account, Current Job, Current Manager, outline if the Employee is aManager, List of all Managers, Address Details. It is a good idea to look at the fieldswhich are included in these screens E.g. Jobs, Salary, Bank and organise the data

accordingly. If you dont see a field or if you see a Mandatory Field in the Form, youwill need to include this field in the upload spreadsheet or the Data Upload will notwork. Alternatively, you may need to make the Mandatory Field, Non Mandatory. Themore Mandatory Fields that are included in the system, the better shape your datawill remain in.



ABN: 86 132 590 277

When you have cleansed all of your Data in the relevant spreadsheet, copy and

paste it into a note pad. When copying from Spreadsheet copy all rows from allrelevant columns right to left.

Once you have your data in the note pad, go into the Object you would like to uploadthe data into.


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ABN: 86 132 590 277

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Subscribe-HR Tools Help Manual