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Friday Focus
Join us on Fridays at 10:30am PST for a free half hour of People-Trak “edutainment” with your host, Jim Witschger. See the latest Newsletter to register for this week's upcoming Friday Focus webinar via WebEx.
You'll see plenty of process automation https://www.people-trak.com/files/support/features that save you time and make you visible. You can also contact us with any comments or topics you'd like to see covered!
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Batch Processing
Length: 39:56 | Aired: May 22, 2015
If you are not using batch processing now, this is a must-see session. If you do use it, watch it and learn more. Batch processing speeds up data entry and ensures consistent results. It can be used to enter: Compensation, Attendance, Events, Training, COBRA payments, Performance, and more. In this session, we describe each of these batch processing programs, and offer tips to use each of them more effectively.
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Tables
Length: 43:40 | Aired: May 15, 2015
Tables are lists of data that are used throughout People-Trak to help standardize input, and can serve to make data entry faster. In this session, we take a broad look at tables, covering everything from table validation to table types, to sorting/arranging tables.
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Compensation Pt 3 – Batch Processing and Reports
Length: 38:25 | Aired: Apr 24, 2015
Part three begins with a review of batch processing in more detail (Salary Batch by Employee, Salary Batch by Rate, and Other Compensation Batch). The next topic is compensation documents (Budgeting and Variance reports, Employee Cost Reports, Salary Distribution Reports, other Adhoc reports, Forms). Derived fields are covered again. Finally, interactions between compensation management and benefits, positions, and payroll/pay history are covered.
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Compensation Pt 2 – Setup, Screens, and Introduction to Batch Processing
Length: 46:04 | Aired: Apr 17, 2015
Part two dives deeper into compensation Setup topics (setting alternate currencies, fiscal year, currency symbol, Tax IDs, Tax Rates, Pay Frequencies). Next, compensation tables are covered (including Change Reason, Check Frequency, Compensation Type, Pay Rate, and Salary Grade). Then some derived field examples are covered (like Days Since Raise, Three Percent Increase). Pay History and total employee cost reports are discussed. Batch processing is briefly introduced, and will be covered more thoroughly in Part 3.
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Compensation Pt 1 – Overview
Length: 47:10 | Aired: Apr 10, 2015
This Friday Focus begins a three-part series on the compensation administration https://www.people-trak.com/files/support/features found in People-Trak. This first session is an overview of the core functionality: tracking current pay, compensation history, and next pay, as well as Other Pay, Stock Options, and detailed Pay Rates and Pay History. By tracking this information, users can gain insight through a number of helpful reports, like salary distribution by age or gender, or total employee cost reports.
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Preparing for Employee Self Service (ESS)
Length: 56:40 | Aired: Mar 27, 2015
What does it take to successfully deploy an employee self service site? That’s the topic of this week’s Friday Focus. In a panel-style discussion, Jim and Daniel cover various considerations and suggestions. Topics range from using a phased roll out, to getting buy-in from key players in your organization. (Also, Jim begins by showing some new onboarding https://www.people-trak.com/files/support/features, and addresses the conversion process from versions 7, 8, and 9 to 9.1.)
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Process Automation III: Alerts That Update Fields
Length: 36:40 | Aired: Mar 13, 2015
Part three of a three-week emphasis on process automation. This session, Jim shows how the alert trigger, mixed with the Strategic Toolkit, can be used to solve business problems. Specifically, he shows how you can reward employees who have not had to use time-off for illness. Jim uses Derived Fields and the Update Field action to add 4 hours of vacation time to an employee’s balance when they have gone 90 days with no illness.
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Process Automation II: Alerts
Length: 36:40 | Aired: Mar 6, 2015
Part two of a three-week emphasis on process automation. This session, Jim shows the powerful capabilities of alert triggers, which when triggered by dates or events in People-Trak, can perform a wide variety of functions. The end results include, but are not limited to: a lighter workload, peace of mind, a more informed management team, and a raise for you!
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Process Automation I: Scheduler
Length: 31:53 | Aired: Feb 27, 2015
Part one of a three-week emphasis on process automation. What is process automation? The term tends to go vague, but Jim presents it as “making something happen, faster or more accurately than it normally does.” This session, Jim introduces the Scheduler (aka Schedule Triggers) https://www.people-trak.com/files/support/feature. The Scheduler allows you to schedule documents, reminders, assign tasks, and take other actions on a regular basis. In the end, it allows HR to share information with appropriate people, without being on-call.
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Power User Reporting: Derived Fields = Power
Length: 28:29 | Aired: Feb 13, 2015
This week, Jim demonstrates some of the power of derived fields, in their ability to report on the absence of information. For example, “give me everyone who has had no CPR training,” or “give me everyone who did not have an absence in the first quarter of 2014.” Other derived fields demonstrated include “Average VAC used per month,” or “Average VAC used per month over 3 years.”
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Ultimate Timeoff Request
Length: 30:56 | Aired: Feb 6, 2015
Within 9.1 Employee Self Service, People-Trak offers a powerful set of Timeoff Request https://www.people-trak.com/files/support/features. Jim demonstrates timeoff requests 1, 2, and 3 (simple, intermediate, and advanced). He also shows the approval process in action.
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Desktop 2015
Length: 40:53 | Aired: Jan 30, 2015
The new 9.1 desktop is tile-based much like Windows 8. But its more than just a fresh look and feel. When combined with the web-based Employee Self Service (ESS), it enables you to create customized desktops that fit your company needs and reflect your culture. Besides having employees update information and request time off, you can give them a reason to return by adding images, events, and tips. In summary, the new desktop provides an enterprise-wide communication portal for employees and managers.
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Power User Email – Three
Length: 28:54 | Aired: Apr 25, 2014
"90% of business is communication. The other half is communication." Email is a building block for solid company communication. In this Friday Focus, Jim covers the Email https://www.people-trak.com/files/support/feature on the Documents menu; the benefits of using field substitution rather than fixed values for email addresses; using alert triggers to further automate your communication.
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Power User Email – Two
Length: 32:22 | Aired: Apr 11, 2014
Business, if about nothing else, is about communication. Email is a super powerful, easy way to communicate. In this session, Jim covers the basic Send Email screen that is used throughout the product; defining who to send to with the Address Book, the Group function, by the Org Chart, or by Position; defining the Message; using Templates or typing text and adding a standard closing; adding Attachments, and adding an email to Notes.
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Auditing – “Leaky Pipes”
Length: 31:22 | Aired: Mar 21, 2014
Auditing allows you to record and monitor changes that have made to records throughout the product over time. Jim covers three different types of auditing: by field, by transaction, or by approval; several ways to sort audit history for easy viewing; a brief look at how to purge audit history; the Audit Report https://www.people-trak.com/files/support/feature, which uses only the fields from the audit database.
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Data Entry Tricks – "The Insane, Not the Mundane"
Length: 24:18 | Aired: Mar 7, 2014
If something seems to take a stupid amount of time, People-Trak probably has a quicker solution. In this session, Jim covers a trick for making a sweeping change (like changing all employee IDs) using the Import https://www.people-trak.com/files/support/feature; using Template Records that contain that typical data you want in a new record; the Database Manager; how to load an onboarding checklist for a new employee with a single click (using the Update Field action in a Button Trigger).
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Power User Reporting – Freeform
Length: 35:25 | Aired: Feb 28, 2014
Reporting possibilities go to infinity and beyond. Freeform reports allow you to use SQL statements to report on data that is otherwise unreportable. In this session, Jim shows how to obtain reports that display the average raise amount throughout the entire history of the company; the average change percent; budget variance reports, the Employee Cost Report – YTD, and other standard reports. See the possibilities, and ask us (or someone who knows SQL) for help to create more freeform reports.
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Power User Reporting – Output
Length: 33:56 | Aired: Feb 21, 2014
Make your reports look pretty. In this session, Jim covers displaying the right data from a grid with row modifiers; changing report fonts, sizes, colors, and headers with Design Mode; using field modifiers to display words for dates rather than numeric values; how to get a date; adding a header or footer to your report; adding a cover sheet; and how to run the report that could get you fired.
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Power User Reporting – Query
Length: 23:48 | Aired: Feb 14, 2014
Querying, or “give me the records that…" Querying is the process of selecting specific data from the database. In this session, Jim uses examples that show the uses of the wide range of query operators in People-Trak, including In, Not In, Between, Outside, Anniversary Month.
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