Centra HCM

Advantage:   Manual work of importing employee attendance regularly can be avoided. System will automatically pull the data from sql server and update the attendance according to the sync pattern defined. There are three steps required to do the settings. 1. creating System DSN  - to pull data from biometric database 2. Import configuration   - mapping the biometric database fields to HCM   3. Workflow Definition - for Auto sync biometric data Follow the steps for DSN creation. 1. Create DSN system for attendance table.  Path: C>>Windows>>SysWOW64>>odbcad32>>system DSN click on add button to create DSN system 2.Create new data source screen will be opened, select SQL server from the list. 3. Enter Name, description and select SQL server from the drop down button after selecting click on next button. 4. Enter login ID and password from the next screen as shown below 5. Select the database where the attendance table is saved. 6. C...

STEP 1: Create a field on Loan Application screen by using Field Customization option. Just like the one shown in the below screenshot with name as “ CPF Amount ”.           STEP 2: Create a Rule on Loan Amount field as per mentioned steps, Navigation to Loan Amount Field – Settings > Customization > Loans > Loan Application > Fields then click on New in list view against “ Loan Amount ” field under Rule column.                      Provide the details on Rule pop-up window as per the above screenshot and click on “Ok”.                  Formula = ##GetCPFAmount(P16F109,P16F111,P16F113)

1. In absence of the approval person, substitute employee will be represented for all the approvals for specific time period. HR forms>>Delegate Authority 2. In the above screen, from 01/10/2018 to 31/10/2018, all the documents for approval will be sent to Rakesh Karne instead of Amaresh. After 31/10/2018, as usual the documents will be sent to Amaresh for approval. 3. If the notification check box is selected, the original approval person will also get notified by email and can approve the document.

Focus to HCM integration 1. Install ERP proxy setup in the system. While installing, it will ask for destination folder, select the location accordingly by clicking change button. If the location is not specific, by default the file will be saved at C>>Program files(x86)>>centra>>ERP Proxy as mentioned in the below installation screen. 2. Focus7 should run as exclusive mode to configure the setting in HCM 3. Erp proxy server.exe file will be loaded and it should run as administrator. Initially it will be loaded as below screen. 4. Open the HCM company for which the Focus integration to be done. 5. Go to settings>>Preferences>>Global preferences>>Settings>>ERP integration The below screen for reference Select the focus version for which the integration to be done. Ex: Focus 7 6. On selection of Focus 7, further fields will be loaded. Enter the URL where the ERP server is running, select the company code from the drop down to which Focus7 to be i...

1. Formula based component definition can be easier with the option provided. For any type of component like, Earnings, deductions, leaves and loans wherever the formula is used to be defined, this option will be useful. 2. Select the highlighted area under formula bar as mentioned in the above screen. 3. Once selected, a new screen will be opened as shown below 4. Under variables, all the required input variables will be displayed where user can select the required component variables and write the formula. 5. In case the user forgets to close the brackets within the formula, system will show a message of formula is incorrect so that the user can recheck the parenthesis and correct the formula definition. 6. User can also cross verify the formula given is correct or not by selecting the Evaluate button in the bottom of the screen. Once this button is selected, a new screen for evaluation will be opened. 7. User can enter sample values under value column and give the inputs required an...

To get Module Id and Fields using API Help Authorization: 1. Select “Post Authorization” from Home and Click on “Test API” button from the right bottom corner, see the below image. 2. Enter Company code, user name and password in pop up window. 3. Click on “ Send ” button, Copy Access token from the window. Module Types: 1. Select “Get Module Types” from Home and Click on “Test API” button from the right bottom corner, see the below image. 2. Add Access Token in header and Click on “ Send ” button, module id list will display in json format. See the body in below popup. Module Fields: 1. Select “Get Module Fields ” from Home and Click on “Test API” button from the right bottom corner, see the below image. 2. Enter Module id and Add Access Token in header and Click on “ Send ” button. 3. Module fields will display of the given Module id in json format. See the body details below popup. Steps to create Sample application Below link is for attachment reference https://www.dropbox.com/s/d2...

1. The following leave variables can be used to find out the public holidays and weekly offs in the  leave period. <LeaveAbbreviation>_PH <LeaveAbbreviation>_WOFF eg: LV_ANN_PH and LV_ANN_WOFF

There are two ways to define the weekly offs. 1. Default weekly offs  2. Tag based weekly offs Default weekly offs 1.By default system will consider the calendar from the below order:      1. Employee master   2. Shift Master     3. Pay Group 2. If the user prefers to change the default order, priority order can be defined as per their requirement. 3. Under settings, Weekly offs priority can be defined. Settings>>Preferences>>priority order>>Weekly offs Below is the screenshot: 4. Based on the above priority, system will consider the calendar mapped in pay group first then employee master and then shift master. Calendar mapping in Pay group: Tag Based Weekly Offs Using tag based public holidays advantages. a. This option is used where there will be different weekly off from employee to employee. b. Location based calendars can be defined. c. Client based holiday calendars creation. 1. Tag based public holidays opt...