Preceda Education Guide EDUCATION GUIDE. NGA Human Resources 2014 P a g e 1

Transcription

1 EDUCATION GUIDE NGA Human Resources 2014 P a g e 1

2 P a g e 2 NGA Human Resources 2014

3 The documentation contains Proprietary Information and is the exclusive property of: NorthgateArinso 164 Fullarton Road Dulwich South Australia 5065 Telephone: Facsimile: Use of the documentation is governed by the Client Agreement and as such, is not to be copied in whole or part, nor made available to third parties without the express written consent of the above company. NorthgateArinso reserves the right to change the contents of this document without notice NGA Human Resources 2014 P a g e 3

4 P a g e 4 NGA Human Resources 2014

5 TABLE OF CONTENTS HOW TO REGISTER FOR TRAINING... 6 WHEN YOU IMPLEMENT PRECEDA... 6 NEW PRECEDA USERS... 7 PRECEDA EDUCATION FACILITIES IN AUSTRALIA... 9 HOW WE TRAIN PRECEDA USERS REMOTE ACCESS FOR IN-HOUSE CLIENTS VISITING OUR FACILITY PRECEDA PAYROLL THE PAYROLL PATHWAY PRECEDA PAYROLL NEW USER PRECEDA ADVANCED PAYROLL USER PRECEDA GENERAL LEDGER PRECEDA REMUNERATION PRECEDA YEAR-END PRECEDA PAY IN A DAY PRODUCING YOUR OWN REPORTS THE REPORTING PATHWAY PRECEDA REPORTING BASICS PRECEDA REPORT AUTOMATION PRECEDA INTERACTIVE REPORTING INTRODUCTION TO CRYSTAL REPORTS INTERMEDIATE CRYSTAL REPORTS PRECEDA FOUNDATIONS THE FOUNDATIONS PATHWAY PRECEDA ORGANISATION STRUCTURES PRECEDA SYSTEM SECURITY PRECEDA SELF-SERVICE HUMAN RESOURCES MODULES THE HUMAN RESOURCES PATHWAYS PRECEDA INTRODUCTION PRECEDA SAFETY MANAGEMENT PRECEDA LEARNING MANAGEMENT PRECEDA COMPETENCY FRAMEWORK PRECEDA TALENT MANAGEMENT PRECEDA RECRUITMENT PRECEDA WORKFLOWS PRECEDA PERFORMANCE REVIEWS PRECEDA TIME MANAGEMENT THE TIME MANAGEMENT PATHWAY PRECEDA TIME NEW USER PRECEDA TIME CONFIGURATION PRECEDA TIME INTERPRETER INDEX NGA Human Resources 2014 P a g e 5

6 HOW TO REGISTER FOR TRAINING When You Implement Preceda If your organisation is currently implementing Preceda, your project consultant will create a Learning Plan for you, based on the specific project requirements within your Implementation Contract. Initially this Learning Plan will be prepared in a spread sheet; then the Learning details of this project may be added to our Learning software to produce confirmation s and a Learning history for each participant. Whilst we will endeavour to accommodate your specific date requirements, most implementation projects are inclusive of Scheduled Learning, which means that your team members (in Australia) should be available to attend sessions that are advertised on our web page talk to your project consultant if you are not sure about this. Once we have received your complete Learning Plan, in co-ordination with your Implementation Project Plan, we will send confirmations to each participant about a fortnight before each session. The cost of this Learning may be invoiced separately from your project costs, so please be aware of our Cancellation Policy, as detailed later in this document. All Scheduled sessions within Australia are delivered at a Preceda Education Facility, located in selected Australian cities. Prior to attending any Preceda training session, you should review the Course Overview to ensure this session will provide you with the information you require to work with Preceda more effectively. Some sessions also have Preparation Guidelines which outline any tasks to perform before attending Learning, as well as what to bring along if you do not follow these instructions, the benefit you derive from this Learning has the potential to be substantially lower. P a g e 6 NGA Human Resources 2014

7 New Preceda Users If you are working for an organisation that has already implemented Preceda, you can register yourself for any scheduled training sessions in Australia from The Education Schedule on our web page ( >Services > Education). If on-line registration is unavailable, discuss this with your Preceda administrator within your organisation. The Education Schedule is updated daily, and shows each scheduled session by course name, and location. The cost of each session is also displayed in Australian dollars. For training sessions outside Australia, contact your local Preceda Consultant or Account Manager. To register from our web site, you must first be a registered Preceda Client follow the prompts in The Client Area Entry window to be issued with a Client Username (your unique work address) and Password. It is the same Username and Password that will allow you to register on-line for any scheduled session just click on the adjacent link, and follow the prompts. Remember to register for the correct date and venue an instant confirmation of this registration will be ed to you, session confirmation will be ed a fortnight before the event, each participant will receive confirmation with venue and session details. Preceda training is available in a number of formats: Scheduled Training Sessions - Australia Conducted on a regular schedule, sessions are delivered at our Learning Facilities in Adelaide, Brisbane, Melbourne, and Sydney. All of our Learning Facilities offer modern rooms located close to public transport. Nearby parking is also available for a nominal fee. Each participant will have a dedicated PC with internet access and the correct PC security configuration to ensure that Preceda is accessible. Comprehensive notes will be provided to each participant. NGA Human Resources 2014 P a g e 7

8 Customised Training Sessions Customised sessions are available for your team with no minimum class size, and up to a maximum of ten participants, we can offer an exclusive and specific session for your staff. Whilst the format of a customised session will follow our standard training model, we are also able to include any examples that will assist your staff to get the most out of the session. All sessions delivered outside the scheduled Training Schedule are regarded as customised. On-Site Preceda training is also available at your own premises, provided that you are able to supply the following environment: A private training room, with adequate access and ventilation An internet enabled PC for each participant Data Projector Projection screen, visible by all participants White board or flip chart Crystal Reports XI or later, is loaded and tested, if part of the session Sessions of more than four hours duration should include a facility for a lunch break PLEASE NOTE: It is not appropriate to deliver Preceda training whilst sitting at an employee s desk. Software Requirements Adobe Acrobat Reader 7 or above to view reports Windows 2000/XP or Windows 7 Microsoft Internet Explorer 8 or above Hardware Requirements Pentium, Celeron or AMD 800MHz minimum. Minimum 256MB of RAM for Windows 2000/XP - 512MB recommended. Screen resolution 1024x768 is recommended An Internet Connection Windows 95 is not a supported PC operating platform. Internet Connection Internet connection through a reputable Internet Service Provider (ISP) If multiple users will be using Preceda concurrently: An ISDN, Cable, ADSL or better connection. A dedicated connection is recommended so the connection is not affected by factors such as or internet downloads elsewhere in your office (one three users = 64k dedicated connection, three - ten users = 128k dedicated connection or greater. More than ten users = 256k dedicated connection or greater) We are able to offer a fixed price delivery fee for onsite training, depending on the number of attendees. Any set up time to install software or configure PCs (including Active X Settings) may be invoiced at an hourly rate. Outside the metropolitan area, all travel expenses; accommodation and meals are the responsibility of the client. Travel is either by air or at an agreed rate per kilometre. You will be asked to sign a Service Order Authorisation, outlining expected expenses, before any customised training is commenced. For more details about these options, contact your Account Manager. P a g e 8 NGA Human Resources 2014

9 Fees, Confirmations and Cancellations Session Fees: If your training is part of a Prepaid Implementation, the advertised value of your training will be taken from your account balance, when Confirmations are sent to the participants. Registrations outside an Implementation Project will be sent an invoice after the session. All sessions include comprehensive notes and hands on practical exercises. Check with your local Preceda Account Manager for our current rates for training. Cancellations: We understand that sometimes you cannot attend training sessions, at short notice, for various reasons. However you should notify us either by contacting your trainer during business hours by telephone ( ), or ing education.au@ngahr.com Cancellations will be accepted without payment up to 11 business days before the nominated session. A 10% penalty will apply if cancellation is made within six-ten working days; 50% penalty within 5 or less business days. Nonattendance without notification will be charged the full session price, and substitutions are accepted at any time. If your training forms part of a project, and other steps within your project are dependent on the Learning being completed by a due date, your project may be delayed as a result of canceling your attendance to Learning as rescheduled dates may be unavailable. When you register as a Preceda Client, please also provide a mobile contact number. In the unlikely event of the trainer cancelling the session on the day, we will then be able to contact you. Confirmation: All participants that are registered to attend our scheduled sessions will receive confirmation approx. ten days prior to the session. This will contain the venue and parking details. For customized sessions or training delivered at a client site, confirmations will not be automatically sent, unless requested by the person organizing the event. The confirmation is an automatically generated process, and we require individual addresses for each participant. Preceda Education Facilities in Australia NGA Human Resources has offices in many Australian capital cities, and any scheduled sessions will be delivered either from those offices or from a specialist IT Learning facility. Confirmation s sent to all registered participants will contain the specific location details for the individual training sessions. NGA Human Resources 2014 P a g e 9

10 HOW WE TRAIN PRECEDA USERS Our Learning Methodology is simple and as such very unique. Wherever possible, we train using your own database 1, this provides real live examples to create the rules and reports that you want to be able to use later. Learning databases are available for all sessions, and are used for: Preceda Introduction Preceda Payroll New User Preceda Pay in a Day Preceda Time New User Preceda Reporting Basics Preceda Workflows All other courses encourage participants to sign-into their live database, and work through a series of practical exercises, resulting in the Module being implemented during the class we can also ensure that your specific project Key Performance Indicators are achieved this way. Each session commences with a review of the material around a board table, where issues, concepts and objectives are discussed, and how the Preceda functionality can be implemented within your organisation to achieve these objectives. Each participant is assigned a PC with access to a database for specific practical exercises which will demonstrate the newly-learned functionality. This workshop approach is repeated for all new part of the functionality being learned. Remote Access for In-House Clients Visiting our Facility During some sessions, you may be required to perform certain tasks and practical exercises on your own database. If you are currently managing your own Preceda server (referred to as In-House), special consideration needs to be given prior to attending our offices. Where a situation exists that an In-House client visits a Preceda training facility and wishes to connect to their own network, we are unable provide dial up facilities or connection to an ISP to create a VPN connection. In- House Clients are advised to bring along a laptop with wireless connection to their home (business) network or ISP to create this VPN connection. 1 Most Preceda HR Learning sessions are delivered using your own database, wherever possible. Generic training databases are always available should this not be possible. P a g e 10 NGA Human Resources 2014

11 PRECEDA PAYROLL The Payroll Pathway Preceda Year End Workshops and Seminars Preceda Reporting Basics Half day Preceda Payroll New User Two days Preceda Advanced Payroll User One day Preceda Introduction Half day Preceda Remuneration Half day Preceda General Ledger Half day Preceda Pay in a Day One day Would like to make diagram a flow chart as find a little difficult to follow This Payroll Learning Pathway displays course pre-requisites to enable attendees to gain the best knowledge transfer in a logical order. All payroll users must attend Preceda Payroll New User Learning see page 12 as part of their learning pathway to understanding Preceda. This two day session incorporates the first morning as Preceda Introduction which is suitable for all Preceda Users. NGA Human Resources 2014 P a g e 11

12 Preceda Payroll New User 003 Aim The Preceda Payroll New User session (incorporating Preceda Introduction on the morning of day one) introduces the features and operating functions of Preceda Payroll. Participants will become familiar with the many aspects of the Preceda Payroll Module, including maintaining employee records, time card entry, payroll processing and reports. Target Prerequisites Payroll employees Data entry personnel, responsible for time card entry Payroll processors Participants should have a payroll background and an understanding of their own organisation s specific payroll requirements. Course Content 1. Preceda Overview 2. How to Find an Employee Record 3. Look Up a Sick Leave Accrual 4. Keyboard Shortcuts 5. Recording Other Details 6. Reporting Basics 7. Accessing The Client Area 8. Preceda Actions 9. Maintaining Employee Records 10. Payroll Flow Chart 11. Pre-Payroll 12. Time Card Entry 13. Payroll Processing 14. Balance Payroll Reports 15. Close Payrun 16. Express Payments 17. One Step Payroll Processing Duration Two Days including half day Preceda Introduction on day one P a g e 12 NGA Human Resources 2014

13 Learning Outcomes At the completion of this training session, participants will be able to: Competently navigate around the Preceda Payroll environment Navigate with either a mouse or key board strokes Enter new employee details to enable the employee to be paid Action terminated employees within Preceda Change and maintain pay rates Complete various tasks within employee maintenance Establish a pay run header to enable time card entry Enter time card details Process a complete payrun, including the calculation of leave Produce and balance the required payroll reports Understand how to review jobs and reports within Console Understand how to balance payroll reports Understand the steps within the Preceda payroll process Close off the payrun after processing Understand the ease of processing with One Step Processing NGA Human Resources 2014 P a g e 13

14 Preceda Advanced Payroll User 021 Aim Preceda Advanced Payroll User is customised for each individual client. Advanced Payroll User training session includes advanced Preceda skills for super users, and is ideal for users who need to ramp up the performance of Preceda to enable them to take ownership of this software package. This session is also unique in that it will be tailored to all attendees, and will be delivered for only one organisation at a time. The session will be made up of a selection of Modules as listed below in the Course Content, and may also contain topics not mentioned below. To organise a Preceda Advanced Payroll training session for your company, contact your Account Manager. Audience Prerequisites Payroll employees Preceda Super Users Preceda Application Administrator Participants should have successfully completed Preceda Payroll New User Learning, including actively using Preceda for a minimum three months. An understanding of their own organisational functions would also be an advantage. Course Content Modules which can be included: 1. How to Establish Reference Tables 2. How to Calculate a Termination Pay 3. How to Establish Hire Rules 4. How to Establish Banking Rules 5. How to Establish Allowance Deduction Codes 6. How to Establish Hours Rules 7. How to Establish Pension Rules 8. How to Establish Leave Rules 9. How to Establish Payrun Environments 10. How to Process Bulk Pay Changes 11. How to Process Bulk Transfers 12. Multiple Roles 13. Program Control Rules A customised agenda will be prepared for this session, based on the specific needs of the client. Duration One Day P a g e 14 NGA Human Resources 2014

15 Preceda General Ledger 011 Aim Preceda General Ledger training session will show participants how to maintain the interface configuration of your leave liability and payroll costing into your General Ledger. Participants will learn how to maintain General Ledger parameters and their relationship to your costing levels set by employee, establishing parameters for payroll tax, labour and leave on-costs. Audience Prerequisites Payroll users responsible for the General Ledger Finance personnel responsible for processing payroll data into the General Ledger An understanding of company Payroll and General Ledger costing structures is essential, additionally payroll users should have successfully completed Preceda Payroll New User training. Course Content 1. General Ledger Overview 2. Period End Processing 3. Accounting Concepts & Conventions 4. Reference Tables 5. Establishing General Ledger Rules 6. Processing General Ledger 7. Leave Liability Duration Half Day Learning Outcomes At the completion of this training session, participants will be able to: Process Period End within Preceda, to reset Period To Date data Maintain General Ledger Reference Tables to implement the Preceda GL Module Enter and maintain General Ledger Posting Rules Maintain General Ledger Payroll On-Costs Process Salary and Wages Accruals Process Leave Liability Accruals Process a General Ledger Interface File Report on General Ledger information via Extractor NGA Human Resources 2014 P a g e 15

16 Preceda Remuneration 005 Aim Preceda Remuneration training session reviews all features within the Preceda Remuneration Module, and provides participants hands on experience with functions interacting with the Payroll Module. Using your own data, you will establish the rules, and work through a series of examples designed to demonstrate the functionality, including exporting data for salary reviews. For On Demand Clients, examples may use the live database. Audience Prerequisites Payroll administrators Preceda users responsible for establishing and maintaining Salary Packages Preceda users responsible for maintaining vehicle records and vehicle expenses Participants should have completed the Preceda Introduction training (half day included in Preceda Payroll New User) and have an understanding of their organisational salary and benefits policy. Course Content 1. Remuneration Overview 2. Establish a Salary Package 3. Vehicles Within Salary Packages 4. Salary Reviews 5. Remuneration History Duration Half Day Learning Outcomes At the completion of this training session, participants will be able to: Competently navigate around the Preceda Remuneration Module Create and maintain the Remuneration rules within the Reference Tables Establish and maintain FBT tables for remuneration calculations Create and maintain salary packages Establish and allocate company vehicles Track vehicle usage and history, including Running Costs Export and Import Salary Review details in Preceda P a g e 16 NGA Human Resources 2014

17 Preparation for Remuneration Learning All participants of this session should have successfully completed the half-day Preceda Introduction session, prior to attending. Participants must also have a valid Log In and Password to enable them to access the Remuneration Module within Preceda. During this workshop, participants will establish your Remuneration rules within Preceda, and build several Salary Packages for existing employees. To facilitate a successful outcome, please bring along the following information: 1. Details about Vehicle Lease Types within your existing Salary Packages 2. Details about your actual Vehicle Running Components that you want to record against each vehicle 3. Details of any Finance Companies that your employees use for vehicle finance, including address and phone number 4. Bring along Company Vehicle details for any vehicles that will make up a salary package 5. Salary Review details for some of your employees, including the name of the person who will conduct the review 6. Details of any Allowance and Deduction Codes that are either already in use within your payroll, or will need to be established within your payroll, to become part of a Salary Package Within this workshop, we will review, but not change, Allowance and Deduction Codes on your live database, as well as establish rules to enable the Remuneration Module. For On-Demand Clients: Where your data is stored on our server we will be working on your live database. Where your data is stored on your own server, live data can only be accessed on your own premises and will require onsite training. If you are an On-Demand Client and this workshop is being conducted at a NorthgateArinso facility, we will access a test database, and your trainer will provide examples. NGA Human Resources 2014 P a g e 17

18 Preceda Year-End 124 Aim Preceda Year-End Learning workshops (scheduled classroom style) and seminars (either at a seminar venue or via webinar) will be scheduled for delivery towards the end of each financial year in the respective countries. These sessions cater for all levels of Preceda payroll users, and aim to provide information to enable a smooth year end process, and the production of any local legislative requirements. Audience Prerequisites Payroll administrators Preceda users responsible Year-End processing Participants should have completed Preceda Payroll New User prior to attending this hands-on session. Course Content 1. Pre Year-End Checks 2. Review Reference Tables 3. Review Employee Records 4. Test Year-End Balancing 5. Before Processing Year-End 6. Processing Year-End 7. Produce an employee Year End record 8. Produce a legislatively correct file for the local tax authority 9. Close Year End, in readiness for new year processing Duration One day workshop if this is your first Preceda Year-End, or in-depth revision is required. Two hour seminar if you have processed Preceda Year-End previously, and are comfortable with the process Learning Outcomes At the completion of this training session, participants will be able to: Complete Year-End processing Complete the Year-End Reconciliation Produce an employee Year End record Produce a legislatively correct file for the local tax authority Close and clear Year-To-Date Data P a g e 18 NGA Human Resources 2014

19 Preceda Pay in a Day 115 Aim Preceda Pay in a Day session is for those who are new to payroll, and are supported by a more experienced Preceda User within their own organisation. This session will not include Hiring or Terminating employees see Preceda Payroll New User for this material. Audience Prerequisites New Preceda Payroll Users within existing client sites. Preceda Users who are responsible for processing payroll. Participants should have successfully completed Preceda Introduction prior to attending this session Course Content 1. Preceda Overview 2. How to Find an Employee Record 3. Look Up a Sick Leave Accrual 4. View History Records 5. Maintaining Employee Records 6. Payroll Flow Chart 7. Time Card Entry 8. Calculate Leave Accruals 9. Process Payroll Using One Step 10. Payroll Reports 11. Close Payroll Duration One Day Learning Outcomes At the completion of this training session, participants will be able to: Navigate around Preceda to locate employee information Understand the different sections on a data window Review maintenance history Reprinting payslips after the payroll is closed Look up a leave balances Complete basic time card entry, including worked hours, absent hours, and allowances/deductions Process a basic payroll and review Reconciliation and Pay Journal reports Use one-step payroll processing to complete a payroll Print Cold Seal payslips Balance payroll reports, including the EFT file for banking payslips and update Self Service NGA Human Resources 2014 P a g e 19

20 PRODUCING YOUR OWN REPORTS The Reporting Pathway Preceda Introduction Half day Preceda System Security One day Preceda Reporting Basics Half day Introduction to Crystal Reports One day Preceda Automated Reports Half day Intermediate Crystal Reports One day Interactive Reporting Suite (IRS) Half day The Reporting Learning Pathway displays course pre-requisites to enable attendees to gain the best knowledge transfer in a logical order. Users who require reports in either Microsoft Excel, Adobe Portable Document Format. Or Microsoft Word should attend Preceda Reporting Basics. Reports can be scheduled for distribution as ed reports, and this functionality is established and reviewed in the Preceda Report Automation session. Crystal Reports allows you to manipulate and present data that is displayed in a user-friendly manner. This third party product is trained over three separate levels, each on a separate day. Introduction to Crystal Reports from Preceda will show user how to develop basic Crystal reports, and process the advanced suite of Preceda reports. Intermediate Crystal Reports from Preceda will train formulas, and other data manipulations. If you want to automate Crystal Reports via Report Manager, or enable Crystal On-Demand, you should also attend Preceda Interactive Reporting Learning. P a g e 20 NGA Human Resources 2014

21 Preceda Reporting Basics 012 Aim Preceda Reporting Basics session will cover the key functions to extract and format your Preceda data into Microsoft Excel, Adobe Portable Document Format (pdf), or Crystal Reports. Basic reports will be created to display Preceda data in a meaningful manner. Please Note - No instruction will be given for developing Crystal Reports during this session Audience Prerequisites All Preceda users Business analysts Participants should have successfully completion of the Preceda Introduction session. Participants must also have a working knowledge of their organisation s reporting requirements. Please bring along your company logo in jpeg format (small and large format) if you would like to attach it to an Extracted report. For users who require automatically distribute reports via Report Manager, we suggest attendance of Preceda Report Manager in conjunction with this session. Course Content 1. Basic Extractor 2. Extracting to Adobe Portable Document Format 3. Extractor into Microsoft Word 4. Extractor into Microsoft Excel 5. Other Features Duration Half Day morning session Learning Outcomes At the completion of this training session, participants will be able to: Create Extracts and display information in Excel spread sheets Add Sorting Criteria within the Extract Add Selection Criteria within the Extract Definition, for date ranges Add Basic Summary Criteria Save the Extract definition for processing by others Export Preceda data in.csv format for import into other applications Export Preceda data in pdf format for distribution of tamper-proof reports Extract Preceda data into text file for Mail Merge in Microsoft Word Create basic lists of data, including Leave Entitlements, Birthday Lists, Overtime Lists, and Phone Lists etc. NGA Human Resources 2014 P a g e 21

22 Preceda Report Automation 013 Aim Preceda Report Automation training session will cover the key elements in establishing the rules for defined distribution of Preceda reports. Participants will also learn how to schedule reports to automatically process and distribute to anyone requiring resulting information. For On-Demand Clients, examples may access their live database. Audience Prerequisites Payroll administrators Business analysts Preceda Application Administrator Successful completion of the Preceda Reporting Basics session. Participants must have a working knowledge of their organisation s reporting requirements. Course Content 1. What is Report Manager 2. Creating Report Subscribers 3. Creating Report Packages 4. Report Filtering 5. Scheduling within Report Manager 6. Extract via Report Manager 7. Creating Distribution Packages from Console Duration Half Day afternoon session Learning Outcomes At the completion of this training session, participants will be able to: Establish and maintain Report Subscribers Establish and maintain Report Packages Establish and maintain manually derived filters Establish filter Report Packages, based on the Subscribers Security Profile Distribute Report Packages On-Demand Distribute Report Packages from Preceda Console Schedule Report Packages for process on a timetable P a g e 22 NGA Human Resources 2014

23 Preceda Interactive Reporting 014 Aim Interactive Reporting Suite (IRS) allows Preceda users to automatically schedule Crystal Reports to be ed in an Excel or pdf format. This customised training session will cover the key elements in establishing the rules for the Interactive Reporting Suite. For On-Demand Clients, examples may use the live database. Audience Prerequisites Payroll Administrators Business Analysts Preceda Reporting Administrator The organisation must be licensed for the Preceda Interactive Reporting Suite, and participants should have successfully completed Preceda Introduction, Preceda Reporting Basics, and Preceda Report Automation training prior to attending this session. An understanding of Crystal Reporting is advantageous. If various people in your organisation hold these competencies, they may all attend. Course Content 1. Pre-Requisites for Interactive Reporting Suite 2. Overview of Interactive Reporting Suite 3. Converting an Existing Extractor-Generated Crystal Report to the Interactive Reporting Suite 4. Customising a Preceda Advanced Crystal Report 5. Down/Uploading Interactive Report Definitions 6. Deleting Interactive Report Definitions 7. Reviewing Report Output Options 8. Troubleshooting Interactive Reporting Suite Duration Half Day Learning Outcomes At the completion of this training session, participants will be able to: Understand the Interactive Reporting Suite functional and technical requirements Describe the functionality of the Interactive Reporting Suite Update and maintain Preceda Crystal Report Definitions used within the Interactive Reporting Suite Modify an existing Preceda Advanced Crystal Report Definition Establish the Output Option(s) for selected Crystal Reports Download/Upload Selected Interactive Report Definitions from/to the Preceda Server Process and Review Report Outputs Undertake basic troubleshooting of the Interactive Reporting Suite NGA Human Resources 2014 P a g e 23

24 Preparation for Interactive Reporting Suite Preparation may include A Crystal report template at Version 10 or higher, without user-entered parameters Established and maintained Organisation Structure Established and maintained Position Structure, with all current employees assigned to correct positions Establish and maintain Preceda Security Profiles to filter which employee records are available to different users Establish and maintain Preceda Access Profiles to filter Preceda windows are available to different users Establish a Preceda Navigation Menu for MSS Users, which includes Public Favourites, to which On- Demand Reports can be accessed Establish and maintain Preceda User Profiles from filter which Managers/Supervisors will have access to which employee records Establish and save Extracts to report over basic Preceda data in either Excel or pdf format Establish Report Manager rules to automate basic report distribution (not including Crystal) Establish Interactive Reporting Suite rules to either automate or make available On-Demand, Crystal Reports from Preceda Adobe Acrobat PDF viewer Preceda Message Server allowed to pass through internet firewall How attained Attend Crystal Reports Learning, then write and test required reports. Alternatively, Crystal Reports can be written by NorthgateArinso Crystal Team Attend Preceda Organisation Structures Learning, to establish, then have in place procedures to maintain as organisation changes Attend Preceda Organisation Structures Learning, to establish, then have in place procedures to maintain as employee movement occurs Learn how to establish and maintain Preceda Security Profiles based on Organisation Structure by attending Preceda System Security Learning Learn how to establish and maintain Preceda Access Profiles based on organisational requirements by attending Preceda System Security Learning Learn how to establish and maintain Preceda Navigation Menu based on your organisational requirements by attending Preceda System Security Learning Learn how to establish and maintain Preceda User Profiles based on your organisational requirements by attending Preceda System Security Learning Learn how to establish and maintain Preceda Extracts based on your organisational requirements by attending Preceda Reporting Basics Learning Learn how to establish and maintain Preceda Report Manager based on your organisational requirements by attending Preceda Report Automation Learning Learn how to establish and maintain Preceda Report Server based on your organisational requirements by attending Preceda Interactive Reporting Suite Learning This can be downloaded from the Adobe website For In-House Clients only refer to your Account Manager P a g e 24 NGA Human Resources 2014

25 Introduction to Crystal Reports PPF036 Aim Introduction to Crystal Reports session will provide Preceda users with basic Crystal Reports functional knowledge, via Extractor. This course is designed for users to become quickly proficient in creating and modifying basic reports. Crystal Reports is a third party reporting tool that allows data to be extracted from Preceda, then manipulated and presented in a user-friendly, customised format. Audience Prerequisites Experienced Preceda users Preceda Application Administrator Participants must have a working knowledge of computers in general, as well as an understanding of their own organisational reporting requirements. Participants should have also attended Preceda Reporting Basics prior to attending this session. Course Content 1. Basic Extractor 2. Designing a Crystal Report from Preceda 3. Record Selection Criteria 4. Grouping Records 5. Summaries 6. Presentation Tool Box 7. Basic Graphing 8. The Report Expert Duration One Day Learning Outcomes At the completion of this training session, participants will be able to: Build and process Extracts into Excel Integrate Extracts into Crystal Reports Build basic Crystal Reports Add Groups and Summaries to reports to create meaningful information Add basic graphs to reports Use the Report Expert to create fast reports Download and process the suite of Advanced Reports Able to manually export data from a Crystal Report to Excel or Adobe Acrobat NGA Human Resources 2014 P a g e 25

26 Intermediate Crystal Reports PPF037 Aim Intermediate Crystal Reports session continues from the Crystal Introduction session to familiarise Users with formulas, pivot tables and advanced graphing options to optimise and display relevant information. This session forms the second day to follow Introduction to Crystal Reports from Preceda. Crystal Reports is a third party reporting tool that allows data to be extracted from Preceda and then manipulated and presented in a user-friendly format. Audience Prerequisites Experienced Preceda users Preceda Application Administrator Participants must completed Introduction to Crystal Reports, and have an in-depth understanding of their organisational reporting requirements. Course Content 1. Multiple Data Sources within a Single Report 2. Basic Formulas to Manipulate Data 3. Creating a Leave Balances Report 4. Conditional Formatting for Display Options 5. Creating Pivot Tables 6. Group Sorting of Data 7. Specified Grouping of Data 8. Adding Parameters to a Report 9. Distributing and Exporting Reports Duration One Day Learning Outcomes At the completion of this training session, participants will be able to: Use more than one Extract within a Crystal Report to expand the reporting capabilities Create basic formulas to manipulate data into a meaningful format Create reports that present information in columns, rather than rows Change the way data is displayed, depending on the actual data Create Pivot Tables to present data in a summary format Format the sections within a Crystal Report, including add page breaks Add run-time parameters to reports to enable data to be dynamic Add advanced grouping options to customise the display of data P a g e 26 NGA Human Resources 2014

27 PRECEDA FOUNDATIONS The Foundations Pathway Preceda Introduction Half day Preceda Organisation Structures Two days Preceda Self Service One day Preceda System Security One day Preceda Workflows Half day The Foundations Learning Pathway displays course pre-requisites to enable attendees to gain the best knowledge transfer in a logical order. Preceda Organisation Structures is a Learning workshop that allows the organisation structure to be developed within Preceda, as well as the position hierarchy both of which are the cornerstone for Preceda Security and workflows generated from Employee Self Service. Preceda Self Service is a tool for employees to access and maintain or view aspects of their own information. Once established by your NorthgateArinso consultant, this workshop will demonstrate the ease of maintenance. Preceda System Security if properly established can ensure that Preceda users will only have access to specific employee records, based on the established Organisation Structure, and will only display the selected results. This Module influences data visibility throughout Preceda. Preceda Workflows enable the automatic notification via of a process underway in Preceda, such as a Termination Request, to whoever is required to know about this request. Standard Preceda Workflows can be customised for who is notified, in what order and what may be required actions are necessary. NGA Human Resources 2014 P a g e 27

28 Preceda Organisation Structures 001 Aim Preceda Organisation Structures workshop explains how to enable an organisation structure within Preceda, as well as build a position hierarchy that enables human resources reporting. The organisation structure is fundamental for the security of Preceda Users, as well as reporting via Report Manager. The position hierarchy is the foundation for workflows and requests from Employee Self Service, in that they direct applications to the correct reports to manager. For On-Demand Clients, examples use the live database. Audience Human Resources Director/Manager/Consultant Application Administrator Payroll Manager Prerequisites Successful completion of Preceda Introduction training session. Participants must have an understanding of their own organisational structure and expectations of how the organisation chart and position hierarchy should be established to accommodate security and Self Service workflows. Course Content 1. Product Review 2. Creating the Organisation Structure 3. Creating the Position Structure 4. Maintaining Employees in Correct Positions 5. Standard Reports 6. Position Defaults 7. Calculating Full Time Equivalents Duration One to Two Days: Typically business structure for up to 300 employees can be implemented per day. Business structures over 300 employees or complex business/organisational structures will require 2 days implementation Learning Outcomes At the completion of this training session, participants will be able to: Create organisation units and allocate them to the appropriate levels to reflect your organisation Build an Organisation Chart using Microsoft Visio Establish position definitions to create a position hierarchy View a Position Chart using Microsoft Visio View a variety of standard position reports Allocate existing employees onto these newly created positions Review the standard headcount reports within Preceda P a g e 28 NGA Human Resources 2014

29 Preparation for Organisation Structures Learning All participants of this session should have successfully completed the Preceda Introduction session (delivered as a separate session, or included within Preceda Payroll New User), prior to attending. Participants must also have a valid Log In and Password to enable them to access the Organisation Structures Module within Preceda. This Module is implemented to enable users to create an up to date organisation chart within their business, as well as provide the appropriate security links for use within the Employee Self Service Module. The Organisation Structures Module is also pivotal in establishing security for a wide range of users, as security access can be based on Organisation Units. In addition Participants will also learn how to export the data from Preceda into Microsoft Visio a third party product that will enable users to create their own organisation charts with up to date data. Depending on how this Module is implemented, it may affect the following functions within Preceda: The ability to group employees by organisation units for headcount and EFT reporting The ability to leave applications to the appropriate reporting manager for each employee, from Self Service The ability to process compa-ratio calculations The ability to compare salary surveys based on salary grades within Position Definitions Preceda Organisational Structures training is designed to establish your rules within Preceda, build your Organisation Chart and Position Hierarchy, and add your existing employees to them. To facilitate a successful outcome, please bring along the following information: 1. A list of your physical locations, including address and postcodes 2. Existing Organisation charts, displaying your current business structure 3. Existing Position hierarchy charts, displaying which position reports to which other position 4. Details of current employees, and their position titles, and who they report to 5. Details of any Salary Grades you have in place 6. Details of any Salary Surveys your subscribe to, and how you group your positions for these Surveys 7. Details of any ASCO codes currently in use Participants who are designated the task of establishing this Module within Preceda must have a thorough understanding of their business, and be able to make informed decisions as to how the structure should be constructed. Users responsible for on-going maintenance should also attend this workshop. Preceda System Security 004 NGA Human Resources 2014 P a g e 29

30 Aim Preceda System Security workshop will assist you restrict a Preceda User s access rights within Preceda. You will also learn how to restrict a Users access to various Preceda functions. For On-Demand Clients, examples use the live database. Audience Prerequisites Project Manager Payroll Manager Preceda Security Administrator Preceda Application Administrator Participants must have an understanding of their own organisational structure and expectations as to who has access to what information in Preceda. The System Module must have been previously activated within Preceda by a NorthgateArinso consultant. The Organisation Structure must also have been established, and be up to date, to enable limited and correct Access to nominated Users. Course Content 1. Security Overview 2. Establish Preceda Users 3. Establish Preceda Access Profiles 4. Establish Preceda Security Profiles 5. Establish Preceda Group Profiles 6. Security Maintenance Duration One Day Learning Outcomes At the completion of this training session, participants will be able to: Establish and maintain User Profiles for individual Preceda Users, and MSS Users Establish and maintain Preceda Group Profiles, containing Preceda Themes and Preceda Navigator settings Establish and maintain Preceda Access Profiles to limit functionality by groups of Users Establish and maintain Preceda Security Profiles to limit employee visibility within User Profiles Create an internal Security Policy for Preceda P a g e 30 NGA Human Resources 2014

31 Preceda Self-Service 004 Aim Preceda Self-Service session will provide participants with the skills and knowledge establish and maintain the Self Service application; to enable their employees to view and maintain selected windows within their own file. For On-Demand Clients, examples use the live database. Audience Prerequisites Human Resources Manager Payroll Manager Preceda Application Administrator Participants must have an understanding of their own organisational self service requirements. If on-line Leave Applications are to be processed, the Position Structure must have been established, and be up to date. Participants who attend must come prepared knowing which Preceda windows will be made available to employees. Course Content 1. Self Service Overview 2. Creating Themes and Links 3. Review Self Service Rules 4. Self Service Access Profiles 5. Self Service Group Profiles 6. Establish ESS User Profiles 7. Accessing Self Service 8. Importing ESS Transactions Duration One Day Learning Outcomes At the completion of this training session, participants will be able to: Create and maintain a Self-Service theme for your organisation Review which Preceda windows are accessible by employee groups Design and maintain Payroll Templates Establish and maintain Self Service Access Profiles Establish and maintain Self Service Navigator Menus Establish and maintain Self Service Group Profiles Create and Maintain Time Templates Establish and maintain User Profiles and Passwords Process on-line Leave Applications Import and test Timecard Entry and Approved Leave Import and test Preceda Time entries (if Time Module has been implemented) NGA Human Resources 2014 P a g e 31

32 Preparation for Self Service Learning In order for Self Service to be fully operational, with the potential for on-line Leave and Learning Applications being approved/declined by managers/supervisors within your organisation, Organisation Structures must be implemented prior to participating in this session this will enable leave applications to be processed by each employees direct manager, based on your Position Structure established within Preceda. Preceda Security must also be implemented within Preceda, prior to this Learning workshop, in readiness to create Manager Self Service Users Upon completion of the Preceda Organisation Structures Workshop, it is assumed that you will have completed the following tasks: Establishment of all Organisation Units within your business, and produce the complete Organisation Report Establishment of all Position Definitions within your business, and produce the Position Structure Report to check the structural and reporting links Attach all of your employee's to the established Position Definitions, and produce the Position Structure Report With People to check your employees have been assigned their correct position Please bring all of the appropriate reports, and if you have any queries in the meantime, contact your trainer directly by . If you are able to build a Business or Position Chart using Microsoft Visio, please also bring this with you. Upon completing Preceda Security Learning workshop, it is assumed that you will have completed the following tasks: Establishment of Preceda User Profiles for all managers and supervisors who will access Preceda, and potentially approve/reject leave applications for their employees these will be called Manager Self Service Users after this session Tested these User Profiles During the Preceda Self Service workshop, we will review your self service requirements. This will involve the following steps, and will require you to come prepared: Create Themes and Links - bring along the correct network path for any documents (in Word or pdf format) that you would like to establish a direct link to your ESS home page, or any web addresses that you would like your employees to be able to access from ESS. Examples of documents that you will make available include newsletters, company policies etc. These documents should be accessible to you employees, from your own network. Bring your company logo if you would like this to appear on your ESS site In order to create Self Service Access Profiles - think about what Preceda windows you would like your employees to have access to, by looking at your own access to Preceda. In order to create Payroll Templates - we will design the layout of your template within Self Service, so think about what types of hours, allowances and deductions, and leave types your employees will be able to view or enter into their Self Service At the conclusion of this training session, your trainer will you some Learning templates including Learning notes, to enable you to create internal Learning documents. This template can be customised for your internal procedures P a g e 32 NGA Human Resources 2014

33 HUMAN RESOURCES MODULES The Human Resources Pathways Preceda Recruitment Two hours Preceda Remuneration Half day Preceda Introduction Half day Preceda Safety Management Half day Preceda Competency Framework Half day Preceda Talent Management Half day Preceda Workflows Half day Preceda Performance Reviews One day Preceda Learning Management One day The Human Resources Learning Pathway displays course pre-requisites to enable attendees to gain the best knowledge transfer in a logical order. All Preceda users must attend the half day Preceda Introduction training session to become familiar with the layout and capabilities of Preceda. Organisations including Salary Packages within Preceda should attend the Preceda Remuneration session (with their payroll staff) to implement this Module. Preceda Safety Management is the starting point when implementing the Health and Safety functionality within Preceda, and is suitable for Occupational Health and Safety specialists, and all HR generalists. Preceda training Management will develop the skills to record and report on all Learning activity within your organisation, including how to manage and report on expenditure. Preceda Talent Management allows users to record vital information resulting from Performance Reviews, so strategic HR planning can be defined for the organisation. Within this Module, you can also manage mentoring and succession planning. Preceda Competency Framework is a pre-requisite to establish competencies that are to be achieved either from attending a training session (Learning Management).Competency gaps are to be managed within your employee records (Talent Management). Preceda Recruitment reviews the functionality in this Module, and how you can apply it to the recruitment tasks within your business, and tie back into the Hire Process within Preceda. Preceda Workflows are the tools that enable the automation of tasks and actions based on processes being saved in Preceda, and can greatly streamline repetitive tasks to improve productivity. Preceda Performance Reviews allow the automation and tracking or a range of performance review functions within Preceda, including the creation of Rating Models and customised Review forms. NGA Human Resources 2014 P a g e 33