PRE COURSE BOOKLET - Intorduction To The Administrator Tool

pre-
course
booklet
Especially written for Learners who are

participating in the
Introduction to the
Administrator Tool
learning event
Version: 1.03
Supports release: 2.1
Date: 05 October 2015
This Document is the property of Access UK

Copyright 2015 Access UK Ltd | All rights reserved
Classification Public
2

We are really looking forward to welcoming you to your SelectHR
learning event. We hope that you will enjoy it as much as our
previous attendees have. It promises to be an informative and
entertaining time together.
As this is likely to be your first step in looking at the back end of

the SelectHR system, it may appear quite a daunting prospect to
learn something completely new.
However, it doesnt need to be that way! This booklet has been

designed to expose you to some of the key ideas, terminology
and questions that we will be considering together.
Dont worry if some of the concepts and language are unfamiliar

at this point this is natural. Everything will become clear and
fall into place during your workshop honest!!
Looking forward to working with you.

make this workshop a sizzling success
Here are some really quick and easy tips that you can take on
board to help you derive the maximum benefit from our time
together
1. Chillax
Were here to learn sure, but who says we have to learn
without having any fun? Your workshop will be
interactive, fast-paced and well worth the time you have
invested in your learning
2. Socialise
We are social animals make the most of it! Sit next to
someone who you dont know very well or at all (but
would like to!) There will be a wealth of knowledge and
experience within a few feet of you in the training room.
Your fellow learners will be a captive audience make the
most of them! Its not a bad idea to move around after
the breaks and sit next to somebody else to gain
maximum benefit from you co-learners
3. Look after yourself
If you need to stand up or move around just do it! If you
need to leave the room at any point theres no need to
ask. Be sure to be comfy whilst you are learning as
nothing will sink in if you are uncomfortable

4. Write down good ideas
along with anything else you want to take away from
this workshop. You will:
be presented with an armoury of information that
you need to design this area of your HR system
be given some of the skills required to build
certain parts of it (although our consultants are
there to support you all the way from this point
on!)
draw on experiences from other learners
Its up to you how much you want to take away with you.
Make your notes as bright and colourful as you can, as
eye-catching colours and diagrams will help to reinforce
your learning
5. Do everything you can to leave your domestic and

business concerns outside
Once the workshop starts, turn your mobile off and shut
down e-mails. Imagine that this workshop was happening
1,000 miles from your home or work. Would you still
make the call or write the e-mail?
6. Enjoy yourself
Embrace the workshop and be open to the learning
youll learn a lot, but itll be fun!

It is always a good idea to share your thoughts,
experiences and ideas with your colleagues on the workshop
They are a great source of knowledge and inspiration even if
they dont do it on purpose!
Make some notes about, and contact details of, your co-learners
(if they are willing to share this information) which you can make
use of after the course has concluded.

What will we be covering during the workshop?
morning
introductions
objective setting
navigating the Admin Tool
licensing the application
setting default information
afternoon
touring the document store
understanding the introduction to security profiles
database creating roles
understanding and creating
groups
adding new users to the system
maintaining menu sets
exporting data from the system
Planning for next steps
take-away
review current security profiles

identify data to export
next steps
action plan
p. p. p.

navigation
Navigating the System Administrator Tool is very straightforward.
Whilst there may not be too much to know about getting around
this area of the system do not be fooled
there is a huge amount that you can do in this back end of

the SelectHR application.
During your course you will discover the difference between the
BIG
and the
little

DEFAULT CONFIGURATION
Some of the things that you will need to consider in this area are:
1. The address of the server that handles your emails in your

Organisation
2. Who should receive alerts created by the system (e.g.

when workflows are blocked or when batch jobs have
completed)? What is their email address?
3. How will users get access to the SelectHR system

options are Single Sign On (SSO), or Manual Sign On
(MSO)
4. Do you have a payroll system that can be linked to

SelectHR?
5. Are you using or going to be using the Recruitment

module?

The document store
One of the databases that makes up the whole SelectHR

application is referred to as the CDMS database
This is the area of the system that holds any documentation that
relates to the people in your system:
scanned images of passports etc.
copies of mail merged documents
your own policy documents
If you attach your policy and procedure information to the
document store, you can make these accessible in the self service
area of SelectHR. This is especially useful if you would like to
keep a record of whether an employee has read these
documents. Make a list below of the policies that you might like
to store in this area:
10

the SelectHR database
In order to get the most from your SelectHR
application it is necessary to have a basic understanding of how
the main database is constructed, however
Well take it step by step and by the end of this section you will
have a much clearer understanding of how this whole thing
hangs together. Have a stab at providing a definition for the 4
main areas of the database dont worry if you are stuck on any
of them as well cover it all on the course
11

One of the key features of the SelectHR system is the ability to
give access to as many members of your Organisation as
necessary. This will ensure the input and maintenance of data is
completed as efficiently as possible. However, care needs to be
taken to ensure that appropriate access is given to the
appropriate people (users).
Make a note here of the different types of user you think you
may need to set up, and also identify whos records they should
be able to view the first two have been set up as examples:
User Type What? Who?

Access all areas of the Access to all employee
HR users system and have full records
update rights
HR Business Partner Access all areas of the Access to records of all
(Manufacturing) system and have full employees in the
update rights manufacturing department
12

Use this page to list three key
objectives that you want to take
away from this workshop
1
remember to make them specific
and measurable so that you know
when youve succeeded!!
13

1.
Having thought about your

objectives, now consider what
1
PERSONAL benefit you will gain
from achieving these?
14

15

DATADATADATADATADATADA
On a final note, it is important to understand how your data is

treated by Access consultants.
When on site or working remotely on your account, our

consultants will be working securely with your data. It is
important to note that this data is yours.
To make sure the implementation stays on track, it is crucial to

make the data available to our consultants when they have
asked for it. We WILL NOT change any of your data, we will
only utilise what we have been given.
In this way you can have great confidence that the data you are
using is complete and correct. This does mean that the
responsibility for providing the correct and clean data is yours.
I look forward to meeting you on the workshop for what I am

sure will be a profitable and enjoyable time together.
16


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pre-

Especially written for Learners who are

This Document is the property of Access UK

This Document is the property of Access UK

As this is likely to be your first step in looking at the back end of

However, it doesnt need to be that way! This booklet has been

Dont worry if some of the concepts and language are unfamiliar

Looking forward to working with you.

This Document is the property of Access UK

This Document is the property of Access UK

5. Do everything you can to leave your domestic and

This Document is the property of Access UK

This Document is the property of Access UK

review current security profiles

This Document is the property of Access UK

Navigating the System Administrator Tool is very straightforward.

there is a huge amount that you can do in this back end of

This Document is the property of Access UK

1. The address of the server that handles your emails in your

2. Who should receive alerts created by the system (e.g.

3. How will users get access to the SelectHR system

4. Do you have a payroll system that can be linked to

5. Are you using or going to be using the Recruitment

This Document is the property of Access UK

One of the databases that makes up the whole SelectHR

This Document is the property of Access UK

This Document is the property of Access UK

User Type What? Who?

This Document is the property of Access UK

This Document is the property of Access UK

Having thought about your

This Document is the property of Access UK

This Document is the property of Access UK

On a final note, it is important to understand how your data is

When on site or working remotely on your account, our

To make sure the implementation stays on track, it is crucial to

I look forward to meeting you on the workshop for what I am

This Document is the property of Access UK

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