General

Use this tab to record information about the modules installed in the software.

Modules Installed

Personnel

This read-only check box is selected when the Personnel module is in use.

Synchronise GP Personnel

Select this check box when Microsoft Dynamics GP is set up in Environment Manager (jsconnection.exe) and to ensure that when you add information to personnel records in the software, the Personnel system in Dynamics GP is also updated.

Session Contracts

This read-only check box is selected when the Session Contracts module is in use.

Payroll

This read-only check box is selected when the Payroll module is in use.

Statutory Calculation

This read-only check box is selected when the Calculation option of the Payroll module is used to provide the gross to net payroll calculation, rather than the data being exported to a third-party payroll package or bureau.

Financial Application

This field reflects the financial application the software interfaces with.  Recognized values are:

  • GP – Microsoft Dynamics GP
  • NAV – Microsoft Dynamics NAV
  • QLF – QL Financials

Refer to Alternative General Ledger for help with interfacing with financial applications that the software does not recognize.

Desktop Version

This field is available in a future release of the software.

Select, from the drop-down list, the desktop you want to use. Select:

  • Dynamics, to use the desktop you have used up till now.
  • Office, to use the new desktop, which features a ribbon with tabs and infotips.

If you make a selection to change the desktop, the setting takes effect only after you close the application and next log in.

Addresses

QAS Installed

Select Yes from the drop-down list if you have QAS installed.  This enables you to generate an address by using just the postcode. For example, if QAS is installed and you select Yes, in the HR Record window (HR Record > Personal Details) a lookup button () is displayed next to the Post Code field, and you can use QAS to find the postcode.

1st Letter in Uppercase

Select this check box to automatically convert the first character of each word in names and addresses to uppercase. For example, when this check box is selected, when you enter an address in lowercase for an employee in the Home Address field on the HR Record window (HR Record > Personal Details), the first character in each word of the address automatically changes to uppercase. For example, “1 the high street” is converted to 1 “The High Street”.

Portal References

HR ID = Windows ID

Select this check box if employee references are equivalent to their Windows username.

If this check is clear, a Windows username must be associated with each employee to enable the HR Portal to display the employees’ information.

Use Maintenance Audit

Select this check box if you want the system to maintain an audit of all changes made to information within it. It is recommended you select this check box.

Use Locking

Select this check box if you want a record to be locked when you update it. For example, if you access the HR Record window (HR Record > Personal Details) to update the personal details for an employee, no one else can access that record when you change it.

Dormant Codes

The following settings determine whether you can set the status to Dormant when you create or amend codes.

Available on New

Select this check box if you want to be able to set a Dormant status when you create codes. For example, if you want the Dormant status to be available when you create a department code (Personnel > Your Organisation > Department), if you select Available on New, you can click Status on the Department window to change the status of the code from Active to Dormant.

Available on Amend

Select this check box if you want to be able to set a Dormant status when you amend codes. For example, if you want the Dormant status to be available when you amend a department code (Personnel > Your Organisation > Department), if you select Available on New, you can click Status on the Department window to change the status of the code from Active to Dormant.

Email Settings

If the software’s email functionality is to be used (for example, in the Workflow module), the system requires further information.

Provider

The preferred email provider is Microsoft CDO. If you select Microsoft Outlook, SMTP Server Address,SMTP Port and From are unavailable because you do not have to specify any details (everything should be set up in Microsoft Outlook to send and receive emails). An alternative option, Microsoft CDO, enables you to send and receive email by using an email server in your organization. If you select Microsoft CDO, you must supply the details in SMTP Server Address, SMTP Port and From. This requires that the email server is setup as an open relay. If this is not desirable, you can enter a username and password to authenticate with the email server.

SMTP Server Address

If you select Microsoft CDO in Provider, type the SMTP server address.

SMTP Port

If you select Microsoft CDO in Provider, type the SMTP port.

From

If you select Microsoft CDO in Provider, type the email address the emails are from.

User Name (optional)

If you select Microsoft CDO in Provider, type the username to authenticate with the email server.

Password (optional)

If you select Microsoft CDO in Provider, type the password for the user.

Use SSL (optional)

If you select Microsoft CDO in Provider and this is checked, emails will be sent through a secure (encrypted) connection.