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Carval System Administration and Setup Course

System Administration & Setup training has a duration of 1 day and aims to meet the following objectives:

  • guidance on how to set up users of Carval HR Unity and how to set up the security of the system
  • review of other administrative responsibilities, e.g. password control, allocation of Personnel Numbers, setting file paths, and administering scheduled reports
  • top-level configuration of system impacting on all Unity modules, including the setting up of:

- companies, departments, cost centres, and locations

- posts/job titles

- absence codes for different types of absences

- holiday schemes to enable the system to calculate and track employees’ holiday entitlement

- company benefits

  • setting up and running the Event Diary which will trigger reminder emails when key dates are impending
  • introduction to Workflow and how it operates within the HR Unity environment
  • scheduling reports to run at specified times and have then emailed to colleagues
  • running the Quick Enquiry utility for quick data exports to Excel
  • advice on Support Desk procedures

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Further information

The course will run from 09.30 to 16.00 and is broken down into the following areas:

HR Administrator

The main responsibility of the Carval HR Administrator is  setting up users of the system and also the security of the system.  There are some additional settings the Administrator must attend to, e.g. allocation of personnel numbers, defining certain file paths, etc., and these are also covered in this session.  There are also Language settings, where the administrator can change the terminology on some of the screens, and Theme settings where the administrator can apply a corporate colour to the system.

System Preparation

This session covers a lot of material and will guide candidates through a comprehensive and detailed tour of how to prepare the system for day-to-day operational use.  This includes setting up companies, departments, cost centres, locations, posts, grades, lookup codes (used to populate drop down lists), holiday schemes, absence management techniques, company benefits, and more. 

Event Diary

This is a utility that allows the user to :

  • select one or more key dates
  • set the system to check periodically for these dates
  • automatically trigger reminder emails to relevant employees (when they are pending)

Workflow 

This is a utility that allows the administrator to define workflows by creating a series of tasks which can be assigned to individual employees or a group of employees.  As the workflow moves from task to task the relevant employee (or group) is emailed to make them aware of a task they need to carry out.  During this session candidates will learn how to define a workflow, how to trigger a workflow, and also how to track the progress of a workflow.

Report Scheduler 

Standard reports and user-defined reports can be scheduled to run at periodic intervals, e.g. a sickness report may be scheduled to run every Monday morning reporting on the previous week’s sickness absences.  As part of setting up the schedule, the report can then be emailed automatically to colleagues.

Quick Enquiry 

This is a utility that allows the user to create a simple and quick query that will automatically export the results to an Excel spreadsheet.

Support Desk Procedures

The course is brought to an end with advice and guidance on how to raise calls with the Support Desk and how those calls are managed.

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