This page (revision-364) was last changed on 28-Feb-2023 10:02 by Lilia Urtan

This page was created on 26-Nov-2021 10:22 by RForbes

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Version Date Modified Size Author Changes ... Change note
364 28-Feb-2023 10:02 26 KB Lilia Urtan to previous
363 31-Aug-2022 11:09 26 KB Karen Parrott to previous | to last
362 30-May-2022 13:25 26 KB Karen Parrott to previous | to last
361 11-Mar-2022 08:42 26 KB Kevin Higgs to previous | to last

Page References

Incoming links Outgoing links
SYSTEM PREFERENCE
SYSTEM PREFERENCE

Version management

Difference between version and

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!!!System Preferences (as of 5.05 Release)
!!!PERSONALITY 5.05 KEY DIFFERENCES
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[{TableOfContents }]
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!!!Overview
Personality Version 5.05 was built on the base functionality of Personality 5.04 to add features that support new forms and technologies.\\
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Version 5.05 continues to be available with 2 user interfaces: Browser and Administrative/Professional (java swing), however, the sizing was removed from forms. This ensures that they show better in the browser but they __may not show as well in the Admin UI__. \\
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This update brings Multi-Tenancy to Personality.\\
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Multi-Tenancy will be based on site records. The new HRIS version made available by NEOGOV also is multi-tenancy.\\
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Additional new functions in 5.05 merge and simplify some Payroll processes.\\
Other changes include additional screens, reports and functionalities, and many, many bug fixes.\\
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%%information __5.05 marks the end of High Line putting out “Full” releases. Future releases will be based off of Personality 5.05 as small updates are needed.__%%
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!!!Highlights of changes between versions 5.04 and 5.05.\\
At line 3 changed 11 lines
\\ \\
GLOBAL - identifies how to log into the system when setting up a Preference
*N - Login as a Tenant
*Y - Login as MASTER
SETUP BY - identifies what form the Preference is to be setup on
*Site - IMST
*Role - IMRO
*Function - IMFN
*User - IMUS
*Identity -
*Candidate -
!!Multi-Tenancy Database
5.05 introduces Multi-Tenant architecture to the database. This architecture is like an apartment building. All clients share the front gate, the parking garage, the security, and the pool. Each client still has their own private apartment, which is where all your data is securely stored and made unavailable to anyone except you. This means no other client can access your data.\\
At line 24 added 23 lines
Why is this change in architecture important? This architecture allows us to provide all clients with stronger security measures, improved hardware for performance, and a code base to share product and functionality improvements easily with all clients at the same time. It also gives clients an easier transition from Personality to the HRIS platform.\\
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If you are currently an on-premise client or pay to be a hosted Single Tenant, __this change still affects you!__ Database updates and system configuration, including necessary changes to site codes and forms, should be in place before upgrading to Personality 5.05. You may continue to be a Single Tenant even though the new architecture makes it possible for you to become Multi-Tenant.\\
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!!Site Reference Column
All Personality tables now have a SITE_REFERENCE_ID column added to them. This is required to enable the Multi-Tenant database structure. The values required for this column are populated automatically as part of the upgrade to version 5.05. Once active in 5.05, this column is updated each time a new record is added to the database. In the new multi-tenant database, users are limited to the SITE_REFERENCE_ID associated with their user login. This is referenced as the “Tenant” code. The “Tenant” code is the “Site Reference” code seen on IMST.\\
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!!New Lexicons
There are two new fixed lexicons included in the 5.05 release.  The lexicons [X_TABLES_NO_SITE] and [X_TABLES_PARTIAL_SITE] identify the tables that are exceptions to the population of the SITE_REFERENCE_ID. \\
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Both lexicons list tables defined by preloaded values. These are typically provided in seed data that are not subject to change.\\
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Tables not listed in either of these lexicons must have a reference to a tenant site and can be viewed and modified only by that tenant.\\
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%%warning __Note - These lexicons are both fixed and should not be changed by Users.__%%\\
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!__X_TABLES_NO_SITE __
This lexicon lists tables with records that can __never__ be updated or customized by a client.  These are generic values, which are the same for every tenant, and tenant-specific records will never exist for these tables. \\
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For example: States and Provinces do not change by tenant. These records will never contain a reference to the tenant-specific site code but will instead have 'No Site'.
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!__X_TABLES_PARTIAL_SITE__
At line 16 changed 186 lines
||Preference Name || Synopsis || GLOBAL || SETUP BY:
|[1ST_DAY_OF_WEEK|1ST_DAY_OF_WEEK(System_Preference)] | The first day of the week as displayed on date-driven screens| N | Site, Role, Function
|[ADD CALENDAR APPOINTMENT|ADD CALENDAR APPOINTMENT(System_Preference)] | Will allow a user to send automatically an email and add an appointment to outlook calendar for an event (Implemented for Leave Request and Class Registration) | N | Site
|[ALLOW CHLD QUERY|ALLOW CHLD QUERY(System_Preference)] | Allow Advanced Search on sub-tables (DEPRECATED) | -- |
|[ALLOW PP ENTRIES|ALLOW PP ENTRIES(System_Preference)] |Allows a user to enter time entries in a time sheet for a prior period.| N | Site, Role, User
|[ALLOW QUERY|ALLOW QUERY(System_Preference)] | Allow Advanced Search on main table (DEPRECATED) | -- |
|[ALLOW_AUDIT_DETAILS|ALLOW_AUDIT_DETAILS(System_Preference)] | Controls if Audit Details icon is available on forms in SS |N | Site, Role
|[ALLOW_CHANGE_HISTORY|ALLOW_CHANGE_HISTORY(System_Preference)] | Controls if the Change History icon is available on forms in SS | N| Site, Role
|[ALLOW_DEEP_COPY|ALLOW_DEEP_COPY(System_Preference)] | Controls if the Deep Copy is available on forms in SS | N| Site, Role
|[ALLOW_USER_FIELDS|ALLOW_USER_FIELDS(System_Preference)] | Controls if User Fields icon is available on forms in SS |N | Site, Role
|[ALLOW_USER_NOTES|ALLOW_USER_NOTES(System_Preference)] | Controls if User Notes are available on forms in SS |N | Site, Role
|[APPROVAL_ADMIN|APPROVAL_ADMIN(System_Preference)] | Defines an Approval Administrator (DEPRECATED) | -- |
|[APPROVAL_WIP_REC|APPROVAL_WIP_REC(System_Preference)] | Allows users to see records that may enter approval process |N |
|[AS_OF_DEFAULT|AS_OF_DEFAULT(System_Preference)] | Default the AS_OF_DATE | |
|[ATTACHMENTS FLDR|ATTACHMENTS FLDR(System_Preference)] | Application Server folder where report and BLOB files are stored | N | Site
|[ATTCHMNT_TIMEOUT|ATTCHMNT_TIMEOUT(System_Preference)] | Maximum timeout to download reports and other files from the server | N | Site, Role, Functions
|[AUTO COMMIT|AUTO COMMIT(System_Preference)] | Allows the system to save automatically. This is only used for Benefit Self Service | N | Functions
|[AUTO_ADD_ITWO|AUTO_ADD_ITWO(System_Preference)] | Allows new Worker ([ITWO]) records to be created for new hire | N | Site, Role
|[AUTO_APPROVAL|AUTO_APPROVAL(System_Preference)] | Allows automatic moving of an approval entity to the "approved" status under certain conditions including generic approval | Y | Site
|[AWARD_DEFAULT|AWARD_DEFAULT(System_Preference)] | Default Award Status on RAP | |
|[BASE FORM HEIGHT|BASE FORM HEIGHT(System_Preference)] | The base used for form height adjustment standard is 575 (DEPRECATED) | -- |
|[BLANK CHG RSN|BLANK CHG RSN(System_Preference)] | Allows you to have the change reason blank out when entering the Effective Date Dialog | N | Site, Role
|[BLEND USERCALC|BLEND USERCALC(System_Preference)] | UPVEND to combine PPL Records | |
|[BRAND|BRAND(System_Preference)] | Application Brand | Y | Site
|[BSS D REASON REQ|BSS D REASON REQ(System_Preference)] | Determines if Decline Reason is required for Benefit Self Service (DEPRECATED) | -- |
|[BSS EVIDENCE REQ|BSS EVIDENCE REQ(System_Preference)] | Forces an employee to submit documentation before they can submit their Open Enrollment (DEPRECATED) | -- |
|[CASCADE HEIGHT|CASCADE HEIGHT(System_Preference)] | Controls the vertical distance between two cascaded windows in the professional interface | N | Site, Role
|[CASCADE WIDTH|CASCADE WIDTH(System_Preference)] | Controls the horizontal distance between two cascaded windows in the professional interface | N | Site, Role
|[CASCADE WINDOW H|CASCADE WINDOW H(System_Preference)] | Controls the height of a re-size cascaded window in the professional interface (DEPRECATED) | -- |
|[CASCADE WINDOW W|CASCADE WINDOW W(System_Preference)] | Controls the width of a re-size cascaded window in the professional interface (DEPRECATED) | -- |
|[CAYENTA_TEST|CAYENTA_TEST(System_Preference)] | Allow the Cayenta validation routines to be called | N | Site
|[CL_DATE|CL_DATE(System_Preference)] | Apply Contract Limit Rule on Renewal of contracts | |
|[CLASS PERC FULL|CLASS PERC FULL(System_Preference)] | Defines a percentage to use to calculate how close a class is to becoming full | N | Site, Role
|[CLASS WITHD DAYS|CLASS WITHD DAYS(System_Preference)] | Set number of days before the class start when a candidate is allowed to withdraw from a class | N | Site, Role
|[COMP WTCHR ON|COMP WTCHR ON(System_Preference)] | A data watcher for Compensation Rewards | Y | Site
|[CONTRACT BALANCE|CONTRACT BALANCE(System_Preference)] | To control what months contract balancing will occur | N | Site
|[CUSTOM WAGE RATE|CUSTOM WAGE RATE(System_Preference)] | Initiates custom wage rate logic in the system (DEPRECATED) | -- |
|[DATA FILE EXTNSN|DATA FILE EXTNSN(System_Preference)] | Specifies the file extension put on the data files used for transferring information (DEPRECATED) | -- |
|[DB_OUTPUT_BASE_FLDR|DB_OUTPUT_BASE_FLDR(System_Preference)]| To dynamically create reports and files in the OUTPUT directory path through out the application | Y | Site
|[DB PRCSS THREADS|DB PRCSS THREADS(System_Preference)] | Specifies the # of CPU's to use for multi threading specific functions | N | Functions
|[DB SCAN INTERVAL|DB SCAN INTERVAL(System_Preference)] | Controls the interval the DataBase is scanned for changes | Y | Site
|[DB SCAN TIMEOUT|DB SCAN TIMEOUT(System_Preference)] | This preference controls the timeout time frame when the Data Base changes scan occurs (DEPRECATED) | -- |
|[DBUG TRACE DECR|DBUG TRACE DECR(System_Preference)] | Determines the # of trace lines to be removed from the VMJLOG when the maximum number has been reached | N | Site
|[DBUG TRACE LINES|DBUG TRACE LINES(System_Preference)] | Specifies the maximum # of trace lines to be held for the VMJLOG | N | Site
|[DEFAULT_RANGE_MIDPOINT|DEFAULT_RANGE_MIDPOINT(System_Preference)] | Defaults the Position Wage Rate from the Job's Salary Range | N | Site
|[DFLT CHANGE DATE|DFLT CHANGE DATE(System_Preference)] | Change the behavior of the effective date dialog | N | Site, Role
|[DFLT FREQUENCY|DFLT FREQUENCY(System_Preference)] | Identifies the [FREQUENCY_CODE] to use when an arrears record is created when insufficient earnings is engaged during the payroll calculation (DEPRECATED) | -- |
|[DFLT PAYRULE|DFLT PAYRULE(System_Preference)] | Provides for the option to have default Pay Rules record created and used by [UPCALC] when one cannot be located for an employee (DEPRECATED) | -- |
|DFLT_ESS_EFF_DT | Access start date in IEID SS, number of days before the hire date (DEPRECATED) | N | Site
|[DFLT_ESS_USER|DFLT_ESS_USER(System_Preference)] | | N | Site
|[DFT DATE FORMAT|DFT DATE FORMAT(System_Preference)] | This is the display format of dates on forms and web pages | N | Site
|[DFT RECIP START|DFT RECIP START(System_Preference)] | Used to determine how the IBRA Start Date is handled | N | Site
|[DFT_PRENOTE_REQUIRED|DFT_PRENOTE_REQUIRED(System_Preference)] | Use to turn off the Prenote Required toggle on the IPPM form. | N | Site
|[DISTRIB_FMT_EXT|DISTRIB_FMT_EXT(System_Preference)] |Cayenta interface setting (DEPRECATED) | -- |
|[DPS_APPRVL_REQ|DPS_APPRVL_REQ(System_Preference)] | Position approvals required | N | Functions
|[DPS_AVAIL_EXIT|DPS_AVAIL_EXIT(System_Preference)] | Setup for a custom function | N | Functions
|[DS DIALOG|DS DIALOG(System_Preference)] | Used to determine if the Change Reason is to be displayed in the dialog box when change is made on a record | N | Role, Functions
|[EAS CHNG REBLD T|EAS CHNG REBLD T(System Preference)] |Updates the TMSS Timesheet when certain items are changed on the work assignment | N | Site
|[EE TERM DAYS|EE TERM DAYS(System_Preference)] | Specifies the number of days to display terminated employees in the hierarchy | N | Site, Role
|[EE_BE_AMNT_BASIS] | Default Benefit Amount Basis | N | Site, Role
|[EE_HIERARCHY_PR|EE_HIERARCHY_PR(System_Preference)] | Restricts the list of assignments to Prime Assignment only | N | Site
|[EE_R1_GVT_RUN|EE_R1_GVT_RUN(System_Preference)] | Comma separated list of government runs accessible by the Self Service R1 print | N | Site, Role
|[EE_T4_GVT_RUN|EE_T4_GVT_RUN(System_Preference)] | Comma separated list of government runs accessible by the Self Service T4 print | N | Site, Role
|[EE_W2_GVT_RUN|EE_W2_GVT_RUN(System_Preference)] | Comma separated list of government runs accessible by the Self Service W2 print | N | Site, Role
|[EMAIL_ADDRESS|EMAIL_ADDRESS(System_Preference)] | EMail sender for system generated messages | N | Site
|[EMP IMAGE FLDR|EMP IMAGE FLDR(System_Preference)] | Application Server folder where employee pictures are stored | N | Site
|[ENABLE_AUDITING|ENABLE_AUDITING(System_Preference)] | To Enable/Disable system-wide Change Auditing (change logging) which by default is off | Y | Site
|[EQUIPMENT|EQUIPMENT(System_Preference)] | Indicates the external integration to be used for validation (DEPRECATED) | -- |
|[EQ_WARNING_LEVEL|EQ_WARNING_LEVEL(System_Preference)] | Cayenta interface setting (DEPRECATED) | -- |
|[EXTRCT DATA FLDR|EXTRCT DATA FLDR(System_Preference)] | Application Server folder where X-type functions extract their data to | N | Site
|[EXT_ROWS_REQ|EXT_ROWS_REQ(System_Preference)] | Cayenta interface setting (DEPRECATED) | -- |
|[EXT_URL|EXT_URL(System_Preference)] | Cayenta interface setting - Holds the Cayenta URL that will answer to queries (DEPRECATED) | -- |
|[FOCUS ENABLED|FOCUS ENABLED(System_Preference)] | Allows users to enable focus by using a People List to focus the finds of the Employee related screens | N | User
|[FOCUS EPL_ID|FOCUS EPL_ID(System_Preference)] | Specifies the ID of the People list that the Focus will be set to when enabled | N | User
|[FOOTER INFO|FOOTER INFO(System_Preference)] | Attach a document as a Footer to a Function | |
|[FORM TOOLBAR|FORM TOOLBAR(System_Preference)] | Name of menu used to define the form toolbar | N | Site
|[FTE_CHCK_ROUTINE|FTE_CHCK_ROUTINE (System Preference)] | Identifies a user exit to be invoked upon entry of the Required FTE field | N | Site
|[GEN IN OUT OCC|GEN IN OUT OCC(System_Preference)] | Value required | N | Site
|[GOVT REGIST RULE|GOVT REGIST RULE(System_Preference)] | Determines how multiple employments should be grouped together (DEPRECATED) | -- |
|[HEADER INFO|HEADER INFO(System_Preference)] | Attach a document as a Header to a Function | |
|[HELP_URL|HELP_URL(System_Preference)] | The URL (web address) that points to the Wiki server | N | Site, Role
|[HIERARCHY_LISTENERS|HIERARCHY_LISTENERS(System_Preference)]|Disable the Listener that rebuilds the manager heirarchy when a form is modified| Y | Site
|[HIDE_SPLSH_MENUS] | Internal preference for controlling Self Service presentation | N | Identity, Candidate
|[HL TEMP DIR|HL TEMP DIR(System_Preference)] | Specifies the location that will be used for temporary client files | N | Site, Role
|[IGN JOBFAM IN PR|IGN JOBFAM IN PR(System_Preference)] |in IPPH, ignore job family settings on position when overriding JOB | N | Site, Role
|[INPT DATE FORMAT|INPT DATE FORMAT(System_Preference)] | Specifies the date formats that can be used for Keying dates in | N | Site
|[JOB/UNIT MATCH|JOBUNIT MATCH(System_Preference)] | [UPAUDT] will provide a warning message when unit & job do not match (DEPRECATED) | -- |
|[LDAP AUTH ON|LDAP AUTH ON(System_Preference)] | Enables LDAp / Active Directory authentication | Y | Site
|[LDAP ENCRYPTION|LDAP ENCRYPTION(System_Preference)] | Hash algorythm used to encrypt passwords on LDAP server | Y | Site
|[LDAP FACTORY|LDAP FACTORY(System_Preference)] | | Y | Site
|[LDAP_UNAME_LCASE|LDAP_UNAME_LCASE(System_Preference)] | Used to determine if user names must be converted to all lower case | Y | Site
|[LEAVE_APPRVL_REQ|LEAVE_APPRVL_REQ(System_Preference)] | Used to flag that leaves must be approved before processing | N | Role
|[LEAVE_AUTO_SUB|LEAVE_AUTO_SUB(System_Preference)] | Used to turn on/off automatic submit on Leave Form (My Leave Planning - WEALP) | N | Role
|[LOAD DATA FLDR|LOAD DATA FLDR(System_Preference)] | Application Server folder where import functions get their files | N | Site
|[LOAD TO SERVER|LOAD TO SERVER(System_Preference)] | This preference allows files to be uploaded to the server | |
|[LOAD_BATCH_SIZE|LOAD_BATCH_SIZE(System_Preference)] | Commit size for bulk loading through LMTD based functions | N | Functions
|[LOGI_STUB_TARGET|LOGI_STUB_TARGET(System_Preference)] | | N | Site
|[LOGI_SUPPRESS_CL|LOGI_SUPPRESS_CL(System_Preference)] | | Y | Site
|[LOGIINFOGOURL|LOGIINFOGOURL(System_Preference)] | | Y | Site
|[LOGIINFOGOURL_OF|LOGIINFOGOURL_CL(System_Preference)] | | Y | Site
|[LOGISERVERURL|LOGISERVERURL(System_Preference)] | | Y | Site
|[LOGISERVERURLSEC|LOGISERVERURLSEC(System_Preference)] | | Y | Site
|[LOGIN_PANEL_PICTURE_URL|LOGIN_PANEL_PICTURE_URL(System_Preference)] | Fully qualified URL for the Image on the Login Page in Self Service. | N | Site
|[LOG IN ATTEMPTS|LOG IN ATTEMPTS(System_Preference)] | Specifies the number of login attempt allowed (DEPRECATED) | -- |
|[LOGIN_ATMP_LIMIT|LOGIN_ATMP_LIMIT(System_Preference)] | Number of consecutive unsuccessful attempts to allow for self service (DEPRECATED) | -- |
|[LOGIN_CLEAN_PRD|LOGIN_CLEAN_PRD(System_Preference)] | How often (in minutes) the grace period that forgives unsuccessful attempts should be executed (DEPRECATED) | -- |
|[LOGIN_GRACE_PRD|LOGIN_GRACE_PRD(System_Preference)] | How long (in minutes) that the IP Address is blocked after unsuccessful attempts to self service (DEPRECATED) | -- |
|[LOV_VAL_DELAY_MS|LOV_VAL_DELAY_MS(System_Preference)] |Sets a delay period for auto-completion of fields | N | Functions, User
|[MAX SCROLL ROWS|MAX SCROLL ROWS(System_Preference)] | Specified the number of rows to display in Self Service before scrolling | Y | Site, Role
|[MEDIA EXTSN|MEDIA EXTSN (System_Preference)] | The extensions allowed for all media file uploads | N | Site, Role
|[MEDIA MAX SIZE|MEDIA MAX SIZE(System_Preference)] | The maximum size of media file uploads | Y | Site, Role
|[ORACLE_BIPUBLISH|ORACLE_BIPUBLISH(System_Preference)] | | Y | Site
|[NO_DATE_CONTEXT|NO_DATE_CONTEXT(System_Preference)] |Turn off date context data entry in selected screens (DEPRECATED) | -- |
|[PA CTXT WTCHR ON|PA CTXT WTCHR ON(System_Preference)] |Turn off the background watcher for PA status changes | Y | Site
|[PAGE FOOTER ON|PAGE FOOTER ON(System Preference)] | Hide the page footer in self service (DEPRECATED) | -- |
|[PERFORMANCE FLDR|PERFORMANCE FLDR(System Preference)] | Identifies directory to create a performance statistics CSV file | |
|[PRINT FINAL PAGE|PRINT FINAL PAGE(System_Preference)] | Indicates whether the final page is printed on each Windward report | Y | Site, Role, Function
|[PROACTV_WF_LIMIT|PROACTV_WF_LIMIT(System_Preference)] | Maximum number of records that a Pro-active workflow will process | N | Site
|[PRT FORM NAME|PRT FORM NAME(System_Preference)] | Specifies the function to be used for print version of a screen | N | Function
|[PTR_PRE_ST_DAYS|PTR_PRE_ST_DAYS(System_Preference)|PTR_PRE_ST_DAYS(System_Preference)] | Specifies the number of days prior to the period start date, the date on IPTR can be entered | Y | Site
|[PTS_CHCK_ROUTINE|PTS_CHCK_ROUTINE(System_Preference)] | This preference will identify a PL/SQL function that is called on timesheet action ACT_VALIDATE_SUBMIT_TIME_SHEET_NO_DLG to determine if the timesheet can be submitted or not | N | Function
|[PTS RDY PR FRZN|PTS RDY PR FRZN(System_Preference)] | Indicates whether changes can be made on timesheets | N | Site, Role, Function
|[QUICK_ENTRY_FRM|QUICK_ENTRY_FRM(System_Preference)] | For the IPQE screen as a indicator for one to one behavior (PTR, PTRC) | N | Function
|[REP CACHE EXPIRY|REP CACHE EXPIRY(System_Preference)] | Oracle Reports: How long the report output is available in the Oracle Report Server Cache (DEPRECATED) | -- |
|[REP DB ALIAS|REP DB ALIAS(System_Preference)] | This value is passed to the Oracle Reports Server to tell it which database to use when running the (DEPRECATED) | -- |
|[REP PARM SELECT|REP PARM SELECT(System_Preference)] | Turns on the ability to use Parameter Sets for business roles in Self Service | N | Site
|[REP SERVER IP|REP SERVER IP(System_Preference)] | IP Address of the Oracle Reports Server (DEPRECATED) | -- |
|[REP SERVER NAME|REP SERVER NAME(System_Preference)] | This is the name of the Oracle Reports Server that the report is to run on (DEPRECATED) | -- |
|[REP SERVER PORT|REP SERVER PORT(System_Preference)] | This is the port that the Oracle Reports Server is accessed through (DEPRECATED) | -- |
|[REP_FAIL_WAIT|REP_FAIL_WAIT(System_Preference)] | This is the maximum number of seconds a report will wait to confirm with the server that the report has actually failed | N | Site, Role
|[REP_MARGIN_HRS|REP_MARGIN_HRS(System_Preference)] | A Time margin for missed scheduled reports | Y | Site
|[RSTRCT_INCL_NULL|RSTRCT_INCL_NULL(System_Preference)] | Determines if object security should include or exclude null value | |
|[SAML_LAUNCH_PAGE|SAML_LAUNCH_PAGE(System_Preference)] | Required for SAML setup. Value denotes URL of launch page with SAML login links are liste | Y | Sited
|[SAML_LOGOUT_OF_IDP|SAML_LOGOUT_OF_IDP(System_Preference)] | Enabling this preference will log users out of the Identity Provider every time the User logs out of the application | Y | Site
|[SAML_LOGOUT_ON_ERROR|SAML_LOGOUT_ON_ERROR(System_Preference)]| Enabling this preference logs the User out of the Identity Provider when an error is encountered at login, during authentication | Y | Site
|[SCHED HRS ALIAS|SCHED HRS ALIAS(System_Preference)] | Determines where 'Scheduled Hours' are taken from when function [UPCAPERSXML] is run | |
|[SECURE USER|SECURE USER(System_Preference)] | Determine if a user has access to his own records | Y | Site
|[SECURITY BY EAS|SECURITY BY EAS(System_Preference)] | Data Security By Assignments (DEPRECATED) | -- |
|[SHOW ACTION LBL|SHOW ACTION LBL(System_Preference)] | Show labels beside icons | N | Site, Role, Function, Identity, User
|[SHOW FORM TOOLBR|SHOW FORM TOOLBR(System_Preference)] | Show the form toolbar on the function | N | Function
|[SHOW STACK TRACE|SHOW STACK TRACE(System_Preference)] | Show verbose data base error messages | N | Site
|[SHOW UD INDICATR|SHOW UD INDICATR(System_Preference)] | Allows a small indicator to show beside form items that are marked as "User Defined" in Self Service (DEPRECATED) | -- |
|[SHOW_VMJLOG|SHOW_VMJLOG(System_Preference)] | This turns on the ability to use the VMJLOG screen for debugging issues | N | Site, Role
|[SHW_MFN_CODE|SHOW_MFN_CODE(System_Preference)] | | Y | Site, Role
|[SHW_MFN_CODE_MOB|SHW_MFN_CODE_MOB(System_Preference)] | | Y | Site
|[SHW_MFN_DESC|SHW_MFN_DESC(System_Preference)] | | Y | Site
|[SHW CUR REC ICON|SHW CUR REC ICON(System_Preference)] | In a table show the ‘dot’ next to each record (DEPRECATED) | -- |
|[SHW FCODE IN TTL|SHW FCODE IN TTL(System_Preference)] | Show the function name in the Title line in the SelfService application | |
|[SITE_ADMIN_EMAIL|SITE_ADMIN_EMAIL(System_Preference)] | Email address of the Site Administrator, used to send email if the Application Server loses the DB connection | N | Site
|[SITE_LOGO_URL|SITE_LOGO_URL(System_Preference)] | Fully qualified URL for the Logo Image in Self Service. Used for Home Function in 5.04 | Y | Site
|[SS APP TIMEOUT|SS APP TIMEOUT(System_Preference)] | Specifies the amount of time the SelfService application may sit idle before logging the user out (expressed in MINUTES) | N | Site, Role
|[SS APP WIDTH] | The value (in pixels) of the default width of the main body layout of the SS Application (DEPRECATED) | -- |
|[SS APP WIDTH MAX] | Set the Maximum number of pixels for a self service form to display (DEPRECATED) | -- |
|[SS APP WIDTH MIN] | Set the Minimum number of pixels for a self service form to display (DEPRECATED) | -- |
|[SS DLG TIMEOUT|SS DLG TIMEOUT(System_Preference)] | Specifies the timeout period for Self Service dialogs (DEPRECATED) | -- |
|[SS FORMS IN EP|SS FORMS IN EP(System_Preference)] | Allows the Self Service (W%) forms to display in Professional | N | Site
|[SS LOGIN TYPE|SS LOGIN TYPE(System_Preference)] | Used to dynamically choose the type of employee login into Self Service | Y | Site
|[SS_AJAX_TIMEOUT|SS_AJAX_TIMEOUT(System_Preference)] | Controls how long the system will try to retrieve a form within Self Service before timing out (DEPRECATED) | -- |
|[SS_EMPTY_FRM_MSG|SS_EMPTY_FRM_MSG(System_Preference)] | Displays a message in a Self Service form when there is no data to display (DEPRECATED) | -- |
|[SS_LPANEL_WIDTH] | The value (in pixels) of the default width for the left-side expandable panel containing the main menu and the Manager's Hierarchy in the SS Application | Y | Site
|[SS_RPANEL_WIDTH] | The value (in pixels) of the default width for the right-side expandable panel containing the Related Tasks (drill downs) in the SS Application | Y | Site
|[SS_REW2|SS_REW2(System_Preference)] | Determines if the REW2 should be made available to all employees, regardless of the ‘Electronic Consent’ setting | N | Site
|[STALE DATA PERIOD|STALE DATA PERIOD(System_Preference)|STALE DATA PERIOD(System_Preference)] | Controls how often a client form calls the server to check if the data it is currently holding has gotten stale or out of date | N | Site
|SUPPLIER | Required if integrating with Cayenta (DEPRECATED) | -- |
|[TIME FORMAT|TIME FORMAT(System_Preference)] | Format that TIME fields are displayed in | N | Site, Role
|[UPTR CLEANUP|UPTR CLEANUP(System_Preference)] | Batches processed by UPTR will be marked as 'Processed' regardless of any transactions that are in error | |
|[US IPRLUS W4 OPTION|US IPRLUS W4 OPTION(System Preference)] | Allows the users to define how to set up the Federal W4 form and State W4 forms on IPRLUS for each employee| Y | Site
|[US STE LOG DIR|US STE LOG DIR(System_Preference)] | Specifies Output directory for the Symmetry log file | Y | Site
|[US STE LOG FILE|US STE LOG FILE(System_Preference)] | Specifies an overridden log file name for Symmetry | Y | Site
|[US STE LOG LEVEL|US STE LOG LEVEL(System_Preference)] | Specifies a logging level for the Symmetry log file | Y | Site
|[US TAX HOST NAME|US TAX HOST NAME(System_Preference)] | Specifies the server name of where the SymmetryTaxServer is installed | Y | Site
|[US TAX PERFORMCE|US TAX PERFORMCE(System_Preference)] | Specifies if the tax performance statistics are to be printed in UPCALC | Y | Site
|[US TAX PORT NUM|US TAX PORT NUM(System_Preference)] | Specifies the port number the SymmetryTaxServer will use to listen to incoming tax requests | Y | Site
|[US TAX RECIP|US TAX RECIP(System_Preference)] | Specifies a default reciprocity agreement for all employees | Y | Site
|[US TAX SERIES|US TAX SERIES(System_Preference)] | Determines if the HL Server should be pinged when the function [UPCALC] is run. Must be set up at global level, can be set up at tenant level to allow "Tax Editor". Tenant value must match the global value. | Y | Site
|[USE ALTERN DTC|USE ALTERN DTC(System_Preference)] | Used and maintained by the Add Or Update Preferences dialog on [WETTS] | N | Identity
|[USE HELP WIKI|USE HELP WIKI(System_Preference)] | Use the new Wiki for Help functionality (DEPRECATED) | -- |
|[USER_RPO_STATUS|USER_RPO_STATUS(System_Preference)] | This preference is used to list which statuses are required and the order to advance the posting | N | Function
|[VIEW_REPORT_LIST|VIEW_REPORT_LIST(System_Preference)] | Controls if the View 'LIST' report icon is available on forms in Self Service | N | Function
|[VIEW_REPORT_CANCEL|VIEW_REPORT_CANCEL(System Preference)] |Controls if the 'Cancel' icon is available on report forms in Self Service | N | Role
|[VIEW_REPORT_HISTORY|VIEW_REPORT_HISTORY(System Preference)] |Controls if the 'History' icon is available on report forms in Self Service| N | Role
|[WEB THEME|WEB THEME(System_Preference)] | Determines the style folder that the SS world looks for images and style sheets under (DEPRECATED) | -- |
|[WEB_MENU|WEB_MENU(System_Preference)] | Allows clients to attach a specific web menu (created in [IMMU]) to the role | |
|[WEB_SPLASH|WEB_SPLASH(System_Preference)] | Determines the splash menu to show on the home page for the business role | |
|[WORKFLOW_TRACE|WORKFLOW_TRACE(System_Preference)] | Turn on tracing to assist in troubleshooting workflow | N | Site
|[X ENTITY MGT|X ENTITY MGT(System_Preference)] | Allow Aprovals to cross Entities | N | Site, Role
This lexicon lists the tables in which clients are allowed to add new, tenant-specific records to customize their experience.\\
Since some records will have the site ID populated and others may not have a site reference, these tables remain ‘Partial Site’.\\
\\
For example, Functions (IMFN) - every tenant has access to the forms that are provided while still having the option to create their own functions & forms for their users.\\
The “Pre-Loaded” (supplied) function does not contain a reference to any specific tenant sites.\\
Any “User Defined” new records (User Created) will have a reference to the tenant site which created it. \\
!!New Database Function\\
To ensure the SITE_REFERENCE_ID column is populated correctly, on all INSERT triggers, the P2K_SESSION.DETERMINE_SITE function will pull from the values documented in the lexicons above if the site is NULL. The value inserted into the SITE_REFERNCE_ID will not be changed on any subsequent updates to the record.\\
\\
Before going through the upgrade, review the value of your current Site Code (IMST) as this will have an impact on some DB user names and roles (see section “New Admin Users”). We recommend keeping the site code short if you’re still using the Admin User Interface. Site records on IMST will be set up for the Base site and the Master site.\\
\\
!!Changes to Forms (IMFDH)\\
The [IMFDH] screen is one of the key places where users may notice changes in the multi-tenant environment.\\
In the new multi-tenant set-up, users are not able to make any changes to preloaded data, including form definitions, unless logged in as a MASTER (Admin UI) user.\\
Preloaded screens will still allow the addition of fields as long as they are “User Defined”. Any preloaded aspect of the form will no longer be modifiable. It has always been a best practice to not alter the default set up of a form. In Personality 5.05, this practice is not just best practice; it is now a requirement.\\
\\
!!User Profile Changes (IMUS)\\
There are several changes to the ADMIN user roles in 5.05. The P2K user profile should no longer be used within the Admin or Browser User Interface. The P2K user profile has been replaced by MASTER and MASTER_[[SITE_CODE] user profiles. The P2K_USER role, as defined on IMRO, is still a requirement for all users and should be included in all user profile setups, including these new administrator profiles.\\
\\
!__P2K User Profile__
The P2K user profile should no longer be used to log into the application in the Admin User Interface. \\
The P2K user profile will not have access to any data and should be treated as a “Schema” only.   If you sign in as P2K, the system will appear to be __empty__.  \\
The P2K user profile user is replaced with the MASTER_(SITE_CODE) user profile. \\
The P2K user profile can still be used to see everything at the Database level. \\
Symmetry is site independent with installation and the owner is still under the P2K schema.\\
\\
!__MASTER User Profile__
The MASTER user profile is used to access and modify global data. In the SAAS model, this user is not accessible to end users. In the non-SAAS model, MASTER is added to every database.  \\
Custom integrations, links, ODBC connections, etc. that currently use P2K need to be changed to the Master user of the base site. The P2K user profile can be used to access data at the DB level and the MASTER user profile should not be used.\\
Preloaded items cannot be changed from any sites except the MASTER. While MASTER can modify forms, it is not the recommended practice.\\
When logged into the Admin User Interface, the MASTER user profile is not able to access any employee data. A new entity was created named ADMINISTRATION. This entity and all its related data are visible to the MASTER user alone. This entity is hidden from all other user types logging into the environment.\\
The SITE CODE for the MASTER user profile on IMST is MASTER.\\
\\
When accessing the Browser UI, the MASTER user profile is associated with an identity record on IEID called “Super User.” \\
The Access Code used to log into the BROWSER UI on IEID is ADMIN_MASTER.  \\
The User Profile associated with this identity record is MASTER\\
\\
!__MASTER_[[SITE_CODE] User Profile__
While the MASTER user profile controls the records that are global in nature, a site-specific admin user is also required. The MASTER_[[SITE_CODE] user profile now replaces the P2K user profile when accessing the User Interface. \\
\\
In this document [[SITE_CODE] represents the value found in the SITE_CODE column found on IMST.\\
After the database is loaded and prior to installation of the 5.05 software, please update the site code (IMST) to make the code meaningful and to not have spaces or dots. Once the 5.05 software is loaded, the master admin and self-service users are created using the site code.  \\
P2K preferences and logics (i.e. Setting preferences on forms, Establishing Report Parameters, Publishing Usercalcs,etc) will be transferred to the MASTER_(SITE_CODE) user profile.\\
Preferences that are noted as Global should be established using the new MASTER_(SITE_CODE) profile.\\
\\
%%warning Note - To avoid any conflicts, all scheduled jobs should be canceled before any major upgrades and then rescheduled after.%% \\
\\
The username to log into the Admin User Interface is the MASTER_[[SITE_CODE] from IMST\\
\\
For example: the site code in our test environment is TRAIN, therefore the sign-in user is MASTER_TRAIN.\\
After completing the upgrade process, users may initially log in with the password “p2k”. It is highly recommended that clients change their password as soon as possible.\\
Site data is only visible to a user logged into that site. \\
\\
When accessing the Browser User Interface, the MASTER_[[SITE_CODE] user profile is associated with an identity record on IEID called “Super User1”. The number in the name of the user increases with each new tenant record (User1, User2, User3, etc.). Most clients are not expected to have more than one tenant record. \\
The Access Code used to log into the BROWSER user interface on IEID is ADMIN_MASTER_[[SITE_CODE].  \\
This identity record’s user profile is MASTER_[[SITE_CODE].\\
\\
!__Payroll Process Smoothing__
[UPPAY] - Payroll Batch Audit and Pay Calculation Report \\
UPPAY is a new function that allows payroll users to do both the audit and calculation of pays using one function. This merges UPAUDT ‘Payroll Batch Audit Report’ and UPCALC ‘Pay Calculation Report’. The new function does the UPAUDT for selected Payroll and Batches and if batches
are balanced and audited, then it automatically runs UPCALC. If there is a correction that requires UPUNDO ‘Undo a Pay Run’ and brings at least one pay header to a ‘To Be Audited’ stage, UPPAY can be run again after the UPUNDO is complete.
UPPAY uses single thread processing.\\
\\
[UPCLOSEPAY] - Close and Disburse Pay \\
UPCLOSEPAY is a new function that allows payroll users to close the pay runs and disburse them using one function. This merges the UPCLOZ ‘Close a Pay Run’ and UPDISB ‘Disburse Pay’ for pay runs. The
function does the UPCLOZ for the selected payroll and pay runs and then UPDISB for the same payroll and pay runs. If there is a correction that requires UPUNDISB ‘Undisburse a Payrun’. run UPDISB after the UPUNDISB.\\
\\
!__Transaction Loading__
Location and Tax Jurisdiction Information can now be loaded to IPTL ‘Manage Loaded Pay Lines’ and processed by UPTL ‘Loaded Pay Transactions Report’. UPTL now supports the creation of Pay Headers with this
information overridden and creates multiple timesheets if multiple jurisdictions are found. The new fields added are HOME_JURISDICTION, WORK_JURISDICTION, and WORK_LOCATION.\\
\\
!!__General / Miscellaneous__\\
!Field Sizes Increased
Column sizes and field sizes were increased for the fields below. Server code referencing these fields was updated to support the increased sizes.\\
Passwords increased from__ 16 to 30 __characters\\
Columns with the domain Code increased from__ 16 to 60__ characters \\
Columns with the domain Description increased from __50 to 200__ characters\\
User Profile added to Employments\\
Self-service user profiles can now be attached to an employment. When an employee is terminated and then re-hired, the older employment record can have a different, more restricted user profile.\\
\\
!HELP_URL
Personality 5.05 supports linking the Wiki (also known as Knowledge Base or Internal Wiki) to the role level using the updated HELP_URL preference. With this change, regular self-service users can have a
different Wiki than Administrators. The preference HELP_URL was updated to have the "Applies to Role" toggled on. This automatically sets the preference at the role level on IMRO. If this preference is set at the site
level on IMST, this will be used for all users except those who have this overridden on their role (i.e. WWW_EMPLOYEE role).\\
\\
!Open Enrollment
Flex Plan Running Amounts and Totals are now displayed in Self Service Open Enrollment.\\
Feature added to allow the system to determine which plans/coverages are dependent on other plan choices. A new table P2K_BE_PLAN_DEPENDENCIES (BPD) was created. \\
\\
!Personnel Action
ISPY PA Type Tables can now be updated automatically with the new columns once a PA is created (‘Create/Refresh All PA Columns for Tables’)\\
New function ISFPT ‘Maintain Function PA Types’ is the screen to set up a function’s PA Type.\\
This form contains the PA Type that is associated with a function.\\
Each function can only be linked to one PA Type.\\
A PA Type can apply to multiple functions.\\
Removed PA Type field from the IMFD and IMFDH screens. \\
\\
!!__New Functions__
Below is a list of new functions in 5.05.\\
\\
!__Analytics Dashboard__
||__FUNCTION__||__DESCRIPTION__
|[DASHBOARD_CONF]|User Configurable Dashboard
|[MSS_DASHBOARD_CONFIG]|Mgr. Configurable Dashboard
\\
!__Analytics Dashboard Panel__
||__FUNCTION__||__DESCRIPTION__
|[BBDD]|Benefits Dynamic Dashboard
|[BBSH]|Benefits Static Dashboard
|[BDATDM]|Dash - Approvals to Do
|[BDQL]|Dash - Quick Link Icons
|[BECTA]|Dash - Emergency Contacts (Admin)
|[BEDD]|Human Resources Dynamic Dashboard
|[BESH]|Human Resources Static Splash
|[BET4]|Print My T4 form
|[BEW2]|Print My W2 form
|[BPDD]|Payroll Dynamic Dashboard
|[BPSH]|Payroll Static Dashboard
|[BPTC]|Dash - Total Compensation
|[BTADD]|Time and Attendance Dynamic Dashboard
|[BTASH]|Time and Attendance Static Dashboard
|[BWTDM]|Dash - Workflow to complete
\\
!__Interactive Screen__
||__FUNCTION__||__DESCRIPTION__
|[IDVARA]|View All Approval Records (Admin)
|[IMSOIC]|Candidate Document Signoff by Doc
|[IMSOIE]|Employee Document Signoff by Doc
|[IMTRM]|Maintain Trace Modes (Changes lost after restart)
|[IRNB]|Maintain NGV Benefits
|[ISFPT]|Maintain Function PA Types
\\
!__Reports__
||__FUNCTION__||__DESCRIPTION__
|[REBES2]|Employee Total Compensation Statement
|[RPGLP]|Payroll G/L Distribution Report
|[RPGLX]|Payroll G/L Distribution Report
|[RPW2W4TB]|Produce W2 forms
\\
!__Self Service Screen__
||__FUNCTION__||__DESCRIPTION__
|[WAPSN]|Deductions
|[WAPTSS]|Enter Employee Timesheets
|[WAPWC]|Process Wage Changes
|[WASPA]|Maintain Personnel Actions
|[WAVEEP]|Employee Profile
|[WCRAS_INTV]|My Interview Time Options
|[WCRAS_SPLASH_INTV]|My Assessments
|[WEPETBWD]|My Time Card - Entered Time By Week Date
|[WETETBWD]|My Projected Timesheet - Entered Time By Week Date
|[WEVBEN]|My Benefits
|[WMEPR]|Process Promotions
\\
!__Update Process__
||__FUNCTION__||__DESCRIPTION__
|[UEINH]|Import Employee Hires
|[UEINHF]|Generate Interface Format for Importing New Hires
|[UFBUIF]|Create Budget Interface File
|[UPCLOSEPAY]|Cloz and Disburse Pay
|[UPCTER]|Change Timesheets Edit Rights
|[UPPAY]|Payroll Batch Audit and Pay Calculation Report
|[UVACAMONTHLY]|ACA Monthly Data Processing
\\
!!__New  Windward Reports__\\
\\
Below is a list of the new or existing reports that were converted to Windward, most are in .xlsx format.\\
||__REPORT__||__DESCRIPTION__
|[RPFRS]| Florida Retirement Report
|[RPSNR]| Sundry Register
|[RFBU]| Budget Structures Report
|[RPNYRS]| New York State Retirement Report
|[UPORPERS]| Report Oregon State PERS
|[UPWAPERSW]| Report Washington State PERS
\\
!!__New Preferences__\\
Below is a list of the new preferences. For more information see the [system preferences|SYSTEM PREFERENCE] page.\\
\\
||__PREFERENCE__||__DESCRIPTION__
|[ADD CALENDAR APPOINTMENT|ADD CALENDAR APPOINTMENT(System_Preference)]|The preference ADD CALENDAR APPOINTMENT will allow a user to automatically send an email and add an appointment to outlook calendar for an event (Implemented for Leave Request and Class Registration)
|[DB_OUTPUT_BASE_FLDR|DB_OUTPUT_BASE_FLDR(System_Preference)]|This preference is for new logic that allows output directory option on reports and dynamically creates and saves directory on DB
|[DEFAULT_RANGE_MIDPOINT|DEFAULT_RANGE_MIDPOINT(System_Preference)]|Defaults the Position Wage Rate from the Job’s Salary Range.
|[DFT_PRENOTE_REQUIRED|DFT_PRENOTE_REQUIRED(System_Preference)]|This preference will allow the user to turn OFF the PRENOTE_REQUIRED toggle on insert. Default value is Y.\\ \\ If this preference is set to N the PRENOTE_REQUIRED toggle will be turned OFF.\\ \\ NOTE: the PRENOTE_REQUIRED toggle is turned ON only when the PRENOTE_DAYS on Payroll Bank Accounts is not null. \\ \\ Setting the preference value to Y will not turn the PRENOTE_REQUIRED toggle ON if the PRENOTE_DAYS on Payroll Bank Accounts is null
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![Notes|Edit:Internal.SYSTEM PREFERENCE]
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This page (revision-364) was last changed on 28-Feb-2023 10:02 by Lilia UrtanTop