Overview

There are many tools and wizards in the Umana system. Tools are used for system maintenance, configuration and administration. Wizards help carry out complex operations. In general, wizards and tools are available on the Tools menu.

Management Tools

• Alarms - Definition of alarms, actions to take
• Options - System configuration
• Users - Security controls and access rights
• Expressions generator - Construction of expressions for a report, a selection, a calculation
• Dated expressions - Complex operations that take into account one or more parameters
• Counters - Rules for filtering and totalling transactions

Maintenance tools

These tools are similar to those used for reports, but they may be used to update the database. They are found in the Maintenance submenu. They fall under four categories.

• Person and Job - For employee files
• Attendance and Pay - For pay and time banks
• System - Maintenance of the application
• Archiving and purging of data

Wizards

• Mass change: Employees - Make changes to the files of several employees
• Mass change: Employment history - Create new movements affecting a group of employees
• Apply new rates (Raises) - Create movements for employees to apply the new rates already entered in your rates table
• Update positions according to employee - Link the position to the employee who holds it
• Retroactive pay - Create pay transactions to compensate for the difference between the paid amount (based on TIMEDT) and the rate that will have to be paid (according to JOBHIST)
• Generation of salaries - Add normal hours worked at gross pay based on the employee's schedule
• Net pay preparation - Calculate temporary net pay
• ROE - Record of employment - Creates and uploads records of employment
• Time Banks - Termination Wizard - Close and/or pay out time banks following a termination
• Enroll interested persons - Enroll employees interested in developing the skills covered by the course
• Enroll employees - Enroll employees in a course
• Enroll employees in a benefit - Enroll eligible employees for a new benefit
• Update benefits - Terminate the enrollments and updates for coverage and premium