| System Info |
Maintain system title and subtitle -after you create your Orchestra HR instance, you can change your system title and subtitle in this customizing step. |
| Upload Logo |
Upload company logo - logo will be displayed in login page and forms in the application. Logowidth can be changed with parameter LOGOWIDTH later to have more accuracy. |
| System Modules |
Activate/DeActivate modules -select modules you want to use in Orchestra HR. After choosing modules, you also need to check appsi workflows, reports, KPIs and graphics related to selected modules. |
| App. Selections |
Activate/DeActivate applications -select apps where users can access. |
| Workflow Selections |
Activate/DeActivate workflows -select workflows where users can access. |
| Select Reports |
Choose Reports for HR Module -select reports where users can access. |
| Figure Selections |
Activate/DeActivate dashboard KPIs -numbers and figures displays current status of different trends. |
| Graphic Selections |
Activate/DeActivate graphics in dashboards -select graphics for different trends. |
| Upload Config Excel |
Upload Config Excel - this is the second step after you create your Orchestra HR instance. You need to download template excel file and fill your customizing, organization data and employee data and import it to system. If you want you can hide or delete sheets in excel that you do not want to import data in these sheets. |
| Users |
Define users and assign roles - maintain users and roles in this step.
Important user roles;
- ADMIN: Administrative tasks user, has all authorities for company.
- EMPLOYEE: Each employee in company.
- MANAGER: Each employee in company who has team assigned.
- PAADMIN: Employee who has authority to approve infotype requests.
- GUEST: This default role is needed to login. If you want auto logout of any user, you can remove his/her GUEST role.
|
| Update Password |
Reset user password - you can change end user password manually. |
| Parameters |
Maintain system parameters - this table contains parameters from different modules. |
| Employees |
Active employee list, this is the list of people aree working as of today. For SAP integrated system, this list are updated automatically on daily basis. |
| Roles |
System roles, only display, this step is only for information purposes make you learn about Orchestra roles and their meanings. |
| System Logs |
Displays errors occured in application -error with Fatal assignment is already being checked by Orchestra engineers. Logs with Info does not have any impact of system usage. |
| Periodic Job Definitions |
Maintain programs runs periodically -programs that works regularly displayed in this step. |
| Periodic Job Logs |
Display logs from job programs |
| Periodic Job Logs with Errors |
Display logs from jobs with ended errors |
| Employee Admins |
Employee user responsibles, used for time admin and time management shift appprovers. This table can be used also for finding personell admins, payroll admins for employees. |
| Print Forms |
Print or e-mail forms |
| System Check Results |
Check system healt report output, this is import output list created by client healt check report. Please check this table frrequently. Because users with missing e-mails, managers, mobile phone numbers will be reported here. |
| Quick Links |
Maintain quick links in dashboard, any system or external links can be defined in this table. For example, your company has any other application URL link and you want to define this link to your end users, you need to define link, title and subtitle here. |
| Short Org. Data |
Maintain organization data fields in dashboard, fields defined here are displayed in home page, such as company code, personnel are/subarea, you can hide/display or change its captions. Fields here is limited, in case you need custom ones please contact us. |
| Test Connection |
SAP test connection, in this step you can test SAP system access health. Screen is filled by parameters and orchestra pings test api service in your SAP system. |
| Data Transfer Logs |
Display data transfer log history, in case of any transfer from SAP or any other external system that will be listed here. |
| User Action Logs |
User action logs history show which screens, apps, reports, workflows are used by end users. |
| Admin Subs |
Select users to substitute, in order to use system on behalf of any user you need to define his/her username in this table. After you login with admin user, users in this table will be listed at right top corner. You can switch and use system as him/her. Added employee numbers should exist in employees and users table. Please also check and be sure employee and user records exist. Only users with admin can switch these app test users. |
| IP Restrictions |
Restrictions personnel subarea IP access, you can use this table to create restrictions for incoming IP 's. For example if you do not allow specific workplace not to access the system different locations, you can use this table. |
| App Test Users |
Sometimes you may want only specific users should test the specific workflow or page. In this case, you need to define employees from this customizing step. |
| Api Hosts |
If you develop your own workflow or page, you can redirect your workflow or page to different api sources defined here. Rules to handle requests from orchestra can be found in our github in more detail. |
| Data Elements |
Data elements are global captions in orchestra. You can use existing data elements or you can create your company specific data elements like Z[tenant]_[name] format |