iHRIS:Administer the System

Configure System

Click Configure System on the main menu to access options for setting up and customizing iHRIS. Here is where you can set up dropdown menus, configure modules that will be used in the system, create and manage reports, export and import data, and create and update user accounts. Only the System Administrator and the HR Manager can access the Configure System page. The Administrator can access all functions on this page, but the HR Manager can only access the Administer Database functions.

The System Administrator manual (to be written) will contain extensive documentation for the following functions in the Configure System menu:

• Configure Modules

• Manage Reports

• Browse Magic Data

• Manage Locales

• Background Processes

• Cached Forms

See the section Configure the Database for Use under iHRIS Manage or iHRIS Qualify for help with administering the database. See Administer User Accounts for help with administering users. See The Customized Report Builder section for more information on managing reports.

Configure Modules

Click Configure Modules to enable new modules and customize all modules that have been installed for use in iHRIS. This page lists all modules that have been installed for the system, including those that were installed with the main software package and any modules you may have installed separately. Only the System Administrator can configure modules.

A checkbox appears beside most module names. If the checkbox is checked, the module is enabled, or turned on. Most modules are enabled by default. Click the checkbox to remove the check and disable the module, if it is not needed; you will then have to click the Enable button at the bottom of the page to save the change. The module can be re-enabled at any time by re-checking the box and clicking Enable again. Note that if the checkbox does not appear, the module is required for iHRIS to operate properly and cannot be disabled.

Beside most modules a Configure link appears. Click Configure to open a new screen showing all options for that module. These modules will change depending on the module that is selected. Use this page to customize settings for the module.

Enable the In-service Training Management Module

The In-Service Training Management Module is currently available only in iHRIS Manage.

By default, the In-Service Training Management Module is turned off when iHRIS is installed. This module is optional and is intended to be used if employees are completing training programs while working for the organization.

The System Administrator can enable this module in the Configure Modules page. To turn on the module, follow these steps:

1. Click Configure Modules.
2. Scroll down to the "Application" section and locate iHRIS Manage.
3. Click Sub-Modules to the right of iHRIS Manage.
4. Under the "Application Component" section, click the checkbox next to Manage Training Course.
5. Scroll to the bottom of the page and click the Enable button.

The module and its submodules will be enabled, and all training management functions will become available in the system. These functions include setting up the in-service training management module and scheduling and evaluating training courses for employees.

Note: The Training Management Module has three submodules that can be disabled if they are not needed. These submodules are Manage Training CEUs for associating continuing education courses with training courses; Manage Training Competency (Simple) for associating competencies with training courses; and Manage Training Institutions for associating training institutions with training courses. To disable any of these, first click the Sub-Modules link beside Manage Training Modules; then click the checkbox beside the name of the sub-module to disable and click the Enable button.

Disable the Application Module

The Application Module is currently available only in iHRIS Manage.

By default, the Job Application Module is turned on when iHRIS is installed. This module is optional and is intended to be used if HR wants to track job applications, applicant interviews and hiring decisions or if employees should complete an application form to apply for open positions. If this functionality is not needed, it may be disabled to simplify the interface.

The System Administrator can disable this module in the Configure Modules page. To turn off the module, follow these steps:

1. Click Configure Modules.
2. Scroll down to the "Application" section and locate iHRIS Manage.
3. Click Sub-Modules to the right of iHRIS Manage.
4. Under the "Application" section, click the checkbox next to iHRIS Manage Application.
5. Scroll to the bottom of the page and click the Enable button.

The module and its submodules will be disabled, and job application functions will no longer be available in the system. This includes the following functions: Add an Application; Log Interview Details; Log Hiring Decision; Find Applicant; Review Applicants; and Make a Job Offer.

Disable the Record Verify Module

The Record Verify Module is currently available only in iHRIS Qualify.

By default, the Record Verify Module is turned on when iHRIS Qualify is installed. This module is optional and is intended to be used if the data manager wants to track verifications and updates to health worker records. If this functionality is not needed, it may be disabled to simplify the interface.

The System Administrator can disable this module in the Configure Modules page. To turn off the module, follow these steps:

1. Click Configure Modules.
2. Scroll down to the "Application" section and locate iHRIS Qualify.
3. Click Sub-Modules to the right of iHRIS Qualify.
4. Under the "Application Component" section, click the checkbox next to RecordVerify.
5. Scroll to the bottom of the page and click the Enable button. The module will be disabled, and record verification functions will no longer be available in the system (see Add a Verification for details).