Difference between revisions of "iHRIS:Documentation"

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=== Create Customized Reports and Run Standard Reports ===
=== Create Customized Reports and Run Standard Reports ===


[[iHRIS:Create Reports|About the Customized Report Builder]]
[[iHRIS:Create Reports|The Customized Report Builder]]
: [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]]
: [[iHRIS:Create Reports#Report_Relationships|Manage Report Relationships]]
: [[iHRIS:Create Reports#Reports|Manage and Create Reports]]
: [[iHRIS:Create Reports#Reports|Manage and Create Reports]]

Revision as of 15:30, 17 June 2009

Please note: These help files are currently under construction and will be finalized following the release of iHRIS Suite version 3.3.


Common Procedures in iHRIS

Configure and Administer the Systems

Configure the Systems for Initial Setup
Enable, Disable and Configure Modules

Manage Geographical Areas in the Database

Add or Update a Country
Add or Update a Region
Add or Update a District
Add or Update a County
Add or Update a Currency

Manage User Accounts

Add a New User Account
Update or Disable a User Account

User Access

Log in
Retrieve a forgotten password
Change your password
Log out


Using iHRIS Manage

Understand the Modules, User Roles and Functions

Collect Necessary Data Before Installing iHRIS Manage

Manage Employees

Add a New Employee Record

Add a Person
Set the Person's Position

Add and Update Information About the Employee

Add Identification Information
Add Demographic Information
Add Contact Information

Add and Update Information About the Employee's Salary and Position

Add a Benefit or Special Payment
Record the Employee's Departure from the Organization
Record a Change in Position for the Employee
Record a Change in Salary for the Employee

Add and Update Employee Qualifications

Add Language Proficiency
Add and Update Competencies

Schedule and Evaluate Training Courses for the Employee

Schedule the Employee to Take a Training Course
Evaluate Competencies Earned from the Training Course

Complete an Application for an Open Position

Fill out the Job Application
Record the Details of an Interview by the Applicant
Log the Decision Whether to Hire the Applicant

Add and Update the Employee's History

Enter the Employee's Work History
Enter the Employee's Education History
Add Notes to the Employee's Record

Find Employee Records

Find the Record for an Employee
Find the Record for a Job Applicant

Manage Job Applicant Records

Review Applicants for a Position
Make a Job Offer to an Applicant

Disable the Job Application Module

Search Records

Search Records

Create Customized Reports and Run Standard Reports

The Customized Report Builder

Manage Report Relationships
Manage and Create Reports
Manage and Create Report Views
Run Reports

Administer Positions and Information Related to Positions

Add and Update Health Worker Cadres
Add and Update Job Classifications
Add and Update Salary Grades
Add and Update Jobs
Add and Update Salary Sources
Add and Update Types of Positions
Add a Position
Edit a Position
Discontinue a Position

Configure the Database for Use

Add or Update Facility Types
Add or Update an Office or Facility
Add or Update a Department
Add or Update an Education Type
Add or Update a Degree
Add or Update a Language
Add or Update a Competency Type
Add or Update a Competency
Add or Update a Competency Evaluation
Add or Update an Identification Type
Add or Update a Benefit Type
Add or Update a Marital Status
Add or Update a Reason for Departure

Configure the In-service Training Management Module

Enable the In-service Training Management Module

Set Up and Update the In-service Training Management Module

Add or Update a Training Course
Schedule a Training Course
Add or Update the Status of a Training Course
Add or Update Requestors of a Training Course
Add or Update Training Course Evaluation Options
Add or Update Training Course Categories
Add or Update a Training Institution
Add or Update a Continuing Education Credit Course


Using iHRIS Qualify

Introduction; understanding iHRIS Qualify; data setup checklists; usage and troubleshooting.


Using iHRIS Plan

Introduction; understanding iHRIS Plan; data setup checklists; usage and troubleshooting.


Installing and Using Windows iHRIS

Install Windows iHRIS
Set Up Windows iHRIS
Use and Exit Windows iHRIS


Installing and Using the iHRIS Appliance

How to install and start using the self-contained iHRIS Appliance.


Data Dictionary

A glossary of data terms used in the iHRIS Suite.



Copyright (c) 2007-2009 IntraHealth International, Inc.

Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.

If you have a question, feedback on our software, or a suggestion for a new feature or improvement, or if you would like to discuss initiating HRIS strengthening activities, please contact the HRIS Development team. You may do so in any of the following ways:

  • Click the Feedback button at any point in the iHRIS software.
  • Send us an email at: hris@capacityproject.org
  • Write us at:
HRIS Strengthening Information
IntraHealth International, Inc.
6340 Quadrangle Drive Suite 200
Chapel Hill, NC 27517