Financial Setup
In Financials, it is important to define your account structure
with appropriate fields to meet account editing, analysis and reporting needs.
After we clearly defined your account structure, we load your chart of accounts.
Then, you are all ready to run reports and build budget transactions.
Human Resources Setup
In Human Resources, it is important to properly understand your job classifications,
organizational departments, salary/extra pay tables, formulas, benefit plans and rates.
Employee information tracking is pretty standard for all customers.
At this point, we will obtain data from you for all these tables
in a standard Excel format and import them into your HR database.
We also have standard formats for importing current year
and historical employee and position data. We also import that data using our standard loaders.
Then, you will be off and running.
Budget Development Setup
Budget Development is accomplished after the Financial and Human Resource systems are in place.
Salary projections and the generation of budget transactions is simply
the result of executing links that pull all of this together.
It is automatic after Financial and HR has been setup.
We are committed to
making you successful!
Getting started is easy!
And, our commitment to understanding your organizations’ needs
are inherent in the process. After all, when you’re successful,
we’re successful.