Customising your Vizual Software using the Screen Designer Module

Did you know that Personnel Director (and some versions of Personnel Manager) have a Screen Designer module that allows users to customise the screens within their HR Software?

It may be you need a new screen to record the Employees Right to Work information such as Visa and Passport Expiries or edit the Employee Details Screen to show Employees DBS information all of this can be done and more using the Screen Designer Module.

Screen Designer Example – Retirement Date field

A good example of this is to add a field which calculates someone’s retirement date based upon their date of birth + 65 years. This is something we have done for many Vizual Personnel Manager and Personnel Director customer’s over the past few years.

This can be done in Personnel Manager by:

• Creating a new date field called Retirement Date to the Employee Details screen using the Screen Designer Module
• Adding the following formula in the Value tab for the new field to calculate the Retirement date (we will use 65 as the retirement age) – DATEADD([DOB],0,0,65)

When you have saved the changes you can log back into Personnel Manager to see the changes (example shown below):

Retirement Date Example

Now this field has been added to Personnel Manager you can run reports each month or year to see who is coming up to retirement to ensure you meet your contractual obligation with these staff members.

Whilst this example does involve some more advanced technical expertise there are many things users can do to customise Personnel Manager and Personnel Director to help you get more from the software.

*Whilst obviously we are now fully focused on People Inc, we still have plenty to offer to existing customers still using Personnel Manager and Personnel Director hence the occasional post with useful information, hints or tips.

Further information

AgathonHR have been working on Vizual Personnel Manager and Personnel Director since 1997 and are one of the last companies in the UK to have any experience using or supporting these systems. Additionally we have been working with People Inc. since 2009 and are one the main People Inc. resellers in the UK. This means we can provide the best possible service to ensure the upgrade goes as effectively as possible.

Whilst we can no longer sell Personnel Manager, we do currently provide the following:

• Upgrades to People Inc. including data migration.
• Discounted annual support packages
• Basic training for new users
• Report Writing Training.
• Consultancy – Data tidying, customisation etc.

Further information can be found on our website http://agathonhr.co.uk. If you require any support with Vizual Personnel Manager please call 01242 663974 or email support@vizualpersonnel.co.uk.