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HRMS Application Deployment

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Role required: admin.

To deploy the HRMS application, complete the following steps:

  1. Install the HRMS application.
  2. (optional) Deploy the demo data.

To install the HRMS application for the first time, use the full version pack. To update the application from the previous versions, use the update packages.

Deploy full version​

warning

Before you deploy the HRMS version 1.0.1, make sure you have the 1.28.0 or later version of the platform installed.

Install on a new instance​

  1. Create employee accounts and organization records on your instance (using the LDAP integration or manually).
  2. Install the [HRMS] 1.0.1 full.sop full application package.
  3. Perform a quick import of the hrms_master_data_1_0_0.json JSON master data file.
  4. Open the Scheduled Scripts list.
  5. Activate the Recalculate Available absence (daily at 02:00AM) scheduled script.
  6. Open the Recalculate Number of employees for Organizations scheduled script record and click Execute.
  7. (optional) Activate the Notify employees and managers about available vacations (at the beginning of each month) scheduled script.

Install on an existing instance​

If the HRMS application is installed on an instance with existing active records in the Employees (employee) table, follow these steps:

  1. Install the [HRMS] 1.0.1 full.sop full application package.

  2. Import the hrms_master_data_1_0_0.json JSON master data file.

  3. Open the Scheduled Scripts list.

  4. Launch the Recalculate Number of employees for Organizations script.

  5. Wait until the system recalculates the number of employees in all units. To ensure this:

    1. Open the Organizations (org_organization) list located at \{your instance URL}/list/org_organization.
    2. Filter the list by the Number of employees is empty condition.
    3. If the list contains any records, check the validation logs and fill in the mandatory fields in the organization units.
    4. Repeat the steps i-iii.

  6. Fill in the Effective From (effective_from) field for all the active employees. You can use either path:

    PathSteps
    Via the Employees (employee) table
    1. Navigate to Organization → Employees.
    2. Filter the list by the Active is Yes AND Effective From is empty condition.
    3. In all the filtered records, specify the employee start date.
    Via the LDAP Settings (sys_ldap_definition)
    1. Navigate to LDAP → LDAP Settings and open the employee import settings.
    2. Filter the list by the Active is Yes condition.
    3. In each displayed record, add the name of the LDAP attribute in which your company stores the employee start date to the Attribute List field.
    4. Set up mapping so that the added attribute is recorded to the Effective From field, and launch an unscheduled employee import. Learn more about the import settings in the Data Import article.
    5. After importing, make sure that the Effective From field is filled in all the employee records.

  7. Open the Scheduled Scripts list.

  8. Open the Create available absences for employees retrospectively scheduled script record and click Execute.

  9. Activate the Recalculate Available absence (daily at 02:00AM) scheduled script.

  10. (optional) Activate the Notify employees and managers about available vacations (at the beginning of each month) scheduled script.

Install updates​

To update the HRMS application from version 1.0.0 to 1.0.1, install the [HRMS] 1.0.1.sop package.