Via the menu path Modules > System > Setup > Templating Tools > Best practices: Import, best practices files can be imported into your Exact Synergy Enterprise database. A best practice file contains a standard set of data that can be used to set up processes. This data consists of workspaces, request types, signals, search templates, pivot templates, word merge templates and master data to support these processes such as items and the related assortments, general ledgers, projects, and document types. By using the Best Practice, an organization is able to make the processes operational in a very short time.
This document contains more information about the data that is included in the best practices files and the additional actions that have to be performed after importing the best practices files.
When importing best practices files, the existing data will be updated, which may affect existing functional behavior and predefined processes. It is important to import the best practice file into a test environment first and verify the results, and to create a backup before importing it in the live environment.
The following workspaces are included in the HRM best practice file:
The following workspaces are included in the Payroll Plus best practice file:
The following workspaces are included in the PSA best practice file:
The following workspaces are included in the CRM best practice file:
These request types are used for the registration and processing of data. The request types can be viewed at Modules > Workflow > Setup > Requests > Request types. For more information, see Setting up request types.
The following request types are included in the HRM and Payroll Plus best practice files:
The following request types are included in the Payroll Plus best practice file:
For more information, see Working with Exact Payroll Plus.
The following request types are included in the Arbodienst best practice file:
For more information, see the Dutch document Werken met Exact Arbodienst Integration.
The following request types are included in the WPM best practice file:
The following request types are included in the PSA best practice file:
The following request types are included in the CRM best practice file:
The following request types are included in the IIR best practice file:
These search templates contain predefined criteria so that you do not have to define the criteria first when opening the overviews. Some of these search templates can be accessed via the available workspaces, but you can also access these via the Templates hyperlink on the Workflow: Search – Requests page accessible at Modules > Workflow > Reports > Requests > Search.
The following request search templates are included in the HRM and Payroll Plus best practice files:
The following request search templates are included in the CRM best practice file:
These templates contain predefined criteria so that you do not have to define the criteria first when opening the overviews. Some of these search templates can be accessed via the available workspaces, but you can also access these via the Templates hyperlink on the Workflow: Search – Requests page accessible at Modules > Workflow > Reports > Requests > Search.
The following pivot analysis templates are included in the HRM and Payroll Plus best practice files:
The following pivot analysis templates are included in the CRM best practice file:
The following pivot analysis templates are included in the IIR best practice file:
With these standard templates, you can create and send relevant documents. The templates are available at Modules > Documents > Setup > Word Merge > Templates. For more information, see Overview of Word Merge template groups and templates.
The following Word Merge templates are included in the HRM and Payroll Plus best practice files:
The items can be viewed at Modules > Logistics > Reports > Search > Items. For more information, see Searching for items.
Besides the items, the master data that is linked to the items has also been created. This applies to warehouse "1", the assortments, and general ledger accounts.
The following items are included in the HRM and Payroll Plus best practice files:
The following items are included in the Arbodienst best practice file:
The following items are included in the PSA best practice file:
The following are the items that are included in the CRM best practice file:
The assortments can be viewed at Modules > Logistics > Setup > General > Assortments. For more information, see Overview of assortments.
The general ledger accounts can be viewed via Modules > Financial > Setup > Master data > G/L accounts. For more information, see Displaying Chart of Accounts.
The following general ledger accounts are included in the HRM and Payroll Plus best practice files:
The project EXITINTERVIEW has been created to support the process of the outflow of employees.
This project can be viewed at Modules > Projects > Reports > Search > Projects. For more information, see Searching for projects.
This is not applicable for the Arbodienst integration.
Several signals have been created that notify you about specific situations, such as the birthday of an employee or the end date of a training certificate.
These signals can be viewed at Modules > HRM > Setup > Intelligent process flow management > Process types. For more information, see Viewing HRM process actions.
The following signals are included in the HRM and Payroll Plus best practice file:
To the support the HRM processes, new document types have been created. These document types can be viewed at Modules > Documents > Setup > Maintenance > Document: Types. For more information, see Overview of document types.
The following document types are included in the HRM and Payroll Plus best practice files:
The following document types are included in the PSA best practice file:
The following document types are included in the CRM best practice file:
CRM accounts represent organisations or entities your business engages with. In the best practice file, predefined categories are available for classifying accounts by the relevant company size, sector, and subsector.
Additionally, predefined sources, contact roles, and reasons lost for lost opportunities are also added to the CRM best practice file.
After importing the best practices files, some additional actions are needed:
Applicable to HRM, and Payroll Plus.
To make sure that the signals are created, and the employee status is updated, the Sysmaint background needs to be configured and running. For more information, see Exact.Jobs.SysMaint.dll and Running background jobs for Exact Synergy Enterprise.
The following roles need to be assigned:
Applicable to HRM, Payroll Plus, and PSA.
The created workspaces have to be shared with the employees, and you can pin them to the menu of the employees.
For more information, see Discovering workspaces - Share a workspace with another person and Discovering workspaces - Pin a workspace to another person.
In the HRM settings, the Activate: Advanced Work Schedules setting can be enabled by selecting the check box. This is optional but advised because it enables you to provide a start date for the work schedules.
For more information, see Defining HRM general settings and Work schedule management in Exact Synergy Enterprise.
For the Word Merge functionality, the Word Merge solution in Exact Lightweight Integration Server (ELIS) needs to be installed and configured. For more information, see How-to: Setting up Exact Word Merge Integrator in Exact Lightweight Integration Server (ELIS).
In menu Modules > HRM > Setup > General > Settings, the following has to be defined:
Applicable to Arbodienst.
In menu Modules > HRM > Setup > General > Settings the following has to be defined:
In menu Modules > HRM > Setup > Organisation > Divisions the following has to be defined for the division of the employee for which the absence report is created:
For more information, see Defining HRM general settings and Creating and modifying divisions.