07/24/08 - Pam changed abra train training to July 30 and ESS training to August 7th so training room can be secured.  Implementation schedule has been updated

 

07/24/08 - Email from Camie: I checked our Training Room availability - the 31st & 6th is not available. I can schedule August 7th for ESS & maybe July 30th for Training. Our Training Room seems to be a hot commodity lately... 
Would those be okay? Let me know if there are other dates that would work better for you and Tony.

07/21/08  - Camie to reserve room for training on July 31st, August 6h and September 10th (see schedule)

 

The training for the scheduler (September 16th) will likely only require the training of one person and will be done remotely from our offices

 

 

This has been decided on and the task is completed

 

Decide on the information that will be opened up to employees via the Abra ESS Web Portal.

9/5/08 this task is complete

 

Camie to enter cross reference information in the timberline interface to map the deduction codes in Timerline to the benefits in Abra

9/5/08  All of the data has been modified

 

Job Codes need to be modified with EEO, Exempt status etc.

Obtain digital certificate so may use ESS

9/17/08 complete per Camie (only open item is export has not been tested, will create new ticket for this)

 

9/5/08 need to import the phone numbers from timberline into abra in the proper format. Kurt working on this.

 

Bas interface needs cross references configured to run Import, Export and Attandance

9/5/08 this has been resolved

 

Bas interface converted data to lowercase

10/02/08  The list is fully defined.  Kurt is working on making the changes to the hr import and export.  He will be working on it this afternoon and should have done by tomorrow at latest

 

9/24/08 Still working on completing the list of fields to be imported/exported.  Kurt to connect with Rafeal and Shawn tomorrow and tweak.

 

9/17/08  Determined that there are several more inbound and out bound fields that need to be considered.  List of these fields have been emailed to Camie.  Camie to confirm that the list is comprehensive

 

09/12/08  Kurt to bring over two additional custom fields from Timberline to Abra

09/12/08  Email from Kurt:

Here are the fields we populate in Timberline automatically.  All other fields are controlled by the Interface Setup
EMPLOYEE
EMPLOYEE_NAME
Filing_Status
Work_State
Resident_State
Skill_Level
Pay_ID
EMPLOYEE_Name
COUNTRY
ADDRESS_1
ADDRESS_2
CITY
STATE
ZIP_CODE      
PHONE_NUMBER
GENDER      
BIRTH_DATE
ETHNIC      
Pay_Group
Hire_Date
Shift
SOCIAL_SECURITY_NUMBER
Pay_ID
Termination_Date
Rehire_Date

 

09/12/08 Kurt to provide Camie with list of fields that are exported from abra to timberline for review.

10/2/08  Changes are being made

 

9/24/08 Decision is to keep in lower and upper case in Abra and to force to upper case when importing to Timberline.  Kurt to work on this requirement

 

9/17/08  Camie considering a suggestion from Kurt that he force all upper case from Abra to Timberline

12-1-08 list of items have been remitted to Kurt for adjustments on the report, Kurt to look at this week

 

11-14-08 report should be ready by this monday.

 

10/24/08 currently reviewing report specs. once approved will take about 10 days to write

 

10/16/08  per Kurt this will be an extensive task.  Hope to get back with Wharton this coming Monday with details on where we can go with this.

 

Kurt to determine when a report can be developed that provides a field by field analysis on field changes on exported data.  Also to provide estimate of cost.

From: Rafael Suarez [mailto:rsuarez@whartonsmith.com]
Sent: Friday, November 07, 2008 10:19 AM
To: Kurt Reardon; Tony Trenga
Cc: Pamela Perryman; Jim Levasseur; Shawn Elliott; Erin Hankins; Brian Brach
Subject: Questions

Kurt,
 
Please get with me regarding the questions below:
 
1. In Timberline there is a "Last Check Date" field that I would like to come over into ABRA that I do not see as being a field that is coming into ABRA right now. Please let me know if we can import that field over into ABRA. - 12/1/08 waiting on syn report
 
2. Please let me know if the "Seniority Date" in ABRA is being populated by a date in Timberline. I would like to enter the "Adjusted hire date" that I have in the old HRIS into that field and I wanted to make sure it wouldn't get overwritten with the Imports. - 12/1/08  closed
 
3. I wanted to see if you had some time this afternoon to get with Shawn and I about the Basic Life tax deduction. - 12/1/08  closed

 
4. Also, I wanted to change all the job titles in our table to mixed case, instead of them being all caps. Let me know if this would affect anything, since I am not sure if this field is being forced to all caps when it goes to Timberline or being forced from all caps to mixed case when it goes into ABRA. - 12/1/08 closed

10/18/08 Completed multiple imports - all good. Waiting on comparison report.

 

10/16/08 Kurt/Rafael to run the import/export tomorrow to confirm custom tables are populating.. few employees in caps

 

10/7/08 The export was run.  Rafael is verifying data.  There is a problem with one field not populating properly, Kurt to arrange time this afternoon to look at it with Rafael (Journeyman code)

 

10/2/08 Making changes and then will test export again.

 

9/24/08 Plan to do tomorrow

 

Need to test the Timberline export from abra to timberline

12/1/08 Expect negotiations to be complete by mid January (note, open enrollment is in March)

 

10-24-08 Hope to have together by end of november

 

10/16/08 currently in negotiations with benefit providers

 

9/5/08 Pamela to connect with Jim late October re: reconfiguring new benefit tables for 2009 and then developing plan to get BE up and running for 2009

 

8-29-08 email from Camie:

Hi Pamela, 
I spoke with Jim and we agreed to hold off on the Benefit Enrollment piece. We'll do that at a later date as well. 
Have a great weekend!  
Camie J. Mantovani

Decide if Benefit Enrollment is to be setup for Life Events and New Hires in 2008

9/5/08 Pamela to connect with Jim early April to discuss configuration/setup and rollout of the Performance Appraisal Software module.

9-24-08  All plans set up.  Jim to confirm

 

9/12/08 Continuing to work with attendance plans

 

9-5-08 Camie currently trying different attendance plan scenerios to determine which will work best for the company (eg., accrual vs lump sum etc)

 

8-8-08 Attach attendance plans, benefit plans, dependents and additional hr data to employess in Abra once data has been imported over from Timberline

10/7/08 Still in progress.  Calculation of benefits does not appear to be corret - Kurt will look at this with Rafael this afternoon

 

9/24/08 In progress

 

9/12/08 Continuing to work with Kurt.  Phone nbr and name issue is fixed.  PHONE AND NAME ISSUES RESOLVED

 

IN PROGRESS -

9/17/08 - Kurt will not bring a birthdate over to Abra if Timberline does not have one recorded.

 

date of birth is defaulting to 1/1/50 from Timberline to Abra (Do not always have DOB when generating a 'on the fly' check for a new hire.  Tony suggested entering basic details on new hire and exclude completing the demographic screen until all employee details have been rec'd.  Go back and complete the demographic, benefits etc screens once all details are rec'd)

 

IN PROGRESS

9/17/08 - Kurt to bring over the details from a custom field in timberline that indicates if a person is hourly or salary and populate Abra appropriately

 

 - all employees are coming over to abra from timberline as hourly (maybe can have a translation in the timberline interface that will allow abra to acknowledge employees as properly hourly or salary).  Impact is being seen in the ESS module where employees are seeing themselves as hourly when infact they are salary.

 

9/5/08 in progress

 

8/8/08 Verify imported data from Timberline is accurate once import is complete

10/2/08 Rafeal will call Carlos to answer question about mapping crystal and to have application installed on Shawn's machine.

 

9/24/08 Need to install application on Shawn's machine.  Joe to call Carlos

 

9/17/08  This week Carlos to install the application client as - file server, client template and abra client on additional workstations.  Would IT want to arrange formalized training on this from Perryman?

 

9-12-08  Carlos engaged in the following activities this week:

 

1. added the port forwards for IIS.

2. Gave Camie access to the workstation template and file server, thus making it easier for BAS to assist with implementation.

3. Also changed the emails on Camie and someone else in their office to their own email addresses so they could get the new product keys and passwords.

 

9-4-08 Per conversation with Carlos, Carlos connected with Camie's machine this week and it all looks good. Camie said she hadn't had any problems since the last time they talked.

8-29-08 email out to camie from carlos - Camie, I would like to connect to your workstation sometime next week and review the install of all the components. What would be a good day and time to do this?
Thanks,

--Carlos

8-29-08 Carlos to arrange a time to do second review of applianz server to be CERTAIN that data will not be lost again.

10/24/08 Need to confirm ee benefits are accurate.  All data that managers will be viewing is complete and accurate - will take 2 - 3 weeks to look and verify all of this

 

10/16/08 There is much data that needs to be updated in Abra re: employees (vechicle details etc).  Data has to be in pristine shape before releasing the managers.

 

9/24/08 Mgrs not using yet.  Will defer until import/exports are complete.  Should be mid october.

 

9/17/08 Have rolled out ess to managers. Will rollout to employees 1/1/09

 

9/12/08 Training material completed - all is looking good

 

9/5/08 Planning to train thurs/friday of next week in the training room.  Intending to provide one on one training to managers

 

8/8/08 Develop rollout plan to train employees on the Abra ESS portal

10/7/08 Keeping this open as a reminder.  Russell visits once a month, Shawn will address this with him when her schedule allows

 

10/2/08  Shawn to speak with her Timberline Rep

 

9/24/08 Kurt is researching.  Jim offered connecting Kurt with Russell (Timberline contact) if necessary.

 

9/17/08  Issue in that if a paycode has to change eg., from regular pay to holiday pay in timberline 'after the fact' , no way to import just that change to Abra.  With the current setup will need to do this manually

7-29-08 BAS scheduled, work in progress

 

7/21/08  Tony to arrange for BAS to be available July 28th and 29th - plan to configure and implement the interface to Timberline for employee data download

9-26-08  Tony to address the following with Rafeal

1.  "Index not found" error when trying to link the Access HRIS database to the ABRA tables to import data.

 

Setup ODBC connection to Abra data the foxpro link has issues with the abra indexes.

2.  Crystal Reports not working

 

NO issue with crystal showed Rafael how to connect to the a

bra data using the OLEDB.

3.  No access to drives to attach documents to employee files

Rafael will call Carlos at applianz this is something he will need to map to the server.

 

4.  Expanding character length fields in the Education/Skills table

These fields are fixed and we have no control over changing.

 

5.  Tara not being able to log into ABRA from her computer

 

Rafael showed me the error she was getting she needs to but in her password.  I forwarded all of the user and password information that I had created to Rafael.

6.  Questions about the ESS

Reviewed Ess setup screens with Rafael reset the password for the Master account and Rafael's account.

 

 

10/7/08 Pam to followup with Tony to arrange a time for Rafeal and Tony to connect tomorrow if possible

 

Tony and Rafeal scheduled to go over the abra audit trail and available reports Friday October 3rd at 2pm Eastern

11-14-08  Appointment has been set for Tony to call Rafael at 10am November 18th to go over open items on #1 (solution was working and then stopped),#2 and #5 (likely have to log a issue with Sage on this one)

 

From: Tony Trenga

Sent: Friday, November 07, 2008 3:11 PM

To: Rafael Suarez; Kurt Reardon

 

 

 

12/1/08 CLOSED