January 2016

Set a Default Affinity Search Field for All Users

Location

System > Set Default Key

Purpose

The ‘default key’ is an employee masterfile field that is used to sort and search employee records. In the example below, Surname is the default search criteria. Notice that employee records are also sorted by the Surname column:

The point of setting a default key is to meet the search needs of Affinity users. For example, if it’s faster for users to search for employee records by department, then make Department the default key. Users can change the sort order or search column if they wish, but the default is controlled at the Affinity system administrator level.

How to use
  1. Go to System > Set Default Key. When the Default Search Field screen appears, select the field that you want to set as the default (e.g. SURNAME):
  1. Set the required search parameters then select OK. These parameters let you control how searches are made by users. For example, will you let them search on partial or full words? Will you enforce case-sensitive searches? The selected field will always appear by default in the Employee Details browse screen.
  1. Learn more about default search settings and Affinity’s search features in Affinity Help by pressing F1 from within Affinity.

Form Workflow Is Contained in Clever Form Names

When starting a new form in Affinity Clever Forms, have you ever noticed that the name of the form also contains its workflow? In the example, the Training Application Form will go from you (the form initiator) to your own manager for approval:

See Affinity Help to learn more about creating forms and workflow.

Record an Employee’s Future Training Needs

Location

Human Resources > Learning & Development > Training Profiles > Training Needs

Purpose

Unlike the Training History tab which records training committed or attended, the Training Needs tab records the future training needs of employees (or even their training wish list). This can help to prioritise training:

There’s so much more to training profiles. Learn more in Affinity Help.

Tip

You can solve a number of payroll-related issues simply by checking employees who recently moved to a different pay point. Issues like:

  • The last pay figures added to the previous pay don’t balance to YTD.
  • Total value of individual pay periods does not equal the month-to-date.
  • Incorrectly-calculated pay.
  • One employee was not correctly paid.
  • Cost centre reports don’t balance to the 05 report.