Crystal Reports for Sage HRMS

1. Start Time: 2:00pm EST
Live Webinar:
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Welcome!
Employer Solutions
Crystal Reports for Sage HRMS:
Formulas and Functions

2. Webinar DetailsWebinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
| Employer Solutions

3. Webinar DetailsToday’s Presenter
Mark Boutilier | Net@Work
Senior Solutions Engineer
• Over 30 years developing and implementing HR and Payroll solutions
• HR Practitioner for over 10 years
• Sage Certified trainer and consultant for Sage HRMS
• American Payroll Association Member
| Employer Solutions

4. Webinar DetailsAny Questions?
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Please type in
your questions

5. | Employer Solutions
Agenda
• Recap of form creation using the Wizard
• Options and Report Options
• Special Fields
• Formulas
• Functions
• IF THEN ELSE
• SWITCH()
• LEFT(), MID(), MID()
• Google is still your friend!

6. | Employer Solutions
The Wizard Step 1 – Select Table of Data

7. | Employer Solutions
Wizard Step 2 – Select and Order Fields

8. | Employer Solutions
Wizard Step 3 - Grouping

9. | Employer Solutions
Wizard Step 4 - Summaries

10. | Employer Solutions
Wizard Step 5 – Group Sorting

11. | Employer Solutions
Wizard Step 6 – Add a Chart

12. | Employer Solutions
Wizard Step 7 – Record Selection

13. | Employer Solutions
Wizard Step 8 – Select a Template

14. | Employer Solutions
Ooops!

15. | Employer Solutions
That’s Better

16. | Employer Solutions
Options – User Settings

20. | Employer Solutions
Summary Information

21. | Employer Solutions
Special Fields

22. Click and Drag to Desired Band

23. | Employer Solutions
Formulas
• Use fields to make numeric or date calculations
• Must be of same type (but can use functions to convert type)
• Can add comments (preceded by ‘’)
• Can be simple or complex
• Can be used in the body of the report or as the record selection
criteria

24. | Employer Solutions
Accessing Formulas
New Edit Duplicate Rename Delete

25. | Employer Solutions

26. | Employer Solutions
Record Selection can be edited as a formula

27. | Employer Solutions
IF . . . THEN. . . ELSE
• IF Statement A is true
• THEN Return result #1
• ELSE Return result #2 (or no result)
IF {HRPERSNL.P_EMPLOY} = ‘RFT’
THEN ‘Regular Full Time’
ELSE ‘Regular Part Time’

28. | Employer Solutions
Weekly Pay Formula

29. | Employer Solutions
Switch = multiple IF THEN ELSE statements
If statement A, then value 1,if statement B, then value 2, etc. (3000 chrs)
Switch(
{hrpersnl.p_employ} = ‘RFT’, “Regular Full Time”,
{hrpersnl.p_employ} = ‘RPT’, “Regular Part Time”,
{hrpersnl.p_employ} = ‘TFT’, “Temporary Full Time”,
{hrpersnl.p_employ} = ‘TPT’, “Temporary Part Time”,
{hrpersnl.p_employ} = ‘PD’, “Per Diem”,
True, {hrpersnl.p_employ}
)
If none of the above values, return
whatever is the code.

30. | Employer Solutions
Left, Mid, Right
Social Security Number 123-45-6789
LEFT({hrpersnl.p_ssno},3) returns ‘123’
MID({hrpersnl.p_ssno,5,2) returns ‘45’
RIGHT({hrpersnl.p_ssno,4) returns ‘6789’
LEFT({hrpersnl.p_ssno},3)+ MID({hrpersnl.p_ssno,5,2)+ RIGHT({hrpersnl.p_ssno,4)
Returns 123456789

31. | Employer Solutions
Report Examples

32. Webinar DetailsThank You For Attending!
Mark Boutilier | Net@Work
Senior Solutions Engineer
(P) 800-719-3307 Ext 4805
mboutilier@netatwork.com
| Employer Solutions
800-719-3307
www.netatwork.com
netatwork.com/blog
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