We aim to provide you with everything you need to know before diving into altering SelectHR standard configuration.
Best practice guidelines
When completing any configuration, from a best practice approach and in order to protect any configuration carried out from future patches or upgrades, we advise the following:
For any changes you want to make in an original standard item, use your test system first.
Always make a copy of the item you wish to amend, such as forms, processes, field lists, workflows, and so on, and complete any configuration in the copied item.
Use the copied item instead of the original standard item in your menus and processes.
Disable the original standard item instead of deleting it.
Use the original standard item as a reference point for the true correct item configuration. Once you're happy with how the test system behaves following your changes, execute the same changes in the copied item within the live system.
If you're on premise, always take backups prior to making any changes. If you made mistakes, use the backups to restore to the true correct item configuration.
⚠️ Important: Do not make changes to the following areas: SIR, SCR, SWF, Family Leave, Emergency Contacts or Dependents, Pension, Benefits, P11D, and Organisation Charts. These are governed by and linked to legislative and regulatory requirements.
Assistance from Access
If you're not familiar with configuring SelectHR in detail, it's best to contact your account manager to arrange a training or consultancy session. They can allocate a dedicated resource to support you in achieving your goals and will also confirm any associated costs.
The guidance provided here is intended for experienced users, as this type of configuration is treated as a change request and therefore sits outside our standard scope of support.