Customizing Administrator Preferences

Setting your site preferences

You can customize your preferences for all warehouses by selecting Configure from the horizontal menu, and then Site Preferences from the vertical menu. You can customize how you view, navigate, and format your windows and their content. After you finish changing your preferences, see Saving your Site Preferences for information on how to save your site preferences.

Setting your site preferences is different from Setting Your Warehouse Preferences. When you make changes to your site preferences, the changes will be applied to

If you have changed your warehouse preferences for a warehouse, then changing the site preferences will not affect that particular warehouse.

You can customize the following sets of preferences, as described in the tables below:

General Preferences

Preference

Description

Startup Entry Point Indicates what you want to view at startup. This is also what you view when you click HR Vision in the top left corner of the screen.
Shut down auxiliary windows when logging off Automatically closes all auxiliary HR Vision windows when you log off.
Use formats when exporting data to Excel Preserves the format of your data when exporting to Excel.
Ignore case in employee profile searches Determines whether employee profile searches will be case-sensitive.
Display user prompts when opening a user prompted query Determines whether user prompts will be displayed when you open a query that has user prompts specified. For more information about user prompts, see Creating user prompts.
Preferred Organization Hierarchy Starting Level Indicates the starting point for viewing reports and grouping data in the hierarchy.
Default Report Format Indicates which format you will use to display your reports. You can display your reports in HTML or PDF formats.
Column ordering in table properties display Indicates which order you want to use when you view the properties of a table.

Display Preferences

Preference

Description

Display all pages in the current window Disables launching of secondary windows in the interface.
Display the menubar, toolbar, and location on auxiliary windows Displays browser navigational tools on all windows that are associated with HR Vision.
Enable left menu expand/collapse Enables you to expand and collapse the vertical menu.
Enable page items expand/collapse Enables you to expand and collapse the lists on a page.
Display page items initially explanded Expands all lists on pages automatically at startup.
Present record count when viewing employee profiles Displays the total number of employee records in the lower left corner of your browser window. For a large number of records, this option can be time-intensive.
Present record count when viewing tables Displays (in the lower right corner of your browser) the total number of table records. This option also enables you to go directly to the end of the table by clicking the double arrow. For more information, see Viewing Tables and Viewing a Query.
For a large number of records, this option can be time-intensive.
Display row numbers in table viewer Displays the row numbers in a table. In the table viewer, this column is labeled Obs.
Create queries in advanced mode Determines that you want to use the advanced mode when you add calculated columns to your queries. When you add calculated columns in the advanced mode, you are able to select all of the functions and columns that are displayed.
No validity test is performed to verify that the functions and column types you select are compatible.
Menu Width in Pixels Sets the width, in pixels, of the vertical menu.
Number of rows shown in table viewer Sets the number of table rows you want to view at one time.

Format Preferences

Preference

Description

Numbers* Sets the number of significant digits to display.
Date Sets how dates are displayed in the interface.
Time Sets how time is displayed in the interface.
Date-Time Sets how date-time values are displayed in the interface.
Currency Sets how monetary values are displayed in the interface.

* For Numbers, you can apply a format only to columns that do not have formats specified in the metadata.

Warehouse Options

Option

Description

Compress tables Stores the tables in a compressed form. Tables that are compressed take up less space, but require more time to build.
Encrypt tables Stores the tables in an encrypted form.
Direct Reports Text Indicates what text will be displayed in an MDDB for groups of employees that directly report to a different employee in the organizational hierarchy.
Data Warehouse Password Indicates the password for SAS data sets that are created by the warehouse. This is the password that is on the data set stored in the warehouse.
Language to use for warehouse builds This allows the columns labels in tables and the text in reports to display in the language that you specify. If you select this item, you must refresh the report or table to see any changes.
For some languages, the column labels have not been translated.

Saving your Site Preferences

After you have made changes to the site preferences, click