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Mastering your ELMO System Administration

As a Company Admin or Security Profile assignee, you'll become the guardian of your ELMO solution.

This page explores your key responsibilities and the resources available to support you through your learning journey.

Reporting Expertise

  • Craft custom reports to extract insights tailored to your business needs.
  • Share and schedule reports strategically to provide value to stakeholders.
  • Curate Insights dashboard to highlight key trends and metrics.
  • Guide end users by addressing general system queries and how-to’s.
  • Escalate complex issues via support tickets when necessary.
  • ELMO Academy courses related to reporting:

Implementation terms, explained

A quick guide to the language used throughout the ELMO Implementation Toolkit.

Term What it means
User acceptance testing (UAT) Guided testing using best practice scenarios to check ELMO works as expected and meets your needs before launch.
Hypercare An agreed period of support and optimisation once a product is launch-ready, while your team works with the Implementation Consultant before moving to Support.
Optimisation An ELMO-guided process that helps your team build out additional features and refine how you use ELMO over time.
Optimisation sessions Guided sessions within hypercare that help your team build confidence, explore additional features and improve how you use ELMO.
Launch readiness The setup has been configured and tested end-to-end. You can launch ELMO to your organisation.
Foundational data The initial employee and organisational information needed to create users and start product testing. Additional information may be needed later for Payroll, self-service or integrations.
Configuration Setting up ELMO to match requirements, such as workflows, templates and approval paths.
Scope What the implementation includes, such as products, priorities, data, integrations and agreed outcomes.
Sign-off Confirmation that the agreed data, setup, test results or launch preparation has been reviewed and accepted by the responsible person or team.
Pilot group A small group who try the setup before a wider rollout and help identify questions or improvements.
Change management Internal communications, training and activities that help people understand and adopt what is changing.
Implementation Consultant The ELMO specialist who guides your team through setup, end-to-end testing, launch readiness and the support period before handover to Support.
Best Practice pathway ELMO’s standard pre-configured, consultant-led approach, using proven configuration and industry defaults.
Tailored pathway An approach with additional delivery support for complex or non-standard requirements. It is chosen up front and may include additional configuration, optimisation sessions, resources or project coordination.
Integration A connection that allows information to move between ELMO and another system.
Single sign-on (SSO) Using your existing organisation login to access ELMO.
API A controlled way for systems to exchange information between systems.
SFTP A secure file-transfer method used to transfer files between systems.
CSV A simple file format used to exchange information in rows and columns.
Middleware A service that connects systems and changes data into the format each system needs.
Data mapping Matching a field in one system to the corresponding field in another system.
Data transformation Changing the format or structure of information so another system can use it.
Source of truth The agreed system treated as the authoritative source for a particular type of information.
ELMO Company Admin A customer-side administrator who helps make decisions and validates integration test results.

Supporting Documents

Information Security and Data Privacy

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