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Integrations & Payroll Export

Cascade Integration specification (SWF)

SWF, Synergy

1. Export to FTP

1.1 Timesheetimport.csv

Synergy Workforce exports calculated hours daily for each employee.

Future Days to be included = -1

Past Days to be included = 49

EmployeeID EventDate TimesheetCode Duration 1 15/08/2018 Basic 7.5 1 15/08/2018 OT150 0.29 2 15/08/2018 Basic 3.75 2 15/08/2018 Hol 3.75 3 15/08/2018 Basic 3.75 3 15/08/2018 Absence 3.75

Description Cascade TimeLOG Web Data Type Comments EmployeeID Employee number Alphanumeric Unique Identifier EventDate Date NVARCHAR dd/MM/yyyy Date Hours Worked TimesheetCode Pay Categories NVARCHAR Calculated Hours (See Below) Duration Hours from each Pay Category Decimal (18,2) Decimal hours for the pay category

Cascade have advised that the max length for the Timesheet Code is 5 characters

TimeSheetCode must be inserted as Export Code within Pay Categories

Pay Category Timelog TimesheetCode Cascade Basic Hrs Basic OT 150 OT150 OT 200 OT200 Holiday Hol Absence Abs

2. Import from Cascade to Synel

2.1. Absenceload.csv

2.2.Employee.csv

2.1.Absenceload.csv

Cascade will output the .csv file containing a list of actions that have occurred against an employee relating to Holiday/Absence. At present, Synergy Workforce will only handle Full day and Half Day for the absence reasons. The format of the output file will be as per the below;

Cascade Synergy Workforce Data Type Comments ActionDate - Text(dd/mm/yyyy) Date change was made in cascade Operation - Text Either DELETE/NEW based on the operation that should occur in Synergy Workforce i.e. if a holiday is removed from cascade it will be delete if add it will be new Date Date Text(dd/mm/yyyy) The date the Absence/Holiday to occur EmployeeID Employee number Alphanumeric Unique Identifier Firstname - Text I'm assuming these are not required by Workforce but will be on the csv file Surname - Text I'm assuming these are not required by Synergy Workforce but will be on the csv file DurationDays Alphanumeric Duration in days of the absence record - will be 1 or Zero - Zero's can be ignored as these are none working days DurationMins The duration in mins of the absence record to be input to Synergy Workforce Integer Time to be imported in to Synergy Workforce Category Category of the Absence (adjustment field?) Text Sick/Holiday Reason Reason of the Absence Text Not required in Synergy Workforce

Sample File

ActionDate Operation Date EmployeeID Firstname Surname DurationDays DurationMins Category Reason 29/08/2018 NEW 31/08/2018 9002 Katie Quinn 1 450 Holiday 30/08/2018 DELETE 31/08/2018 9002 Katie Quinn 1 450 Holiday 31/08/2018 NEW 30/08/2018 9002 Katie Quinn AM 225 Sick 01/09/2018 NEW 30/08/2018 9002 Katie Quinn PM 225 Sick

2.2.Employee.csv

Cascade will output employee.csv file containing following information.

Employee No Badge No Last Name First Name Department Start Date Leave Date 1234 1234 Smith John Sales 01/10/2018 1200 1200 Smith Sarah Sales 01/01/2018 30/09/2018

  • Synergy Workforce to check existing information against the .csv file and insert if new record if found.
  • Synergy Workforce to check existing information against the .csv file and update record if needed.
  • Synergy Workforce to insert leave date against employee if present within .csv file.
  • Employee number can be alphanumeric and unique. Badge number must be numeric and unique.