On Shift Employee Export - Revision history

Joel at 20:57, 25 July 2023

2023-07-25T20:57:16Z

Joel at 20:39, 3 July 2023

2023-07-03T20:39:09Z

Jeffrey at 22:05, 6 December 2022

2022-12-06T22:05:39Z

Jeffrey at 16:26, 16 November 2022

2022-11-16T16:26:59Z

Joel at 17:50, 19 January 2022

2022-01-19T17:50:44Z

Joel at 17:48, 19 January 2022

2022-01-19T17:48:37Z

Joel: Created page with "The software will create the file in the Export folder. We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP w..."

2022-01-19T17:48:11Z

Created page with "The software will create the file in the Export folder. We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP w..."

New page

The software will create the file in the Export folder.

We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.

File name is by default "employee.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.

Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.

For a new facility that is added on to a multi facility software and its allready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.

Otherwise, we will need to custom code new login info:
1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.
2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?
3. Schedule both reports to run every day at ?.
4. Go in Windows task scheduler and change it to run every hour.
5. Get the ftp login info
6. Custom code the login info and do a software update

To troubleshoot:
If info is not coming over at all from TA to Onshift.
Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file.
If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

If only some employees or their info are not coming over correctly from TA to Onshift.
Check the files taht get created in the export folder if the correct employee info is inside the file.
Login to ftp and check that the files are on it and that they have a recent created datetime.
If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.

You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

@@ Line 43: / Line 43: @@
 A) Employee ID:
 B) First Name:
 C) Last Name:
 D) Title: The built-in Department Labor Level Description
 E) Hire Date:
 F) Termination Date: Only if employee is currently terminated on the Employee's Main tab.
 G) Facility ID: For a single-facility software it's the Payroll Client ID from the Payroll Export Path. For a multi-facility software it's the facility labor level tag.
 H) Job Code: The built-in Department Labor Level ID, or the PBJ Job Title Code (0-99). See the report's Options tab.
 I) Email:
 J) Mobile number:
 K) Home number:
 L) Preferred Send Method: (not in use)
 M) Wage: (not in use)
 N) Employment Status: 0 = Full-time, 1 = Part-time, 2 = Per Diem, -1 = Agency. (3 = Salary is not implemented)
 O) Employment OT Rule: (not in use)

← Older revision		Revision as of 20:39, 3 July 2023
Line 35:		Line 35:

	You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.		You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.
		+
		+	Documentation:
		+
		+	Employees that are marked on the Misc tab as "Exclude From Payrol lExport" will not be included in this export.
		+
		+	The default file name for the export will be employee.csv. If the client is exporting from multiple software all to the same sftp login/location then the files name will be employee_FacilityName.csv (FacilityName will use the software's license name without spaces.
		+
		+	A) Employee ID:
		+	B) First Name:
		+	C) Last Name:
		+	D) Title: The built-in Department Labor Level Description
		+	E) Hire Date:
		+	F) Termination Date: Only if employee is currently terminated on the Employee's Main tab.
		+	G) Facility ID: For a single-facility software it's the Payroll Client ID from the Payroll Export Path. For a multi-facility software it's the facility labor level tag.
		+	H) Job Code: The built-in Department Labor Level ID, or the PBJ Job Title Code (0-99). See the report's Options tab.
		+	I) Email:
		+	J) Mobile number:
		+	K) Home number:
		+	L) Preferred Send Method: (not in use)
		+	M) Wage: (not in use)
		+	N) Employment Status: 0 = Full-time, 1 = Part-time, 2 = Per Diem, -1 = Agency. (3 = Salary is not implemented)
		+	O) Employment OT Rule: (not in use)

@@ Line 13: / Line 13: @@
 . Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.
-. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?
+. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. (you can save it with the same name as the report name). Include inactive employees? What date range?
 . Schedule both reports to run every day at ?.
@@ Line 30: / Line 30: @@
 If only some employees or their info are not coming over correctly from TA to Onshift.
-Check the files thaht get created in the export folder if the correct employee info is inside the file.
+Check the files that get created in the export folder if the correct employee info is inside the file.
 Login to ftp and check that the files are on it and that they have a recent created datetime.
 If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.
 You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.

← Older revision		Revision as of 17:50, 19 January 2022
Line 10:		Line 10:

	Otherwise, we will need to custom code new login info:		Otherwise, we will need to custom code new login info:
		+
	1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.		1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.

@@ Line 11: / Line 11: @@
 Otherwise, we will need to custom code new login info:
 . Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software.
 . Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range?
 . Schedule both reports to run every day at ?.
 . Go in Windows task scheduler and change it to run every hour.
 . Get the ftp login info
 . Custom code the login info and do a software update