- Imports employees and employee data from TimeWorksPlus
- Imports time off requests from TimeWorksPlus
- Exports schedules to TimeWorksPlus
This article explains how to manually run the TimeWorksPlus / TimeSimplicity integration as well as briefly explaining the purpose of each import/export routine.
PermissionsThe ability to run the integration does require a role based permission. Users with the role of Admin, Support orScheduler should have this permission. If a user needs this permission, then the TimeWorksPlus Manual Run permission needs to be enabled for their Role.
This permission needs to be enabled to run the integration
Run IntegrationsManually running the integration between TimeWorksPlus and TimeSimplicity is done in TimeSimplicity:
Running the integrations
from within TimeSimplicity
- From TimeWorksPlus, click Scheduling > Launch TimeSimplicity.
- Select TimeWorksPlus Integration > Run Integrations.
- Select the tab that corresponds with the data you want to import/export and use the button on the tab to run the integration.
Each tab corresponds to a different piece of the integration
If you aren't sure which tab to use, you can run all of them if you would like. However, beware that some routines may take a while to run if you have a lot of schedules or employees.
Integration RoutinesBelow is an explanation of each integration tab.
Import CodesImport Codes is used to import all mapped Employee Setup values from TimeWorksPlus. If you have added a new Department or Title in TimeWorksPlus, then the Import Codes routine will search all the Employee Setup fields and add any new values to TimeSimplicity.
Import Codes tab
This routine does not add any employees, nor does it assign the Code to employees.
Import EmployeesThis tab brings employees and managers into TimeSimplicity from TimeWorksPlus. In addition to their names, it will import:
- Employee Code (employee ID)
- Start Date
- End Date
Import Employees tab
Import Org AssignmentThis routine ties the codes that were imported with the Import Codes routine to the employees. It's important to run this routine after importing new employees because, without valid codes, you won't be able to schedule them.
Import Org Assignments ties an employee to a code
Import Time Off RequestsAny approved time off request in TimeWorksPlus will be imported and placed on the schedule. This only applies to requests made through the ESS portal; it will not import time off that is a result on a manager editing the time card.
Import time off requests from TimeWorksPlus
Schedule PostThis integration process will send any published schedules to TimeWorksPlus. It includes a date selector that defaults to the current week. This routine needs to be run for Schedule Alerts to appear on the time card and for Clock Lockout to function properly.
Post Schedules sends schedules from TimeSimplicity to TimeWorksPlus