...
| Info |
|---|
Time Sheet Records are created in Salesforce based on a configured scheduled process which runs each week or fortnight or monthat an agreed time. This configuration can be access via the Time Sheet Settings option in the Setup Menu.
Time Sheets are currently scheduled to generate on Monday mornings.
|
...
Generated Time Sheets have Time Sheet Entry Records associated to them when workers complete a Service Appointment. Time Sheet Entry Records are usually auto generated based on the employee checking in and checking out of their appointment.
On Sunday night at 10 PM At an agreed time a scheduled process runs in Salesforce to sync the Time Sheets with their related Time Sheet Entries to Employment HeroKeyPay. When the sync is complete, the Time Sheet Entry Records will be available in Employment Hero KeyPay for approval.
...
Salesforce Finance Users can also sync Time Sheet Records individually from Salesforce.
...
Clicking into the Time Sheet Record you will see a EH Sync quick action at the top of page. Clicking this button will attempt to sync the Time Sheet to Employment HeroKeyPay, the result will be returned in the EH Sync Status and EH Sync Details fields.
...
Clicking into the Time Sheet Entry Record, you will see sync details for each individual Time Sheet Entry as well, with the ability to sync to Employment Hero KeyPay via the EH Sync quick action.
...
From a Time Sheet and Time Sheet Entry record in Salesforce we will trigger the creation of Time Sheet and Time Sheet Entry records in Employment Hero through the KeyPay API.
A summary of the Time Sheet data services can be found here - https://api.keypay.com.au/australia/reference/timesheets
...
Method | HTTP Request | Description |
|---|
Bulk Insert Timesheets | POST /api/v2/business/{businessId}/timesheet/bulk
| When a Time Sheet is created in Salesforce, we will trigger the creation of the Time Sheet in Employment HeroKeyPay. Time Sheets get created in Salesforce via a scheduled service (see Time Sheet Settings in the Setup Menu) where Time Sheets for all 400-500 workers will be created.
We can run a Bulk Insert Time Sheets scheduled service after the Time Sheet creation service is run in Salesforce and trigger individual Time Sheet creation for any records that are created outside this service. |
Create timesheet line | POST /api/v2/business/{businessId}/timesheet
| When a TimeSheetEntry is updated or created with Status = 'Approved', then trigger the Time Sheet Line to be created in Employment HeroKeyPay. |
Delete timesheet line | DELETE /api/v2/business/{businessId}/timesheet/{timesheetLineId}
| If a TimeSheetEntry is deleted in Salesforce, then delete the Time Sheet Line in Employment HeroKeyPay. |
Update timesheet line | PUT /api/v2/business/{businessId}/timesheet/{timesheetLineId}
| If a TimeSheetEntry is updated in Salesforce, then update the Time Sheet Line in Employment HeroKeyPay. |
Update/Replace timesheets | PUT /api/v2/business/{businessId}/timesheet/bulk
| If a TimeSheet is updated in Salesforce, then update the Time Sheet in Employment HeroKeyPay. |
TIME SHEET MAPPING
https://api.keypay.com.au/australia/reference/timesheets/au-timesheet--post?v=latest
Method | HTTP Request | Description |
|---|
Bulk Insert Timesheets | POST /api/v2/business/{businessId}/timesheet/bulk
| When a Time Sheet is created in Salesforce, we will trigger the creation of the Time Sheet in Employment HeroKeyPay. Time Sheets get created in Salesforce via a scheduled service (see Time Sheet Settings in the Setup Menu) where Time Sheets for all 400-500 workers will be created.
We can run a Bulk Insert Time Sheets scheduled service after the Time Sheet creation service is run in Salesforce and trigger individual Time Sheet creation for any records that are created outside this service. |
Create timesheet line | POST /api/v2/business/{businessId}/timesheet
| When a TimeSheetEntry is updated or created with Status = 'Approved', then trigger the Time Sheet Line to be created in Employment HeroKeyPay. |
Delete timesheet line | DELETE /api/v2/business/{businessId}/timesheet/{timesheetLineId}
| If a TimeSheetEntry is deleted in Salesforce, then delete the Time Sheet Line in Employment HeroKeyPay. |
Update timesheet line | PUT /api/v2/business/{businessId}/timesheet/{timesheetLineId}
| If a TimeSheetEntry is updated in Salesforce, then update the Time Sheet Line in Employment HeroKeyPay. |
Update/Replace timesheets | PUT /api/v2/business/{businessId}/timesheet/bulk
| If a TimeSheet is updated in Salesforce, then update the Time Sheet in Employment HeroKeyPay. |
TIME SHEET ENTRY MAPPING
https://api.keypay.com.au/australia/reference/timesheets/au-timesheet--post-individual?v=latest
Employment HeroKeyPay | Salesforce | Notes |
|---|
classification | | DO NOT MAP |
classificationId | | DO NOT MAP |
comments | TimeSheet.Description | |
employeeId | TimeSheet.ServiceResourceId.Contact__c.Employment_Hero_ID__c | |
endTime | TimeSheetEntry.EndTime | |
externalId | TimeSheetEntry.Id | |
fullyQualifiedLocationName | | DO NOT MAP |
hiddenComments | | DO NOT MAP |
id | | |
leaveCategoryId | | DO NOT MAP |
locationId | | DO NOT MAP |
locationIdDeleted | | DO NOT MAP |
payCategoryId | | DO NOT MAP |
rate | | DO NOT MAP |
shiftConditionIds | | DO NOT MAP |
shiftConditions | | DO NOT MAP |
source | | "Salesforce"
|
startTime | TimeSheetEntry.StartTime | |
status | TimeSheetEntry.Status | |
units | TimeSheetEntry.EndTime - TimeSheetEntry.StartTime | Create new formula field |
workType | Service_Appointment__r.WorkOrder.WorkType | |
workTypeId | Service_Appointment__r.WorkOrder.WorkType.Employment_Hero_Code__c | |
