Run and Test TeleStaff Integrations

Export integrations

Run each of the Business Structure Export, Skills and Certifications Export, and People Export integrations as follows:

1. Select the integration:
   1. Select Main Menu  > Maintenance > Integrations. 
   2. Kliknij Dotknij Run an Integration . 
   3. Select the integration from the list. Kliknij Dotknij Select. 
   4. (Optional) Enter a unique Integration Run Name to make it easier to identify the run of the integration. Otherwise, the default name ends with a date and time stamp.
2. Set parameters — Select or enter any parameters or files that are required. Required and optional parameters, and external files vary by integration. 

3. Select the following:

   • Run Integration: If this is the first time this integration is being run.
   • Re-Run: If this integration has been run before, and the status is not In-Progress, you can run the integration again without entering the parameter values again. Kliknij Dotknij Yes to continue, or No to not run the integration and to return to the parameter settings.

4. Wait for the confirmation that the integration completed or failed. Close the panel.
5. Kliknij Dotknij Refresh . 
6. To see details, select the integration run. Select Run Summary.

Schedule import integrations

Uwaga: The Schedule Import integration does not run from Task Manager; it runs automatically as a result of a schedule transaction that occurs in TeleStaff.

Run the Schedule Batch Import integration from Task Manager; for instructions, refer to the TeleStaff System Area Guide.

1. Log in to TeleStaff with the initial tsadmin or a similar user account that is active at all times; otherwise the tasks will not run.
2. Select Setup > System > Task Manager.
3. Select Schedule Batch Import to Workforce Dimensions.
4. Click Run Now.

Business Structure Export

1. Log in to TeleStaff with the tsadmin or a similar user account.
2. Select Setup > Organization.
3. Check that the organization structure is updated.

Skills and Certifications Export

1. Log in to TeleStaff with the tsadmin or a similar user account.
2. Select Setup > General > Specialty.
3. Check that the skills and certifications were imported.

People Export

1. Log in to TeleStaff with a manager user account.
2. Select People.
3. Check that the people records were imported.

Schedule Imports

Once configured, the Schedule Import integration automatically updates schedules in Dimensions in response to actions such as by adding assignments to staff, filling vacancies, and adding time off. Check that these updates occur.

During day-to-day operations, run the integrations in the following order.

1. From Dimensions:
   1. Business Structure Export: Import locations, and generic and assigned jobs to TeleStaff.
   2. Skills and Certifications Export: Import skills and certifications definitions to TeleStaff.
   3. People Export: Import person information of employees that is related to scheduling to TeleStaff.

      Uwaga: You can schedule integrations to run once later or at a recurring frequency. Kliknij Dotknij Schedule Processes .

2. From TeleStaff:
   1. Schedule Batch Import: Periodically synchronize schedules over a range of days and groups between the systems.
   2. Schedule Import: Regularly update working time (shifts) and non-working time (time off) to synchronize systems for timecard and accruals balances.