The Universal Interface for HR enables organizations to interface WebTMA with many popular ERP and HR systems in the industry. The interface provides a bi-directional connection between WebTMA and other business applications utilizing proven processes on both ends.
The interface includes the import and update of key personnel information, such as identification number, name, charge rate, shift, trade, etc.; export of time and labor from WebTMA into your business application; and the import of leave accrual into WebTMA.
The Universal Interface for HR bundles three types of Personnel records. These are:
- HR – Personnel Import
- HR – Leave Accrual Import
- HR – Time and Labor Export
This interface offers the following features:
- Improve decision-making through the availability of integrated HR data
- Simplify your overall efforts with a pre-built, user-configurable design
- Increase data accuracy with electronic transmittal of personnel data, time and labor, and leave accrual
- Create user-defined templates for importing and exporting selective HR data
- Improve efficiency by eliminating manual and duplicate data entry
HR – Personnel Import
Path: Admin > Universal Interface > Universal Interface Setup
Personnel Import is part of the Universal Interface HR bundle. After you configure the Client Service Installation, the Universal Interface Setup window must be completed.
When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere in the left column until the row is mapped to the remote columns in the third-party database.
WebTMA filters the column field selection to prevent duplicate selection. For example, First Name and Last Name are not available for selection when you click the Add Column link because they are already selected. Reminder: The lines that auto-populate the grid are required. Please do not delete these lines.
Remember to add at least one Repair Center to the Repair Center Tab.
How to Link Fields for HR – Personnel Import
In order to import your Personnel files, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries. Edit those records and then add elective fields.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the Required Setup fields.
- Click the Add Column link on the grid to open the Column Mapping popup window.
- Choose your WebTMA Column.
- Select the Remote Column.
- Click Save & Add (or Save & Close).
- Repeat until all fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center
- Click Save on the WebTMA toolbar.
HR – Leave Accrual Import
Path: Admin > Universal Interface > Universal Interface Setup
Leave Accrual Import is part of the Universal Interface HR bundle. After you configure the Client Service Installation, the Universal Interface Setup window must be completed.
When you select the Transaction Type, WebTMA automatically loads the required fields in the mapping grid. These lines display a red sphere in the left column until the row is mapped to the remote columns in the third-party database.
WebTMA filters the column field selection to prevent duplicate selection. For example, Technician is not available for selection when you click the Add Column link because it is already selected. Reminder: The lines that auto-populate the grid are required. Please do not delete these lines.
Remember to add at least one Repair Center to the Repair Center Tab.
How to Link Fields for HR – Leave Accrual Import
In order to import your Leave Accrual records, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries. Edit those records and then add elective fields.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the Required Setup fields.
- Click the Add Column link on the grid to open the Column Mapping popup window.
- Choose your WebTMA Column.
- Select the Remote Column.
- Click Save & Add (or Save & Close).
- Repeat until all fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center
- Click Save on the WebTMA toolbar.
HR – Time and Labor Export
Path: Admin > Universal Interface > Universal Interface Setup
Time and Labor Export is part of the Universal Interface HR bundle. Select the HR Time and Labor Export Transaction Type to export records using the Universal Universal Interface framework. You have a choice of three export Connection Types: Comma Delimited Text File, Tab Delimited Text File, or Microsoft SQL Server.
The Export Query is used only to determine the records to be exported. Select an existing Browse Query to serve as the Export Query. The selected Export Query has no impact on the data columns that are used in the export process.
ALERT: Each record can be exported only once. Even if you use a new WebTMA Universal Interface setup, when Time and Labor has been exported previously using the Universal Interface function, it will not export a second time.
Once a record has been exported, the xx_uiExport Boolean field is updated with a value of 'true'. Records with a true xx_uiExport value are excluded from the export query to prevent duplicate data from being exported.
Be sure to select a folder so an error log can be generated.
The WebTMA Integration Client Service Configuration (Stand-alone windows application) Service includes fields to support exporting records.
Remember to add at least one Repair Center to the Repair Center Tab.
How to Link Fields for HR – Time and Labor Export
In order to export your HR Time and Labor records, you must link WebTMA fields with fields within your Universal Interface table. By default, all required fields should already have line entries. Edit those records and then add elective fields.
From your Universal Interface Setup window in Add/Edit mode:
- Complete the Required Setup fields.
- Click the Add Column link on the grid to open the Column Mapping popup window.
- Choose your WebTMA Column.
- Type or select the Remote Column.
- Click Save & Add (or Save & Close).
- Repeat until all fields in your Universal Interface table have been matched up.
- Add the applicable Repair Center(s) to the Repair Center
- Click Save on the WebTMA toolbar.