Prorated Accruals Extension

1. Configure Access to Integrations.
2. Configure the following Hyperfinds; see the Hyperfind Queries topic:
   • Prorated Accruals Employees – Hire: A hyperfind that contains active employees only
   • Prorated Accruals Employees – FTE: A hyperfind that contains FTE employees only
   • Prorated Accruals Employees – Termination: A hyperfind that contains terminated employees only
3. Create the following paycodes as dummies to use as paycode edits; see the Paycode Definition topic:
   • Hourly Adjustment
   • Hourly Overdraft
4. Check the accrual policy — see the Accrual policies topic — and check the following:
   • If accruals grants increase based on length of service, select the Length of Service Reference date that specifies when milestones occur and grant and limit amounts change.
   • Make sure that Adjust balance on FTE change is not selected.
5. Create an extension table that specifies the DDL commands for the integration template; see the Extension Tables topic.
6. Configure integration list parameters to define a Rounding Rules property with the Values as follows; see the Configure Integration List Parameters topic:
   • No Round: Select Default Value.
   • Round Down 0.5
   • Round Down 1.0
   • Round Up 0.5
   • Round Up 1.0
7. Get the URL, User, and Password for the APIGatewayServer.
8. Deploy the ProratedAccuralsHire, ProratedAccuralsFTE, and ProratedAccrualsTermination integration packs; see the Deploy Integration Packs to your Atom topic.

1. Open the Integration Template Designer: Select Main Menu Administration > Application Setup > Integrations Setup > Design Integration Templates.

   Note: If prompted, enter your Username and Password. Click Tap Log in.
2. Select the Manage tab > Atom Management.
3. Select your environment.

1. Select environment extensions
   1. In Administration, click tap Environment Extensions.
   2. In Process Filter, click tap the magnifying glass . It can take several seconds before the button becomes active.
   3. Scroll to and select the integration pack: Prorated Accruals > ProratedAccrualsHire_v4.4.

1. Select environment extensions
   1. In Administration, click tap Environment Extensions.
   2. In Process Filter, click tap the magnifying glass . It can take several seconds before the button becomes active.
   3. Scroll to and select the integration pack: Prorated Accruals > ProratedAccrualsHire_v4.4.
2. Configure connection settings
   Caution: If you select Use Default for the connection settings and process properties, ensure that Value is blank. If Value is not blank, that value overrides the default value whether or not Use Default is selected or cleared. Example: If the default value is abc, but Value shows xyz, the integration uses xyz regardless of the setting of Use Default.
   1. Select Connection Settings.

   2. From the Connection dropdown list, select and configure the following:

      Connection Settings

      Connection Settings for this integration

      Setting	Required	Actions
      APIGatewayServer	Required	To change the default API gateway server: Clear Use Default. Enter the URL to the server. Example: <tenantURL>/api
      ProratedAccrualsHire_v4.4_DataBaseServer	Required	The database server setting defines the connection to the file that contains the records. To change the default server parameters: For each field, clear Use Default. Enter the following values: In User, enter the username for the server. In Password, select <Encrypted>. Enter the password for the server. Click Tap Apply. Enter the Class Name. Enter the Connection URL for the database server.
      SFTPServer	Required	The SFTP server setting defines the connection to the file that contains the records. Integrations access only the internal SFTP account. To change the default SFTP server parameters: For each field, clear Use Default. Enter the following values: Enter the name of the internal Host. Enter the number of the Port for the internal SFTP account. In User, enter the username for the internal SFTP account. In Password, select <Encrypted>. Enter the new password for the internal SFTP account. Click Tap Apply.

3. Configure process properties
   1. Select Process Properties.
      Caution: Do not edit the default values of the AuthenticationProperties. By default, cookies are enabled and set the values for authentication properties.

   2. Select ProratedAccrualsHire_v4.4_Control to set process properties that must be configured before the integration can run.

      Process Properties

      Process Properties for this integration

      Property	Required	Actions
      Hyperfind Name	Required	Note: The default hyperfind is 1 (shown as blank) which indicates All Home and includes all active employees. Select the hyperfind query for new and re-hired employees only: Clear Use Default. Select the Prorated Accruals Employees – Hire hyperfind,
      Person Numbers	Not required	Caution: Recommended: Leave Use Default selected to include all employees in the hyperfind. Default = Include all employees. To process data for only a limited group of employees: Clear Use Default. Enter the person numbers, as defined in the source system, each separated by a comma (,) but no spaces. Example: 13997,15556,20012
      Rounding	Required	Select the rounding rule: Clear Use Default. Select one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
      Adjustment Paycode	Required	Select the adjustment paycode to use for paycode edits: Clear Use Default. Select Hourly Adjustment.
      Adjustment Comment	Not required	Specify the comment to use for adjustment paycode edits: Clear Use Default. Enter the comment.
      ValidateAccrualCodeInCRT	Required	Default = false. Set this property to use the AccrualPolicy cross-reference table to get the accrual policy details for new and re-hired employees: Clear Use Default. Select true.

4. Configure cross-reference tables

   Cross-reference tables (CRT) are the look-up tables that the integrations use to translate parameter values. One or more data values from the source system can be used to assign one or more parameters in the destination system.

   Note:

   • If more than one row matches a reference value, the first match is the output value.
   • If no match is found, the output value can be null, or the integration can produce errors.
   1. Select Cross Reference.

   2. From the Cross Reference dropdown list, select the following cross-reference tables:

      ProratedAccrualsHire_v4.4_AccrualPolicy_CRT — Get the accrual policy details for employees.

      Column headers:

      Accrual Profile,Accrual Code,Unit,FTE Grant Amount (Decimal),Grant Date(mm/dd),Monthly Grant(Y/N),Disallow Overdraft Amount (Decimal),Version,Length of Service,Length of Service Reference
      • Accrual Profile = The name of the accrual profile that groups accrual policies; the profile is assigned to employees.
      • Accrual Code = The code for the accrual from which time or money is debited and credited.
      • Unit = The unit for the accrual of time or money.
      • FTE Grant Amount = The amount of the grant for full-time equivalent (FTE) employees; use decimal format.
      • Grant Date = The date when the grant is awarded.
      • Monthly Grant = Whether grant is awarded monthly or not.
      • Disallow Overdraft Amount — The limit where the system disallows a paycode edit that causes an overdraft. The disallow amount must be more than the warning amount. If no warning amount is set, the value can be 0 (zero).
      • Version = An internally generated number that identifies multiple versions of the same accrual code.
      • Length of Service = The qualifying value for each version of the accrual code; can be in days, weeks, months, or years.
      • Length of Service Reference = The name of the date pattern for the length of service.

      ProratedAccrualsHire_v4.4_DatePattern_CRT — Get the length-of-service details for accruals grants that increase based on employees' length of service.

      Column headers:

      Length of Service Reference,Date Pattern Reference Date,Date Pattern Frequency Number,Date Pattern Frequency
      • Length of Service Reference = The name of the date pattern for the length of service; this name is used in the AccrualPolicy_CRT.
      • Date Pattern Reference Date = The anchor date for the date pattern. Select Date of Hire, Person Specific Date, or Fixed Date.
        Note: Symbolic dates must be configured with a fixed date. Example: First Day of Month for a monthly recurring grant can use 01/01/1900 as a fixed date reference.
      • Date Pattern Frequency Number = The number for repetitions of the date pattern. Examples: Once (1) a year. Every 4 weeks. Every 90 days.
      • Date Pattern Frequency = The frequency of recurrence of the date pattern. Select Days, Weeks, Months, or Years.

   3. Select Override to:

      • Download the tables when you run the integration
      • Edit the table cells in Extensions
   4. When you finish, click tap OK.

1. Select environment extensions
   1. In Administration, click tap Environment Extensions.
   2. In Process Filter, click tap the magnifying glass . It can take several seconds before the button becomes active.
   3. Scroll to and select the integration pack: Prorated Accruals > ProratedAccrualsFTE_v4.5.
2. Configure connection settings
   Caution: If you select Use Default for the connection settings and process properties, ensure that Value is blank. If Value is not blank, that value overrides the default value whether or not Use Default is selected or cleared. Example: If the default value is abc, but Value shows xyz, the integration uses xyz regardless of the setting of Use Default.
   1. Select Connection Settings.

   2. From the Connection dropdown list, select and configure the following:

      Connection Settings

      Connection Settings for this integration

      Setting	Required	Actions
      APIGatewayServer	Required	To change the default API gateway server: Clear Use Default. Enter the URL to the server. Example: <tenantURL>/api
      ProratedAccrualsFTE_v4.5_DataBaseServer	Required	The database server setting defines the connection to the file that contains the records. To change the default server parameters: For each field, clear Use Default. Enter the following values: In User, enter the username for the server. In Password, select <Encrypted>. Enter the password for the server. Click Tap Apply. Enter the Class Name. Enter the Connection URL for the database server.
      SFTPServer	Required	The SFTP server setting defines the connection to the file that contains the records. Integrations access only the internal SFTP account. To change the default SFTP server parameters: For each field, clear Use Default. Enter the following values: Enter the name of the internal Host. Enter the number of the Port for the internal SFTP account. In User, enter the username for the internal SFTP account. In Password, select <Encrypted>. Enter the new password for the internal SFTP account. Click Tap Apply.

3. Configure process properties
   1. Select Process Properties.
      Caution: Do not edit the default values of the AuthenticationProperties. By default, cookies are enabled and set the values for authentication properties.

   2. Select ProratedAccuralsFTE_v4.5_Control to set process properties that must be configured before the integration can run.

      Process Properties

      Process Properties for this integration

      Property	Required	Actions
      Hyperfind Name	Required	Select the hyperfind query for FTE employees only: Clear Use Default. Select the Prorated Accruals Employees – FTE hyperfind,
      Person Numbers	Not required	Leave Use Default selected to include all employees in the hyperfind.
      Rounding	Required	Select the rounding rule: Clear Use Default. Select one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
      Adjustment Paycode	Required	Select the adjustment paycode to use for paycode edits: Clear Use Default. Select Hourly Adjustment.
      Adjustment Comment	Not required	Specify the comment to use for adjustment paycode edits: Clear Use Default. Enter the comment.
      Overdraft Paycode	Not required	Select the overdraft paycode to use for paycode edits: Clear Use Default. Select Hourly Overdraft.
      Overdraft Comment	Not required	Specify the comment to use for overdraft paycode edits: Clear Use Default. Enter the comment.
      ValidateAccrualCodeInCRT	Required	Default = false. Set this property to use the AccrualPolicy cross-reference table to get the accrual policy details for employees who change status to FTE: Clear Use Default. Select true.

4. Configure cross-reference tables

   Cross-reference tables (CRT) are the look-up tables that the integrations use to translate parameter values. One or more data values from the source system can be used to assign one or more parameters in the destination system.

   Note:

   • If more than one row matches a reference value, the first match is the output value.
   • If no match is found, the output value can be null, or the integration can produce errors.
   1. Select Cross Reference.

   2. From the Cross Reference dropdown list, select the following cross-reference tables:

      ProratedAccrualsFTE_v4.5_AccrualPolicy_CRT — Get the accrual policy details for employees.

      Column headers:

      Accrual Profile,Accrual Code,Unit,FTE Grant Amount (Decimal),Grant Date(mm/dd),Monthly Grant(Y/N),Disallow Overdraft Amount (Decimal),Version,Length of Service,Length of Service Reference
      • Accrual Profile = The name of the accrual profile that groups accrual policies; the profile is assigned to employees.
      • Accrual Code = The code for the accrual from which time or money is debited and credited.
      • Unit = The unit for the accrual of time or money.
      • FTE Grant Amount = The amount of the grant for full-time equivalent (FTE) employees; use decimal format.
      • Grant Date = The date when the grant is awarded.
      • Monthly Grant = Whether grant is awarded monthly or not.
      • Disallow Overdraft Amount = The limit where the system disallows a paycode edit that causes an overdraft. The disallow amount must be more than the warning amount. If no warning amount is set, the value can be 0 (zero).
      • Version = An internally generated number that identifies multiple versions of the same accrual code.
      • Length of Service = The qualifying value for each version of the accrual code; can be in days, weeks, months, or years.
      • Length of Service Reference = The name of the date pattern for the length of service.

      ProratedAccrualsFTE_v4.5_DatePattern_CRT — Get the length-of-service details for accruals grants that increase based on employees' length of service.

      Column headers:

      Length of Service Reference,Date Pattern Reference Date,Date Pattern Frequency Number,Date Pattern Frequency
      • Length of Service Reference = The name of the date pattern for the length of service; this name is used in the AccrualPolicy_CRT.
      • Date Pattern Reference Date = The anchor date for the date pattern. Select Date of Hire, Person Specific Date, or Fixed Date.
        Note: Symbolic dates must be configured with a fixed date. Example: First Day of Month for a monthly recurring grant can use 01/01/1900 as a fixed date reference.
      • Date Pattern Frequency Number = The number for repetitions of the date pattern. Examples: Once (1) a year. Every 4 weeks. Every 90 days.
      • Date Pattern Frequency = The frequency of recurrence of the date pattern. Select Days, Weeks, Months, or Years.

   3. Select Override to:

      • Download the tables when you run the integration
      • Edit the table cells in Extensions
   4. When you finish, click tap OK.

1. Select environment extensions
   1. In Administration, click tap Environment Extensions.
   2. In Process Filter, click tap the magnifying glass . It can take several seconds before the button becomes active.
   3. Scroll to and select the integration pack: Prorated Accruals > ProratedAccrualsTermination_v4.4.
2. Configure connection settings
   Caution: If you select Use Default for the connection settings and process properties, ensure that Value is blank. If Value is not blank, that value overrides the default value whether or not Use Default is selected or cleared. Example: If the default value is abc, but Value shows xyz, the integration uses xyz regardless of the setting of Use Default.
   1. Select Connection Settings.

   2. From the Connection dropdown list, select and configure the following:

      Connection Settings

      Connection Settings for this integration

      Setting	Required	Actions
      APIGatewayServer	Required	To change the default API gateway server: Clear Use Default. Enter the URL to the server. Example: <tenantURL>/api
      ProratedAccuralsTermination_v4.4_DataBaseServer	Required	The database server setting defines the connection to the file that contains the records. To change the default server parameters: For each field, clear Use Default. Enter the following values: In User, enter the username for the server. In Password, select <Encrypted>. Enter the password for the server. Click Tap Apply. Enter the Class Name. Enter the Connection URL for the database server.
      SFTPServer	Required	The SFTP server setting defines the connection to the file that contains the records. Integrations access only the internal SFTP account. To change the default SFTP server parameters: For each field, clear Use Default. Enter the following values: Enter the name of the internal Host. Enter the number of the Port for the internal SFTP account. In User, enter the username for the internal SFTP account. In Password, select <Encrypted>. Enter the new password for the internal SFTP account. Click Tap Apply.

3. Configure process properties
   1. Select Process Properties.
      Caution: Do not edit the default values of the AuthenticationProperties. By default, cookies are enabled and set the values for authentication properties.

   2. Select ProratedAccuralsTermination_v4.4_Control to set process properties that must be configured before the integration can run.

      Process Properties

      Process Properties for this integration

      Property	Required	Actions
      Hyperfind Name	Required	Select the hyperfind query for terminated employees only: Clear Use Default. Select the Prorated Accruals Employees – Termination hyperfind,
      Person Numbers	Not required	Leave Use Default selected to include all employees in the hyperfind.
      Rounding	Required	Select the rounding rule: Clear Use Default. Select one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
      Adjustment Paycode	Required	Select the paycode to use for paycode edits: Clear Use Default. Select Hourly Adjustment.
      Adjustment Comment	Not required	Specify the comment to use for paycode edits: Clear Use Default. Enter the comment.
      Overdraft Paycode	Required	Select the overdraft paycode to use for paycode edits: Clear Use Default. Select Hourly Overdraft.
      Overdraft Comment	Required	Specify the comment to use for overdraft paycode edits: Clear Use Default. Enter the comment.
      Accruals Payout	Required	To set the integration to pay out accruals balances to terminated employees: Clear Use Default. Select Value.
      ValidateAccrualCodeInCRT	Required	Default = false. Set this property to use the AccrualPolicy cross-reference table to get the accrual policy details for terminated employees: Clear Use Default. Select true.

4. Configure cross-reference tables

   Cross-reference tables (CRT) are the look-up tables that the integrations use to translate parameter values. One or more data values from the source system can be used to assign one or more parameters in the destination system.

   Note:

   • If more than one row matches a reference value, the first match is the output value.
   • If no match is found, the output value can be null, or the integration can produce errors.
   1. Select Cross Reference.

   2. From the Cross Reference dropdown list, select the following cross-reference tables:

      • ProratedAccrualsTermination_v4.4_AccrualPolicy_CRT — Get the accrual policy details for employees.

        Column headers:

        Accrual Profile,Accrual Code,Unit,FTE Grant Amount (Decimal),Grant Date(mm/dd),Monthly Grant(Y/N),Disallow Overdraft Amount (Decimal),Version,Length of Service,Length of Service Reference
        • Accrual Profile = The name of the accrual profile that groups accrual policies; the profile is assigned to employees.
        • Accrual Code = The code for the accrual from which time or money is debited and credited.
        • Unit = The unit for the accrual of time or money.
        • FTE Grant Amount = The amount of the grant for full-time equivalent (FTE) employees; use decimal format.
        • Grant Date = The date when the grant is awarded.
        • Monthly Grant = Whether grant is awarded monthly or not.
        • Disallow Overdraft Amount — The limit where the system disallows a paycode edit that causes an overdraft. The disallow amount must be more than the warning amount. If no warning amount is set, the value can be 0 (zero).
        • Version = An internally generated number that identifies multiple versions of the same accrual code.
        • Length of Service = The qualifying value for each version of the accrual code; can be in days, weeks, months, or years.
        • Length of Service Reference = The name of the date pattern for the length of service.
      • ProratedAccrualsTermination_v4.4_DatePattern_CRT— Get the length-of-service details for accruals grants that increase based on employees' length of service.

        Column headers:

        Length of Service Reference,Date Pattern Reference Date,Date Pattern Frequency Number,Date Pattern Frequency
        • Length of Service Reference = The name of the date pattern for the length of service; this name is used in the AccrualPolicy_CRT.
        • Date Pattern Reference Date = The anchor date for the date pattern. Select Date of Hire, Person Specific Date, or Fixed Date.
          Note: Symbolic dates must be configured with a fixed date. Example: First Day of Month for a monthly recurring grant can use 01/01/1900 as a fixed date reference.
        • Date Pattern Frequency Number = The number for repetitions of the date pattern. Examples: Once (1) a year. Every 4 weeks. Every 90 days.
        • Date Pattern Frequency = The frequency of recurrence of the date pattern. Select Days, Weeks, Months, or Years.

   3. Select Override to:

      • Download the tables when you run the integration
      • Edit the table cells in Extensions
   4. When you finish, click tap OK.

1. Click Tap Create .
2. Enter an appropriate, unique, and descriptive Integration Name.
3. (Optional) Enter a Description.
4. Do not select API Integration.
5. In File Access, select None to not select a connection.
6. (Optional) If the person who runs the integration doesn't have full access to integrations, select Execute Integration with System Account. This allows the integration access to all APIs in the FAP, and the relevant permissions and data, regardless of the FAP and GDAP of the person who runs the integration.

7. (Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.

8. Email Notifications

   (Optional)

   1. Select Yes to send email and control center notifications for integration runs.
   2. Enter the email addresses of the recipients for the following types of run status. For multiple recipients, separate the addresses by a comma, but no spaces:

      In Progress — The integration run started and has not finished.

      Completed — The integration ran successfully without errors.

      Failed — The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.

      Completed with Errors — The integration run has errors or could not run.

9. In Skip Configuration, select None (default) to allow multiple integrations to run at the same time or with the same data without restrictions.
10. Do not select Allow Minute Interval.
11. Integration template and parameters
    1. In Integration Template, select ProratedAccrualsHire_v4.4.
    2. Click Tap Assign .
    3. (Optional) In Integration Parameters, you can override default settings.
    4. Specify the following parameters:

       Specify the default hyperfind query that contains new and re-hired employees only:

       Click Tap Create .

       Hyperfind Name

       Hyperfind Name parameter

       Parameter Name	Enter Hyperfind Name.
       Description	(Optional)
       Template Parameter	Select Hyperfind Name.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter Prorated Accruals Employees – Termination.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

       (Optional) Specify the new and re-hired employees whose records to process:

       Click Tap Create .

       Person Numbers

       Person Numbers parameter

       Parameter Name	Enter Person Numbers.
       Description	(Optional)
       Template Parameter	Select Person Numbers.
       Parameter Type	Select Text.
       Default Value	(Optional) Default = Include all employees. To process data for only a limited group of employees: Clear Use Default. Enter the person numbers, as defined in the source system, each separated by a comma (,) but no spaces. Example: 13997,15556,20012
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default rounding rule to apply to accruals balances:

       Click Tap Create .

       Rounding

       Rounding parameter

       Parameter Name	Enter Rounding.
       Description	(Optional)
       Template Parameter	Select Rounding.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the paycode to use for paycode edits:

       Click Tap Create .

       Adjustment Paycode

       Adjustment Paycode parameter

       Parameter Name	Enter Adjustment Paycode.
       Description	(Optional)
       Template Parameter	Select Adjustment Paycode.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter the name of a paycode.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default comment to use for paycode edits:

       Click Tap Create .

       Adjustment Comment

       Adjustment Comment parameter

       Parameter Name	Enter Adjustment Comment.
       Description	(Optional)
       Template Parameter	Select Adjustment Comment.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter a comment.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for new and re-hired employees:

       Click Tap Create .

       ValidateAccrualCodeInCRT

       Translate Source Codes Via CRT parameter

       Parameter Name	Enter ValidateAccrualCodeInCRT.
       Description	(Optional)
       Template Parameter	Select ValidateAccrualCodeInCRT.
       Parameter Type	Select Boolean.
       Default Value	(Optional) Enter false.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

12. Click Tap Save.

1. Click Tap Create .
2. Enter an appropriate, unique, and descriptive Integration Name.
3. (Optional) Enter a Description.
4. Do not select API Integration.
5. In File Access, select None to not select a connection.
6. (Optional) If the person who runs the integration doesn't have full access to integrations, select Execute Integration with System Account. This allows the integration access to all APIs in the FAP, and the relevant permissions and data, regardless of the FAP and GDAP of the person who runs the integration.

7. (Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.

8. In Skip Configuration, select None(default) to allow multiple integrations to run at the same time or with the same data without restrictions.
9. Do not select Allow Minute Interval.
10. Integration template and parameters
    1. In Integration Template, select ProratedAccrualsFTE_v4.5.
    2. Click Tap Assign .
    3. (Optional) In Integration Parameters, you can override default settings.
    4. Specify the following parameters:

       Specify the default hyperfind query that contains FTE employees only:

       Click Tap Create .

       Hyperfind Name

       Hyperfind Name parameter

       Parameter Name	Enter Hyperfind Name.
       Description	(Optional)
       Template Parameter	Select Hyperfind Name.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter Prorated Accruals Employees – Termination.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

       (Optional) Specify the FTE employees whose records to process:

       Click Tap Create .

       Person Numbers

       Person Numbers parameter

       Parameter Name	Enter Person Numbers.
       Description	(Optional)
       Template Parameter	Select Person Numbers.
       Parameter Type	Select Text.
       Default Value	(Optional) Default = Include all employees. To process data for only a limited group of employees: Clear Use Default. Enter the person numbers, as defined in the source system, each separated by a comma (,) but no spaces. Example: 13997,15556,20012
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default rounding rule to apply to accruals balances:

       Click Tap Create .

       Rounding

       Rounding parameter

       Parameter Name	Enter Rounding.
       Description	(Optional)
       Template Parameter	Select Rounding.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the paycode to use for paycode edits:

       Click Tap Create .

       Adjustment Paycode

       Adjustment Paycode parameter

       Parameter Name	Enter Adjustment Paycode.
       Description	(Optional)
       Template Parameter	Select Adjustment Paycode.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter the name of a paycode.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default comment to use for paycode edits:

       Click Tap Create .

       Adjustment Comment

       Adjustment Comment parameter

       Parameter Name	Enter Adjustment Comment.
       Description	(Optional)
       Template Parameter	Select Adjustment Comment.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter a comment.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the overdraft paycode to use for paycode edits:

       Click Tap Create .

       Overdraft Paycode

       Overdraft Paycode parameter

       Parameter Name	Enter Overdraft Paycode.
       Description	(Optional)
       Template Parameter	Select Overdraft Paycode.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter the name of a paycode.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default comment to use for overdraft paycode edits:

       Click Tap Create .

       Overdraft Comment

       Overdraft Comment parameter

       Parameter Name	Enter Overdraft Comment.
       Description	(Optional)
       Template Parameter	Select Overdraft Comment.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter a comment.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for employees who change status to FTE:

       Click Tap Create .

       ValidateAccrualCodeInCRT

       Translate Source Codes Via CRT parameter

       Parameter Name	Enter ValidateAccrualCodeInCRT.
       Description	(Optional)
       Template Parameter	Select ValidateAccrualCodeInCRT.
       Parameter Type	Select Boolean.
       Default Value	(Optional) Enter false.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

11. Click Tap Save.

1. Click Tap Create .
2. Enter an appropriate, unique, and descriptive Integration Name.
3. (Optional) Enter a Description.
4. Do not select API Integration.
5. In File Access, select None to not select a connection.
6. (Optional) If the person who runs the integration doesn't have full access to integrations, select Execute Integration with System Account. This allows the integration access to all APIs in the FAP, and the relevant permissions and data, regardless of the FAP and GDAP of the person who runs the integration.

7. (Optional) Select Re-Run to allow repeated runs of the integration with the same parameter values as the previous run.

8. In Skip Configuration, select None(default) to allow multiple integrations to run at the same time or with the same data without restrictions.
9. Do not select Allow Minute Interval.
10. Integration template and parameters
    1. In Integration Template, select ProratedAccrualsTermination_v4.4.
    2. Click Tap Assign .
    3. (Optional) In Integration Parameters, you can override default settings.
    4. Specify the following parameters:

       Specify the default hyperfind query that contains terminated employees only:

       Click Tap Create .

       Hyperfind Name

       Hyperfind Name parameter

       Parameter Name	Enter Hyperfind Name.
       Description	(Optional)
       Template Parameter	Select Hyperfind Name.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter Prorated Accruals Employees – Termination.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

       (Optional) Specify the employees whose records to process:

       Click Tap Create .

       Person Numbers

       Person Numbers parameter

       Parameter Name	Enter Person Numbers.
       Description	(Optional)
       Template Parameter	Select Person Numbers.
       Parameter Type	Select Text.
       Default Value	(Optional) Default = Include all employees. To process data for only a limited group of employees: Clear Use Default. Enter the person numbers, as defined in the source system, each separated by a comma (,) but no spaces. Example: 13997,15556,20012
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default rounding rule to apply to accruals balances:

       Click Tap Create .

       Rounding

       Rounding parameter

       Parameter Name	Enter Rounding.
       Description	(Optional)
       Template Parameter	Select Rounding.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter one of the following: No Round (default) Round Down 0.5 Round Down 1.0 Round Up 0.5 Round Up 1.0
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the paycode to use for paycode edits:

       Click Tap Create .

       Adjustment Paycode

       Adjustment Paycode parameter

       Parameter Name	Enter Adjustment Paycode.
       Description	(Optional)
       Template Parameter	Select Adjustment Paycode.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter the name of a paycode.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default comment to use for paycode edits:

       Click Tap Create .

       Adjustment Comment

       Adjustment Comment parameter

       Parameter Name	Enter Adjustment Comment.
       Description	(Optional)
       Template Parameter	Select Adjustment Comment.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter a comment.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the overdraft paycode to use for paycode edits:

       Click Tap Create .

       Overdraft Paycode

       Overdraft Paycode parameter

       Parameter Name	Enter Overdraft Paycode.
       Description	(Optional)
       Template Parameter	Select Overdraft Paycode.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter the name of a paycode.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify the default comment to use for overdraft paycode edits:

       Click Tap Create .

       Overdraft Comment

       Overdraft Comment parameter

       Parameter Name	Enter Overdraft Comment.
       Description	(Optional)
       Template Parameter	Select Overdraft Comment.
       Parameter Type	Select Text.
       Default Value	(Optional) Enter a comment.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify whether to pay out accruals balances to terminated employees:

       Click Tap Create .

       Accruals Payout

       Accruals Payout parameter

       Parameter Name	Enter Accruals Payout.
       Description	(Optional)
       Template Parameter	Select Accruals Payout.
       Parameter Type	Select Boolean.
       Default Value	(Optional) Enter true.
       User Prompted	To prompt the person who manually runs the integration to set this parameter, select Yes.

       Click Tap Save.

       (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for terminated employees:

       Click Tap Create .

       ValidateAccrualCodeInCRT

       Translate Source Codes Via CRT parameter

       Parameter Name	Enter ValidateAccrualCodeInCRT.
       Description	(Optional)
       Template Parameter	Select ValidateAccrualCodeInCRT.
       Parameter Type	Select Boolean.
       Default Value	(Optional) Enter false.
       User Prompted	If the value does not need to be changed when the integration runs, select No.

       Click Tap Save.

11. Click Tap Save.
12. Make sure that the generic data access profiles (GDAP) allow access by the people who need to run the installed integrations. Select Administration > Application Setup > Integrations Setup > Access Profiles ; see Configure Access to Integrations .

1. Select the integration:
   1. Select Main Menu Maintenance > Integrations.
   2. Click Tap Run an Integration .
   3. Select the ProratedAccrualsHire_v4.4 integration from the list. Click Tap 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 as follows:
   • Hyperfind Name: Default = Prorated Accruals Employees – Hire. (Not recommended) You can select a different hyperfind query.
   • Person Numbers: (Optional) Enter the person numbers, as defined in the source system, each separated by a comma ( ,) but no spaces.
   • Rounding: (Optional) Select a different rounding rule:
     • No Round (default)
     • Round Down 0.5
     • Round Down 1.0
     • Round Up 0.5
     • Round Up 1.0
   • Adjustment Paycode: (Optional) Select a different adjustment paycode to use for paycode edits.
   • Adjustment Comment: (Optional) Select a different comment for paycode edits.
   • ValidateAccrualCodeInCRT: (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for the employees.
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. Click Tap 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. Click Tap Refresh .
6. To see details, select the integration run. Select Run Summary.

1. Select the integration:
   1. Select Main Menu Maintenance > Integrations.
   2. Click Tap Run an Integration .
   3. Select the ProratedAccrualsFTE_v4.5 integration from the list. Click Tap 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 as follows:
   • Hyperfind Name: Default = Prorated Accruals Employees – FTE. (Not recommended) You can select a different hyperfind query.
   • Person Numbers: (Optional) Enter the person numbers, as defined in the source system, each separated by a comma ( ,) but no spaces.
   • Rounding: (Optional) Select a different rounding rule:
     • No Round (default)
     • Round Down 0.5
     • Round Down 1.0
     • Round Up 0.5
     • Round Up 1.0
   • Adjustment Paycode: (Optional) Select a different adjustment paycode to use for paycode edits.
   • Adjustment Comment: (Optional) Select a different comment for paycode edits.
   • Overdraft Paycode: (Optional) Select a different overdraft paycode to use for paycode edits.
   • Overdraft Comment: (Optional) Select a different comment for overdraft paycode edits.
   • ValidateAccrualCodeInCRT: (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for the employees.
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. Click Tap 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. Click Tap Refresh .
6. To see details, select the integration run. Select Run Summary.

1. Select the integration:
   1. Select Main Menu Maintenance > Integrations.
   2. Click Tap Run an Integration .
   3. Select the ProratedAccrualsTermination_v4.4 integration from the list. Click Tap 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 as follows:
   • Hyperfind Name: Default = Prorated Accruals Employees – Termination. (Not recommended) You can select a different hyperfind query.
   • Person Numbers: (Optional) Enter the person numbers, as defined in the source system, each separated by a comma ( ,) but no spaces.
   • Rounding: (Optional) Select a different rounding rule:
     • No Round (default)
     • Round Down 0.5
     • Round Down 1.0
     • Round Up 0.5
     • Round Up 1.0
   • Adjustment Paycode: (Optional) Select a different adjustment paycode to use for paycode edits.
   • Adjustment Comment: (Optional) Select a different comment for paycode edits.
   • Overdraft Paycode: (Optional) Select a different overdraft paycode to use for paycode edits.
   • Overdraft Comment: (Optional) Select a different comment for overdraft paycode edits.
   • Accruals Payout: (Optional) Specify whether to pay out accruals balances to terminated employees.
   • ValidateAccrualCodeInCRT: (Optional) Specify whether to use the AccrualPolicy cross-reference table to get the accrual policy details for the employees.
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. Click Tap 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. Click Tap Refresh .
6. To see details, select the integration run. Select Run Summary.

Status indicators

• In-Progress: The run of this integration has not yet completed.
• Completed: The integration ran successfully without errors.
• Scheduled: This integration is scheduled to run later or repeatedly.
• (Grayed out) Scheduled but Deleted: This integration is scheduled to run, but the integration template has been deleted. When it runs, it will generate an error. To prevent this error, delete the scheduled integration run.
• Completed with Errors: The integration ran successfully, but one or more records have errors. The integration run is treated as failed. If Abort on Failure is configured in an integration set, the integration set stops.
• Failed: The integration run has errors or could not run.
• To troubleshoot and resolve errors, do the following:

  Check the Run Summary for details.

  • To troubleshoot all types of errors, or if the Run Summary shows a large number of errors, click tap Go to Additional Details (if available), or click tap the Source File to open and examine the input source file.
  • (Only for import integrations) To troubleshoot and resubmit integrations that have transactional or data errors, click tap Go to Transaction Assistant.

To check the results in more detail, do the following:

1. To see detailed results, click tap the tile for the integration run.
2. Click Tap Run Summary to see the results of the integration run.

   Example Run Summary details

   Note: The available details vary by integration and configuration.

   • Integration Run Name: Name of this run of the integration.
   • Process Name: Name of any integration set that includes this integration.
   • Integration Name: Name of the installed integration.
   • Integration Reference ID: Unique identifier for this integration run (to help in troubleshooting errors).
   • User: The person or user account that ran the integration.
   • Integration Type: Import, Export, or None
   • Start Date: Date and time when the integration run started.
   • End Date: Date and time when the integration run finished.
   • Status: In-Progress, Completed, Completed with Errors, or Failed.
   • Records Processed: Number of records that were processed.
   • Records Created: Number of records that were created.
   • Errors: Number of records that failed.
   • Source Files, Output File, and Error Files: For file-based import integrations, use Manage SFTP to access the source and output files on the inbound (source) and outbound (destination) SFTP folders. See the Manage SFTP topic.
3. Log in to the destination system and make sure that the data has been correctly updated.