Configuring Client Master and Employee custom links

To trigger business rules (to validate and export data to PrismHR):

1. Go to System Admin > Advanced > Custom Links.
   The Configure Links dashboard opens.
   
2. Locate the Client Master records. If none exist, then click Add.
   See Configuring Custom Dataform Links for more detail on completing the form.

3. To edit each Client Master record, select and click Edit.
   The Configure Links Detail form opens.
4. For the record Export Client to PrismHR (exporting the Client to PrismHR), configure the link as follows:

Location	Select Client Master.
Display Value	Type Export Client to PrismHR.
Code Value	Type ExportClient.

5. Click Save.
6. For the record Export Employees to PrismHR (exporting all Employees for a Client to PrismHR), configure the link as follows:

Location	Select Client Master.
Display Value	Type Export Employees to PrismHR.
Code Value	Type ExportEmployees.

7. Click Save.
8. For the record Export Employee to PrismHR (exporting a single Employee to PrismHR), configure the link as follows:

Location	Select Employee.
Display Value	Type Export Employee to PrismHR.
Code Value	Type EEExport.

9. Click Save.