PrismHR Subscription Dataforms

In the Admin Workspace, there are typically three of the following dataforms:

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Client schema

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Employee schema

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Payroll schema

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Security schema

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Voucher schema

Each form contains:

Schema	For Import Ongoing only, defines the type of data this particular Subscription ID evaluates
Subscription ID	The HRP ID of the registered Subscription for this ClientSpace installation.
Replay ID	The last Event marker processed from the last time the Ongoing Scheduled Process successfully ran.
Voucher Last Process Date	The last date the Voucher Scheduled Process successfully ran.
Notes	General information such as the date and time the scheduled process ran, the Replay ID used.

The Client, Employee, Payroll, and Security records are AUTOMATICALLY populated by the PrismHR Import Ongoing Scheduled Process.

For the system to auto-populate the record, create stub records for the Client and Employee imports.

To create stub records:

1.

Create semi-blank HRP Subscription dataforms, one for Client, Employee, Payroll, and Security. On these forms, all you have to do is select the Schema and Classes (Client-Master,Location; Employee-Person,Client,Compensation).

2.

On those dataforms leave all other fields empty (no subscription id, no replay id, etc.).

3.

Run the Import Ongoing scheduled process.

4.

If the connection info is correct and PrismHR has properly configured our user account, the process will:

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acknowledge that two new subscriptions must be created in HRP

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create the new subscriptions in HRP

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update our subscription dataforms with the new information

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check for any new events (most likely there will not be any since we grab the highest event replay id when the subscription is created)

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exit

5.

Review the HRP API Import Ongoing log ad hoc report to see if the process was successful.

6.

The Voucher record must be manually generated:

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Schema: Voucher

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Voucher Last Process Date: enter the date from which you wish to Import Vouchers. After this field is populated and the Import Voucher Scheduled Process runs, the process will update this field

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No other fields need to be configured