Meeting Presentation - Unanet Technologies

Imports,Exports and IntegrationOptionsAmy AllenDirector of Professional Servicesaallen@unanet.comApril 2012www.unanet.comwww.unanet.comCopyright © 2012 Unanet Technologies1

Overview• Unanet includes robust integration facilities to assist you inexchanging data between your Unanet system and other systemssuch as Accounting, Payroll, HR, etc.ImportsUnanetAccountingPayroll/HRExportsCopyright © 2012 Unanet Technologies 2

Unanet Data• What types of data can be imported and exported?• Alternates• Expense Planonly)• Approval Groups• Assignments• Employee Type• Employee Type ExpenseType• Employee Type Pay Code• Credit Card – Amex (importonly)• Credit Card – Generic(import only)• Expenses• Expense Budget• Expense Type - Master• Expense Type - Project• Labor Categories - Master• Labor Categories - ProjectLevel• Location - Master• Location - Project Level• M&IE Breakdown (importonly)• Organizations• Organization Access• Per Diem Rates (import• Person• Person Accruals• Person Skills• Planned Work• Projects• Project Administrators• Skill Level• Skill Type• Skills• Task• TimeCopyright © 2012 Unanet Technologies 3

Unanet Import/Export• How do Imports work?Unanet data entities can be added, updated and sometimes deleted via theImport functionalityImports a standard comma separated values (CSV) formatThe layout of each import type will vary depending on the Unanet data elementbeing importedCan be used in conjunction with Export for mass-update operation• How do Exports work?Exports can be used to retrieve data from the Unanet systemThe output layout is configurable via “Templates”The output is either a CSV or Fixed Formatted fileCan be used along with the Import to do mass-update operationsCopyright © 2012 Unanet Technologies 4

Unanet Export Templates• Export TemplatesCan be created by Administrative usersDefine the type of output (CSV or Fixed Formatted), name and other attributesEstablish the field layout and sorting optionsFields can use a set of powerful expressions to further operate on the dataincluding:• decision expressions (IF, SWITCH, CASE)• string operators (CONCAT, SUBSTR)• Numeric operators (MATH – addition, subtraction, etc.)• Formatting options (DATE, NUMBER)Copyright © 2012 Unanet Technologies 7

Unanet Import/Export• There are three options to initiate an Import or Export:The User InterfaceUse the Command Line Import (CLI)Use the Interface Management Utility (IMU)Copyright © 2012 Unanet Technologies 8

- 8 -right away. The position was given to the senior qualified applicant.Mr. Cook also reviewed the provincial adequacy standards and the effect of those onthe operation of the police service. He said those standards had a major impactrequiring that many policies be reviewed and rewritten, including those for dispatch.He said the Employer could be audited and, if the Employer was found not incompliance with the Adequacy Regulations, sanctions could be imposed.Mr. Cook said that since 1991 all dispatchers had started as part time dispatchers. Hesaid that allowed greater flexibility and was better for training. The full timedispatchers worked 12 hour shifts and it was difficult for anyone to be trained for 12hours. Part time employees start with shorter shifts and the training could be done by amentor much more effectively in those shorter periods.Mr. Cook acknowledged that had no part time dispatcher applied, the Employer wouldhave trained one of the full time applicants. The Employer trains many of its newemployees, both police officers and civilian employees.Finally Mr. Cook testified that he did not view this as a promotion under the Promotionarticle. Rather he saw it as falling under the Job Bulletining article. In any event, heexpressed the view that the language outlining how the Employer was to choose amongcandidates under either article had to relate to the position being sought and, inparticular, the applicant’s “activity” had to be in, or related to, that position.I note that Mary Bonefant, the successful candidate, attended the hearing and wasgiven an opportunity to participate.

Unanet Import/Export• Option 2: Using the Command Line Import (CLI) functionalityUnanetUserInterfaceExternal Systemsuch as Accounting,Payroll, HR, etc.ImportProcessCan bescheduledDatabaseCommandLineImportCSV FileCopyright © 2012 Unanet Technologies 10

Unanet Export• Option 3: Using the Interface Management Utility (IMU)UnanetUserInterfaceCan bescheduledExternal Systemsuch as Accounting,Payroll, HR, etc.ExportProcessDatabaseCommandLine exportCommandLine exportCommandLine exportOutput FileOutput FileOutput FileIMUProcess that sendsthe file(s) downstreamChecks for Errors andoptionally sendsEmail notificationsManages input files and logs for each run, optionallypurging older data files to conserve disk spaceCopyright © 2012 Unanet Technologies 11

Real World Examples• Company wants the Payroll Administrator to be the alternate timesheetuser for all employees.Solution: Export a formatted file that includes all users and the payrollmanager/Unanet Administrator. Re-imports that data using the thePerson Alternate templateCopyright © 2012 Unanet Technologies 12

Real World Examples• Company does not want the Project Manager to mistype accounts and otherdata that is kept in the accounting system, but wants to give them visibilityto this.Solution: create un-editable UDFs that can be viewed by the PM.Export a formatted file from your accounting system that includes thedata you wish for them to view.Manually kick off or schedule (using windows scheduler) that data toimport daily using the command line import.Copyright © 2012 Unanet Technologies 13

Real World Examples• Company has a comp time accrued charge code in Unanet. When time ischarged to this code, the time charged creates a budget of comp timehours to be used on another charge code (Unanet Project).Solution: Export the comp time template using the IMU. Template isformatted in the assignment import format for all time charged to thecomp time accrued project.Import the result using the IMU as an assignment budget on the comptime charge code (Unanet Project).Schedule this process to run each eveningCopyright © 2012 Unanet Technologies 14

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