| Package | Installation Link |
|---|---|
| 2cloudnine Payroll | Configuration Guide To 2cloudnine Payroll |
| 2cloudnine Payroll Time2Pay Extension | |
| 2cloudnine Payroll Data Creation Extension |
| Task | Requirement | Completed |
|---|---|---|
| Package Installation | ||
| Installing Packages | Compulsory | ⃞ |
| Installation Process | Compulsory | ⃞ |
| Custom Settings | ||
| Custom Settings | Compulsory | ⃞ |
| Remote Site Settings | ||
| Remote Site Settings | Compulsory | ⃞ |
| Batch Size Settings | ||
| Batch Size Settings | Optional | ⃞ |
| Schedule Apex Jobs | ||
| Timesheets | Compulsory | ⃞ |
| Timesheet Entries | Compulsory | ⃞ |
| Assignment | Optional | ⃞ |
| Payee | Optional | ⃞ |
| Payee Leave Rule | Optional | ⃞ |
| Payee Allowance Record | Optional | ⃞ |
| Project Code | Optional | ⃞ |
2. Install for All Users
3. Install for Specific Profiles—This step allows you to select which profiles you will apply the security
to manually. Please note that you must choose the required option carefully, as this step can not
be repeated.
To proceed further, you must tick the “I acknowledge that I’m installing a Non-Salesforce Application that
is not authorised for distribution as part of Salesforce’s AppExchange Partner Program.” After this, you
must select the **Upgrade** button to install the package.
Salesforce will begin installing the package. If you are presented with some dialogue informing you that
the installation is taking a while, you can accept it, and it will return you to the Installed Packages page.
Salesforce will send an email advising when the installation has been completed, and the package will be
listed if you refresh the page.
### 4. Custom Settings
1. Go to **Setup** > **Custom Settings**
2. Click on the **Manage** button next to Import Tool Settings.
1. If the Tech Services Team has created the Integrated User, click the **Edit** button (see
Figure 1).
OR
2. Alternatively, if the Integrated User still needs to be created (and no other Custom Settings have been added for the new Org), click the **New** button (see Figure 2).
3. Populate the values displayed below:
1. API values:
2. If configuring in a Production Org:
* **API Endpoint URL**: [https://2cloudnine49807.jitterbit.cc/Production/v1.0/2C9PayrollImport](https://2cloudnine49807.jitterbit.cc/Production/v1.0/2C9PayrollImport)
* **API-Key**: 11289963-6e8f-42bc-b7da-b5c257638e01
3. If configuring in a Sandbox Org:
* **API Endpoint URL**: [https://2cloudnine49807.jitterbit.cc/Sandbox/v1.0/2C9PayrollImportSandbox](https://2cloudnine49807.jitterbit.cc/Sandbox/v1.0/2C9PayrollImportSandbox)
* **API-Key**: 639d5539-e063-4c92-8e3d-5e7104826716
4. **API Load Type**: Batch
5. **Package Type**: Managed
6. **Salesforce Admin User Name**:
1. Go to the **Setup** > **Users**
2. Copy the name of the 2cloudnine Integration User, e.g. [anglicare.integration@2cloudnine.com](mailto:anglicare_integration@2cloudnine.com)
7. **External ID Payee**: enter one of the following valuesto define whether the External ID used by the Integrated Import Tool for Payee records should be sourced from the related Contact record or the Payee Name:
1. From Contact External ID
2. From Payee Name
8. **External ID Assignment**: enter one of the followingvalues to define whether the External ID used by the Integrated Import Tool for Assignment records should be sourced from the related Contact record or the Assignment Name:
1. From Contact External ID
2. From Assignment Name
### 5. Remote Site Settings
As part of the improvements made within the Integrated Import Tool, users must complete the below configuration to ensure the correct Remote Site is called during the ongoing operations.
Go to **Setup > Remote Site Settings**
1. Click the **New Remove Site** button.
2. Populate the following values (see Figure 4):
a. **Remote Site Name:** jitterbit\_api\
b. **Remote site URL:** [https://2cloudnine49807.jitterbit.cc/](https://2cloudnine49807.jitterbit.cc/)\
c. **Disable Protocol Security:** False\
d. **Active:** True
3. Click the **Save** button.
### 6. Batch Size Settings
You can modify the batch size of any import objects you deem fit for the org requirements and capability. If left blank, the default batch size = 200.
Go to **Setup > Custom Settings**
1. Click on the **Manage** button next to **Import Tool Batch Size v2**.
2. Click on **New**.
3. Populate the desired value (below 200) next to the necessary field(s):
a. **Allowance Batch Size**\
b. **Pay Transaction Batch Size**\
c. **Timesheet Batch Size**\
d. **Timesheet Header Batch Size**
4. Click **Save**.
### 7. Schedule Apex Jobs
Use the below Scripts to create Scheduled jobs that run every 10 minutes to find and populate the
External ID used by the Integrated Import Tool for the following Objects:
* Timesheet
* Timesheet Entry
* Assignment
* Payee
* Payee Leave Rule
* Payee Allowance
* Project Code
To run scripts:
1. Copy the block of scripts to be run.
2. Select **Setup > Developer Console**
3. **Debug > Open Execute Anonymous Window**
4. Delete or comment out any code that is in the window
5. Paste in the copied script from below.
6. Click the **Execute** button.
7. Repeat the above steps until the last script.
8. Once completed:
1. Ensure External IDs are loaded for Contacts, Assignments, Payees, etc.
2. Inform Tech Services to have the Jitterbit recipe connected to the specific Org.
To create a Scheduled Job to populate the External Id (it) field on all Timesheets, Timesheet Entries,
Assignments, Payees, Payee Leave Rules, Payee Allowances and Project Codes records every 10 mins, with
a batch size of 200, use the following script:
```java Script 2 theme={null}
//script to populate External ID every 10 minutes with default batchSize of 200
for (Integer i = 0; i < 6; i++) {
String minute = String.valueOf(i * 10);
String cronExp = '0 ' + minute + ' * * * ?';
System.schedule(
'ImportTool_TSExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSExternalIdController()
);
System.schedule(
'ImportTool_TSEExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSEExternalIdController()
);
System.schedule(
'ImportTool_AssExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_AssExternalIdController()
);
System.schedule(
'ImportTool_PayeeExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_PayeeExternalIdController()
);
System.schedule(
'ImportTool_PLRExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_PLRExternalIdController()
);
System.schedule(
'ImportTool_PAExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_PAExternalIdController()
);
System.schedule(
'ImportTool_PCExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_PCExternalIdController()
);
}
```
### **Timesheets**
Scheduling the following scripts will enable the External Id (It) field to be regularly updated for Timesheet
records. The External Id (it) value will be generated by referencing the related Employee External Id,
Assignment External Id and Timesheet End Date fields on Timesheet records, per the below formula:
* employeeExternalId + '*' + assignmentExternalId + '*' + timesheetEndDate
The below query can be run to identify the exact Timesheet records that will be processed by the
Scheduled Job. Any records not displayed when this query is returned will not be updated with an
External Id (it) when the Scheduled Job is run:
```sql Query Logic 1 theme={null}
//script to process records using SOQL query
SELECT Id,
tc9_et__Employee__r.tc9_imp__External_Id_it__c,
tc9_et__Assignment__r.tc9_imp__External_Id_it__c,
tc9_et__End_Date__c
FROM tc9_et__Timesheet__c
WHERE tc9_et__Employee__r.tc9_imp__External_Id_it__c != null
AND tc9_et__Assignment__r.tc9_imp__External_Id_it__c != null
AND tc9_et__End_Date__c != null
AND tc9_et__Start_Date__c >= Last_90_Days
AND tc9_imp__External_Id_it__c = null
```
To create a Scheduled Job to populate the External Id (it) field on Timesheets every 10 minutes, with a
batch size of 10, use the following script:
```java Script 3 theme={null}
//script to populate External ID on Timesheets every 10 minutes with batchSize of 10
for (Integer i = 0; i < 6; i++) {
String minute = String.valueOf(i * 10);
String cronExp = '0 ' + minute + ' * * * ?';
System.schedule(
'ImportTool_TSExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSExternalIdController(10)
);
}
```
To create a Scheduled Job to populate the External Id (it) field on Timesheets every 10 minutes, with a batch size of 200, use the following script:
```java Script 4 theme={null}
//script to populate External ID on Timesheets every 10 minutes with a default batchSize of 200
for (Integer i = 0; i < 6; i++) {
String minute = String.valueOf(i * 10);
String cronExp = '0 ' + minute + ' * * * ?';
System.schedule(
'ImportTool_TSExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSExternalIdController()
);
}
```
### Timesheet Entries
Scheduling the following scripts will enable the External Id (It) field to be regularly updated for Timesheet Entry records. The External Id (it) value will be generated by referencing the related Employee External Id, Assignment External Id and Timesheet End Date fields on Timesheet Entry records, per the below formula:
* `employeeExternalId + '_' + assignmentExternalId + '_' + timesheetEndDate`
The below query can be run to identify the exact Timesheet Entry records that will be processed by the Scheduled Job. Any records not displayed when this query is returned will not be updated with an External Id (it) when the Scheduled Job is run.
```sql Quey logic 2 theme={null}
//script to process records using SOQL query
SELECT Id,
tc9_et__Employee__r.External_Id_it__c,
tc9_et__Assignment__r.External_Id_it__c,
tc9_et__Start_Date__c
FROM tc9_et__Timesheet_Entry__c
WHERE tc9_et__Employee__r.External_Id_it__c != null
AND tc9_et__Assignment__r.External_Id_it__c != null
AND tc9_et__Start_Date__c != null
AND tc9_et__Start_Date__c >= LAST_N_DAYS:90
AND External_Id_it__c = null
AND tc9_et__Date_Pay_Transaction_Generated__c = null
AND (tc9_et__Start_Time__c = null OR tc9_et__Start_Time__c = 00:00:00.000Z)
AND (tc9_et__End_Time__c = null OR tc9_et__End_Time__c = 00:00:00.000Z)
AND tc9_et__Total_Hours__c = 0
AND tc9_et__Total_Time_hours__c = null
AND tc9_et__Total_Time_mins__c = null
AND (tc9_et__Break_1_Total__c = null OR tc9_et__Break_1_Total__c = 0)
AND (tc9_et__Break_2_Total__c = null OR tc9_et__Break_2_Total__c = 0)
AND tc9_et__Break_1_Start_Time__c = null
AND tc9_et__Break_1_End_Time__c = null
AND tc9_et__Break_2_Start_Time__c = null
AND tc9_et__Break_2_End_Time__c = null
```
To create a Scheduled Job to populate the External Id (it) field on Timesheet Entries every 10 minutes, with a batch size of 10, use the following script:
```java Script 5 theme={null}
//script to populate External ID on Timesheet Entries every 10 minutes with a batchSize of 10
for (Integer i = 0; i < 6; i++) {
String minute = String.valueOf(i * 10);
String cronExp = '0 ' + minute + ' * * * ?';
System.schedule(
'ImportTool_TSEExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSEExternalIdController(10)
);
}
```
To create a Scheduled Job to populate the External Id (it) field on Timesheet Entries every 10 minutes, with a batch size of 200, use the following script:
```java Script 6 theme={null}
//script to populate External ID on Timesheet Entries every 10 minutes with a default batchSize of 200
for (Integer i = 0; i < 6; i++) {
String minute = String.valueOf(i * 10);
String cronExp = '0 ' + minute + ' * * * ?';
System.schedule(
'ImportTool_TSEExternalIdController ' + i,
cronExp,
new tc9_imp.ImportTool_TSEExternalIdController()
);
}
```
### Assignments
Scheduling the following scripts enables the External Id (it) field to be regularly updated for Assignment records. The following formula will be used for determining when the External Id (it) field should be updated for Assignment records, as well as the value generated for this field:
* IF `Import_Tool_Settings__r.External_ID_Assignment__c = ‘From Assignment Name’`
THEN `