4.2. Basic Configurations

1. Verify SocrateCloud Server

In order to make the the SocrateSalarii - SocrateCloud integration possible, the Oracle server administrator needs to verify that the shrmWs.war file exists in SocrateCloudInstaller/dist and that the module can be loaded (deployed) in the Glassfish server.

2. Define SocrateCloud Web Services

The SocrateCloud definitions are done by the Admin/Tenant.

Fill in the following fields in the Web Services window, found in the System Admin -> General Rules -> Security menu:

• Name: the name of the web service;

• Classname: the java class, including the method, that implements the service;

• Enforce Role based access: this checkbox specifies if you use role-based security when accessing the web service;

• Enforce IP based access: this checkbox specifies if you use IP address-based security when accessing the web service;

• Comments: the description of the service

• Active: this checkbox indicates whether the web service is active or not. The inactive services cannot be accessed irrespective of whether the classname that implements these is loaded in the SocrateCloud server.

7. Define Employees

Work Principles:

1. The employees are to be defined in the Employee window in SocrateCloud ONLY.

2. The employee's contact data will be updated in SocrateCloud.

3. The employee import process is run periodically, on request, from SocrateCloud in order to:

• Add new employees;

• Update existing employees;

• Update inactive employees.

The employees are defined in the Business Partner window, found in the Partner Relations -> Business Partner Rules menu, by filling in the following fields:

• Search Key – corresponding to the "Marca" of the SocrateSalarii employee;

• Name – corresponding to the "Name", "Forename 1, "Forename 2" of the SocrateSalarii employee;

• Business Partner Group = Employees - this does not have a correspondent in SocrateSalarii.

Go to the Employee tab of the Business Partner window and select the Active and Employee checkboxes.

In the Bank Account tab, fill in the following fields:

• Account Name = the IBAN of the employee's bank account;

• ACH = select this checkbox if you want to take this account to the Employee window to be used for salary transfers.

If the defined business partner has authentication rights in the SocrateCloud system, then define the e-mail address and password (without any correspondents in SocrateSalarii) in the Contact(User) tab.

The details specific to the employee are entered in the Employees window, found by following the path Hours Management -> HRM Setup, by filling in the following fields as according to the model/tuition:

• Social Security Number – this corresponds to the CNP of the SocrateSalarii employee;

• Identity Card Number – the identity card from SocrateSalarii;

• Active – this checkbox indicates if the employee has been liquidated or not (if so, then the checkbox will be deselected).

Enter the following data in the Payroll tab:

• Valid from – enter the validity start date, with the purpose of establishing the month/year the data will start being imported into SocrateSalarii;

• Negotiation Date – the salary negotiation date;

• Employment Date – the employment date in SocrateSalarii;

• Daily Hours Norm – the daily hours norm in SocrateSalarii;

• Hour Rate – this information is imported from SocrateSalarii;

• Notice Date – this represents the notice date from SocrateSalarii, it will be filled in SocrateCloud when an employee gives his notice of leave;

• End Date – this represents the liquidation date from SocrateSalarii, it will be filled in SocrateCloud when an employee's contract is liquidated.

Enter the following data in the Work Place tab:

• • Valid from and Valid To

• Department

• Timekeeper

Enter the following data in the Location tab:

• Address – the address from SocrateSalarii;

  • City – the city from SocrateSalarii;

  • County – the county from SocrateSalarii;

  • Country – the country from SocrateSalarii.

8. Enter the Daily Time

The time sheet will only be added, validated and approved in SocrateCloud, in Hours Management ->Daily Time:

• In the master window, enter the identification data: organization, project, phase, etc. Î

• In the Time Line tab:

  • Select the Employee;

  • Select the Time Type;

  • Enter the Qty. Spent (hh:mm);

  • Save the record.

Note: The information can be viewed in a centralised way (project, organization, employee, time type, time spent) in the Time Sheet document.

The classes that need to be defined in the Web Services window are:

- ws.bitsoftware.shrm.shrmWs.getEmployeeList - returns the employees list from SocrateCloud;

- ws.bitsoftware.shrm.shrmWs.getTimeTypeList - returns the time types from SocrateCloud;

- ws.bitsoftware.shrm.shrmWs.getWorkedTime - returns the daily times (from the time sheets) from SocrateCloud;

- ws.bitsoftware.shrm.shrmWs.setEmployeeCost - sends the employees costs to SocrateCloud;

ws.bitsoftware.shrm.shrmWs.getAcctCombinationList - returns the accounting combinations from SocrateCloud;

- ws.bitsoftware.shrm.shrmWs.getOrganizationList - returns the organizations from SocrateCloud;

- ws.bitsoftware.shrm.shrmWs.getActivityList - returns the activities from SocrateCloud.

Securing the access based on the role is done in the Role Access tab. Through this mechanism you can specify the roles with which you can call the web service.

In order to make the data transfer (export/import) between the two applications possible, you need to verify that the role that has been granted access has the Access all Orgs checkbox selected.

After finishing this configuration, the SocrateCloud menu will be activated in SocrateSalarii.

4. Time Types

In SocrateCloud it is necessary to define the time types that you will work with in the time sheets and, subsequently, through the import of the time types and the association of these with their correspondents in SocrateSalarii, to make the time sheet transfer possible.

The web service that displays the time types in SocrateCloud is shrmWs.getTimeTypeList.

The time types available for association in SocrateSalarii are:

5. Organizations and Departments

The organizations and departments structure defined in SocrateCloud is exposed through the web services to be imported and associated to the organizations structure and work groups in SocrateSalarii.

The web service that displays the organizations is shrmWs.getOrganizationList.

The data is taken to SocrateSalarii through two distinct processes: the import of organizations to be associated with organization type entities in SocrateSalarii and the import of departments to be associated with work group type entities in SocrateSalarii.

The departments are defined as organizations with distinct organization type (you can define the Department organization type), are not legal entities and are not transactional organizations.

6. Activities

You can obtain GL Journals in SocrateCloud broken down on activities, and, for this, you can export, to SocrateSalarii, the defined activities to be associated with the corresponding profit centres in SocrateSalarii. The web service that displays the activities is shrmWs.getActivityList.