4.4. Data Export

You can export the XML file from SocrateSalarii, by using the SocrateOpen ->Amounts Exports menu. The data can be received by SocrateCloud in two ways:

• manually: access the Hours Management-> HRM Setup-> Employee Cost Import menu:

  • create a new record in the window;

  • save the record;

  • press on the Import Employee Cost button to load the data from the XML file received from SocrateSalarii.

• automatically: access the Import Employee Cost process which is the equivalent of the Import Employee Cost button in the Employee Cost Import window.

The imported data can be found in the Employee Cost window. Here you will find all the imports grouped by Transaction Date (i.e. the date of the import). In the Employee Cost Line tab you will find all the details corresponding to the employees:

• Employee - name and forename;

• Salary Net - the net salary taken via import from SocrateSalarii (available on the import date);

• Hour Rate - total employee cost taken via import from SocrateSalarii (available on the import date).

The employees and their corresponding data can be found by following the path Hours Management -> HRM Setup -> Employees.

Go to the Payroll tab to manually add a new line, fill in the following fields:

• Valid from – enter the validity start date of the new net salary (the date of the import via the Import Employee Cost process);

• Negotiation Date – the salary negotiation date (the date of the import via the Import Employee Cost process).

and save the line. The Hour Rate field will be updated automatically with the Hour Rate value from the Employee Cost window, depending on the transaction date and on the employee. This will only happen automatically for those employees who have had their negotiation date modified.

In order to have the Hour Rate be automatically updated in the Payroll tab of the Employees window for all employees, you need to use the Update TC/HB of Employee process. This process takes the data from the Employee Cost window and writes them in the Payroll tab of the Employees window by inserting the negotiations at the date of the process execution. The process needs to be run after having imported the employee cost and has as entry parameters: Negotiation Date and Valid from, which will be selected by the operator. The result:

• The Total Employee Cost is only updated for the employees that have at least one record in the Employee Cost window by the negotiation date selected as a parameter for the process;

• if there is any record in the Payroll tab of the Employees window dated on the selected negotiation date, then this will be updated with the Hours Rate from the Employee Cost window;

• If there is no record with the selected negotiation date, then the system will look for the last record before this date and copy it:

  • set the new Negotiation Date according to the process's running date;

  • set the new Valid from according to the process's running date;

  • calculate the corresponding Hours Rate.

• if the employee has no record in the Payroll tab, a new record is created.