#1 - Initial Integrations
- Last updated
- Save as PDF
Set up the Employees
Step 1. Set up the People Import and the Organizational Units Import
Below is a summary of the process.
Initial Data Load
Your ongoing imports will have the preprocessor created and ready for when you send the files either via SFTP or File Upload, Serraview will automatically process your files using the processor before it is loaded in.
Via File Upload and Category
When the data from been imported in you can verify the Person data and Org Unit data has been correctly imported in to Serraview.
Step 1.1 Set up the Import Files (Serraview Implementation Team)
Complete the following templates:
People Import Template
The people directory is the data that changes the most within a property portfolio, with new starters and people leaving on a regular basis.
The table below lists the columns that are the main columns for the import. If you want additional columns, these can be set up after your initial import, refer to Requirements for People Data.
|Column Name||EmployeeNo||First Name||Last Name||Org Unit||Cost Centre||Logon Name||Job Title||
|Description||Unique identifier of the employee.||First name of the employee.||Last name of the employee.||Org unit of the employee and this must match the value in the Org Unit Name column in the Org Unit Import.||
Cost centre of the employee and this must match the value in Cost Centre column in the Org Unit Import.
Note the spelling of the column header uses English (UK).
|System Logon for Windows or Mac.||Work email address.|
|Example||200005||Lucy||Wise||Accounts Payable||5100||Lucy.Wisefirstname.lastname@example.org||Customer Support||
Download the template: Person Import Template.csv
Org Units Import Template
The table below lists the columns for the import.
|Column Name||Parent Org Unit||Parent Org Cost Centre||Org Unit Name||Cost Centre|
|Description||Parent organization unit name.||Parent cost centre of the organization unit name. This may be a name or code.||Organization unit name.||Cost Centre name or code.|
Download the template: Org Unit Import Template.csv
People and Org Unit Data Relationship
When you populate the People Import's Cost Centre column then Serraview can automatically look up the person's organization unit.
This automatic link between the Person and their Cost Centre is important when:
- teams are automatically populated with people in the Visual Block and Stack module.
- reports are generated based on the organization unit number in the Reporting module.
For more information, refer to People and Org Unit Data Relationship.
Remember to upload the initial Person import and Org Unit Import files, via File Upload using the category Other.
Step 1.2 Set up the SFTP to transfer the data (Customer)
We recommend your upload the People Import and Org Unit Import are transferred using via SFTP (Secure File Transfer Protocol) as this adds a layer of security for sensitive information during transfer. Currently the majority of your customers use the SFTP to complete a nightly update of the People Import and a monthly update of the Org Unit Import.
You will need to organize the following with your IT Team:
- Data extraction from your HR System using the correct file format, data requirements, and import template.
- Create an automated script that extracts the appropriate data from your HR systems.
- Upload the import file via Serraview-hosted SFTP server.
- Serraview will automatically pick up the file and load it into your system.
Send your IT team these instructions, they will know what to do, refer to Import files into Serraview via SFTP
Step 1.3 Verify the Imported Data (Customer)
When the data from been imported in you can verify the Person data and Org Unit data has been correctly imported in to Serraview. Refer to:
Verify the people has been uploaded correctly, see Validate People Data.
Verify the org unit hierarchy has been uploaded correctly, see, Validate Org Unit Hierarchy Data.
Step 2. Set up the Single Sign On (SSO)
Below is a summary of the process.
SSO is the most popular method for Serraview's larger customers. It allows a user to log in once to their network and thereby gain access to several network-connected programs, eliminating the need to sign in to each system individually.
Step 1.1 Set up SSO for Serraview
You will need to know who your IT Administrator is, as they will need to be involved in the setup of the SSO and the articles below explain what files need to be sent to the Serraview Support team.
Below are the popular integrations of SSO. Send your IT Administrator these instructions, they will know what to do:
Step 1.2 Enable SSO for Engage
After the SSO has been configured for Serraview, there is an extra import step for Engage, your System Administrator must check the SSO Enabled check box. If this is unchecked then your employees will be asked to enter a username and password instead of being redirected to your corporate SSO page.
Refer to Set up SSO for Engage
Step 1.3 Test the sign in with Engage
Remember to confirm that your sign into Engage works before you prompt Engage to your employees.