On Shift Employee Export
The software will create the file in the Export folder.
We can also customize (code) that it should upload the file that gets created in the Export folder to OnShift's FTP website. We will need the login info and a few days to code it.
File name is by default "employee.csv". If client has multiple TA softwares but share the same OnShift FTP login for them, then we can customize that the facility name (LicenseName) will be added on to the file name.
Inside the file there is one column to identify the employee's facility. For a multi facility software it will display the Facility Tag. For a single facility software it will display the PayrollClientID from the payroll export path.
For a new facility that is added on to a multi facility software and its allready set up for the other facilities in that software, then just add a tag for the new facility and add the new facility to the existing saved onshift reports.
Otherwise, we will need to custom code new login info: 1. Add a facility tag for a multifacility or a PayrollClientID next to the payroll export path for a single facility software. 2. Setup the 2 Onshift reports (Employee & Time and Attendance) and save it. ( you can save it with the same name as the report name). Include inactive employees? What date range? 3. Schedule both reports to run every day at ?. 4. Go in Windows task scheduler and change it to run every hour. 5. Get the ftp login info 6. Custom code the login info and do a software update
To troubleshoot: If info is not coming over at all from TA to Onshift. Check that files get created in the export folder and that they have a recent created datetime and that there is info inside the file. Login to ftp and check that the files are on it and that they have a recent created datetime and that there is info inside the file. If the files are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.
If only some employees or their info are not coming over correctly from TA to Onshift. Check the files taht get created in the export folder if the correct employee info is inside the file. Login to ftp and check that the files are on it and that they have a recent created datetime. If the correct employee info are on the ftp site then there is nothing else we can do and OnShift will have to troubleshoot.
You can use the WinSCP.exe ftp program (in the TA folder) to login on to their ftp website or use any standard ftp program like Filezila etc.