CornerstoneHR Integration – Lookup Type
A new ID TYPE is required for recording the CornerstoneHR ID against the Coins ERP+ HR employee ID.
HR Lookup Codes
This allows the CornerstoneHR ID to be linked on the HR record. All active current employees in Coins ERP+ will require a CornerstoneHR ID to be loaded prior to go live. Any employee terminated in Coins ERP+ and rehired through CornerstoneHR will have the ID number validated against and automatically linked.
HR > Personnel Workbench > Links Tab > IDs
Personnel IDs
A custom page will be required to load all current employees with their current CornerstoneHR ID. Your Coins Consultant will instruct in this process.
Cornerstone HR Parameters
Payroll > Global Setup > Parameters
A new filter, CS - Cornerstone, is available to payroll parameters for API configuration.
Cornerstone api service client Id
The client id value to access the cornerstone api service
Cornerstone api service client Secret
The client secret value to access the cornerstone api service
Coins client id using the cornerstone api
The COINS client id
Cornerstone Employee filter (yes/no)
The flag to indicate if any employee filters to be applied in the External HR System Integration Services process
Cornerstone api service grant type
The grant type credential value to access the cornerstone api service
Cornerstone Employee field name (normally imc_cha__11)
The field in sy_import that holds the employee number value (kno)
Cornerstone Logging directory
The directory path where the External HR System logs will reside
Cornerstone Employee filter check ous and type id list (159-524291|160-524291)
The list of OUS typeids filter of employees that the External HR System Integration Service should process
Pause for so many seconds in between api calls
The number of seconds to sleep for in between employee api calls
Cornerstone api service scope (read,write,all)
The scope to access the cornerstone api service
Cornerstone api service url
The url value of the cornerstone api service
CornerstoneHR Integration – Field Mappings
Payroll > Administration > Cornerstone Field Mappings
Cornerstone Field Mappings lets you map all CornerstoneHR fields to ‘sy_import’ table fields.
Specific values may be assigned to workspace fields to allow for entering default data or rules for specific permutations.
Field Mappings – Example Values
Lookup tables stored in Coins ERP+ must be replicated in CornerstoneHR to ensure data coming into Coins ERP+ is valid. Failure to ensure valid field mapping between Coins ERP+ and CornerstoneHR could result in Validation errors in Coins ERP+.
Payroll fields may have default data defined on the System > System Setup > Field Default Maintenance form and these can be configured on the CornerstoneHR Field Mappings against the workbench field.
CornerstoneHR Configuration
Setup is required to successfully communicate with CornerstoneHR using Coins ERP+ webservices. Existing CornerstoneHR users must contact CornerstoneHR to get connection information or inquire about implementing CornerstoneHR for onboarding.
This section describes the setup in Payroll > Administration > CornerstoneHR Configuration. These steps are repeated for each payroll company to receive employee date from CornerstoneHR.
There are 3 actions that will be required to be configured:
OnboardedEmp action to import new employees only
UpdatedEmp action to import updated data only
Token will retrieve the unique code for the API call
CornerstoneHR Configuration Screen
This will display the last run date and time of when a successful process was completed, and data uploaded into the workspace.
This information can be used to rerun the integration process outside of the scheduled cycle for a specific action.
Token holds a debug function to assist in investigation of any transgression in the data. By default, this is not selected.
Create a Token
In CornerstoneHR Configuration, click Add and create a new action called Token. If Token exists, update the values as described below. The Token contains the URL credentials that allow communications between Coins ERP+ and CornerstoneHR and will retrieve the unique code for the API call.
URL: Your API URL
Method: Token
Debug Mode: unselected
CornerstoneHR Configuration – Token Record
To test the configuration of the Token, tag the record, then use the Choose Action ‘RUN’.
The message ‘Token Successfully Received’ should be returned.
CornerstoneHR Configuration – Token Successfully Received
Import Employees Action
The OnboardedEmp actions bring employee data from CornerstoneHR into the payroll company. In CornerstoneHR Configuration, click Add and create a new action called OnboardedEmp.
URL: Your API URL
Method: Import New Employees
Last Successful Update Run Settings will display the date and time the Integration Service was last successfully run and data imported into the workbench.
CornerstoneHR Configuration – Import New Employees Action
Updated Employees Action
The OnboardedEmp actions bring employee data from CornerstoneHR into the payroll company. In CornerstoneHR configuration, click Add and create a new action called UpdatedEmp.
URL: Your API URL
Method: Import Updated Employees
Last Successful Update Run Settings will display the date and time the Integration Service was last successfully run and data imported into the workbench.
CornerstoneHR Configuration – Import Updated Employees Action
CornerstoneHR Integration Service
This is a process which can be scheduled to run to either onboard new employees or update employee data or both.
Based on the action, a batch will be created in Import Employee Workspace which will contain all the lines that can be actioned by the user (so two types of batches – Onboarded Employee Batches and Update Employee Batches depending the action chosen).
We recommend using the ‘schedule report’ option to automate the retrieval of data. There is some initial setup before reports can be scheduled.
CornerstoneHR Action Report
Field - Since Last Successful Run with No Errors
Description - If this is ticked, the report will extract data from the last date and time on the configuration screen for the selected action.
Field - Import Onboard Employees
Description - If this is ticked, the report will import all new employees from the last date and time or from the nominated date and time entered.
Field - Import Update Employees
Description - If this is ticked, the report will extract all updated data from last date and time or from the nominated date and time entered.
For a scheduled report all three tickboxes would be ticked.
Each action can be run individually outside of the scheduled time by selecting the relevant action tickbox. In doing this a date and time must be entered to capture data within the time stamp.
Date must be in format dd/mm/yyyy
Time must be in format HH:mm:ss