Setting up HCM Absence Request to PSA Assignment and Timecard Records

PSA can automatically create assignments and timecards when it receives an approved absence request from HCM. To achieve this, HCM publishes approved absence requests in Foundations and PSA subscribes to that information using the mappings provided with Foundations.

Notes: Notes Notepad
You can add your own custom fields to the Absence Request object. You can only publish your own custom fields to PSA Assignments. If you want to map your own custom fields on an absence request to a schedule or a timecard, you can map a field to the assignment and then use a formula field to get the value on the object you want.

Setting up Project IDs for Absence Assignment

To automatically create assignments from an absence request, PSA requires a Project ID. You can do one of the following:

In this example, the organization has projects for the USA and Canada regions and requires a custom mapping for absence requests in those regions.

  1. Click the Data Transformation Tables tab in the Foundations Administration app.
  2. Click New.
  3. Enter a name for the data transformation table. For example, absenceProjectTransform.
  4. Enter a meaningful description for the data transformation table.
  5. Create the data transformations for the USA and Canada:
    1. Click New Data Transformation in the Data Transformations related list.
    2. In the Source Value field enter the name of the region you are creating the data transformation for. For instance, USA.
    3. In the Target Value field enter project ID of the project used for absences in the previous step.
    4. Click Save.
  6. Click Save.
  7. In the Foundations Administration app, click the Message Types tab.
  8. Click the AbsenceRequest.Update message type.
  9. Click HCM/AbsenceRequest.Update in the Publications related list.
  10. Click Add node icon. White plus symbol inside green circle at the worker level.
  11. Select Relationship.
  12. In the Key field enter RegionId.
  13. Select Region from the drop-down list.
  14. Click Update.
  15. Click Add node icon. White plus symbol inside green circle at the regionId level that you created.
  16. Select Field.
  17. Select Region from the Field drop-down list.
  18. In the Key field enter Region.
  19. Click Update.
  20. Click Save.
  21. In the Foundations Administration app, click the Message Types tab.
  22. Click the AbsenceRequest.Update message type.
  23. Click PSA/AbsenceRequest.Update in the Subscriptions related list.
  24. Click Add.
  25. Select Project from the Target field drop-down list.
    Note: Note Notepad
    If the field is not listed, this can indicate that the mapping has already been added.
  26. Select worker - regionId - Region from the Message Key drop-down list.
  27. Select the absenceProjectTransform data transformation table you created earlier from the Data Transformation Table drop-down list.
  28. Click Update Mapping.
  29. Click Save.

Creating a Custom HCM Absence Request Filter

You can create custom absence request filters so that only absence requests of a particular type are published:

  1. Create a new formula field on the Absence Request object:
    1. Select the formula type "Checkbox".
    2. Name the field "Send to PSA".
    3. Enter the formula: AND(VanaHCM__Absence_Type_Request__r.Name='Vacation', OR(Text(VanaHCM__Requested_By__r.VanaHCM__Worker_Type_Worker__c) = 'Employee', Text(VanaHCM__Requested_By__r.VanaHCM__Worker_Type_Worker__c) = 'Contractor'))
  2. Click the Foundations Setup tab in the Foundations Administration app.
  3. Click the Publications and Subscriptions tab.
  4. Click Update under the AbsenceRequest message type.
  5. Click the Publication Name HCM/AbsenceRequest.Update in the Publications related list.
  6. Click Right Arrow Description to expand the Description section.
  7. Add a new field to the message:
    1. Click Add node icon. White plus symbol inside green circle at the Body level.
    2. Select Field.
    3. Select Send to PSA from the Field drop-down list.
    4. Enter the key "importToPSA".
    5. Click Update.
  8. Click Save.
  9. Enter "importToPSA" in the Absence Filter Field Key custom field of the Foundations PSA Messaging Settings custom setting.
  10. Enter "true" in the Absence Filter Values custom field of the Foundations PSA Messaging Settings custom setting.

For information, see Foundations PSA Messaging Settings.

Configuring the HCM Sending Method

You can control the number of messages that HCM sends using the Deliver Now method. For more information, see FDN HCM Messaging Settings.

Adding Nodes

  1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
  2. Click the name of the publication you want to edit in the Publications related list.
  3. Click Right Arrow Description to expand the Description section.
  4. Click Add node icon. White plus symbol inside green circle at the level to which you want to add a node.
  5. In the Add Node popup:
    1. Select the type Static.
    2. Enter a unique key for the node.
    3. Enter a meaningful description for the node.
    4. Enter the data to be stored in the node.
    5. Click Update or Update and Add New depending on whether you want to add another node at the same level.
  6. Click Save.
  1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
  2. Click the name of the publication you want to edit in the Publications related list.
  3. Click Right Arrow Description to expand the Description section.
  4. Click Add node icon. White plus symbol inside green circle at the level to which you want to add a node.
  5. In the Add Node popup:
    1. Select the type Field.
    2. Select the field that you want.
      Tip:

      If the field that you want is not listed, you might be able to reach it using a lookup field. Lookup fields are indicated by >. When you choose a lookup field another field drop-down is shown to enable you to obtain the value of a field from the related object. You can specify up to five lookup fields. This is known as a composite node.

    3. If required, enter a unique key for the node.
    4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
  6. Click Save at the top of the Description section.
  1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
  2. Click the name of the publication you want to edit in the Publications related list.
  3. Click Right Arrow Description to expand the Description section.
  4. Click Add node icon. White plus symbol inside green circle at the level to which you want to add a node.
  5. In the Add Node popup:
    1. Select the type Field.
    2. Select the lookup field that you want to obtain information from.
      Tip:

      Lookup fields are indicated by >. When you choose a lookup field another field drop-down is shown to enable you to obtain the value of a field from the related object. You can specify up to five lookup fields.

    3. If required, enter a unique key for the node.
    4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
  6. Click Save at the top the Description section.
  1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
  2. Click the name of the publication you want to edit in the Publications related list.
  3. Click Right Arrow Description to expand the Description section.
  4. If the node you want to obtain a value from is not listed, click Add node icon. White plus symbol inside green circle at the level to which you want to add the node.
    1. Select the type Relationship.
    2. Select a lookup from the Object drop-down list.
    3. Enter a unique key for the node.
    4. Click Update.
  5. Add the information in the related object that you want to include in the publication:
    1. Click Add node icon. White plus symbol inside green circle at the level of the node that you created in the previous steps.
    2. Select the type of node you want then complete the fields for that node type.
    3. If required, enter a unique key for the node.
    4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
    5. Repeat these steps until you have added all the nodes that you want.
  6. Click Save at the top the Description section.
  1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
  2. Click the name of the publication you want to edit in the Publications related list.
  3. Click Add node icon. White plus symbol inside green circle at the level to which you want to add the node.
  4. Select the type Relationship.
  5. Select a Related List from the Object drop-down list.
  6. If required, enter a unique key for the node.
  7. Click Update.
  8. Add the information in the related object that you want to include in the publication:
    1. Click Add node icon. White plus symbol inside green circle at the level of the list that you created in the previous steps.
    2. Select the type of node you want then complete the fields for that node type.
    3. If required, enter a unique key for the node.
    4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
    5. Repeat these steps until you have added all the nodes that you want.
  9. Click Save at the top of the Description section.