README

A temporary repo for PrismHR API. The following is a guide.

Initial Requirements

The following information:

PEO ID Get this from the system parameters page (back office -> System -> Change -> System Parameters)
Web Service User System -> Change -> System Parameters -> Action Menu -> "Web Service Users". These credentials will be used when calling the API.
ClientID (Company Id) This is needed from the frontend. Can be found on the My Company dashboard. All employees must be under this company.

Authenticating

$api = new \Myoutdesk\PrismApi\PrismApi();
// Throws Authentication Exception if failure occurs
$api->authenticate('WEB_USER_USERNAME','WEB_USER_PASSWORD','PEO_ID');
$api->getSession();

Getting All Employees

$api = new \Myoutdesk\PrismApi\PrismApi();
// Authenticate here...
$employees = $api->getAllEmployees('1111');

Getting One Or More Employees

$api = new \Myoutdesk\PrismApi\PrismApi();
// Authenticate here...
$employee = $api->getEmployee('F72609', '1111');
// Or get multiple
$arrayOfEmployee = $api->getEmployees(['F72609','D68213'], '1111');

Creating Payroll Batch

A payroll batch is needed to upload timesheets. Use the findOrCreatePayrollBatch to do this. A list of employees MUST be set.

$api = new \Myoutdesk\PrismApi\PrismApi();
// Create a payroll batch for a list of employees
$api->findOrCreatePayrollBatch(new \DateTime('now', new \DateTimeZone('UTC')), 'COMPANY_ID', ['EMPLOYEE_ID']);

Creating MyTimeIn Payroll Import Definition

In order to upload timesheets, a payroll import definition must be specified via the backend menu System - Change - Pay Import Definition. The following must be set:

Definition ID: MyTimeIn

Description: MyTimeIn Import

File Format: Delimited

Delimiter: Comma

Import Field Definitions Configure the import field definitions like so:

Field # or Start,End POS	Field Name	Conversion Mask
1	$EMPID = Employee ID
2	$DATE = Date Worked Or Period End Date
3	$HOURSPOS
4	$CODEPOS

MyTimeIn will communicate with Prism using REG or OT in for the CODE column.

The company used to configure MyTimeIn must have access to this pay import definition

Uploading Timesheets

Uploading timesheets has a particular flow to it in order to function. The following must be done, in order:

Building CSV Data

Built out data to send to Prism with: EMPID, DATE (MM/DD/YYYY), HRS, "REG" or "OT" in CSV format. A CSV helper is bundled to assist with this process:

$api = new \Myoutdesk\PrismApi\PrismApi();
$csv = $api->getCsvService();
// Example Data
$dataToWrite =[
  ['X1', "12/07/2020", 8, "REG"],
  ['X2', "12/06/2020", 8, "REG"],
  ['X3', "12/05/2020", 8, "REG"],
  ['X4', "12/08/2020", 8, "REG"]
];
// Make a string version
$timesheetData = $csv->createFromData($dataToWrite);

Make a Payroll Batch

$api = new \Myoutdesk\PrismApi\PrismApi();
// authenticate here
$now = new DateTime('now', new DateTimeZone('UTC'));
$payrollBatchId = $api->findOrCreatePayrollBatch($now, 'COMPANY_ID', ['X1', 'X2', 'X3', 'X4']);

Upload Timesheets Into Batch

$api = new \Myoutdesk\PrismApi\PrismApi();
// auth, etc...
// Process the upload
$timesheetUpload = $api->uploadTimesheets('BATCHID', 'COMPANY_ID', 'USERNAME', 'CSV_STRING_OF_DATA_HERE');
// Make sure to store the key aka the uploadId
$uploadId = $timesheetUpload->getUploadKey();
// If you don't, fetch it from here as it is in progress and will be in the array of batches
$pendingBatches = $api->getTimesheetParamData('COMPANY_ID');
// If there are any errors, handle them here and keep retrying this step of uploading timesheets
if($timesheetUpload->hasErrors()) {
    return json_encode($timesheetUpload->getErrors());
}

Approve Upload

Once the timesheets response is error free, then you can approve the upload.

$api = new \Myoutdesk\PrismApi\PrismApi();
// auth, etc...
$api->approveTimesheetUpload('TIMESHEETUPLOAD_KEY', '1111', 'username', 'TIMESHEET_UPLOAD_KEY');

After Approval

After approving the upload of the batch, the entries will appear under Payroll-Action-Time Sheet Entry in PrismHR for an approval from the end user.

myoutdesk / prismapi

Maintainers

Details