When implementing Onboarding, syncing the corporate structure always seems to come up.  The implementation guide advises “Do not sync the Corporate Structure information, because the sync only brings the label and code information, which can result in information loss”.  I’ve been stuck in that manual maintenance nightmare before and it ends up becoming a full time job to keep up with your company’s ever-changing corporate structure.

Existing Standard Corporate Sync

The corporate structure sync can be done through the foundation import or an adhoc report. Some limitations to these methods include:

  • Integration issues
  • Information loss/ formatting issues
  • Limited to only 3 levels of an organizational hierarchy as there is only an import file for division, department, and location

With Integration Center, our savior, you’re able to:

  • Sync code and name as separate fields
  • Sync more than three levels
  • Sync relationships
  • Sync additional corporate structure details

The below example will walk you through the steps for modifying the foundation import and foundation import mapping files, creating location and department integration center reports, and modifying the LocationImport XSLT file.

Determine Corporate Structure Levels

In Onboarding, go to Onboarding > Reference Files > Corporate Structure

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OR

In Super Admin, go to See Also > Corporate Structure

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Create the Integration Center Reports

The following reports will be setup similar to the adhoc reports but will have generic field names and a new Org Level column which will determine which corporate structure level the file belongs to.

  1. Go to Admin Tools > Company Settings > Integration Center and select click My Integrations
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  2. Click the Create button and then select Scheduled Flat File Output Integration 
    /wp-content/uploads/2016/08/4_1014867.png
  3. Search for “Location” and select Location (FOLocation)
  4. Select Location Code (externalCode) and Location Name (name)
  5. Uncheck Start Date
  6. Click Select                                                     
    /wp-content/uploads/2016/08/5_1014868.png
  7. Enter Integration Details
    1. Integration Name: Onboarding Locations Export
    2. Output File Type: csv
    3. Header Type: Simple
  8. Click Next                                                        
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  9. Click Location Code and change the label to ClientID
  10. Click Location Name and change the label to Name
    /wp-content/uploads/2016/08/7_1014870.png
  11. Click Location Code and select Insert Field > Insert Fixed Value Field (You can create a calculated field to calculate count but for demo purposes, we will use a fixed value field)
    1. Label: Count(User Sys ID)
    2. Default Value: 5
  12. Click OK
    /wp-content/uploads/2016/08/8_1014871.png/wp-content/uploads/2016/08/9_1014872.png
  13. Repeat steps to create OrgLevel
    1. Label: OrgLevel
    2. Default Value: Your Location Level (In this demo, it’s 4)
  14. Click OK
    /wp-content/uploads/2016/08/10_1014874.png
    Your report should now look like this:

    /wp-content/uploads/2016/08/11_1014876.png
  15. Click Next
  16. Expand the Advanced Filters section and click Browse
  17. Search and select ‘Status (status) in Location (FOLocation)’
  18. Click Change Association to “Status”

    /wp-content/uploads/2016/08/12_1014877.png

  19. Enter A in the Value field to only include Active Locations
  20. Click Next

    /wp-content/uploads/2016/08/13_1014878.png

  21. Enter Destination Settings
    1. Enter SFTP Server Host Address, username, and password
    2. File Name Prefix: <case sensitive Company ID>_Location_Sync
    3. Date Suffix Format: yyyyMMdd
    4. File Extension: csv
    5. File Folder: /ONB/Inbound
  22. Click Save

    /wp-content/uploads/2016/08/14_1014880.png

**Repeat steps to create department report.

  • Starting Entity: Department (FODepartment)
  • Fields: Count(User Sys ID), ClientID, OrgLevel, Name
  • File Prefix: <case sensitive Company ID>_Department_Sync.csv

Modify the Import Files

Location Import File

**This file will be used to import all corporate structure levels versus having one import file per level. It is very important that all of the field names match exactly or the sync will fail.**

  1. In Super Admin, Go to Integration > Import/Export Settings
  2. Under the Integration section, export the ImportLocation file.
  3. Save a backup of the file
  4. Update the xslt file to the following code.
    /wp-content/uploads/2016/08/15_1014881.png
  5. Save as a new file
  6. Return to Import/Export Settings in Super Admin and import the new location import file

Foundation Import File

  1. In Super Admin, Go to Integration > Import/Export Settings
  2. Under the Integration section, export the FoundationImport file.
  3. Save a backup of the file
  4. Change the department import file to ImportLocation and modify the field names
    /wp-content/uploads/2016/08/16_1014882.png
  5. Save as a new file
  6. Return to Import/Export Settings in Super Admin and import the new foundation import file

Foundation Import Field Mapping File

  1. In Super Admin, Go to Integration > Import/Export Settings
  2. Under the Integration section, export the FoundationImportFieldMapping file.
  3. Save a backup of the file
  4. Modify the fields under Department and Location
    /wp-content/uploads/2016/08/17_1014883.png
  5. Save as a new file
  6. Return to Import/Export Settings in Super Admin and import the new foundation import field mapping file

Run the Integration Center Reports

  1. In Provisioning, go to Manage Scheduled Jobs
  2. Find your Location Sync Report and select Run Now from the Actions drop down
  3. Repeat for your Department Sync

Check Import Status in Onboarding Audit Report

  1. Once your report has been picked up from the ftp site, the file should no longer be listed in the inbound folder.
  2. Other than checking your corporate structure, you can determine the status of the import by going to Onboarding > Settings > Audit Report
  3. Select the blank option from the Type drop down, enter INTEGRATION in the Event Code text box and click filter
  4. Find the import file and see if it is complete

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Once your report runs successfully and is processed by Onboarding, your corporate structure will be available in Onboarding.

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I hope this post will make managing your Onboarding Corporate Structure a little easier. Please stay tuned for parts two and three on syncing relationships and additional attributes.

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19 Comments

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  1. Saisree Savarala

    Hi Kayla,

    Thank you for sharing the ONB Corp Structure!

    Is there a way to map the EC MDF objects to ONB Corp structure without using foundation objects import/export in super admin?

    For Ex: If Org/Dept/location updates in EC MDF objects then automatically same objects should get sync in ONB Corp Structure!

    How can we achieve this?

    Thank you,

    Saisree.s

    (0) 
    1. Kayla Toelle Post author

      Yes! The above method syncs MDF objects from EC to onboarding if they change or are added in EC. It does not delete inactive objects because you would want them there for historical reporting.

      (0) 
      1. Saisree Savarala

        Thank you Kayla, Appreciate your quick response.

        For Position Management integrated system also updates the same process?

        For Ex: If Inactive position Id is marked as a active position id to New Organization in EC, then this New Org Id get sync through the Integration Center in ONB Corp structure?

        Thank you,

        Saisree.

        (0) 
        1. Kayla Toelle Post author

          Correct. Part 3 of this blog will go through an example of syncing position and all of the position attributes from EC to Onboarding.

          (0) 
  2. Rajaraman Jayaraman

    Hi Kayla

    Thanks for the useful write up.

    My requirement is:

    When I add an employee in ONB, I have two custom corp fields in ONB (they are like department or division). The data for these have to flow down from EC to ONB. Do you think using your method will help synchronize this? This is bit urgent. So, appreciate your early reply.

    Thanks a lot again
    Raj

    (0) 
  3. Rajaraman Jayaraman

    Hi

    I actually want to move two Corporate Structure related MDF objects from EC to ONB. These should reflect while adding an employee in ONB. Now Division and Dept are reflecting in ONB screen. Similarly these, MDF objects should also reflect there.

    Thanks
    Raj

    (0) 
    1. Kayla Toelle Post author

      Hi Raj,

      Yes, this will work for that. You might need to add a new level in onboarding super admin if one doesn’t already exist for the MDF object but other than that, the steps would be the same.

      Thanks,
      Kayla

      (0) 
    1. Kayla Toelle Post author

      Hi Heidi,

      The count field was in the original sync file, so I left it there and just chose 5 as a static number. In integration center, you can create a fixed column and enter any value and it will be used for all rows.

      (0) 
  4. Kathryn Howard

    Hi Kayla,

    With this process, if an entry for a company in Onboarding already exists and has, for example, the E-Verify  field set to yes, is that entry overlaid by the update?  Or are only the fields defined in the import updated for an existing record and not the whole company record?

    Thanks!

     

    (0) 
    1. Kayla Toelle Post author

      It only updates the fields defined in the import. For example, I defined client id, name, and country and then manually populated city and e-verify in onboarding. I updated the location name in EC and then ran the sync. Only the name updated but the fields I manually entered weren’t changed.

       

      (0) 
  5. Stacey Hemiller

    Has anyone attempted to sync user’s location with this method?  The user location is showing the concatenated value (location name (location code)), but ONB is expecting the location code only. I tried setting up the separate Integration Center file with User ID and Location Code but could only find Location” for the user.  Thank you in advance if you can assist!

    (0) 
    1. Kayla Toelle Post author

      Hi Stacey,

      Yes, I know of several people that have done this method and I have implemented it several times now. When looking for location in the integration center, use the location foundation object instead of the location on the user. You don’t need to include the user id in this file and you will be able to get the code and name as separate values from the foundation table.

      Thanks,
      Kayla

       

      (0) 
  6. Ricardo Palma

    Kayla,

     

    Thanks for sharing your knowledge in this complex topic. Can you confirm if the solution you propose above can be used for updating level 1 Company and if this will also allow all the standard fields available for a company by standard. Thanks in advance

    Ricardo

    (0) 

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