For Wand the report
doesn’t have to be created
or edited as it will pull
in the correct format,
however, web automation
does not work in the Cert
environment. For testing
purposes, the report will
be manually run and
imported into
Cert.
This
Knowledgebase Article is based
on
information from Confluence
Page ID
21626916. If
updated, please review the
corresponding
Confluence
source.
Running the Wand
Report
Log into Wand and
select Reports.
Select the tab for Billing>then Billing Line Item
Report.
Select the correct Client name.
**Note: If there is more
than one client name this
report will have to be run
for each client
individually.
Select the Billing
Type of Time.
Date Type should
remain as Earnings
E/D.
Enter the From
date for the
testing
period.
Enter the To
date for the
testing
period.
Check the box for Include Time Detail
Information.
Select Run
Report as
Excel.
Save the downloaded
file as .XLSX.
Create the Custom Mapping
Template
After logging into
Cert select
the
and
then
.
The following
window will pop-up for
initial information to be
entered so the template
can be
created.
Enter the Template
Name. This
field will help your team
to know what file they are
reviewing and help the
Bullhorn team if any
troubleshooting is
required. As such, the
name should include your
company name (or an
abbreviation) and the name
of the VMS and the
client.
Enter the Customer
Associations which
is the client ID from the
ATS that correspond to the
clients/employees that are
included in the file from
Wand.
Select the Source of
Wandpro.
Select Create.
The template will
now show up as a new
pop-up window. At the top
there are tabs that
determine how the template
will
function.
File Processing
Tab
On the File
Processing tab
enter the Start
Date, this can be
left blank for testing if
desired, but is critical
for ensuring time for
weeks prior to the
transition to Bullhorn do
not get duplicated when
moving an existing client
into Exchange. The Start
Date should be the first
date for which you do not
want to load
time.
Select an Approval
Status
Type. This should
be left as Peoplenet
Approval Status unless
you need to see
status changes such as
Approved to Invoiced as
these will not show since
they are both considered
approved.
For the Auto
Process Employee
Matches the Match
Types should
be set to Full Name
Without Middle
Initial. This will
allow this system to match
employees from the VMS
file to employees under
that customer ID if they
have the same name. If
there are more than one
employee with the same
name, then the system will
only suggest a match for a
person to manually
confirm.
Auto Process
Assignment Matches should remain checked
as one-to-one. This
will allow employees that
have been matched on the
employee level to have
their assignments match if
there is only one
assignment in both the VMS
and in Bullhorn. If there
is more than one
assignment in either
system, then the system
will suggest an assignment
match, but it will need to
be confirmed by a person
prior to any time
loading.
Auto Process for
Matched Items should
be checked as this
will allow any time in the
file for matched employees
to process into BTE when
the file uploads. ***Note: When
first testing or loading
time this option may be
turned off to allow review
and confirmation of hours
prior to moving to BTE to
confirm testing is
accurate.
OT
Reconciliation should
be unchecked as
this option does not work
for
Wand.
Ignore Pay
Record Sent and Reset Pay Record Sent should be checked if
you are allowing time
corrections (CPA) to
process from BTE into your
payroll system. If time
corrections will be
manually entered into the
payroll system these
should not be checked.
**NOTE: These do NOT need to be
checked if you are using
Bullhorn
One.
Report
Settings
On the Report
Settings tab, the
details of the reports
will be
entered.
Select Report then select
the Default Report then
change the name of
Default Report that
populates into the Report
Name to Billing
Line Item
Report. If there
is more than one wand
report that will load to
the template add ~ and the
customer name to the end
of the report name
(Examplet: Billing Line
Item Report~ABC
Company.
Delivery
Type select Manual. The
template will be set to
manual only for the time
the template is in Cert.
Once it gets moved to
production this will be
updated to Web
Automation.
Leave Upload
Path, Approval
Type, and Approval
Date as
they
default.
Mapping Code select Wand
Pro.
Import rules do
not need to be selected
for
Wand.
An email can be
entered under the Error
Email so that if
there is an error with the
file that email will be
notified.
Schedule
Select the sub-tab Schedule to enter
the expected schedule of
the file. Select the
correct Time
Zone.
Select the Day and Time the file is
expected to be
received
using
to add additional
days and times. For Wand,
it will use Web Automation
so the schedule entered
will determine when the
file will run. We
recommend running it daily
so add a schedule for Monday, Tuesday, Wednesday, Thursday, and Friday and the
appropriate time.
Enter a Window
Start and Window
End meaning
the number of hours before
and after the arrival
time. This means that if
the file is expected at
3:00 AM and the Start and
End windows both are
2:00:00 then the system
will check if the file is
received between 1:00 AM
and 5:00 AM (2 hours
before 3:00AM and 2 hours
after 3:00AM) and create
an error if a file is not
received.
***Note: If setting
up a template in
production use the
instructions under Adding
Web Automation instead of
setting to manual
upload.
Template Settings
Tab
The Owner field can
be updated to select the
admin that will be
responsible for processing
the files for this client
or tool. This is
particularly helpful if
you have multiple admin’s
working in Exchange to
process files. If only one
admin will be working in
the system to process all
the files, then this field
can remain as Not
Assigned.
Exception Processing
Tab
On the Exception
Processing tab,
each exception type can be
set to one of the
following:
Ignore: No action required when this exception type is received, and there will be no changes made to the timesheet.
Load if Pay Record not Sent: No action required when this exception type is received, if the initial time loaded has not been sent to the payrolling system then the update to the hours/status will be loaded to BTE. **NOTE: This is not used for Bullhorn One.
Always Load: No action required when this exception type is received, the update to the hours/status will automatically load to BTE regardless of whether the pay record has been sent.
Manual Resolution: The exception will require review at which point the person can decide if it should be processed to BTE or Ignored which will leave the hours/status in BTE unchanged.
Duplicate Time Card: Set
to Ignore as there is no
update to the time or
status.
Time Adjustment Only: If
corrections will require a manual
update in the payrolling system
(not using Bullhorn 1), select Manual Resolution.
Otherwise, either Always Load or
Manual Resolution should be
selected depending upon if the
change in time should be reviewed
prior to processing to
BTE.
Approval Status Change
Only: Select Always
Load to automatically
update the timesheet status from
Pending to Approved. The hours
will not be impacted with this
exception.
Time and Approval Status
Change: Should be set to
the same processing type as a Time
Adjustment Only.
Multiple time cards
exception: This should be
sent to Manual Resolution so a
person can review and confirm
it is additional time and not
duplicate time. The exception can
then be processed to add the time
or ignored.
Time History Detail Load
Failed: This should be set
to Manual
Resolution.
Time card is before start
date: This should be set
to either Manual Resolution or
Ignore dependent upon if there are
concerns about late time entry for
week endings prior to the
transition into
Exchange.
Map Earn Codes
Tab
The Map Earn Codes tab is
not needed for Wand templates as
the earn codes are already mapped
accordingly.
Rate Reconciliation
Tab
Rate Reconciliation can be
used for Wand which will allow the
system to compare the rate an
employee has in the VMS with the
rate the person was set up with in
Bullhorn. This is helpful for
preventing AR discrepancies that
arise from rate differences. When
the rates are different it will
create an item on the Rate
Reconciliation tab to be reviewed
to determine which system needs to
be updated. However, some margin
of error costs more to correct and
will be written off as a small
balance so the system can
automatically ignore those items.
Enter the Margin of Error your
company is comfortable
with.
Leave Check Reg hours, Check
OT hours, and Check DT
hours checked.
Discount Source will
depend on if the Assignment includes the discount. If the
assignment does not include the
discount, but this client does
have a discount, select File
template and enter the discount
percent.
Resolution Settings
Tab
The Resolution Settings tab
can be used to set emails to
send upon resolution of files by
entering the Name, Email
Address, selecting Contact
Type, and checking Auto
Send Resolutions
Email. The message can be
customized by entering information
into the boxes at the
bottom.
Once all updates are made to the
template select Save &
Close.
Exchange Test File
Import
In the Exchange Cert Environment
and Select
A confirmation window will appear
at which point select OK again.
It may take a few minutes
for the file to show onto the File
Activity tab.
Use the blue hyperlink of the
File Template Name to review the
details and process the file. **see file processing
document (not yet
created)
Once the file is complete another
file can be run for additional
submit dates to then process and
review how the system handles the
file.
Move to
Production
After sufficient testing has been
completed and it is time to
migrate this client to production,
the template will need to be
exported from Cert. If you are
implementing exchange for the
first time, transferring the
templates to production may be
completed by your Implementation
team. However, you will be
responsible for updating the
fields within each template if
needed.
Log in to the Cert
environment.
Select the templates for Export
with the right-hand check
boxes.
Select Export
Templates.
A file will download to your
computer.
Log in to the Production
environment.
Select Import Template and browse
to the file you
downloaded.
The templates will appear in the
new environment after you refresh
the page.
You should review the new
templates to make sure that the
settings are appropriate for the
new environment.
Adding Web
Automation
Under the Report Settings change the Delivery Type to Web
Automation. The Email Delivery
option does not need to be filled
out for Wand.
Select the Web Automation tab and
enter the following:
• Access URL – is
the url for login to the
VMS.
• Username – is the
username used to access the
VMS.
• Password – is the
password for the account to access
the VMS.
• Additional – leave
this blank.
• Password Frequency
– is the frequency in days before
Exchange performs a password reset
on the account. As passwords
expire, the system will
automatically update the password
for the account at this frequency.
If you set this to 0, the system
will update the password every
day. If you are looking to have
the system NOT update the
password, we recommend that you
set it to 9999. This will instead
change the password around every
27 years.
• Current Password –
must match Password. This is used
for the password update
feature.
• Next Password –
this is the next password that
will be set for the system. When
configuring a template, you need
to add a new password. Once that
is done, the system will begin
generating random passwords moving
forward.
Click +
Add Security
Question to store a
security question. This
may be used for a password
reset.
Add filters to
match the below
configuration.
| Field Name | Filter Control | Filter Rule | Operand | Value |
|---|---|---|---|---|
| WorkFrom Date | TextBox Computed | Sunday | - | 27 |
| WorkTo Date | TextBox Computed | Sunday | - | 0 |
| Bill Code | ListBox Static | None | - | Cost Center |
| Filer Format | ComboBox Static | None | - | RTF |
| Move Right | Button Static | None | - | Cost Center |
Proprietary Notice and
Disclaimer
© 2016 Bullhorn Inc. The
information contained herein
is Confidential and
Proprietary to Bullhorn, and
cannot be divulged to any
third party without the prior
written consent of
Bullhorn.
This Proposal, including
all related enclosures and
attachments, is to be used for
evaluation purposes only. You
may make and distribute copies
of the Proposal to those
employees and consultants who
have a need-to-know during
your review period. In the
event the contract award is
not granted to Bullhorn, this
Proposal in its entirety must
either be destroyed or
returned to Bullhorn, as
directed by
Bullhorn.
Unless otherwise noted,
this Proposal is valid for a
period of 60
days.
Bullhorn Proprietary: For
Use by Bullhorn Customers for
Planning Purpose Only
(Forecasted Dates May Change
without Notice). The following
information is furnished for
informational use only, is
subject to change without
notice, and should not be
construed as a guarantee,
commitment, condition, or
offer by
Bullhorn.