Other HRMS (SFTP)

User data integration with Empuls based on Secure File Transfer Protocol

Introduction

This document describes the process for integrating your native HRMS (that do not provide REST APIs) with Empuls for automating user data management.

Navigate to below mentioned -

Admin Settings > Other Settings > Integrations

Integrations Tab shall be found in "Other Settings"

Select SFTP > Add SFTP

Select SFTP from the list of HRMSs

Click on "Add SFTP" to proceed further

You get 2 options -

1. To host in your ( Client ) environment.

2. To host in Empuls environment.

Option -1 Your ( Client ) Environment.

You would be prompted to fill in basic details to establish connection.

Option - 2 Empuls Environment

You may ask for Username and Password from your Implementation consultant or write to us at [e-mail] And you would receive the credentials. Once done, Click on > Test Connection

Data Fields Required from HRMS

The following data fields need to be shared for all employees in a CSV format. The nomenclature for the file shared should be 'CompanyName_DD_MM_YYYY'.

Data Fields are provided below:

Column	Data Fields	Required / Conditional	Data Type
A	Employee ID	Required	Varchar
B	Email	Required	Varchar
C	First Name	Required	Varchar
D	Last Name	Conditional	Varchar
E	Department	Conditional	Varchar
F	Department Head Email	Conditional	Varchar
G	Designation	Conditional	Varchar
H	Grade Name	Conditional	Varchar
I	HR Email	Conditional	Varchar
J	Manager Email	Conditional	Varchar
K	Cost Centre	Conditional	Varchar
L	Cost Centre Head Email	Conditional	Varchar
M	Business Unit	Conditional	Varchar
N	Site / Location	Conditional	Varchar
O	Joining Date	Conditional	Date
P	Date Of Birth	Conditional	Date
Q	Contact No.	Conditional	Varchar
R	Employee Status*	Required	Varchar

*Employee Status can be Active/Inactive.

The fields marked as conditional depend upon the modules available, the Rewards matrix, etc.

SFTP Integration Approach

Empuls uses the SFTP approach of data transfer, which follows the structure provided in the image below.

Integration Process

1. Empuls team will provide the SFTP folder setup details i.e the Folder link, Username & Password. Please drop your request at [e-mail] or your account manager.

2. The customer HRMS function is expected to push the CSV file to the SFTP folder. The data should be of the sequence as provided in the Data Requirements section above. The first row should contain column headers. It's recommended you schedule the .CSV file push to the SFPT folder at 11 PM IST.

3. The .CSV file shared will be processed by the Empuls application at 1 AM IST through a pre-scheduled data sync job.

4. The system will log the data sync status and notify the Super Admin of the status of the data update via email.

Data Validation and Processing

Here are the sequence of steps followed for updating employee data on Empuls

• Empuls scans the folder for .csv files, other format files are ignored.

• The .csv file is validated against the format as provided in the data requirements section

• Empuls will validate the data to ensure

  • Mandatory fields are not empty.

  • The data shared matches the standard template wrt to columns.

  • The email id field has a valid email id.

  • The primary email id field has a valid domain (among the whitelisted domain names).

• The data processing will follow the sequence below:

  • The CSV data is read in rows wherein the email id in the first row is compared with the whole inactive list on Empuls.

    • If the employee account exists in the inactive state on Empuls, Ignore it and proceed to the next row on the csv file

    • If the user does not exist, then the user account is created and flagged as 'Active'. All data fields for the user are updated as per the data in csv file

    • If the user account already exists, the changes in data are scanned and updated on Empuls

  • The process continues until the last row of the csv file is read.

  • The csv file is deleted from the sftp folder and email notification is sent to the super admin.

CONNECTIVITY TEST

To test connectivity pls use the command "telnet sftp1.xoxoday.com 22"

If there is no connection established, please check/confirm your public IP.

Visit the page - https://whatismyipaddress.com/ to get your current active public IP and confirm if this is the same as what has been whitelisted. If IP is correct, please check with your networking/infosec team if port 22 is allowed for outbound communication.