Integrating for the first time with JAMIS or a third party

The steps for third-party integration with e-timecard follow basically the same order as those for JAMIS. The one exception is that you must create an export file from your third-party product. The export file must follow the layout and conventions that you can find in the online JAMIS e-timecard table definitions.

Caution: If you are implementing a new JAMIS/e-timecard system, then you must build JAMIS data files before you attempt to configure e-timecard.

Once a JAMIS Support Center representative or your system administrator installs the software, this is the setup order and process for integrating with JAMIS or a third-party product:

1. Set defaults in the Company, Parameter, and e-timecard Initialization files.

2. Create security profiles for anyone who has administrative responsibilities in e-timecard. General users do not need any special security setup.
   
   If you are integrated with JAMIS, skip the next step.

3. Run the export from your third-party product.

4. Depending on your integration, do one of the following.

• Run the Import from JAMIS program.

• Run the Import from Third Party program.
  
  Warning: We do not recommend importing files individually. Instead, create empty ASCII files for the files that you either won’t be using or that you want to create manually in e-timecard, then import all files. The program creates empty ASCII files with no data. Once the import is complete, you can build the data in e-timecard for files that were empty.

5. If you are using work orders, you must import them using the Import From Third Party program. Select JCWRKO=Work Order from the Table Name dropdown list.
   
   Note: Because the program doesn’t automatically import work orders, you must create an ASCII file from your JAMIS data files prior to this step. See the online JAMIS e-timecard table definitions for layout specifications.

6. Create time card schedules and open selected time card periods. Then create time card profiles, holiday schedules, and reason codes, in that order.

7. On the Employee Types screen, either use the three types that the import created, or create new employee types to match your needs. In either case, update the e-timecard Data tab for each employee type.

8. Update the Earning Codes (user-defined label) screen.

9. Update the Employee Details screen, including the e-timecard Data tab. Possible changes here include setting email addresses, assigning an employee to a different employee type, changing the time card approver set by the import, making the employee a time card approver, and changing the profile code or holiday schedule from the ones set on the Employee Types screen.
   
   In order for the e-timecard email function to run without errors, you must set email addresses in Employee Details.

e-timecard is now ready to receive your employees’ hours.