How do I configure the system to create custom screens on company level?

The Integrations screen was enhanced to allow users to create custom screens on company level. This is particularly useful for the scenario where a user needs to trigger an external process to execute from within the system.

The three user scenarios are:

1. Payroll has closed the period and wants to let their middleware layer know that they can fetch the GL details to populate their finance system. They can create a custom screen that has the following fields: Year, Month, and Frequency i.e. weekly or monthly. When they capture these fields and click save, we fire off a webhook as per the below setup and their system receives this and uses these fields to hit our API layer and extract the GL details.
2. The company has configured an EFT file to be sent to our outbox. They can create a custom screen that has the necessary fields and when saved, it fires off a webhook to let their middleware layer know to fetch the bank file that is waiting and submit to the bank.
3. Payroll has closed the period and wants to let their middleware layer know to extract all of the payslip information to populate an internal data warehouse for all sorts of reporting requirements.
   

      Navigate > Configuration > Basic Settings > General Company > Integrations

      

• Related Articles

• Creating API credentials for integration

  The client_id and client_secret are unique and can be created by selecting the "+ New Credentials" button on the API Credentials tab on the Integrations screen. Navigate > Configuration > Basic Settings > General Company > Integrations > API ...

• How do I configure the system to create custom screens on employee level?

  This feature is available on the Master payroll edition. A custom form can be created on 3 of the employees screens: The Basic Profile screen The Custom Forms screen The Tax Profile screen Navigate > Configuration > Basic Settings > Custom Screens & ...

• Custom Forms | Company Repository

  This feature is available on Master edition The system has been enhanced with a new custom form type named Company Repository. It is available on the Custom Form Configuration screen. This custom form type enables user to compile a list of attributes ...

• Can custom fields be created on the Project screens?

  This feature is available on the Master payroll edition. Yes. Custom fields can be created on the Project screens (company and employee levels). Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Fields Company level ...

• Does the system record user actions on the Integrations screen?

  Yes. The system record user actions on the Integrations screen on the Audit Trail window. Navigate > Configuration > Basic Settings > General Company > Integrations