The Process tab on the Process Policy form is used to associate an export process with a particular Sender Name. This information can then be used to determine which export process is applicable for a given transaction, and the Sender Name for the export process. The Sender Name will be used to determine which external system will receive attendance and labor transactions.
The Process tab can also be used to associate a Ruleset Profile with a Process Policy. The ANALYTICS service uses Ruleset Profiles to process transactions for KPI measurements.
You can view and define export processes on the Process Name form.
See Also:
How the Process Policy Determines a Transaction’s Processes and Sender Names
Process Policy/Process Tab Field Descriptions
When a transaction is posted, the system needs to determine which process to assign to the transaction. To do so, the system first checks to see if the person who posted the transaction has been assigned a Process Policy.
If the person does not have a Process Policy, then all processes will be assigned to the transaction but the Sender Name will be set to UNKNOWN_SENDER.
If the person has a Process Policy, the system checks the Process Name form to see which processes require that the Process Policy be checked; these processes have Use Policy Interface checked.
Next, the system begins to check the person’s Process Policy. First, the system checks the Event tab in the Process Policy. Based on the event being posted, the system can determine which Process Name and Sender Name to assign to the transaction.
If the event being posted does not have a Process Policy/Event record, the system checks the Process tab in the Process Policy to determine which Process Name and Sender Name to assign to the transaction.
If there are no Process Policy/Event or Process Policy/Process records, then the transaction will not be assigned any export processes.
Policy Name
Name of the Process Policy that is selected on the Process Policy form.
Process Name
Name of the export process associated with the specified Sender Name. Available options are defined in the process_status_definition table with use_policy_interface_flag = 1. Most of these options can be viewed in the Process Name form.
Sender Name
Identifies the external system that will receive attendance or labor transactions generated by the specified Process Name. Available options are defined as Senders on the Interface Host form.
When you are adding or modifying a Process record, the Sender Name is required for certain export processes. These export processes are defined on the Process Name form with the Sender Name Required box checked (process_status_definition.sender_name_required_flag = 1).
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy to which you want to add a Process record and click the Process tab.
Click Add.
Select the Process Name and Sender Name for the record. Refer to the field descriptions above for more information on these fields.
If you want to add more than one Process record, click Save and Add to save your settings and keep the pop-up window open. Or click Save to save your Process record and return to the Process tab.
You can only modify the Sender Name of a Process record.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy for which you want to modify a Process record and click the Process tab.
Select the Process record you want to change and click Modify.
Change the Sender Name and click Save.
Click Main Menu > Configuration > Policies > Process Policy.
Select the Process Policy from which you want to delete a Process record and click the Process tab.
Select the Process record you want to remove and click Delete.
Click OK to confirm the action.