Setting up Third-Party HCM to PSA Assignment Integration

The PSA Assignment API feature uses the PSA Resource API feature to create assignments for resources.

Ensure that the PSA Resource API feature has been fully configured in your org. For more information, follow the steps in Setting up Third-Party HCM to PSA Resource Integration.

Update the permissions for the dedicated API user created for the PSA Resource API feature.

To create the records required for the PSA Assignment API feature, you must also assign the PSA Resource API - Assignment permission set to the API user.

Decide what time off information you want to send from your third-party HCM application to PSA and configure your application to send data via the API.

See PSA REST API Developer Reference on the FinancialForce Community for more information.

You can send time off details in either hours or days. To populate timecard details, PSA converts days-based time off requests to hours using the details in the resource’s work calendar.

If you intend to send days-based time off details for one or more resources, ensure each days-based resource has a valid work calendar.

See About Time Periods, Work Calendars and Holidays and Setting up Work Calendars for more information.

PSA automatically links all time off assignments created via the API to a project. Before you enable the feature, set up or identify the project you want to use for time off assignments. You specify the project you want to use when enabling the feature using the Feature Console.

PSA can create time off details, such as timecards and assignments, for all time off sent via the Assignment API or for selected time off policies only.

For example, you can filter requests to create time off details for vacation, but not for sick days, if your organization does not want sick days to count towards utilization.

Note:

This functionality is controlled by custom settings, which are also used in the FinancialForce HCM to PSA integration. Only update these settings when you are no longer sending information from FinancialForce HCM to PSA.

To set up PSA to create time off for specific policies:

1. Decide which policies you want to create time off for.
2. In ERP PSA Messaging Settings, enter Policy in the Absence Filter Field Key field.
3. In the Absence Filter Value field, list the policy or policies you want to create time off for. Separate multiple entries with a semicolon.
4. Click Save. When you send time off data via the API, PSA only creates time off details for listed policies.

To set up PSA to create time off for all policies:

1. In ERP PSA Messaging Settings, check there are no values listed in the following fields:
   • Absence Filter Field Key
   • Absence Filter Value
2. Click Save.

The Feature Console simplifies the setup tasks for some FinancialForce features.

Note:

Before you enable the PSA Assignment API feature, ensure that the PSA Resource API feature is enabled in your org.

To configure PSA to receive assignment information from your third-party HCM application, follow the PSA Assignment API feature steps on the Feature Console tab.

For more information about using the Feature Console, see Feature Console.

Tip:

You do not have to manually set up and manage a publication for this integration in ERP.

The PSA Assignment API feature uses many components that may be used by other ERP integrations. If you want to disable this feature after it has been enabled, complete the following steps:

• Manually disable the related subscriptions on the ERP Setup page
• Use the Feature Console to mark the feature as disabled

If required, you can use ERP features to add data transformation tables (DTTs). DTTs enable you to convert data received from your third-party HCM app by storing defined source and target values.

See "Data Transformation Tables" and "Creating a Data Transformation Table" in the ERP Help for more information.

If required, you can use ERP features to customize the default field mappings to suit your organization’s requirements.

See "Adding Mappings to Subscriptions" in the ERP Help for more information.