🆕Integration with PDI Workforce

Overview

Integrating PDI Workforce with MangoApps allows organizations to automate the process of importing employee schedules.

This ensures that shift details are up-to-date and accurately reflected within the platform, minimizing manual work and improving workforce management efficiency.

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Pre-requisites

Before importing schedules, make sure all user profiles are properly configured with necessary identification details.

To successfully import schedules from PDI Workforce into MangoApps, each user profile must have specific fields completed.

• Employee ID: Every user must have an Employee ID entered in their MangoApps profile.
• Reference ID: Each user must be associated with a location via a Reference ID.

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File Structure for Schedule Import

It is important to structure your import file according to a specific format to ensure a smooth data transfer.

The schedule import file must follow a specific column sequence and data format for successful integration.

Here’s the required column setup for the CSV file:

Header Name	Description
PERSONNUM	Employee ID of the user.
ENTERDONDTM	Date and time when the data is imported (Format: mm/dd/yyyy hh:mm:ss).
DELETEDSW	1 to delete an existing schedule, 0 to add/import a schedule.
SHIFTSTARTDATE	Shift start date (Format: mm/dd/yyyy).
SHIFTSTARTTIME	Shift start time (Format: hh:mm:ss).
SHIFTENDDATE	Shift end date (Format: mm/dd/yyyy).
SHIFTENDTIME	Shift end time (Format: hh:mm:ss).
SHIFTSEGMENT	Type of shift segment (Regular or Break).
HOME_STORE	Reference ID of the store/location.
WORK_TYPE	User's job role (e.g., Employee, Manager, Regional Manager).

After populating the data, save the file in .CSV format for upload.

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Uploading the Schedule to MangoApps

Once your schedule file is ready, it must be uploaded and configured correctly within the MangoApps Admin Console.

After preparing your CSV file, follow these steps to upload and sync the schedule data into MangoApps.

1. Navigate to Admin Portal → Modules → Schedules.

2. Configure the Source:

   • Source: Select "PDI Workforce."

   • Source URL: Provide the SFTP URL where the CSV file is uploaded.

   • Timezone in CSV file: Set this to Store Timezone to ensure shift times match the users’ local time zones.

3. Authentication:

   • Enter the Login ID and Password for the SFTP location.

   • (Optional) Add an AES-256 key if additional encryption is required.

   • Test the connection to ensure successful access.

4. Set the Sync Schedule. This will set the frequency for how frequently MangoApps should fetch updates.

5. Configure Sync Notifications. Enter an email address where sync status notifications should be sent.

6. Click Save Settings to store your configuration and allow synchronization according to your chosen schedule.

   Alternatively, click Save Settings and Force Now to immediately sync the uploaded schedules.