Employee Setup for Greenshades Integration

Create the Employee Records in Business Central

Employees are created in Business Central (BC) and automatically synced to WennSoft Service.

The following fields are included in the sync:

• Employee Number: This alphanumeric employee number must match the employee ID used in Greenshades.

• Employee Name

• Job Title

Update the Employee Records in WennSoft Greenshades Integration

You need to update each employee record in WennSoft Greenshades Integration with the employee’s position code, department code, and default location. You can find this information in Greenshades under Employee Management in the Employee List. In Greenshades, view this information in the Employee List window or export it to a report for printing.

To update the employee record:

1. In WennSoft Greenshades Integration, go to Employees.
   Note: This window can also be accessed in WennSoft Service by going to Settings > Employees.

2. The Employees dashboard displays the following information:

   • Number

   • Display Name

   • Job Title

   • Department

   • Created On

3. Select an employee number to open the employee’s record.

4. Enter the following information:

   • Position Code: Enter the position code.

   • Department Code: Enter the department code.

   • Default Location: This is the Work Location in Greenshades.

   • Resource: Select the technician name for the employee. Each employee must be linked to a resource (technician) for capturing time entries for payroll.

5. Select Save & Close. Continue to update all employees.