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Importing from a web server

 

PANTHEON allows users to download registers that are generally used for business operations or are linked to legislation into the program, which speeds up the preparation of the database. The registers are available on Datalab's web server (Web Services).

Below is an example of importing a register and a list of the most common registers available for import.

CASE SUMMARY

Tecta Personnel Department had to update the formulas for calculating leave due to a legislative change. For this purpose, Heather Human as Head of HR downloaded the changes from the web server as described below.

  • The person responsible opens the Leave Formulas register by opening the menu Settings | Personnel | Leave | Leave Formulas.

  • Clicking the button Import/export data displays the available options.

  • The option Transfer registers is selected.

  • A new window opens for selecting download criteria.

  • From the drop-down list of the field Collective agreement, the person responsible selects the ID 150 and specifies the Import type: Adding.

  • Then, the button Transfer from server is clicked (as shown in the image above under number 3).

  • A table is displayed where the person responsible selects which registers are to be imported into the database (as shown in the image above under number 4). Those marked with an orange tick will be transferred to the database.

  • Clicking the button Transfer into register downloads, i.e. saves the selected registers to the database.

  • After the successful transfer, a message is displayed as shown in the image below.

  • The button OK is clicked.

​

HINT

Below is a list of the most common registers that can be imported from a web server and the locations in PANTHEON from which you can import specific data.

 

Register for import from Web Services

Location in PANTHEON

Currencies

Settings | Subjects | Currencies

Countries

Settings | Subjects | Countries

Product classification by activities

Settings | Items | Product classification by activities

Holidays

Settings | Manufacturing | Work schedule

Occupations

Settings | Personnel | Employment | Occupations

Leave for length of service

Settings | Personnel | Leave | Leave for length of service

Leave formulas

Settings | Personnel | Leave | Leave formulas

Daily allowances

Settings | Personnel | Daily Allowances and Mileage Rates

Contributions

Settings | Personnel | Payroll | Contributions

Salary grades

Settings | Personnel | Payroll | Salary grades

Income tax and payroll tax rates

Settings | Personnel | Payroll | Income tax and payroll tax rates

Personal and Additional General Reliefs

Settings | Personnel | Payroll | Personal and Additional General Relief

Payment order codes

Settings | Personnel | Payroll | Payment order codes

Work types

Settings | Personnel | Payroll | Work types

Earnings types

Settings | Personnel | Payroll | Earnings types

Chart of accounts

Settings | Financials | Chart of accounts

Tax types

Settings | Financials | Tax types

Interest rates

Settings | Financials | Interest rates

Financial reports

Settings | Financials | Financial reports

Templates for automatic posting

Settings | Financials | Templates for automatic posting

Depreciation categories

Settings | Financials | Depreciation categories

Purpose codes

Settings | Financials | Transactions | Transaction Purpose Codes

DDPO/DDD

Settings | Financials | DDPO/DDD Settings

Reports

Settings | Program | Reports

Classification scheme

Settings | Documentation | Classification scheme

Workflows

Settings | Documentation | Workflow design

 

RELATED TOPICS:

  Tecta Business Processes

  Assigning Identifiers

  Importing from an Excel file

 

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