Influence has a Payroll integration with GIANT. You can find out more about GIANT's payroll services from their website - here. https://www.giantgroup.com/giant-payroll
Essentially, it is possible to enter timesheets in Influence, and then export the information as several files, that are then sent to GIANT for import into their Payroll solution.
CONTENTS (Click an Item to jump to the section)
TABLE OF CONTENTS
- 1) System Setup / Parameters
- 2) How to Export Timesheets to GIANT
- 3) Useful Data Reports - (Find blank Giant Ref's in Influence)
1) System Setup / Parameters
Below are the parameters you will need to look at in order to setup the system to export timesheet details to GIANT.
| Parameter | Details |
| Payroll, Flag(28) | Auto Timesheet Numbering. Set this to Y (Ticked) |
| Payroll, Flag(32) | Post as main site (Ac Ref is always from the client not sites) This should normally be set to Y |
| Payroll, Integer (15) | Override TS Number (for Auto numbering) This should usually be set to 1 |
| Payroll, Integer (39) {Sites post to main site for Tempaid} | Values Y, N, R i.e. Use Site Ac Ref (User string to use from site for ac ref) [R=Renard Special format] |
| REC, Flag(54) Edit Candidate Sage Ref by Pay Type | Set this to Y (ticked) |
| REC, Text(9) Label for Client A/c Ref | Set this to Giant A/C |
| RECF, Text(11) | Giant Timesheet Type This will need to be set to a value such as TYPE11-10 Please contact GIANT for them to provide details of what will be needed here. |
| TEMPS, Paths (1) | Use this to specify the PATH on the local PC where the 4 x export files for GIANT will be exported, e.g. C:\TEMP\Timesheets [For systems on the Influence Cloud desktop, you might want to set this to something like \\INFAPP04\Influence_Docs\Timesheets ] |
| TEMPS, Paths (2) | Document Export Path (This is the LOCAL PATH where to store docs to be zipped should be within the export path from TEMPS - Paths 1) |
| TEMPS, Text(10) | Set this to the 'Company Code' for your agency in GIANT. {This is usually a 4-character code, such as 1234 that represents your Agency in the GIANT Payroll system) You will need to get this from GIANT - Please contact them to obtain the relevant Company Code. |
| TEMPS, Text (11) | Allowed file types for documents (Default TIFF;TIF) |
OPTIONAL - Export files and send via sFTP
Normally, once you choose to export files to Giant the system will produce the files, and save these onto a folder on your local PC. It will then open the folder containing these files.
It is POSSIBLE to export files directly to GIANT, using sFTP. (You will need to speak with GIANT to verify that this is allowed/enabled for your account. )
You will need to contact GIANT to find the details for their FTP server, and then these details will need to be put into the parameters below.
NEW PARAMETERS - TEMPS, Free Text (4-7) (Giant ftp Details)
| TEMPS, Free Text 4 | - FTP Server to upload Giant Files |
| TEMPS, Free Text 5 | - FTP Server login name for Giant Export |
| TEMPS, Free Text 6 | - FTP Server password for Giant Export |
| TEMPS, Free Text 7 | - FTP Server directory for Giant Files |
PRE-REQUISITES (Fields to Fill) when using GIANT Payroll
If you intend to use the GIANT Integration to post information from influence into GIANT, then you need to ensure that the following fields are completed:
| On the Client | Set the A/c Ref field to contain the Giant reference for this client. NB: the field can be re-labelled as Giant Ref: if desired. |
| On the Branch/Site | If a client has been setup with multiple sites, it is possible to store different Giant reference against each branch, if they are going to be posted separately. |
| On the Candidate/Worker | The worker will have a reference number in Giant. This needs to be recorded in the Pay Ref. field on the [Banking Details] tab of the worker. |
See below
For the Site Record (if needed), store the Giant Ref as below.
For the Candidate/Worker record, store the Giant Ref. as below.
2) How to Export Timesheets to GIANT
Exporting the Timesheet information to giant is a simple process, as described below.
Step 1:
Go to TIMESHEET ENTRY, select the date range and filter the list to show Entered Timesheets ( )
Click the [EXPORT] button at the bottom left, and choose Giant () from the pop-up window.
Img1.
The system will show a PATH where the 4 x files will be exported. Click [OK] to export the files.
(It can be changed if you like, and is controlled via parameter TEMPS, PATHS (1) )
Step 2:
After the files have been generated the system will ask if you want to update these reodrds to show them as "PAID" - normally you would want to say "YES" since the information has been sent to GIANT, and you want to reflect in Influence that these records will now be 'paid'.
The files that you generated in Step (1) will be sent to GIANT, and can then be imported into their PAYROLL system.
Step 3:
The system will then generate several files and store them in the specified directory. It will then open the folder to show these files.
The system will produce 4 x files
ASSIGNMENT_RATES.csv
ASSIGNMENTS.csv
CANDIDATES.csv
TIMESHEETS.csv
You will then need to send these files to GIANT for them to process.
| NOTE: To send the files to GIANT, the system can use the information stored in Parameters TEMPS, Free Text (4-7) Please remember to get these FTP details from GIANT so they can be stored in your Influence system. |
3) Useful Data Reports - (Find blank Giant Ref's in Influence)
As mentioned, you will need to ensure that Clients & Workers have their Giant Ref. stored in the relevant fields in the database. To help you identify records where there are bookings, but the Giant Ref has been left blank, there are two IQ reports attached to this article.
| Report (Filename) | Details |
| IX_CLIBKNOAC.zip | This report will list any clients that have bookings +/- 3 weeks, where the A/c Ref has been left blank (i.e they have no Giant Ref.) |
| IX_CANNOPAYRE.zip | This report will list any worker who has beekings +/- 3 weeks, where the Pay Ref. field has been left blank (i.e. they have no Giant Ref. ) |
i) How to Install the Reports.
Download the attached files, and then go to Admin > IQuery
Simply Drag/Drop the *.zip file onto this screen to Install the report
ii) How to RUN the Reports.
Go to Admin > IQuery
Select the Candidate Booking Records and then choose the relevant Report.
Click RUN at the bottom left, and choose to run the report to workbench. After the report has run, close the pop-up window and reselect the report to see the output.
An example report is shown below.
You can click the (>) at the left hand side to open the relevant record, and then set the Giant Ref.
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