Linking Workforce Management Fields with NetSuite

Refer to the subsections to know more about how to link WFM fields for timebills with NetSuite.

• Guidelines for Linking WFM Fields

• Configuring WFM Fields to Link with NetSuite

• Settings for Linking WFM Fields

• Configuring WFM Time Fields for NetSuite

• Linking Workforce Management Records with NetSuite

Timebill field linking options from WFM to NetSuite include but are not limited to:

• WFM location to a NetSuite location

• WFM location to a NetSuite project

• WFM location to a NetSuite department

• WFM job to a NetSuite department

• WFM job to a NetSuite project task or service item

Guidelines for Linking WFM Fields

Note the following guidelines.

• The default setup is different to what is described below, so please make sure these settings match exactly below.

• If you use Infinet Cloud Payroll, the payroll subsidiary and timebill wage options are not available.

• When mapping WFM locations and jobs, ensure the correct wage rate is paid to staff for locations they work at and jobs they do.

• Record and report on time against projects, tasks, or other NetSuite fields.

• Adapt time-based billing.

Configuring WFM Fields to Link with NetSuite

Follow the procedure to configure WFM fields.

To configure WFM fields to link with NetSuite:

1. Go to Workforce Management.

2. Go to Setup > NetSuite Integration > Settings.

3. Click the Configuration subtab.

4. Refer to the actions in the Settings for Linking WFM and NetSuite Fields table.

5. After setting configurations, click Save.

Settings for Linking WFM Fields

Refer to the actions on the table to link WFM fields with NetSuite.

Section	Field	Action
Staff	Push staff member changes to NetSuite	Clear the box.
Staff	Single Subsidiary	Choose from the payroll subsidiary options. Check the Single Subsidiary box – If your mapped employees will be paid from one subsidiary, check the box. If you check this box, all exported staff will be linked with the selected subsidiary. Clear the Single Subsidiary box – You will need to select a subsidiary when exporting staff.
Staff	Pay from subsidiary	If you checked the Single Subsidiary box, select the subsidiary name that will be used for exporting staff.
Timebill Wage	Send rate	Check the box. If unchecked, no rate data will be sent to NetSuite with the timesheet information.
Timebill Wage	Send blended overtime	Check the box. This setting calculates blended overtime for each eligible employee across the export period.
Timebill Wage	Send combined penalties	Check the box. This setting combines penalties and segments to get an effective rate for each segment.
Timebill Wage	Payroll Item Record	Select an option.
Timebill Wage	Timebill Record	Select an option.
Timebill Wage	Allowance Record	Select an option.
Timebill Wage	Penalty Record	Select an option.
Leave/Time-Off	Handling	Select the leave or time-off method. No action – If you use Infinet Cloud Payroll, select this option and reach out to your NetSuite account manager, if needed. Pull approved Leave/Time-Off from Time Management (Adi Insights) – Select this option if leave is requested and approved in NetSuite. Push approved Time-Off to Time Management (Adi Insights) – Select this option if your leave is requested and approved from within Time Management. Changing the Leave/Time-Off handling method may require you to adjust the linking of Leave/Time-Off objects, as the possible cardinality of linked objects depends upon the direction of data flow. For example, it is not possible to import multiple Leave/Time-Off balances into a single Leave/Time-Off type.
Leave/Time-Off	Leave/Time-off Type Record	Select an option.
Leave/Time-Off	Leave/Time-off Request Record	Select an option.
Hourly-paid employees	Hourly time	Leave blank.
Salaried employees	Send salary hours	Clear the box. If checked, salary hours are sent to NetSuite. If you send salary hours, you need to ensure that employees are set up to be on a salary. Overtime hours are excluded.
Salaried employees	Normal time	Leave blank. This field lets you select the payroll item that should be used for normal salary hours.
Salaried employees	Salary overtime	Leave blank. This field lets you select the payroll item that should be used for salary overtime hours.
Salaried employees	Public holiday time	Leave blank. This field lets you select the payroll item that should be used for salary public holiday hours.
Revisions	Auto link new revisions	Check the box. With this setting, you can automatically relink allowances, penalties, rates, and multipliers from newly created revisions. The system will generate a notification when a new revision has been created for any linked agreements, regions, or location overrides.

Configuring WFM Time Fields for NetSuite

In WFM, you can configure added time fields so that you can track additional time segments in timebill records.

You can define the following:

• Fields to be used to send additional data to NetSuite

• Additional fields that will be visible to employees when they punch in

• The order that WFM displays the fields

Managers can select appropriate values during the approval process. Any subsequent record types that have a reference to a previous record type will result in the available list being filtered based on the previous selection.

To configure WFM fields to link with NetSuite:

1. Go to Workforce Management

2. Go to Setup > NetSuite Integration > Settings.

3. Click the Time Fields subtab.

4. Click Configure fields...

5. On the Fields for Timebill window, complete the required details for each field.

   • Field label – Enter the label of the field. If left blank, this label defaults to the record name, purpose, or field name.

   • Record type – Enter the record name associated with the field label in NetSuite. Do not include spaces

   • Field name – Enter the field name that is on the timebill.

   • Value – Enter True or False.

   • Purpose – Select the purpose of using this field.

   • Required for export – If there are additional custom fields that the employee or manager needs to complete when approving time, check this box.

     For the record to export, the custom field must contain data. For example, an employee who completes additional time fields, project, project task, or service task must also complete the custom field so the data can be exported.

6. (Optional) If you want to add a field, click Create new field.

7. Click Submit.

8. From the Available panel, click and drag the corresponding menu icon of the fields that you want to appear to the Time Field Order panel.

   Important:

   Fields that are associated with the record type are automatically selected and placed in the Available panel.

   Fields that are not mirrored cannot be selected and are not displayed on the panel.

9. (Optional) Reorder the fields that you moved to the Time Field Order panel.

10. Set the visibility of the fields you added.

    1. Click the pencil icon beside the field name.

       A window appears.

    2. Choose how you want the field to appear for customers.

       • Do not show in Time & Attendance– Choose this button if you want to hide the field.

       • Show in Time & Attendance– Choose this button if you want to display the field but completing it is optional. Managers can also select the additional time data field before they submit the time to NetSuite.

       • Require selection in Time & Attendance– Choose this button if you want to display the field and require that employees complete it.

General Notices