In the context of the SAGE/2C9/People Pay integration, Paid Activities are specific Activity types within Skedulo designated for processing and transmission to the SAGE/2C9/People Pay system during the timesheet approval process.
The purpose of integrating Paid Activities is to ensure that time or allowances associated with non-Job activities, such as travel or sleepover disturbances, are accurately captured and transferred to SAGE/2C9/People Pay for correct payment. This automation reduces manual data entry and maintains data consistency between the two systems.
Upon approval of a Skedulo timesheet, the integration logic evaluates all activities designated as Paid Activities. Depending on the Activity type and its associated data (e.g., kilometers traveled), these activities will create either Timesheet Entries or Timesheet Items in SAGE/2C9/People Pay.
- Activities that represent periods of work, such as a sleepover disturbance during an inactive period, are processed as Timesheet Entries.
- Activities that represent allowances, such as travel allowances, are processed as Timesheet Items.
Terminology
| Term | Definition |
|---|---|
| Activity Type (Skedulo) | A predefined classification used to categorize Activities within Skedulo. |
| Paid Activity (Skedulo) | An Activity type configured in Skedulo to be included in the timesheet integration and sent to SAGE/2C9/People Pay for processing. |
| Timesheet Entry (SAGE/2C9/People Pay) | A record in SAGE/2C9/People Pay representing a period of time or an event to be paid. These are often derived from Jobs, Shifts, Unavailability, or specific Activities in Skedulo. |
| Timesheet Item (SAGE/2C9/People Pay) | A record in SAGE/2C9/People Pay that typically represents an allowance or an additional payment component. These are often derived from Allowances or specific Activities in Skedulo. |
| Sage Integration Additional Settings | A Custom Metadata Type in Skedulo used to manage additional integration settings, including the list of Paid Activity types and Leave Types. |
Configuring Paid Activity Types for SAGE/2C9/People Pay Integration
Administrators must configure which Skedulo Activity types are considered Paid Activities by the integration. The fields must be already populated against the Activity object and mapped into the Healthcare consoles using custom settings.
Once the activity types are added to the Healthcare solutions, the types can be added to the Paid_Activities field within the Sage Integration Additional Settings Custom Metadata Type. The Activity types listed must correspond precisely to the values expected by SAGE/2C9/People Pay.
- Navigate to Setup in Salesforce.
- In the Quick Find box, search for and select Custom Metadata Types.
- Locate and click on Sage Integration Additional Settings.
- Click Manage Records and select the relevant setting record.
- Click Edit.
- Locate the Paid Activities field and enter the Skedulo Activity types that should be sent to SAGE/2C9/People Pay, separated by semicolons (;).
- Example:
Administration;Training;Staff Meeting;Sleepover;Travel
- Example:
- Ensure the entered Activity types exactly match the corresponding values configured in SAGE/2C9/People Pay.
- Click Save.
Once configured, any Activities created with these specified types in Skedulo will be included in the data sent to SAGE/2C9/People Pay upon timesheet approval.