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titleOtalio Master Interface Code Setup

To export data, it is required to define the Otalio Master plugin code reference. To do this, first, log in to the Adonis Personnel Manager. Once logged in, navigate to the Setup ribbon tab > General Codes > Miscellaneous > Interfaces and proceed with the following steps:

  1. On the ribbon, click New to make the dialog appear:

    otalio_plugin_housekeeping_gencode_interfaces.png

  2. Enter a Code (mandatory field), a unique alpha-numeric APM code.

  3. In the Text field, indicate the name of an interface and its alternative name, if needed, in the Alternative field.

  4. In the Sort field, define the order number of a record (where 0 means the first record in the list).

  5. In the Is Passive field, specify whether the code is to be active or passive. Passive codes appear as disabled. It is recommended to set a code to Passive if it will no longer be in use.

  6. Click OK to proceed.

 

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titleLink Lookup Table to 3party Lookup
  1. Navigate to the Setup ribbon tab > General Codes > Personnel Details > Departments:

  2. Select the department affected and click Open on the toolbar.

  3. Switch to the XREF tab and click the Append button. Clicking the command enables the fields to be filled out:

    • Interface. Select the interface from the drop-down list. If the interface is unavailable, you need to define the interface by following the instructions in How to add an xref interface above.

    • Xref Code. Enter a cross-reference value of the 3rd party system

    • Comment. Enter any comment you want to add.

      OTM_code_editor_department.jpgImage Modified

  4. When completed, click OK to apply the changes.