For an HR management integration, jobs in the HR system must be mapped to jobs in R365. This is done on the Jobs tab of the Integrations Mapping screen. Jobs can only be mapped for HR system locations mapped to R365 locations.
When mapping job records, the mapping list can be switched between viewing HR system records or R365 records. Typically, viewing the source record list (HR system records) is the most efficient way to complete mappings.
Job mapping steps are the same across all HR management integrations, including AllianceHCM, Workday, UKG, and Netchex.
AllianceHCM jobs are identified based on the cost center selected for jobs during legal entity mapping. This selection determines which jobs are available to map in R365.
Netchex jobs are identified based on the data distribution level selected for jobs during legal entity mapping. This selection determines which jobs are available to map in R365.
Security
Only users with the following permission can map locations for an HR system integration:
Administration → Integrations → 3rd Party HR Admin
Automapped Jobs
When automatic sync is turned on for the HR Employee Management integration, jobs for mapped locations are automatically mapped when the job code or job name matches in both systems.
When viewing job mapping, automatically mapped jobs are prefaced with ‘Auto - ’.
Map an HR System Job to an Existing R365 Job
Follow these steps to map an HR system job:
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1) Navigate to the Integration Connection page.
Navigate to the Integrations page.
Select the desired integration.
2) Click Edit Account Mapping to open the Integration Mapping page.
3) Confirm that the record source toggle is set to display records from the HR system.
The record source toggle sets the record source for the displayed jobs.
HR System: Jobs from the HR system are displayed. Linked jobs are R365 jobs.
R365 - Jobs from R365 are displayed. Linked jobs are HR system jobs.
4) Select the Jobs tab.
5) Select the desired location from the Location dropdown menu.
Only mapped locations are listed. Learn more about mapping locations.
A location must be selected before jobs are displayed for mapping.
6) Open the Link Job dropdown menu, then select the desired R365 jobs.
Multiple HR system jobs can be mapped to the same R365 job. Only jobs associated with the R365 location(s) mapped to the selected HR system location (step 5) are listed.
7) Save the updated job mappings.
Bulk Map Jobs
Multiple HR system jobs can be mapped to the same R365 job. Complete steps 1-5 above, then follow these steps to bulk map jobs:
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1) Check the bulk select box for the desired jobs.
2) Click Edit Job Links in the bottom right corner of the page.
3) Select the desired R365 job from the list of jobs.
Begin typing the desired job title to filter the list for the entered characters.
4) Click Update [#] Job(s).
5) Save the updated job mappings.
Map an HR System Job to a New R365 Job
If the desired job is not already created in R365, new job records can be created in one of three ways from the Integration Mapping page:
Manually create a new job record with the +R365 Job button.
Create an R365 job record from an existing unmapped HR system job.
Bulk create multiple R365 job records from existing unmapped HR system jobs.
Only R365 job records can be created from the Integration Mapping page. HR system jobs must be created in the HR system.
Manually Create Job: +R365 Job Button
Follow these steps to create a new job from the Integration Mapping page without selecting the HR system job first:
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1) Open the Jobs tab of the Integration Mapping page.
2) Click +R365 Job.
When the record source toggle is set to R365, this button is labeled +Job.
3) Enter the job details to the job form.
4) Click Create on the job record.
5) Click Save on the Integration Mapping page.
When manually creating jobs, the job record is only created when Save is clicked.
Create Job from HR System Job: Link Job Dropdown
Follow these steps to create a new job from the Link Job dropdown menu of an HR system job:
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1) Open the Jobs tab of the Integration Mapping page.
2) Confirm that the record source toggle is set to display records from the HR system.
The record source toggle sets the record source for the displayed locations.
HR System: Jobs from the HR system are displayed. Linked jobs are R365 jobs.
R365 - Jobs from R365 are displayed. Linked jobs are HR system jobs.
3) Select the desired location from the Location dropdown menu.
Only mapped locations are listed. Learn more about mapping locations.
A location must be selected before jobs are displayed for mapping.
4) Open the Link Job dropdown menu for the desired job and select Create Job.
5) Save the updated job mapping to finish creating the new R365 job record.
When manually creating jobs, the job record is only created when Save is clicked.
Create Multiple Jobs from HR System Jobs: Bulk Create
Complete steps 1-3 above, then follow these steps to create job records for multiple HR system jobs:
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1) Check the bulk select box for desired jobs.
2) Click Edit Job Links in the bottom right corner of the page.
3) Select Create Job from the list of jobs.
4) Click Update [#] Job(s).
5) Save the updated job mapping to finish creating the R365 job records.
When manually creating jobs, the job record is only created when Save is clicked.
