For an HR employee management integration, locations in the HR system must be mapped to locations in R365. This is done on the Locations tab of the Integration Mapping screen. Jobs and employees will only be synced for HR system locations mapped to R365 locations.
When mapping location 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.
Location mapping steps are the same across all HR management integrations, including Alliance, Workday, UKG, and Netchex.
AllianceHCM locations are identified based on the cost center selected for locations during legal entity mapping. This selection determines which locations are available to map in R365.
Netchex locations are identified based on the data distribution level selected for locations during legal entity mapping. This selection determines which locations are available to map in R365.
UKG locations can only be mapped after legal entities are mapped. The legal entity mapping defines which locations are available in R365.
Security
Only users with the following permission can map locations for an HR Employee Management integration:
Administration → Integrations → 3rd Party HR Admin
Map An HR System Location
Follow these steps to map an HR system location:
Click steps to expand for additional information and images.
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 locations.
HR System: Locations from the HR system are displayed. Linked locations are R365 locations.
R365 - Locations from R365 are displayed. Linked locations are HR system locations.
4) Select the Locations tab.
5) For AllianceHCM, Netchex, and UKG integrations, select the legal entity for the locations to be mapped.
Only mapped legal entities are listed. Learn more about mapping legal entities.
A legal entity must be selected before locations are displayed for mapping.
6) Click the Unmapped filter to only display unmapped locations. (Optional)
7) Open the Link Location dropdown menu. Select the desired R365 location from the available list.
Each HR system location can be mapped to multiple R365 locations. Only locations that the user has access to will be listed.
8) Save the updated location mappings.
Update Location Mapping
Location mapping can be updated at any time, however, changing a mapped location will clear existing job and employee mapping. Review and update job and employee mapping tabs when location mapping is changed.
Learn more about mapping jobs.
Learn more about mapping employees.
If automatic sync is on, jobs and employees will be automatically mapped for the new location. It is recommended to review automatically mapped jobs and employees when changing location mapping.