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In this article

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titlePipeline configuration

Snap

Step

Configuration

Result/Output

Snap 1

Add and configure an Exact Online Read Snap ( to Snap to query Payroll - Employments data. 

Filter Employee from the parent Pipeline using Filter Records table. Select ID and StartDate fields using Output Field Selection table.

All records of Employments data EmployeeHID from ExactOnline API.

Snap 2

Add a Structure Snap to restructure the fields from step1.

Configure the StartDate field using the expression: $StartDate.replace("/Date(","").replace(")/",""), and map it to $StartDate.

All records of mapped Employments data with reformed StartDate field.

Snap 3

Add and configure a new Exact Online Read Snap to query HRM - Schedules data. 

Filter Employment as $EmploymentId from the mapper of step 2 using Filter Records table. Select AverageHoursfields using Output Field Selection table. 

All records of Schedules data filtered by employeeId from ExactOnline API.

Snap 4

Add a Filter Snap to filter the data with condition of $AverageHours > $original.Hours to ensure that the number of contract hours is larger than the booked hours.

Schedules data filtered by the expression $AverageHours > $original.Hours.

N/A

Snap 5

Add and configure an Exact Online Read Snap to query Payroll - Employees data. 

Filter EmployeeHID from the parent Pipeline using Filter Records table. Select ID, BusinessEmail, FullName, Managerand FirstName fields using Output Field Selection table.

All records of Employees data filtered by EmployeeHID from ExactOnline API.

Snap 6

Add a Router Snap to route the outputs.

Route the output based on the following conditions:

  • if the Manager is not null, route to the output0,

  • else then route to the output1.

N/A

Snap 7

Once the Manager is not null, then add and configure a new Exact Online Read Snap to retrieve the manager information via Payroll - Employees endpoint. 

Filter the ID as $Manager from Filter Records table. Select BusinessEmail fields using Output Field Selection table. 

The record of Manager data from ExactOnline API.

Snap 8

Add a Structure Snap to restructure the data stream after Read Snap.

Restructured data of the manager.

N/A

Snap 6

Snap 11

Add another Structure Snap after Router Snap’s output1.

Restructured data of the employee.

Snap 9, 12

Add Email Sender Snaps respectively.

Send emails to the employees and the managers if available of the employees. 

Result data of sending email to the employee and manager(if have).

Snap 10

Finally add a Join Snap.

Join the responses from Email Senders Snap.

Joined data of Result of sending email to the employee and manager.

Send emails to

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employees and their managers who do not book enough hours

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This Pipeline retrieves the employees that did not submit enough hours and send them reminder emails for submitting the hours. It is a sub-Pipeline of the parent Pipeline of Booked Hours notifications.

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