If you are trying to find out which Pulse office a user should be in with limited information provided by the client or because the user moved offices, you need to follow the following steps:
- Go to the address book and search for the user
- Click to edit. Make note of the userid in the URL
- At the top with a red label is ‘LEDGER:’
- Go to the Staff Feed for that ledger https://havaspulse.com/agresso.php
- Click Agresso Sync Status
- Search for the user’s Ledger
- Click to open ‘STAFF’
- Search for the user by userid using CRTL & F (windows)
- Check what the users default_branch is. Copy this
- Now to go https://havaspulse.com/agresso.php?action=mappings
- Search for the branch to Pulse office mapping by using CTRL & F and searching the ‘default_branch’ value
- If there is more than 1 option (because branches are not unique between US & UK) then use common sense ;). The users ledger needs to match the ledger of the office
- Now you have the Office Name
Can I move them?
- If the user is moving to a new office in the SAME finance profile, you can do with pleasure
- If the user is moving to an office in a new finance profile then quickly check does the user have any pending unprocessed time?
- To do this, go to the time report https://havaspulse.com/v2/reports/timesheets/time
- Set ‘User’ to the user name
- Set the date range to the first of the current year to the current date
- Set the TIME STATUS to ‘Saved but not submitted’, ‘Pending Approval’ and ‘Rejected’
- Click Filter
- The desired result here is no results:
- Saved time should either be deleted or submitted
- Pending Approval time should be approved
- Rejected time should be fixed and resubmitted
- Once that is clear, check to see any failed time
- Set TIME STATUS to ‘Approved’ and AGRESSO STATUS to ‘Problem’, ‘Failed’ and ‘Waiting to be processed’
- Again, the desired result here is no results
- Once this is clear, you can change the user’s office