NetSuite and WFM Integration FAQ

Click any of the following links to see more information:

• NetSuite Payroll Item (SuitePeople/Premier Payroll) not appearing in the export preview

• Setting up a saved search to review time exported to NetSuite

NetSuite Payroll Item (SuitePeople/Premier Payroll) not appearing in the export preview

Reviewing the payroll export preview.

if the Payroll item column is not appearing in the preview like the following screenshot, it is possible to show this with some configuration.

To set up the display of the payroll item in the preview, in WFM go to Setup > NetSuite Integration > Settings > Records. Here we will make two changes to allow the Payroll Item to appear in the preview.

First, we will tell WFM to show the payroll item in the column, click edit fields next to the timebill record, then click the button at the bottom labeled create new custom field. This will add a new set of fields to the table, enter payrollitem as the record type and field name, click submit to save this. If you want WFM to prevent exporting to NetSuite if there is not a mapped payroll item, check the box for Required For Export before submitting the pop up.

Secondly, we will tell WFM what information to show in the preview. At the bottom of the list of records, click the button for create new custom record. Fill in the details as follows:

• Record Type =payrollitem

• Display Name =Payroll Item

• Display Name Plural =Payroll Items

• Name Field =name

• Grouping Field =itemtypenohierarchy

• Columns =subsidiary

Click Submit.

When you next load up an export preview the payroll item will be shown.

Setting up a saved search to review time exported to NetSuite

Reviewing the time data exported from WFM to NetSuite can sometimes be a little complicated. We recommend setting up a saved search with formatting to highlight potential issues before payroll is run.

To set up a saved search in NetSuite head to Reports > Saved Searches > All Saved Searches > New. The next screen will allow you to choose the type of search you are setting up. Select Time from the list.

You will now be at the page to set up the search, give it a name, for example, Workforce Management Time Export, and choose to make it public, available as a list and sublist view.

Under Criteria you will need to set up a filter, choose the option for Created by SuitePeople WFM (Custom Column) and this needs to be true.

Next head to the results tab and choose what information to display as a result of the search. Customize this to match your needs, but you should include:

• Date

• Employee

• Payroll Item

• Blended Overtime (Custom Column)

• Payroll Rate (Custom Column)

• Duration

• Time-Off Type

• Payroll Workplace

• Location

• Department

• Customer:Project

• Case/Task/Event

• Item

Those in bold should be added at a minimum.

Choose a sort by, NetSuite recommends by employee, then by date.

One helpful tool with the saved search is highlighting anything of concern, for example, highlighting any overtime rows with a red background. To configure this, head to the Highlighting tab, add a condition and choose Payroll item is any of your overtime payroll items. Choose the background color.

To assist with using this report regularly, set up some quick filter options by heading to the Available filters tab. Choose some filters that will assist you with quickly querying the data. The most commonly used are Employee, Location, and Date. This will allow you to filter to a date range, particular staff member or location’s data.

Click on Save to save the report. You can now run this report by simply typing the report name in the search box in NetSuite. If you have selected the list and sublist view options you can also use this report format to filter and display the data under the time tracking tab when looking at an employee.

General Notices