1. Employee Management
  2. Employees
  3. SuitePeople Workforce Management
  4. Workforce Management Integrations
  5. NetSuite
  6. Integrating Workforce Management with NetSuite

Integrating Workforce Management with NetSuite

Note:

You will need the General Manager access group within WFM to follow the below steps.

Linking Workforce Management and NetSuite

You need to link WFM with NetSuite so they communicate and sync with one another.

To link WFM and NetSuite

  1. Log in into your Workforce Management account. Click on Payroll in the menu bar and then select NetSuite from the menu.

  2. Select SuitePeople or InfinetCloud Payroll if using Infinet Cloud Payroll.

    Linking SuitePeople in Adi Insights

  3. Enter your NetSuite credentials used to access the instance of NetSuite you installed the Adi Insights bundle on earlier.

    • Enter your NetSuite username & password.

    • Make sure to select Production in the dropdown.

    Entering NetSuite credentials in Adi Insights

  4. A dropdown will appear with a list of NetSuite accounts your user has access to. An example of the drop-down box you will see is provided below. Select the correct account that you installed the Adi Insights bundle on earlier.

    Note:

    This will only show accounts that have the correct roles assigned.

    • Token name: You can keep this blank.

      Selecting NetSuite account in Adi Insights

    • The next two screens should automatically have a “script ID” pre-filled. Do not change this.

You have now successfully linked NetSuite and WFM.

The next topic will show you how to map your WFM user to your NetSuite user. After you have completed this step, you can return to NetSuite and complete the account configuration.

Mapping your WFM user to NetSuite to enable SuiteSignOn

WFM and NetSuite now recognize each other, the next step is to map your own user credentials so that you can continue setting up the WFM portlet in NetSuite.

To map WFM users to NetSuite

You have now mapped your WFM user to your NetSuite employee record to SuiteSignOn.

  1. Continuing on from the last step, go to the Staff tab on the left hand side of the screen. The below image shows where to find Staff on the side bar.

    Mapping NetSuite users in Adi Insight

  2. Find your WFM user. Click the searchable text field next to the user and start typing the name of your own NetSuite user that you just set up the integration with.

  3. Select your name from the list.

  4. Clicl Link.

    The below image is an example of what you’ll see when searching a name.

    Mapping Adi employees to NetSuite

A user using the HR or Payroll Manager NetSuite role may encounter the error below when accessing the Process Time menu under Workforce Management.

WFM NetSuite Integration error

To resolve the error, enter the user's NetSuite credentials on the log in fields.

Adding the Workforce Management Portlet in NetSuite

Now that your NetSuite Employee record is linked with your WFM user, you can return to NetSuite.

This final step will complete the setup of the Workforce Management Portlet and will allow you to access and manage WFM without leaving NetSuite.

  1. Login to the NetSuite account we will complete the setup on

  2. Switch your NetSuite role to one that uses either:

    • Accounting (such as Payroll Manager)

    • Employee Center

  3. Click on the Workforce Management menu item.

    Note:

    If you do not see the Workforce Management menu item, read Troubleshooting Missing Workforce Management Tabs.

  4. You will see the option to set up a portlet. If you have not set this up yet you will be shown this message:

    NetSuite portlet emplty

  5. Click “set up” and choose ‘Adi Time Management' from the drop-down list and click Save. Below is a screenshot of the pop-up you will see.

    Adding Adi Time Management portlet in NetSuite

After the portlet is configured you will see a menu structure similar to the following image, depending on your WFM access level:

Time Management portlet setup complete

For more information, see Dashboard Portlets and SuiteApp Portlets.

Troubleshooting Missing Workforce Management Tabs

The first step to getting the Workforce Management tab to appear in NetSuite is to ensure both the Adi Insights and Adi Insights embedded bundles are installed:

The Workforce Management tab should appear by default if your NetSuite role uses ‘Accounting Center’ or ‘Employee Center’. Check the right-hand extension menu if you have lots of tabs.

If you do not see the Workforce Management tab and have the bundles installed the next thing to check is if the Workforce Management tab appears in the Center Tabs list for the Center Type that the NetSuite role you use is set to. Go to Customization > Centers and Tabs > Center Tabs to check this. To learn more, read Creating Center Tabs.

Checking NetSuite Customization menu for centers and tabs

Workforce Management should appear in the list.

If your NetSuite role does not use the Accounting Center or the Employee Center type then you can add a new Center Tab. The screenshot below provides an example of how you might like to set up your new Center Tab.

Setting up a Center Tab in NetSuite

The Center Tab should now be visible - note that with lots of Center Tabs you may see it in the dropdown at the right of the menu.

General Notices