Adjust for which employees Time Summaries are created

Objective

Once a month, all Time Summaries are being rolled out to all employees. For some employees this might be unnecessary because they are not tracking their time due to specific rules. In default, the rollout also happens for these employees. This Tutorial shows you how to exclude these employees from the rollout to avoid cluttering the system with unnecessary records.

Prerequisites

  • You are system administrator

Click Through

  • Start in make.powerapps.com
  • Go to solutions
  • Select the solution you use for your customizations
  • Click on Add existing
  • Click on Automation
  • Click on Cloud Flow
  • Search for Monthly Rollout of Time Summaries for Employees - Hubdrive
  • Select and Add the Cloud flow
  • In the Objects Column to the left click on Cloud flows
  • Select the Flow Monthly Rollout of Time Summaries for Employees - Hubdrive
  • Click on Edit in the top-ribbon
  • You now have to fetch the GUID of the view that includes all employees you want to roll out the time summaries for. This works as follows:
    • Open a new tab in your Browser. Do not close the window you used before!
    • Go to HR HUB
    • Select Employees under Administration
    • Adjust the view that includes all employees you want to roll out the time summaries for by using filters or select an already preconfigured view
    • You can also save this as a new preconfigured view following this Tutorial
    • Copy the GUID of the view
      • The GUID of the view can be found by looking at the URL. The URL includes a part that says "viewid=". The combination of characters after that part until the next "&" sign ist the GUID of the view. (Screenshot)
    • After you have copied the GUID go back to your first tab
  • Click on the green box labeled Trigger Generate Daily Summary
  • Exchange the existing EmployeeViewId with the GUID you just copied (Screenshot)
  • Scroll down and look for another green box called Trigger Generating Time Sheet
  • Click on the field
  • Exchange the existing EmployeeViewId with the GUID you just copied as well
  • Scroll down further until you find the last green field labeled Generate Time Summaries
  • Click on the field and exchange the EmployeeViewId with the GUID as you did for the other two
  • Click on Save
  • If there are no errors, close the flow checker
HR