StaffSuite integrates with TempBuddy, an award-winning temporary recruitment software that provides contingency recruiters a cloud based real-time workforce management platform.

In order to integrate with TempBuddy, steps need to be taken within both StaffSuite and TempBuddy to ensure that the two are able to communicate with each other. This step sets up TempBuddy Account information and integration required fields.

Other steps in the process include (click on the link to get more information on each step):

• Configuring the Scheduler in StaffSuite

  The Scheduler must be activated to ensure the smooth and regular flow of data between StaffSuite and TempBuddy.

  This step will typically be performed by Bond Customer Support.  Call them once you have set up your TempBuddy Account (see Step 1) and have run a successful test.

• Setting Up Categories in TempBuddy

  Since Service Lines in StaffSuite contain information important to the Assignment, there needs to be a link between StaffSuite’s Service Lines and data within TempBuddy. This is accomplished through TempBuddy Categories. Thus, StaffSuite Service Lines and TempBuddy Categories must match exactly. The following step walks you through setting up Categories in TempBuddy.

  1. In TempBuddy, select Settings.

  2. Select the Custom Attributes tab.

  3. Scroll down until you see Tags and Categories. 

  4. Add New or edit existing Categories to match the list of ACTIVE Service Lines in StaffSuite.

  Note:  These Categories must match the Service Lines list in StaffSuite.

• Setting Up Templates/Rules in TempBuddy

  In order to correctly produce timesheets, StaffSuite and TempBuddy must be able to translate wage codes so that each understands the other. This is accomplished through two steps. The first is creating Templates/Rules in TempBuddy and the second is setting up Wage Code Translations in StaffSuite.

  1. In TempBuddy, select Settings.

  2. Select the Complex Billing Templates Tab.

  3. Click the Add New Template button.

  4. Enter a Template Name and leave the defaults as they are unless you are adding a Daily incentive.  If so, edit the Billing type to Per Day.

  5. Click “New” next to Rules

  6. Enter a Name for each Rule. The name of the rule must match the associated Wage Code in StaffSuite.

  7. If using a multiplier like 1.5 (time and a half) for OT, select Type = Multiplier.

  8. Add Criteria and Rates. 

  9. Click Next, Validate and Finish.

  10. Repeat steps 5 – 9 until all related Rules are setup.

• Creating Wage Code Translations in StaffSuite

• Exporting Data from StaffSuite to TempBuddy

  Once all of the other steps have been accomplished, you can begin to send data from StaffSuite to TempBuddy. While you can do it on an individual record basis, it is easier to send records en masse. This action is preformed from the grids associated with the records you are sending

  NOTE: Employees sent to TempBuddy should be fully qualified and ready to be put to work. Companies and Company Reps should be selected based on those that fit the TempBuddy functionality.

  From Employee, Company or Company Rep search results, select the records you want to send, right click and choose “Send to TempBuddy”.

  Some items to consider:

  • If an entity does not have required data for the export/import, an error message will indicate the records that are in error.

  • If a Company Division or Location is sent to TempBuddy and the Parent Company has not yet been sent, it will get sent by Default.  Likewise, if a Company Rep is sent to TempBuddy and the Company has not yet been sent, it will get sent by Default.

  • If you need more information as to why an entity is in error, attempt to send the entity individually. If there is an error, the message will specify the specific information missing from the entity record.

The TempBuddy Account Setup

The Client Id and Client Secret from TempBuddy are displayed above the grid. The grid displays information about the branches you have set up to integrate with TempBuddy.

The following columns are included on the grid:

• Corporation: The Corporation used with the Employee Tax and Assignment information.

• Branch: The branch that will be integrated with TempBuddy.

• Staffing Service Rep: The Staffing Service Rep that will be the default used to determine default values for all activities that are sent from TempBuddy to StaffSuite. They will also be the default owner.

• Default: Indicates if the account is set as default (with an 'X'). Employees and Companies created in TempBuddy will be imported into StaffSuite in the default Branch.

Adding an Account

1. If you are adding a new account, click .

2. The New TempBuddy Account window displays.

3. In the Corporation field, use the droplist to select the Corporation that will be used with the Employee Tax and Assignment information. NOTE: You can always change the corporation on an individual assignment up to the point that a timesheet is linked to the assignment.

4. In the Branch field, use the droplist to select the branch that will be linked to a TempBuddy agency.

5. In the Default Rep field, use the lookup to select the Staffing Service Rep that will be the default used to determine default values for all activities that are sent from TempBuddy to StaffSuite. They will also be the default owner. NOTE: The rep’s home branch must be the one selected in the Branch field.

6. Once you are satisfied with your entries, click Test. This checks to make sure that a connection can be made with the TempBuddy Agency and also if the required branch fields have been set on the Branch basic screen. If everything checks out, the message “Successful Connection” displays. If the connection fails, a message indicating the cause of the failure displays. Check the entered information to make sure they are correct. Once you have made changes, click Test to try again.

7. Click OK to save your changes and close the window. Click Apply to save your changes and leave the window open to enter another TempBuddy account.  

Editing an Account

1. If you are editing an existing account, select the account in the grid by clicking on its row and then click .

2. The Edit TempBuddy Credentials window displays. All fields default with existing information.

3. Edit any of the fields on the window. When you are satisfied with the information edited, click Test to make sure that the message “Successful Connection” displays.

4. Click OK to save your changes and close the window.

Removing an Account

1. Select the account you want to remove by clicking on the row in the grid to highlight it.

2. Click Remove.

3. When the dialog asks if you are sure you want to remove the item, click Yes.

Setting an Account as Default

1. Select the account you want to set as default by clicking on the row in the grid to highlight it.

2. Click Set Default. An 'X' in the Default column in the grid indicates that the account is set as default.

Closing the Account Setup Window

Click the "X" in the upper right corner of the window..