This guide describes the necessary preparations and setup for integrating the Unit4 Agresso HR system with Identum's services.
Overview
Unit4 Agresso, also known as Unit4 Business World (UBW), is an Enterprise Resource Planning (ERP) system used to manage finances, HR, and other core business processes.
Preparations and Setup
To ensure a successful integration, you must complete the following preparations.
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Order Data Extract: You must order a data extract from your Unit4 provider (e.g., TietoEvry).
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Specify that the data format must be Stamdata3.
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Please instruct the provider to send file access directly to us at Identum.
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Ensure Data Quality: The quality of the data in Unit4 is critical for the automation to function correctly.
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User Roles: Every user must be assigned a role that is linked to a specific organizational unit. This is essential to ensure that notification flows and access management function correctly across all connected systems.
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Manager Assignment: A manager must be assigned at every level of the organizational hierarchy. This is done by adding the manager's resource number from Unit4 to every organizational unit for which they are responsible.
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Define Organizational Structure
Note: We strongly recommend setting up the organizational module in Unit4 to reflect the company's actual organizational hierarchy, rather than structuring it around cost centers. A clear and logical hierarchy provides a dynamic and easy-to-understand structure for managing access rights.
Example of a good organizational structure: The structure should be hierarchical, starting with the top leader (e.g., Municipal Director) and branching out into departments and sub-departments, such as:
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Municipal Director
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Head of Health and Care
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Department of Home Services
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Department of Health
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Department of Nursing and Care
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Head of Culture and Education
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Department of Culture
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Fyresdal Kindergarten
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Gimle School
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Getting Started
Once we have received and imported the initial data file from Unit4, we will schedule a meeting. During this meeting, we will review the data quality together and configure the necessary main filters and position filters to complete the setup.