HRMS-PM Integration

Deskera allows integration across the various applications of the Deskera suite to improve efficiency and smoothen the process of running your business. The HRMS-PM Integration article describes the various points of integration between HRMS and PM applications.

Prerequisites:

1. You have your Deskera HRMS application URL in place
2. You are the administrator/user of the HRMS application
3. Ensure a good internet connectivity

How to enable integration between HRMS and PM?

Step 1: Select Master Configuration under the Administration module in the HRMS Dashboard.Fig 2.10.4.1 Master Configuration

Step 2: Scroll down in the Master Configuration tab and tick the checkbox against Project Integration. Then click on Save to activate the integration. Fig 2.10.4.2 Project Integration

Step 3: Now, on the HRMS Dashboard navigate to Timesheet Management module and select the My Timesheet feature. Fig 2.10.4.3 My Timesheet

Step 4: On this screen, select the required range of dates and click on Set Duration. Then select Add Timesheet. Fig 2.10.4.4 Set Duration

Step 5: The data reflected in the Project Code drop-down consists of only those projects the user has been assigned to. This data gets fetched from the Project Management application. Fig 2.10.4.5 Set Duration

Fig 2.10.4.6 Project Codes

Step 6: The data reflected in the Job drop-down consists of the jobs/tasks in the project plans of the respective projects found under the Project Code drop-down. Fig 2.10.4.7 Job

Fig 2.10.4.8 Jobs/Tasks