isolved - Scheduled Reports vs. Scheduled Transmissions

Rick Hymanson

Dec 04, 2024

isolved has flexible ways to initiate transmission of data, but there are key differences between them which can have an impact with your integration to detamoov. This article will discuss the two types of transmissions that can be used and discuss the key differences between each.

First, the two types of transmissions are:

1. Scheduled Reports - these are reports tied to a payroll process which can be sent via SFTP as a result of payroll processing.

2. Scheduled Transmissions - these are reports that can be sent based on a time based schedule.

Whether transmitting a Scheduled Report or Scheduled Transmission, isolved's data transmission settings will be used but there are key differences in the placeholder values you can use in your data transmission setup based on the type of transmission. The table below shares the placeholders that can be used based on the type of transmission:

Type	Placeholder Support
Scheduled Reports	{1} Report Title a.k.a “File Name” {2} Date Stamp – or you can format in month, hour, day, year, minutes and seconds with {2:MMDDYYYYhhmmss} {3} File Extension {4} Pay Date {5} Period End Date {6} Run Number {7} Pay Period Number {8} Legal Company Code {9} Legal Company Name {10} Pay Group
Scheduled Transmissions	{0} Report Title a.k.a “File Name” {1} Date Stamp – {1} or you can format in month, hour, day, year, minutes, and seconds with {1:MMDDYYYYhhmmss} {2} File Extension

detamoov recommends creating two data transmission settings in isolved, one for each type of transmission. Below are the recommendations for your data transmission setup:

Type

System Level Data Transmission

Client Level Data Transmission

Scheduled Reports

Transmission Description: detamoov Scheduled Reports
Protocol: SSH FTP
Connection URL: sftp.prod.detamoov.com/{8}_{1}_{2:MMDDYYYYhhmmss}.{3}
User Name: SFTP username you created in detamoov
Password: SFTP password you created in detamoov
Allow for Client Transmission: Checked

Scheduled Transmissions

Transmission Description: detamoov Scheduled Transmissions
Protocol: SSH FTP
Connection URL: sftp.prod.detamoov.com/{0}_{1:MMDDYYYYhhmmss}.{2}
User Name: SFTP username you created in detamoov
Password: SFTP password you created in detamoov
Allow for Client Transmission: Checked

Override the following values:

Connection URL: sftp.prod.detamoov.com/123456_{0}_{1:MMDDYYYYhhmmss}.{2}

Note: The above is assuming the isolved client code is 123456 for this client. Since detamoov uses file names to identify which moovs to execute, you should start the filename with the isolved client code.

detamoov Retirement Report

When utilizing the detamoov retirement report built by isolved, you will create a system level data transmission setting using the following settings:

Transmission Description: detamoov Retirement
Protocol: SSH FTP
Connection URL: sftp.prod.detamoov.com/{0}.{2}
User Name: SFTP username you created in detamoov
Password: SFTP password you created in detamoov
Allow for Client Transmission: Checked

The report file name that replaces the {0} placeholder, will name the generate file starting with the isolved legal company code and will include the text "401k" in the file name. Therefore if this was for company 123456, the generated export file name would be:

123456-401k-[datestamp]-[randomvalue].csv

detamoov Retirement Report

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