Knack Operations
  • TABLE OF CONTENTS
  • Knack Operations Read-Only
  • Knack
    • Platform Overview
    • Functionality Guide
    • Style Guide
    • Banner Logos
    • Rounding Knack Costs Correctly
    • URL Parameters to populate a form
    • Importing Records
    • Copy an Application
  • Knack Security
    • Single Sign On (SSO)
      • Configuring a new Knack App with certificates
      • Enabling SSO in Knack
      • Configuring new certificates for all Knack Apps - When certs expire!
        • SSL Certificate Creation
  • Knack Integrations
    • Open Data Portal - Socrata Integration
    • ArcGIS Online Integration
    • CSR configuration prep in Knack
      • Creating CSR Page components
  • Knack Code
    • Code Version Control
    • GitHub Code Workflow
    • CODE: Login Buttons/App Setup
    • App Specific Custom Code
      • CODE: Vision Zero in Action
    • CODE: Knack Functionality
      • Big Buttons
      • Save Knack Record ID
      • Redirect Blank Menu Pages
      • Disable Trigger Buttons
      • Disable Modal Background Click/Touch
      • Disable Breadcrumb Navigation Links
      • Remove Back Links
      • Back Link Buttons
      • Return to Previous Page Button
      • Auto Input Validation Form Fields
      • Conditionally Hide/Show Form Fields
      • Return to Top Button
      • Refresh View Button
      • Detect IE
      • Set Map iFrame Source URL
    • CODE: Knack Look & Feel
      • Multipage Step Indicator
      • Modal Close Styling
      • Relabel Attachment Links
      • Navigation Dropdown Menu Buttons
      • In-Form Dropdown Menu Buttons
      • Trigger Buttons
      • Hyperlink a Form Field Label
      • Remove Table Header
      • Modify Table Summary Rows
      • Convert Values to UPPERCASE (Option A)
      • Convert Values to UPPERCASE (Option B)
      • Highlight Details View Label Body & Table Value
      • Report Headers
      • Report Filters Container Size
      • Report Element Colors
      • HighCharts Report Styling
      • Font Awesome Icons
    • CODE: Mobile Optimization
      • Detail Labels
    • CODE: Retrieve builder URL of Email Rules
    • CODE: Knack Print Page
      • Print Header with Page Break/Number
      • Print without overlapping views
      • Print using Menu Button
      • Print using Trigger Button
      • Show Character Limit of Input
      • Add fixed Footer on Print
  • AMD | DATA TRACKER
    • AMD | Data Tracker
    • Asset Changes
    • CSR | Flex Note Archiving
    • Cameras
    • Fix Broken CCTV Device Status Page Links
    • Performance Measures
    • Builder Notes
      • Configure New AMD Asset in Data Tracker
      • Data Tracker | Annual Signal and PHB Request Ranking
      • Page Rules (TMC) CSR
      • NOTIFICATION | Construction Status Email
      • NOTIFICATION | One Day Signal Engineer Due Date
      • DETAILS | Preventative Maintenance (PM)
      • DETAILS | Signal Detectors Object Tables, Reports, misc..
      • DETAILS | Signals
      • Signals Work Order | EDIT FORMS
      • Signals Work Order | FORM LOCATIONS
      • Editing Signals Work Order | NEW FORMS
    • Warehouse Inventory - Updating Journal Vouchers (JV) information
    • Cancel Transactions & Replenishments
    • Adjustment Transaction, Unit Cost Adjustments & Re-Stock
    • DTS | Adminstrative Action
  • DTS | Data & Technology Services Portal
    • DTS | Data & Technology Services Portal
    • Dataset inventory
    • Application Inventory
  • Finance & Purchasing
    • Finance & Purchasing Portal
    • Finance & Purchasing
      • Training, Quiz, Account Access Process
      • Purchase Request Statuses
      • List of emails generated
      • Re/Un-assigning Approver of a PR
      • Change PR Statuses (backend)
      • Invoice: FAQs
    • Warehouse Inventory
      • Adding a new inventory item
  • HR | Human Resources
    • HR | Human Resources Portal
    • Integrations TPW HR Portal
      • Integration HR Portal -> TPW Hire?
    • How to add a new HR Form
  • TPW Hire
    • TPW HiRe | Hiring Resource
  • PEP | Parking Enterprise Portal
    • PEP | Parking Enterprise Portal
    • Dispatch Resource Tracking Log Archiving
    • Update Parking Citation Report by Fiscal Year (FY)
  • ROW | Right of Way Portal
    • ROW | Right of Way Portal
    • COS JV Update
  • RPP | Residential Parking Permit Portal
    • RPP | Residential Parking Permits
    • Residential Parking Permits
    • RPP Migration
  • SBO | Street & Bridge Operations
    • SBO | Street & Bridge Operations
  • SMD | Signs & Markings Operations
    • SMD | Signs & Markings Operations
    • Table of Contents
    • Workflow
    • Markings | Work Orders
      • Process & Module Functionality
    • Markings | Service Requests
      • Process & Module Functionality
    • Signs | Work Orders
      • Process & Module Functionality
    • Signs | Service Requests
      • Process & Functionality
    • Contractor | Work Orders
      • Process & Module Functionality
    • Sign Fabrication Work Orders
      • Process and Functionality
    • Special Functions/Codes
      • Work Order Attachments
  • SMO | Smart Mobility Operations
    • SMO | Smart Mobility Portal
  • SMS | Shared Mobility Services
    • SMS | Shared Mobility Portal
    • License & Permit Management
    • Sources for Monthly Trip Records
  • STREET BANNER PROGRAM
    • Street Banner Program
    • Street Banner Program
  • TDS | Transportation Development Services
    • TDS | Transportation Development Services Portal
    • Color Palette
    • Role Permissions Guide
    • App Logic
      • Calculating Date Values for Reporting
      • Incrementing Review Cycle Automatically
      • Calculating Review Time & On Time Percentage
      • Calculating Cycle Completion Percentage
      • Calculating an Expiration Date
      • Automatic Due Date with Manual Adjustment
      • Roll up Child Object Conditionals
      • Converting an Entered Percentage to a Percentage Value
      • Create a Connection Link Field to View a Searched Record
      • Extracting Location Coordinates to add a Map Marker Map
    • TDR | Development Reviews
    • TIA | Traffic Impact Analysis
    • TDA | Transportation Development Assessments
  • Traffic Register
    • Traffic Register
    • Table of Contents
    • Workflow
    • Modules
    • Special Functions/Code
    • Permissions
  • TPW Forms
    • TPW Forms
  • Urban Forestry
  • VZA | Vision Zero in Action
    • VZA | Vision Zero in Action
    • Batch Copy Process for VZA Assignments
    • Calculate School Closures
    • Login Process for Officers
    • Officer Records
    • Update reports in Power BI
    • Use Tasks for Creating Child Records
    • Use Tasks for Notifications
  • O365 Resources
    • Resources
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On this page
  • Script README.md lives here
  • About the script (BANNER and Knack)
  • Script sets User Role
  • Script sets "User Status"
  • Exempt "Class"

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  1. HR | Human Resources

Integrations TPW HR Portal

PreviousHR | Human Resources PortalNextIntegration HR Portal -> TPW Hire?

Last updated 21 days ago

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TPW HR Portal: Is the system were our TPW HR staff manage HR forms and SSPRs

COA Banner System (BANNER): Is the system where COA & TPW HR Staff enter employee information in.

This will be getting upgraded in June 2025, when the Workday platform is implemented. It will include Performance tracking too.

Script README.md lives here

About the script (BANNER and Knack)

This script synchronizes employee records between the enterprise Banner system and TPW's HR Knack application.

The script uses the Employee ID field to identify new vs existing employees. If an employee ID in Banner does not exist in Knack, a new employee record will be created.

As well, if any of the following data in Banner is different from data in Knack, the Knack record will be updated to match Banner.

  • Temporary vs Full-time status

  • Job title

  • Email address

  • Division name

  • Employee name

  • Position number

  • Hire date

Script sets User Role

  • Script also set everyone who is new in Knack as "Staff"

Script sets "User Status"

  • If an employee ID is present in Knack but not in Banner, the employee record will be marked as Inactive in Knack.

  • If an employee ID is present in Banner, but Inactive in Knack, the employee record will be set to Active in Knack.

  • And if an employee ID is present in Knack but marked as "Separated" in Knack, the script will not change the user's status.

Exempt "Class"

  • We set the SBO Time & Attendance accounts to "Class: Contractor" the script, will not take any action on these accounts. We did not want these accounts to be inactivated every day, hence this work around.

GitHub - cityofaustin/atd-knack-banner: Integration between the Human Resources Department's Banner system and ATD's Knack appsGitHub
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