HelloID-Conn-Prov-Target-PlanCare

ℹ️ Information
This repository contains the connector and configuration code only. The implementer is responsible to acquire the connection details such as username, password, certificate, etc. You might even need to sign a contract or agreement with the supplier before implementing this connector. Please contact the client's application manager to coordinate the connector requirements.

PlanCare SQL Dump connector

The powershell actions this script executes are resource intensive. Please make sure you configure the server accordingly.

Plancare

The Plancare connector is a full export connector to two database tables: 'Implementation.HRM_Import_Medewerker' and 'Implementation.HRM_Import_Dienstverband'.

It can also be used to export the data to the staging and test environments, which perform the same actions, but on different databases.

Getting started

Connector settings

The following custom connector settings are available and required:

Setting	Description
SQL Server/Instance	The server / instance where the plancare database resides
Database	The PlanCare database name

Prerequisites

• This connector requires an On-Premise HelloID Agent
• Using the HelloID On-Premises agent, Windows PowerShell 5.1 must be installed.
• Additional configuration is required in PlanCare. This is usually done by a PlanCare consultant.

Supported PowerShell versions

The connector is created for Windows PowerShell 5.1. This means that the connector can not be executed in the cloud and requires an On-Premises installation of the HelloID Agent.

Older versions of Windows PowerShell are not supported.

Business Logic

The following business logic is configured in the default connector

HR Data

• All persons with an employment contract that starts in 31 days are included in the report.
• All persons with active employment are included.
• All persons who have been inactive for a maximum of 30 days are included.
• The functions and departments are linked to the employment contracts.

AD Data

• Only the AD accounts with a entered email address are included.
• Only the attributes sAMAccountName, mail and employeeId are retrieved.
• This data is based on the value in the 'employeeId' linked to the HR data. Only the linked data (common) is used.

Database and export

• The databases are exported before each export.
• An addition or removal of a person or an employment will be audited.

Custom source fields used in this connector

Person.Custom.PlanCareAchternaam

function getDisplayName() {
 
    let initials = source.voorletters_P00303;
    let firstName = source.roepnaam_P01003;
    let middleName = source.voorvoegsels_P00302;
    let lastName = source.geboortenaam_P00301;
    let middleNamePartner = source.voorvoegsels_P00391;
    let lastNamePartner = source.geboortenaam_P00390;
	let nameFormatted = "";
	
    switch(source.gebruikAchternaam_P00304) {
        case "E":
			nameFormatted = lastName;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
		case "P":
			nameFormatted = lastNamePartner;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
        case "C":
			nameFormatted = lastName + '-';
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
			nameFormatted = nameFormatted + lastNamePartner;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
        case "B":
			nameFormatted = lastNamePartner + '-';
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
			nameFormatted = nameFormatted + lastName;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
		default:
			nameFormatted = lastName;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
    }
    const displayName = nameFormatted.trim();
    
	return displayName;
}

getDisplayName();

Person.Custom.PlanCareAchternaamInitVoorvoegselVoornaam

function getDisplayName() {
 
    let initials = source.voorletters_P00303;
    let firstName = source.roepnaam_P01003;
    let middleName = source.voorvoegsels_P00302;
    let lastName = source.geboortenaam_P00301;
    let middleNamePartner = source.voorvoegsels_P00391;
    let lastNamePartner = source.geboortenaam_P00390;
    let nameFormatted = "";
	
    switch(source.gebruikAchternaam_P00304) {
        case "E":
			nameFormatted = lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
		case "P":
			nameFormatted = lastNamePartner;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
        case "C":
			nameFormatted = lastName + '-';
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
			nameFormatted = nameFormatted + lastNamePartner;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
        case "B":
			nameFormatted = lastNamePartner + '-';
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
			nameFormatted = nameFormatted + lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
		default:
			nameFormatted = lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
    }
    nameFormatted = nameFormatted + ' ' + firstName;
    const displayName = nameFormatted.trim();
    
	return displayName;
}

getDisplayName();

Person.Custom.PlanCareGebruikNaam

function getValue() {
    if(source.gebruikAchternaam_P00304 == "P") {
        return "Geb. naam partner";
    }
    if(source.gebruikAchternaam_P00304 == "E") {
        return "Geboortenaam";
    }
    if(source.gebruikAchternaam_P00304 == "B") {
        return "Geb. naam partner + Geboortenaam";
    }
    if(source.gebruikAchternaam_P00304 == "C") {
        return "Geboortenaam + Geb. naam partner", "Geboortenaam";
    }
}

getValue();

Person.Custom.PlanCareNaamVolledig

function getDisplayName() {
 
    let initials = source.voorletters_P00303;
    let firstName = source.roepnaam_P01003;
    let middleName = source.voorvoegsels_P00302;
    let lastName = source.geboortenaam_P00301;
    let middleNamePartner = source.voorvoegsels_P00391;
    let lastNamePartner = source.geboortenaam_P00390;
    let nameFormatted = "";
	
    switch(source.gebruikAchternaam_P00304) {
        case "E":
			nameFormatted = lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
		case "P":
			nameFormatted = lastNamePartner;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
        case "C":
			nameFormatted = lastName + '-';
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + middleNamePartner + ' ' }
			nameFormatted = nameFormatted + lastNamePartner;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
        case "B":
			nameFormatted = lastNamePartner + '-';
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + middleName + ' ' }
			nameFormatted = nameFormatted + lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleNamePartner !== 'undefined' && middleNamePartner) { nameFormatted = nameFormatted + ' ' + middleNamePartner }
			break;
		default:
			nameFormatted = lastName;
			nameFormatted = nameFormatted + ' ' + initials;
			if (typeof middleName !== 'undefined' && middleName) { nameFormatted = nameFormatted + ' ' + middleName }
			break;
    }
    nameFormatted = nameFormatted;
    const displayName = nameFormatted.trim();
    
	return displayName;
}

getDisplayName();

Contract.Custom.PlanCareContractStartDate

Use the employement start date here (and not the position start date) To parse a date use:

        Datum_in_dienst                         = [datetime]::parseexact($p.PrimaryContract.Custom.PlanCareContractStartDate, 'yyyy-MM-dd', $null)

Contract.Custom.PlanCareContractEndDate

Use the employment end date here (and not the position start date) To parse a date use:

        Datum_uit_dienst                         = [datetime]::parseexact($p.PrimaryContract.Custom.PlanCareContractEndDate, 'yyyy-MM-dd', $null)

HelloID Docs

The official HelloID documentation can be found at: https://docs.helloid.com/