1. Run the sync for all users  
   
2. Run the sync for one user 
   
3. Add or Update staff information in HR/Payroll  

• Staff ID  
  

• Last Name 

• First Name 

• Email Address 

• Phone Number 
  

1. Go to FIS > System > Directories > Users screen.  

2. Click the Run Sync button.
   

Run the sync for one user  

The following information is synced between FIS and SCView:  

• Staff ID  

• Last Name 

• First Name 
  

• Email Address 

• Phone Number 
  

To run the sync for one user, you’ll need to do the following: 

1. Go to FIS > System > Directories > Users > select a staff name (Edit User screen).  

2. Click the Run Sync button.  

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Add or Update staff information in HR/Payroll  

The sync process can run:  

• when you add a new staff record in the HR/Payroll application or  
  

• when you update an existing staff record in the HR/Payroll application. 
  

Adding a new staff  

When you add a new staff the sync process automatically runs if the User Sync Process is set up. You’ll need to do the following:  

1. Go to FIS > HR/Payroll > Staff.  

2. Click the Add button on the Staff screen.  

3. Enter all the required fields (*) on the Add Staff screen.  

a. SSN – enter the staff’s Social Security number.  

b. Last – enter the staff’s last name.  

c. First – enter the staff’s first name.  

d. Address 1 – enter the staff’s line 1 address. 

e. ZIP Code – select the staff’s Zip code. 

f. Gender – select the staff’s gender.  

g. Race – select the staff’s race.  

h. Staff Status – select active or inactive.  

i. Employment Status – select the staff’s employment type such as Full Time, Part Time.  

j. Hire Date – Enter the staff’s hire date.  

k. Act 29 – Select if the staff has a new or existing Act 29.  

4. 4. Enter any optional fields.  
   

1. a. Email Address – You MUST enter the email address to create a FIS user and SCView user.  

5. 5. Click the Save button.  
   

1. a. The Staff ID is automatically created if the Auto Assign ID is true in the HR/Payroll > Staff > Directories > Parameters screen.   

2. b. The Username is automatically created if the Auto Assign Staff Username is true in the HR/Payroll > Staff > Staff Portal > Staff Portal Username Parameters screen. 

If User Sync is set up and you enter an email address, the FIS system automatically creates a username in the Username field and adds the user to FIS > System > Directories > Users.  

This also automatically adds the user to SCView > Admin > Users.

Your screen will look similar to the following: 

 

To add a staff’s phone number in FIS and automatically trigger the sync process to SCView for phone number, you’ll need to select the Staff Phone tab and do the following.   

1. 
   

2. 1. Go to FIS > HR/PY > Staff > Staff Search > select a staff > Click Personal button > Select the Staff Phone tab.  

2. 2. Click the Add button.  

3. 3. Enter all required fields (*) 

1. a. Phone – enter the staff’s phone number.  

2. b. Type – select if the phone is cell (default), home or work.  

3. c. Primary Phone – click the checkbox to identify this number as the primary phone number.  
   

You MUST select primary for the phone number for it to sync to SCView. 

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Update a staff record  

After a staff has been added as a user in FIS and in SCView, you’ll be able to keep information in sync by updating the staff’s information in the HR/Payroll application. The following information is synced between FIS and SCView:  

• Staff ID – only if Auto Assign ID is false in the HR/Payroll > Staff > Directories > Parameters screen.   
  

• Last Name 

• First Name 

• Email Address 

• Phone Number 
  

To update a staff in FIS and automatically trigger the sync process to SCView, you’ll do the following.  

1. Go to FIS > HR/PY > Staff > Staff Search > select a staff > click Personal button (Edit Demographics screen).  

2. Modify any of the following fields:  

1. a. Last Name – to modify the last name you’ll have to:  
   

1. i. Click the Edit Last Name button. 

2. ii. Enter a New Last Name and Reason.  
   

3. iii. Click the Save and Close button.  
   

4. 
   

2. b. First – modify the staff’s first name.  

3. c. Email Address – modify the staff’s email address.  

3. 3. Click the Save button.  

 

 

To update a staff’s phone number in FIS and automatically trigger the sync process to SCView, you’ll need to select the Staff Phone tab and do the following.   

1. 
   

2. 1. Go to FIS > HR/PY > Staff > Staff Search > select a staff > Click Personal button > Select the Staff Phone tab.  
   

2. 2. Click the phone number (blue text in the grid).  

3. 3. Modify the phone number.  

4. 4. Click the Save or Save & Close button.  

The primary contact field MUST be true in order for it to sync to SCView.

 

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Verify in SCView  

The following information is synced between FIS and SCView:  

• Staff ID  

• Last Name 

• First Name 

• Email Address 
  

• Phone Number 
  

1. Go to SCView > Admin > Users.  

2. Search for the user by entering the username. Note that you can enter a partial name and the system narrows down the results.  
   

3. Click on the name.  
   

4. The right part of your screen shows you the Details and you can review the following fields: