In this article, you will learn
How to generate a key for Wagestream's SFTP service
Wagestream provides an SFTP server on your behalf, which means you do not need to create your own SFTP server or purchase the services of one online.
To get started, you'll need to generate and share a secure encryption key (known as an RSA Public Key) as per Wagestream's documentation.
This sounds technical, but we promise, it's not that tricky.
On Apple (MacOS) or Linux
We recommend just generating the private/public key pair using the terminal.
With your terminal open
Enter the command ssh-keygen -t rsa in the Terminal window
Select a location where you wish the generated key to be stored or save to the default location.
Type in a passphrase or press enter to continue without a passphrase
If you selected a passphrase, you will need to enter this again to continue and for the key pair to be generated.
Note: Your private key should be in rsa format, with no file extension.
Note: At this point, you need to share the public key with Wagestream so that they can provide you with the information needed for the next step, like hostname, username, path etc.
How to set up the SFTP connection
Please note: Only account administrators can set up this integration.
Follow the steps for installing an integration in Bizimply.
Once installed, click on the 'Settings' gear icon.
This will bring you to the SFTP Destinations page where you click the blue 'New SFTP Destination' button
Fill in a name for the configuration in the first text box
Enter the details for the server (host name and username)
Mark the data direction as "outgoing" as we'll be sending data out to Wagestream
Select Key Pair as the authentication type and upload the private key file generated earlier (remember, you shared the public one with Wagestream, now you need to upload the private one to Bizimply)
If you added a passphrase when creating the key, add it here too
Add an email address for any error messages to be sent to. Separate multiple email addresses by using commas.
How to set up time and attendance information to be sent via SFTP
For the Wagestream integration, we'll need to send the cost analysis report to Wagestream on a regular basis. For this demo, we'll set it up to send weekly on a Tuesday.
Sign into bizimply.com
Go to 'Reports' tab in navigation bar
Click into the cost analysis report
Select export type as 'Recurring'
Enter in a descriptive name for your scheduled report. This will be identifiable in the 'Scheduled Reports' section.
Select Destination as SFTP and select the Wagestream connection we set up earlier
Select the export period: 1 Week, 2 Weeks or Full Month
Select the export frequency: Daily, Weekly or Monthly. If you select 'Weekly', select which day of the week the report is sent. If you select 'Monthly', select which date you would like the report sent each month.
Enter an export time that suits you.
Define the other report criteria.
Ensure that the checkbox "Remove Meta Data" is checked.
Click "schedule", a green banner will appear to show that the report was scheduled successfully. The report will then be added to the 'Scheduled Reports' section.
All that's left to do now is confirm with Wagestream that they're receiving the data as expected and for your use case.
FAQ about Bizimply & Wagestream
Q: Does the cost analysis report take into account scheduled, actual or paid times?
A: The cost analysis report will only take into account the "total" hours paid to the employee. This number can be different to the "scheduled" and "actual" columns.