Senior Living Dashboards Overview
These dashboards serve as a way for clients in the senior living industry to track Census data, PPD Budget information, and then combine this with staffing and hours worked data to determine whether they are under or over their PPD budget. A google sheet is created from a template for each EIN or location along with a master sheet, reports are created in the client, and an API service account is used to pull the report data out of the system. Formulas across the workbooks bring the data together in a meaningful way.
Steps Overview:
Step 1: Create the API Service Account & Security Profile
Step 2: Create the system reports (UKG Ready)
Step 3: Create the google sheets for the Senior Living Dashboards
Step 4: Setup the API in the Google Sheet(s)
Step 5: Verify Setup
Step 1: Create the API Service Account & Security Profile
1) Create the API security profile. Clone the Payroll Admin w/ tax docs Security Profile and name it "Security for API User Only". Then verify it has the appropriate API Access on the modules tab based on how the API will be used. The below would be for an API that will be both viewing to pull data out of the system and editing to push data in. IMPORTANT: DO NOT INCLUDE THE ABILITY TO DELETE EMPLOYEES
2) Locate the API Key in the company use the eye icon to show the key to copy it. Note you may need to edit tabs to bring in the API Key Widget.
Important: DO NOT GENERATE A NEW KEY as this will potentially break any existing APIs the company already has setup.
3) On the Service Accounts widget (inside the company global setup) choose Add New Account. Note: you may need to edit tabs to bring in the service accounts widget.
4) Create the account
- Choose a Username (i.e. API User) and Password : GoogleSheetsAPI
- External ID is optional.
- Choose a security profile based on what the API will be used for. This can be modified later.
- Choose an account group, i.e. All Company Employees if they will access everyone. Optional: ONLY provide Edit access if they will be updating or editing employee data via API. You can add this later, too.
- Click Save
5) Save the API credentials as we will need them later when configuring the google sheet.
Client Short ID:
Username:
Password:
API Key:
Step 2: Create the system reports (UKG Ready)
Copy two reports from the My Saved Reports section of client 90584. The two reports are: Calculated Time - This Year - Client name and Employee Retention Report - Client name. These reports need to be made shareable prior to copying to a new client. Once copied, revert the reports back to their private state.
Step 3: Create the google sheets for the Senior Living Dashboards
Copy Master Census and PPD budget Google Sheet from Cypress SL Dashboard Google sheet folder to new client Google sheet folder.
Copy Auburn Dashboard Google sheet from Cypress SL Dashboard Google sheet folder to new client Google sheet folder.
Once copied, make appropriate name changes to Calculated Time - This Year - Client name and Employee Retention Report - Client name tabs.
Change report names and employee ID to match new client on Reports tab.
Unhide Setup tab. Change facility name and short name to new client's information. Re-hide Setup tab.
Step 4: Setup the API in the Google Sheet(s)
Go to extensions > App Script. Match project settings and triggers to the App Script for Auburn Dashboard.
Project Settings
Triggers