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USAS Integration

This option will allow the admin to test the connection between USPS-R and USAS-R.   To use this, the admin must first use the Module Configuration option to enter the configuration details for the USAS Module, and also enter the security key into the USPS Integration/Security Configuration option.

You will see the USAS Integration option in the main Menu:

Account Synchronization

Before posting Employer Distributions Submissions or a Payroll Submission, click the 'Account Synchronization' option to synchronize payroll accounts with USAS.

  1. Click on 'Synchronize Accounts with USAS' button to start synchronization.  A message will indicate when it's completed.


Employer Distributions Submission

***Note*** - In order to see 'Employer Distributions Submission' option, go to SYSTEM/MODULES and click on  and then 'Click here to refresh page' .  

The Employer Distributions Submission program is used to Post to the USAS system.  



Field Options:

  • Enter the Start and End Pay Date Ranges.
  • If you want to include deductions based on Payment Cycle, select from the following:
    • Leave Blank if selecting Payroll Items to pay
    • None
    • Every payroll
    • Monthly
    • Quarterly
    • Annually
    • 1-9 user defined cycles
  • Check if wanting to 'Use Only Employer Distribution Accounts' marked in CORE/PAYROLL ACCOUNTS as being an 'Employer Distribution' account?
  • Once Payroll Items have been selected, click on .  The Payroll Items you have selected will show in the box below:

image2018-1-30_12-5-42.png

  • Click on the Payee Name to show in the 'Submission Preview Payee' details box.  The detail grid will show each expenditure account code and amount for the Payee line:

image2018-1-30_12-15-27.png

  • Once your payroll items have been selected, click on 

Employer Retirement Share Submission

***Note***  In order to see 'Employer Retirement Share Submission' option, go to SYSTEM/MODULES and click on  and then click on 'Click here to refresh page'.

The Employer Retirement Share Submission program creates a submission file for the Board's share of retirement.  

Warnings 

Warning - ExpenditureAccount not found XXX-XXXX-XXX-XXXX-XXXXXX-XXX-XX-XXX.  Mapping can be used to enter Account not found to an Account that is active in USAS.

Payroll Submission

To submit a posted payroll's amounts to their appropriate USAS accounts,

  • select 'Payroll Submission' under the 'USAS Integration' menu.  Reminder: make sure your accounts have been synchronized prior to submitting payroll to USAS.
  • Select the payroll you want to submit by clicking on .

  • A USAS Payroll Submission Detail screen displays the details of the payroll, including the pay accounts and amounts to be expended to USAS.  Click on  to submit the data to USAS.  If you do not wish to post at this time, click on .
  • **NOTE** If Posting file is submitted more than once, a warning message will appear "Payroll has already been submitted - are you sure you want to resubmit?"  Resubmission of the file can only be done if USAS has not posted it on there end.


    • The 'Posting Status' will change to 'Sent' when the payroll has been submitted successfully to USAS.   Please click on  to return to the payroll listing.  The 'USAS Posting Status' column will indicate 'Pending'.  Once the payroll has been posted in USAS, the status will update to 'Posted'.  Please click on Pending Transactions under USAS-R's Transaction menu to post the payroll to USAS.

Security Configuration

The sections below describe manually configuring USAS integration. This is not necessary for ITC's and districts using the standard docker configuration provided by the SSDT. If you used the standard setup scripts then the API keys will configured in both applications automatically.

Generate API Key

This option allows the admin to configure a security key to allow USPS-R to communicate with USAS-R.  A similar configuration must be completed in the USAS-R system.

The USAS Integration Security Configuration screen:


This allows the admin to generate an Application Id and Api Key for USPS-R, which can then be entered into the USAS-R system.  The Remote Application Id and Remote API Key would be the USAS-R Id and Key.

  1. From the USAS Integration menu select 'Security Configuration':

  2. Click on 


  3. A confirmation box will be displayed, click on to continue.
  4. A new API Key will be generated, at this point the 'Remote Application ID' and 'Remote API Key' from the USAS-R system would be entered:

  5. Click on to keep the new information, click on to not keep the information.

Disable Message Security

This option deletes the security key that was generated and will disable the communication between USPS-R and USAS-R.

  1. From the USAS Integration menu select 'Security Configuration'.
  2. Click on 
  3. A confirmation box will be displayed  click on to delete the local security key.

In addition to this option, USAS-R configuration information must also be entered into the Module Configuration option for the USAS module.  These options will only be available if the USAS module is install

USPS Module Configuration

  1. From the System menu select 'Configuration'
  2. Click on beside the USAS Configuration
  3. Enter in the required information:
  4. Click on to keep the changes, click on  to leave the configuration as is.

Test Connection

The USAS Integration Test Connection will allow you to test your connection with the USAS system:

Select Test Connection 

Make any desired changes to the Remote Host, Remote Port, DNS Lookup and Click on 

A summary will appear below stating whether the connection has failed or successful:

Click on will remove the summary below and a new test may take place.

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