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Version: 5.5

Summary Service

This service contains methods in order to access the time accounts of the TimePunch profiles.

GetSummaryLocks

This method returns all information about the month-end closings that are found for the employees through the search object.

List<SummaryLockDto> GetSummaryLocks(  
out TpFault fault,
TpAuthentication authentication,
UserSearchDto userFilter = null);
Needed Permissionmonthend@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
userFilterSearch object containing the user filter. The coverage will be applied to the filter.
Return valueList that contains all summary locks for the found staff members.

LoadAllYearlySummaries

This method returns all yearly account data for the authorized employee.

List<YearlySummaryDto> LoadAllYearlySummaries(  
out TpFault fault,
TpAuthentication authentication);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
Return valueList containing all yearly sumamries for the given user.

LoadDailySummaries

Using this method a summary for each working day in the given period can be loaded.

List<DailySummaryDto> LoadDailySummaries(  
out TpFault fault,
TpAuthentication authentication,
DateTime startDate,
DateTime endDate);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
startDateFirst date to retrieve the daily summary
endDateLast date to retrieve the daily summary
Return valueList that contains all daily summaries from start through end date

LoadAllMonthlySummaries

This method can be used to load all monthly summaries of working time for a user.

List<MonthlySummaryDto> LoadAllMonthlySummaries(  
out TpFault fault,
TpAuthentication authentication);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication

LoadMonthlySummary

This method will load the monthly summary of the working time for the specified user at the given reference date.

MonthlySummaryDto LoadMonthlySummary(  
out TpFault fault,
TpAuthentication authentication,
DateTime? referenceDate = null);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
referenceDateDate for that the monthly Summary shall be loaded, or null if the monthly summary for the current date shall be returned.
Return valueThe monthly summary for the given reference date.

LoadMonthlySummaries

This method loads all monthly summaries with the given ID's.

List<MonthlySummaryDto> LoadMonthlySummaries(  
out TpFault fault,
TpAuthentication authentication,
List<Guid> summaryIds);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
summaryIdsIds of the monthly summaries to load.
Return valueThe monthly summary for the given reference date.

LoadTimeAccounts

This method loads the current time accounts of the TimePunch profiles. Depending on whether only the time account of the authorized user or all time accounts may accessed, different permissions will be needed.

List<TimeAccountDto> LoadTimeAccounts(  
out TpFault fault,
TpAuthentication authentication,
UserSearchDto userSearch,
DateTime? referenceDate = null);
Needed PermissiontimeAccounts@access / timeAccounts@report
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
userSearchInformation that are used to search the TimePunch profiles
referenceDateThe date of which the time accounts shall be loaded. By default this is always the day before today
Return valueList of Time account information entities

LoadYearlySummary

This method loads the annual vacations for the authorized user for the given reference date.

YearlySummaryDto LoadYearlySummary(  
out TpFault fault,
TpAuthentication authentication,
DateTime? referenceDate = null);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
referenceDateThe date of which the yearly summary shall be loaded, or null if the current date is used.
Return valueThe yearly summary for the given user and reference date.

LoadYearlySummaryByYear

This method loads the annual vacations for the authorised user for a defined year.

YearlySummaryDto LoadYearlySummaryByYear(  
out TpFault fault,
TpAuthentication authentication,
int year);
Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
yearThe year of the yearly summary to load.
Return valueThe yearly summary for the given user and reference date.

ReCalculateAllSummaries

This method forces the recalculation of all monthly data of the employees specified in the user filter starting from the reference date.

void ReCalculateAllSummaries(  
out TpFault fault,
TpAuthentication authentication,
UserSearchDto userFilter,
DateTime? referenceDate = null)
Needed Permissionsummary@manage
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
userFilterFilter that is used to search the TimePunch profiles.
referenceDateDefines the date since when the monthly summaries shall be re-calculated. If NULL, all monthly summaries of a user will be re-calculated.
Return valueThe calculated monthly summary, after the calculation date has been applied.

SaveMonthlySummary

This method saves the basic data that are used to calculate the monthly working and flexi time.

MonthlySummaryDto SaveMonthlySummary(  
out TpFault fault,
TpAuthentication authentication,
MonthlySummarySaveDto summary);
Needed Permissionsummary@manage
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
summaryContains the data that can be used to calculate the monthly working time data.
Return valueThe calculated monthly summary, after the calculation date has been applied.

SaveYearlySummary

This method save the basic data that are used to calculate the annual vacation.

YearlySummaryDto SaveYearlySummary(  
out TpFault fault,
TpAuthentication authentication,
YearlySummarySaveDto summary);
Needed Permissionsummary@manage
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
summaryContains the data that can be used to calculate the annual leave.
Return valueThe calculated annual leave, after the calculation date has been applied.

SearchMonthlySummaries

This method returns all monthly summaries based on the passed search parameters.

List<MonthlySummaryDto> SearchMonthlySummaries(  
out TpFault fault,
TpAuthentication authentication,
MonthlySummarySearchDto searchDto);

Needed Permissionsummary@access
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
searchDtoSearch object to specify the summaries that will be returned.
Return valueThe found monthly summaries

SetSummaryLocks

Using this method, one can perform the month-end closing. The conclusion is either performed for the currently authenticated- employee (if the UserIDs are NULL), or for all given employee ids.

void SetSummaryLocks(  
out TpFault fault,
TpAuthentication authentication,
DateTime? lockedUpTo,
List<Guid> userIds = null);
Needed PermissionCAN_MANAGE_MONTHEND, if lockedUpTo is filled CAN_RESET_MONTHEND, if lockedUpTo is NULL
NameModifierDescription
faultOutContains the error if an exception occurs.
authenticationUser authentication
lockedUpToDate up to that the month ends gets locked. If the lockedUpTo is NULL all months will be unlocked.
userIdsA list that contains the user ids for that the month end closing will be executed. If the list is NULL or empty, the current identity user will be used.