Sankhya field mapping for system integration
This mapping aims to help identify in Sankhya the fields that are reflected in the integration with Pontotel, in order to assist in filling the fields with the expected data.
The entities are listed under headings, accompanied by their corresponding name in Pontotel.
Example: “Company (Employer at Pontotel)”, name at Sankhya and name at Pontotel, respectively.
To locate a screen more easily, on your keyboard press the keys “Ctrl” + “F”, type the entity you are looking for in the text box that appears, and press “enter” to navigate through the results.
Company (Employer at Pontotel)
At Sankhya, there are two screens for registering company data.
Access path: Settings > Registrations > Companies
Access path: Settings > Registrations > Personnel > Companies
Sankhya Screen: Company
Access path: Settings > Registrations > Company
Data on this screen:
- Company Name
- Code
- CNPJ/CPF
Sanhya Screen: Company
Access path: Settings > Registrations > Personal > Company
Data on this screen:
- Status (active)
Department and City of Work (Work Location at Pontotel)
⚠️ WARNING: This flow applies if you are not using the "Personal Point Locations Plus" option. If you are using this option, please check the Field Mapping below.
The workplace consists of two pieces of information received from Sankhya: Department and City of Work, located in the Employee's record.
Access path: Settings > Registrations > Personnel > Employee Configuration > Desired Employee Registration
Department
Access path: Settings > Registrations > Personnel > Employee Configuration > Desired Employee Registration > Allocation
City of Work
Access path: Settings > Registrations > Personnel > Employee Configuration > Desired Employee Registration > Allocation
Work Locations (Option to use Personal Point Locations enabled)
⚠️ WARNING: This workflow applies if you have the "Personal Point Locations Plus" option enabled.
Access path: Personal+ > Settings > Personal Point Locations Plus
All fields marked with a red rectangle are required.
Work Schedule (Pontotel Shift)
This integration has the Pontotel > Sankhya flow (registration in Pontotel is reflected in Sankhya)!
Therefore, this mapping will not address the registration of a Workload, but rather the linking of a workload registered in Sankhya to an Employee, which will consequently result in Pontotel having a schedule linked to a newly hired employee.
Access path: Employee Settings > Employee Registration > Work History
How to register a new Work Schedule for an Employee:
- In the "Workload History" section, click on the "+" icon:
- In the displayed table, ensure that the fields “Date:*” and “Workload” are filled in:
- After entering the data, the customer must click the "save" button.
Employee
Access path: Settings > Registrations > Personnel > Employee Configuration
Registration data I
- CPF
- Name
- Enterprise
- Employee Code
- Company Code
- Pontotel Employee Code (Company Code + Employee Code)
Union (Calculation rule at Pontotel)
Access path: Settings > Registrations > Personnel > Employee Configuration > Work Location > Union Data > Union
The Union will only be considered if Pontotel has a calculation rule with the same code. Otherwise, the employee will be registered under "Standard Rules".
Date of admission
Access path: Settings > Registrations > Personnel > Employee Configuration > Admission
Work Schedule (Pontotel Shift)
If the corresponding work schedule is not registered in Pontotel at the time of hiring, the employee will be assigned to the "Standard Schedule".
Registration Data II
Access path: Settings > Registrations > Personnel > Employee Configuration > Personnel > Contact
Registration Data III
Access path: Settings > Registrations > Personnel > Employee Configuration > Documents
- PIS
- CTPS
- RG
Registration Data IV
Access path: Settings > Registrations > Personnel > Employee Configuration > Allocation
- Department
- Function
Absences and Leaves of Absence
Access path: Personal+ > Payroll Routines > Incidents
Absences and leaves of absence are registered on the same screen. The definition of what constitutes an absence or leave of absence may vary by client. For clients in the new workflow, consult the settings applied to the client. For clients in the LinkAPI version, visit the documentation for this integration and note the criteria applied (which type refers to which entity).
Check if an incident has been registered for an employee.
- On the Incidents screen, access the Employee's record and click on their record.
- The incidents recorded for this employee will be displayed.
Records can be edited or deleted in Sankhya, and any changes will be reflected in Pontotel.
Register an employee's leave of absence.
- On the Incident Report screen, depending on the type of record, an attachment may be required.
- The required information (in red) must be filled in, in addition to the "End Date" (for cases of leave or absence with a defined end date) or "Expected Days of Absence" (for cases of indefinite absence).
- The launch must be confirmed by the user.
- The confirmation of the launched event is displayed.
Vacation
Until confirmed by Sankhya, the Holidays go through three phases in Sankhya:
- "Vacation Request"
- "Employee Request"
- "Calculations."
Only after the registration is created, approved, and confirmed will it be reflected in Pontotel.
Vacation Request
Access path: Personal+ > Payroll Routines > Requests
- On the Requests screen, go to “Vacation”.
- After locating the employee, in the Vacation Request, the Acquisition period must be filled in with the employee's scheduled vacation date.
The start date and return date must be filled in for the record to be eligible for integration.
Employee Request
After the registration is entered on the vacation request screen, it will be possible to approve it on the employee request screen.
Access path: Personal > Routines > Employee Requests
The registration must be approved on this screen.
Calculations
Access path: Personal+ > Payroll Routines > Calculations
- After identifying the employee on the "Vacation Receipt" screen, click "Confirm Payroll".
- Click “Yes” to confirm the sheet.
- Click the “V” icon to mark the sheet as “Checked”.
- Confirm the action in the modal by clicking "Yes".
- A success message will be displayed.
Only records marked as "Verified" and with the required data filled in are eligible to be integrated.
Users
This integration queries the User entity in Sankhya to create users in Pontotel.
In the default configuration, the data reflected in Pontotel originates from the user's registration in Sankhya, and this user must be associated with an Employee registered in Sankhya.
Access path: Settings > Access Control > Users
Fields on the Users screen:
- User ID (will be used as the basis for searching the audit log)
- Username
"Identification" page, on the Users screen:
- Company (Must be the same as the one the employee is affiliated with)
- Employee (Even if exempt from clocking in, there must be a linked Employee to integrate the user)
- CPF (Must be the same CPF as the employee)
Updated on: August 8, 2025
Thanks!