Panorama 365 Integration

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Overview

Panorama365 (P365) is a modern Employee Self-Service Portal that connects directly with Softera Payroll for Business Central. The integration ensures that employee data managed in Business Central is automatically synchronized with the portal, giving employees convenient access to their personal information, absences, benefits, and more — all from a single platform.

How It Works

Data flows primarily from Softera Payroll to Panorama365, keeping the portal up to date with the latest payroll and HR records. Certain areas — such as absence requests, benefits, and working hours — support two-way synchronization, allowing employees to submit requests directly through the portal that are then processed in Business Central.


Integrated Data

👤 Employee Information

Core employee details are sent from Softera Payroll to the portal:

  • First Name, Last Name

  • Gender, Date of Birth

  • Employment Date, Termination Date

  • Probation Period End Date

  • Login Credentials

  • Base Wage

  • Country

📧 Contact Information

Employee contact details are synchronized to the portal:

  • Email — email address, primary/private flags

  • Phone — phone number, primary/private flags

🏠 Addresses

Employee addresses are sent to the portal:

  • Country, City, Address, Zip Code

  • Primary / Private designation

🏦 Bank Accounts

Payment information is synchronized:

  • SWIFT Code, IBAN / Account Number

  • Primary account indicator

🏢 Position & Department

Organizational structure data flows to the portal:

  • Position Code, Department

  • Start Date, End Date

  • Primary Position, Part-Time Percentage

  • Manager indicator

📋 Departments & Organizational Units

Company structure references are sent to the portal:

  • Department Name (including English translation)

  • Department Code

  • Country

🏖️ Absences  (Two-Way)

Absence data flows in both directions, enabling employees to view and submit absence requests:

  • Absence Type, From Date, To Date

  • Comment, Hours

  • Payout Option

  • Replacement Employee

  • Business Trip Country & Reason

📅 Vacation Balances

Calculated vacation balances are sent to the portal:

  • Absence Type, Calculation Date, Available Balance

🎁 Benefits  (Two-Way)

Benefit information is exchanged between both systems:

  • Benefit Type, Description

  • Value, Percentage

  • Applicable Date

👶 Children / Dependents

Employee dependent information is sent to the portal:

  • Name, Date of Birth, Gender

  • Disability Status

⏱️ Working Hours  (Two-Way)

Working hours are exchanged between Softera Payroll and the portal, supporting time tracking workflows.

✏️ Change Requests  (From Portal)

Employees can submit personal data change requests through the portal, which are then reviewed and processed in Business Central.


Reference Data

The following reference data is sent from Softera Payroll to keep portal selections and dropdowns up to date:

Reference Data

Details

Absence Types

Available absence/leave type codes and descriptions

Benefit Types

Benefit codes, descriptions, and whether they are percentage-based

Banks

Bank names and SWIFT codes

Countries / Regions

Country codes and names

Activities

Time tracking activity codes and groupings

Dimensions / Classifiers

Organizational classifiers used for reporting


Data Flow Summary

Direction

Areas

Softera Payroll → Portal

Employee details, contacts, addresses, bank accounts, positions, departments, vacation balances, children, reference data

Portal → Softera Payroll

Change requests

Two-Way ↔

Absences, benefits, working hours