Synchronise IRIS Financial Planner with Every HR By IRIS Staff Contracts

To synchronise Every HR By IRIS staff contract details to IRIS Financial Planner: 

  1. In Type select HR, and in System select Every.

  2. Set the following fields:

    • Category — Select Contracts
    • From Date — Enter the date the date from which data was last updated
    • Sync By — Select Sync ID
  3. Select the school.
  4. When all the required information has been entered, select Refresh.
  5. Select the staff members you want to synchronise.
  6. To complete the synchronisation, select SYNC.

Historic records exist for the staff members in IRIS Financial Planner if the Unable to reconcile the relevant IFP record to your Every system message is displayed. Before trying the synchronisation again, end the staff member contract in IRIS Financial Planner, then archive them.