About Benefits Integration

If your organisation is licensed for Payroll, you can integrate your benefit records from HR to Payroll using the Benefits Integration feature. This is a one-way integration from HR to Payroll, with HR being the master source.

If your organisation wants to use Benefits Integration, do the following:

  • Review any data currently on the Benefits screen and complete a data cleanse, taking into consideration what you want to integrate into Payroll and any historic records that no longer apply to employees.

  • If you don't currently use the Benefits screen in HR, you need to configure and switch it on

  • Add the Suspended field to the Benefits screen, using Screen Designer (Configure This Screen)

  • In Admin, add all the benefit types you want to use to a system list so that they can be selected on the Benefits screen in HR and mapped in Payroll Integration

  • In Payroll, Configuring Benefits Integration options