Viewing and exporting Benefits Integration information

When you've configured Benefits Integration, you can view and synchronise items on the Integrate Benefits screen. From this screen, you can also:

  • Use the Preview option to view more detailed information about benefits and the changes that will be made during integration, in the following columns:

    • ID

    • Employee

    • HR Benefit Name

    • Payroll Element Name

    • Field

    • HR Value

    • Payroll Value

    • Master Source

Integrated changes to the Value field will update the Input Value and the Standard Value.

  • Use the option at the bottom of the screen to export information to Microsoft Excel. The export file includes Pending Integrations and Integration Differences tabs.

If employees have two or more of the same benefit type in HR, the system will only integrate details from one of them:

  • If all records include a start date, the record with the most recent start date is integrated with the Payroll

  • If no records include a start date, the most recently modified record is integrated with Payroll

  • If one record contains a start date and the other records do not, the record with the start date is integrated with Payroll, regardless of the modified date

Benefits records integrated from HR are searchable in the audit using Integrate Benefits. Benefits records integrated from HR in the current period have Benefit Integration as their origin.