I have an existing company in HR but I am new to payroll

You must set up a company in payroll before completing the integration.

  1. In payroll, go to HR Integration > Configure and enter your HR login details.

  2. Go to Company > Alter Company Details > Pay Rates and create hourly rates.

  3. Go to Company > Alter Payments / Deductions and set up your standard pay elements.

  4. From the HR Integration menu, select Send to HR.

  1. A message displays, select Send to continue.

  2. Once complete, a pop-up confirming the data has been successfully sent to HR displays.

  3. From the HR Integration menu, now select Get from HR to import your HR data into payroll.

  4. In HR, make sure to set the Pay Type field for employees.

This process:

  • Sends and creates the pay elements definitions in HR.

After performing the Get from HR process, you must assign any standard pay elements to employees in payroll.