I have both payroll and HR with an existing company and employees
Make sure all data in IRIS HR is up to date.
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In payroll, make a backup of your data.
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Close down the last pay period you processed.
To do this:
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Go to Company > Alter Company Options > Period Close-Down.
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Set the drop-down to Yes and then select OK.
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From Payroll > Close Period, select the relevant period and choose OK.
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Go to File > Change Payroll Date and set the Payroll Date to the period you have just closed.
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From the HR Integration menu, select Get from HR to retrieve the data from HR for the period you have just closed.
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After performing Get from HR, the retrieved data displays on the HR Integration/View & Import HR Data screen.
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Highlight the Period and select Validate.
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Ignore any “Error – Pay/Ded does not exist” messages.
However, if other validation errors/warnings appear, amend these in HR and repeat step 6.
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When you are happy with the data from HR:
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Go to HR Integration > Get from HR and select Get Data for the period you have just closed.
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Select the Final Request option.
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After this, from the HR Integration menu, select View & Import HR Data and highlight the period you have just closed.
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Select Import, ignoring any “Error – Pay/Ded does not exist” messages.
This copies and imports all employee details from HR into payroll without affecting the closed period’s payroll.
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Repeat steps 2 to 9 for all pay frequencies in use.
Remember, if a combination of weekly, 2-weekly and/or 4-weekly periods are in use, the order of closing the periods and importing HR data should start at the lowest numbered week number.
For example, if you have Weekly, 2-weekly and 4-weekly payrolls, employees have been paid up to, and including week 7, you must close week 4, and import 4-weekly employees, followed by week 6 for 2-weekly and, finally, week 7 for weekly paid employees.
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Remove any duplicated holidays or holidays already paid.
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Set Pay Date in payroll to the current period to be run.
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Send data to HR.
This sets up the pay elements in HR and assigns them to employees.
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Continue to use HR integration in the normal manner.