HR platform: Update my organisations work types

Overview

Work types act as a category used to measure where an employee's spent their time working, i.e. an employee can submit a timesheet against a KM Travelled work type. This allows your organisation to track, measure and report on where your employees are working and gain a detailed breakdown of this information to use when processing employee timesheets in a pay run.

This feature allows you to synchronise the work types created on your Payroll platform and make them selectable within the HR platform. This will ensure the HR platform has the latest payroll configuration data and ensures the employee records on the HR platform have the correct information .

Availibilty

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Updating work types
  1. Click the Payroll Settings menu.
  2. Click the Work Types submenu.
  3. Click the Update From Payroll button.
    Work_Type_1.jpg

    Helpful Hint

    The Work Types page will now show a grey Updated button. This means the HR platform has successfully imported your work types from your Payroll platform.

    Work_Type_2.jpg

Further information

Ongoing synchronisation with the payroll platform

Once you have connected your Payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data.

When you first connect the two platforms, the HR platform will pull the data from the Payroll platform into the HR platform, such as your work type data. Any additional changes to work types after the initial integration requires you to update manually your work type data.

Once you have imported any recent changes from the Payroll platform, you can make amendments to an employee's file, such as their pay run details.

To read further details on how to manage work types on your payroll platform, refer to the following article.

To read further details on how to update an employee's pay run details, refer to the following article.

Why does the work type show as disabled?

The HR platform will show a work type as disabled, if the data no longer exists on your Payroll platform. You can not delete disabled pay categories if you have used them previously in the HR platform.

The reason for this is platform data accountability and to ensure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.

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