HR platform: Payroll integration issues dashboard

Overview

As an organisation, you could run into integration errors when you attempt to sync data changes from the Employment Hero HR platform over to your chosen payroll platform. By having a central place you can view these errors from, and resolve them, will reduce your administrative time spent on payroll integration issues within your business.

The Payroll Integration Issues Dashboard summarises your organisation's errors broken down into three areas: employee file, leave requests and timesheets, and gives you the tools to re-sync a data source once you have resolved the applicable error. You can also use this feature to hide an error from your dashboard if needed and also view further details on each issue if you need to see more information on a specific error.

Getting started

  Select which payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks Xero MYOB

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Re-sync data: Individually
  1. Click the   Payroll Setting menu.
  2. Click the Payroll Integration Issues submenu.
  3. Click either the employee file, leave requests or timesheets tab.
  4. Click the Actions   button.
  5. Click the   Re-Sync button.
    Dashboard_1.jpg
  6. Click the Ok button.
    Dashboard_2.jpg
Re-sync data: In bulk
  1. Click the   Payroll Setting menu.
  2. Click the Payroll Integration Issues submenu.
  3. Click either the employee file, leave requests or timesheets tab.
  4. Select the errors that need re-syncing.
  5. Click the Re-Sync button.
    Dashboard_3.jpg
  6. Click the Ok button.
    Dashboard_4.jpg

Maintain

  Select which payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks Xero MYOB

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

View sync error details
  1. Click the   Payroll Setting menu.
  2. Click the Payroll Integration Issues submenu.
  3. Click either the employee file, leave requests or timesheets tab.
  4. Click the Actions   button.
  5. Click the   View Details button.
    Dashboard_5.jpg
Hide dashboard data: Individually
  1. Click the   Payroll Setting menu.
  2. Click the Payroll Integration Issues submenu.
  3. Click either the leave requests or timesheets tab.
  4. Click the Actions   button.
  5. Click the   Hide from Dashboard button.
    Dashboard_6.jpg
  6. Click the Ok button.
    Dashboard_7.jpg
Hide dashboard data: In bulk
  1. Click the   Payroll Setting menu.
  2. Click the Payroll Integration Issues submenu.
  3. Click either the leave requests or timesheets tab.
  4. Select the errors that need hiding.
  5. Click the Hide from Dashboard button.
    Dashboard_8.jpg
  6. Click the Ok button.
    Dashboard_9.jpg

Author recommended

So you have now resolved your payroll integrations and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Platform: Expense Categories This feature allows you to create a new expense category, edit the information if it changes, and delete a record if it is no longer relevant.
  • HR Platform: Employee Allowances This feature allows you to create a new benefit category, edit the information if it changes, and delete the record if it is no longer relevant.
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