Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following user access levels: Employee, Manager, Admin
This article explains how to manage payroll integration on the EOS platform. Integrations allow you to import information such as chart of accounts and employee data into your EOS platform. You can enable and disable payroll integrations as needed
This article is relevant if you use the EOS platform and use Intelligent Payroll. If you want to add an integration to the payroll classic platform, see this article.
Important
If the business name has '.com' within the title, this will prevent the platform from successfully adding the payroll integration as it tries to link to an external website. Ensure there are no full stops in the business name before integrating.
- Click the Pay menu.
- Under Payroll, click Payroll integrations.
- Find the platform you want to integrate with, then under the relevant tile, click Add.
- Click Connect.
- You will be taken to the login page for the platform you want to integrate. Follow the instructions to log in. Allow Employment Hero access to the platform.
- Depending on the type of service you connect to, you may need to complete additional fields such as how you would like pay run data exported. Once you have added your desired settings, click Save.
- Once connected, a green Enabled symbol will show on the platform's tile.
- Click the Pay menu.
- Under Payroll, click Payroll integrations.
- Find the platform you want to disable, then under the relevant tile, click the disable symbol.
- Confirm that you want to disable this integration.
You may need to edit how a platform is integrated into Employment Hero. For example, you can change how pay run data is exported. To edit an integration:
- Click the Pay menu.
- Under Payroll, click Payroll integrations.
- Click the pencil icon within the platform you want to edit.
- Make the changes to the integration.
- Click Save.
Further information
You can use the filter on the Payroll integrations page to filter what type of integrations are shown.
- Click the Pay menu.
- Under Payroll, click Payroll integrations.
- Use the Show filter, to choose a type of integration from the dropdown menu:
- All
- Accounting
- Data management
- Payments
- Team collaboration
- Timesheets
- The relevant integrations will show as tiles.