This guide is for how to get started with your Square integration. Square is a payments company growing in popularity that also offer functionality to store employees details via their Team Management tool. Within Team Management, users can manage their team easily across locations, devices, and job functions.
By integrating Square with EH Payroll you can securely connect your accounts, timesheets, locations and employee data directly with payroll and HR data. By effectively connecting this information and the business bank account, Square removes the requirement of manual entry from the payment cycle, reducing the risk of error.
Availability
| Payroll Plan: | Standard | Premium |
Getting started
The below premises will walk you through how to integrate with your Square platform.
- Log in to your payroll platform.
- Click the Business Settings menu.
- Click the Integrations button.
- Click the Add Square button.
- Click the Connect to Square button.
- Log into your Employment Hero Payroll platform.
- Click the Pay Run menu.
- Select the required finalised pay run.
- Click the Pay with Comma button.
- Click the Connect Bank Account button.
Helpful Hint
If you do not have the authority to approve a payment, click the Share button and you can enter an email or choose an existing team member who has authority. They will receive a link that will take them straight to the payment approval page.
- Choose the required bank and enter your bank log in details.
- Click the Done button.
Maintain
The below premises will walk you how to disable your current Square integration.
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Integrations button.
- Locate the Square tile.
- Click the button.
- Click the Disable button.
Further information
Author recommended
So you have now integrated with Square and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- Payroll Payment Reporting: Unpaid Employees This feature allows you to create a report on the last date your non terminated employees received payment via a pay run.
- Payroll Platform: Setup BACs and HRMC Payment Files This feature allows you to set up your organisation's BACs and HRMC payment file details, such as the account name and number, and the financial institution code.