Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll, Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin
When you connect your HR platform with your payroll platform, the HR platform becomes the primary source of truth for all information, including company settings, payroll settings, and employee data. During the connection process, the HR platform automatically imports your organisation details, payroll settings, and employee files from the payroll platform.
After this initial sync, data will only flow one way—from the HR platform to the payroll platform—because the connection is not bidirectional. This means all updates must be made in the HR platform, and any changes will automatically sync to the payroll platform.
Warning
To see which fields and data points sync between the HR and Payroll platforms, check out this article. When offboarding the original Admin, avoid connection issues by adding another Admin with full access to both platforms. The new Admin will need to disconnect and reconnect the platforms to maintain a smooth connection and keep your data intact.
Interactive learning
Getting started
Helpful Hint
When connecting your Payroll Classic account to HR, you can use the credentials of any Admin User on the Payroll Classic platform. The login email of the Employment Hero HR account being used does not have to match the login email used to log into Employment Hero Payroll.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Connect button for Employment Hero Payroll.
- Read the contents of the Connecting to Payroll screen.
- Click the Start button.
- Read the contents of the Current Employees screen.
- Click the Next button.
- Read the contents of the Terminated Employees screen.
- Click the Next button.
- Read the contents of the Match Emails screen.
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Click Yes or No to the question Do you have your own employee file within payroll (are you paid from this payroll file?)
Helpful Hint
If you answered Yes, you need to confirm the email address used in your employee file in payroll.
If you need to switch to another email for the payroll platform, follow these steps:
- Click No to the question Is this the email address used in your own employee file in payroll.
- Type your email address in the text field that will appear.
- Click the Update button.
You will receive an email with instructions on how to verify your new email address.
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Click the Connect now button.
Helpful Hint
After clicking the Connect Now button, you will be redirected to the Payroll Classic platform.
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Enter your username and password.
Important
Please use the login details associated with your full user/Payroll admin account.
- Click the Log In button.
- Choose how you want to receive your two-factor authentication code.
- Click the Send Code button.
- Enter your two-factor authentication code.
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Click the Verify button.
Important
If you have multiple payroll accounts, choose which one to connect to the HR platform. Then, click the Select button. Once the HR platform has imported the data from your payroll platform, you will see a status screen which will display any integration errors. If there are integration errors, you can click the View Conflicts button to learn about the import conflicts.
Daily activities
Important
New employees who are imported from the payroll platform will not have invitation emails automatically sent out to them. To send invitation emails to these users, you will need to send invitations in bulk. To learn how to do this, click here.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Action button.
- Click the Update button.
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In the Employees section, click the Update From Payroll button.
Helpful Hint
The Update From Payroll button for the Employees section will turn into a green Updated button. This means that Employment Hero has successfully imported your employee files from your payroll classic platform.
The email address on the payroll file will need to match the email address on the Employment Hero file to ensure that there is no duplication of employee files.
Warning
Employing Entities are case and typography sensitive, i.e., when importing your Employing Entities from the payroll platform, make sure both the HR and payroll platform use the same type of case and that there is no .com or .au in the name.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Action button.
- Click the Update button.
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In the Organisation Details section, click the Update From Payroll button.
Helpful Hint
The Update From Payroll button for the Organisation Details section will turn into a green Updated button. This means the HR platform has successfully imported your organisation's details from your payroll classic platform.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Action button.
- Click the Update button.
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In the Pay Items section, click the Update From Payroll button.
Helpful Hint
The Update From Payroll button for the Pay Items section will turn into a green Updated button. This means the HR platform has successfully imported your pay items from your payroll classic platform.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Action button.
- Click the Update button.
- In the Payslips section, click the Update From Payroll button.
- Select the required payslip from the drop-down menu.
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Click the Import button.
Helpful Hint
The Update From Payroll button for the Payslips section will turn into a green Updated button. This means the HR platform has successfully imported the payslips you selected from your payroll classic platform.
Important
You can re-authenticate your payroll integration if the connection between your HR and payroll platforms is lost. For example, this might be the case if the person who previously did the authentication has left your organisation.
- Click the Settings menu.
- Under General Settings, click the Add-ons submenu.
- Click the Action button.
- Click the Update button.
- In the Re-authenticate section, click the Re-authenticate button.
Removing data
Warning
After disconnecting from the payroll platform, the HR platform will no longer synchronise your employee data between the two platforms. However, all existing employee data will remain within the HR platform.
- Click the Settings menu.
- Under General Settings, click the Add-Ons submenu.
- Click the Action button.
- Click the Disconnect button.
- Click the Disconnect Application button.
Troubleshooting
The HR platform will check once a day for eligible pay slips and requires three conditions to import pay slips automatically from your payroll platform, they are:
- A finalised pay run.
- A published pay slip.
- The paid date is within four days of the current date, i.e., three days prior and/or three days after the current date.
To troubleshoot this issue, follow the 2 part set of steps below:
- Click Settings.
- Click Work types.
- Click Update Payroll.
Part 2:
- Click the Settings menu.
- Click Payroll Integrations Dashboard.
- Select the employees whose errors need to be fixed.
- Click Re-sync.
For changes affecting multiple employees, use the Payroll classic platform and then pull the information across to the HR platform.
To confirm who approved the leave, check the Leave Management record within the HR platform.
Explore related content
- Payroll integration issues dashboard This feature displays your organisation's sync errors broken down into three areas: employee file, leave requests, and timesheets.
- Manage my organisation's leave categories This feature allows you to synchronise the leave categories created on your payroll platform and make them selectable within your HR platform.