Update my organisations work types | HR Web Platform

Overview

Work types act as a category used to measure where an employee 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 make sure the HR platform has the latest payroll configuration data and makes sure the employee records on the HR platform have the correct information.

Getting started

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

EH Payroll KeyPay

Availability

HR Plan:   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.

Update work types
  1. Click the   Settings menu.
  2. Click the Work Types submenu.
  3. Click the Update From Payroll button.
    screenshot of the work types page. this shows the list of work type categories created and includes a blue button at the top of the page to sync the list with the ones created in payroll.

    Helpful Hint

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

    screenshot of the work types page. this shows the list of work type categories created and includes a blue button at the top of the page to sync the list with the ones created in payroll. this blue button turns grey, as shown here when a sync has been completed.

Further information

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

EH Payroll KeyPay

Availability

HR Plan:   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.

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 manually update 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 make sure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.

Author recommended

So you have now managed your other tasks and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

  • HR timesheets guide: Enabling units of work This guide explains how to set up units of work in timesheets as an administrator in preparation for developing work types. Employment Hero allows employees to submit timesheets using a unit measurement.
  • HR platform: Company Values This feature allows you to view the details of each of your organisation's chosen company values, enabling you to see the what your leadership team feels embody the vision and purpose of your business.
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