How do I Integrate with Employment Hero Payroll via the HR platform

Integrating your HR platform with your payroll platform makes the HR platform your source of truth for information such as company settings, payroll settings, and employee file data. When you connect the two platforms, the HR platform will import your organisation details, payroll settings, and employee files from your payroll platform automatically.

After this initial connection, the data will only flow automatically from your HR platform to your payroll platform, as this data connection is not bidirectional. Meaning the HR platform becomes your source of truth, where you and your employees update details as they change and once saved, those changes would automatically reflect in your payroll platform.

Helpful Hint

For newly intergrated customers some payroll features are now bidirectional and are controlled solely from your HR platform. These features will be expanding.

Warning

To see a complete breakdown of what fields and data points sync between the HR and Payroll platforms, refer to the following article. To make sure no interruption with the connection when you offboard the original Admin, you need to add another Admin with full access to both the HR platform and payroll platform who will need to disconnect and reconnect the two platforms. Following this proactive step helps maintain a seamless connection and makes sure your data remains intact.

Availability

HR Plan:   Standard   Premium   Platinum
  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.

Getting started

Connect to payroll
  1. Click the  General Settings menu.
  2. Click the Add-Ons submenu. 
  3. Click the  Connect button.Integrate_1__NZ_.jpg
  4. Read the first page of the connecting to Employment Hero Payroll payroll wizard.
  5. Once you have read and actioned the first page, click the Start button.
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  6. Read the second page of the connecting to Employment Hero Payroll payroll wizard.
  7. Once you have read and actioned the second page, click the Next button.
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  8. Read the third page of the connecting to Employment Hero Payroll payroll wizard.
  9. Once you have read and actioned the third page, click the Next button.
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  10. Read the last page of the connecting to Employment Hero Payroll payroll wizard.
  11. Once you have read, and actioned the last page, click the Connect Now button.

    Helpful Hint

    Once you click the Connect button, Employment Hero will redirect you to your Employment Hero Payroll platform. If you need to change the email listed on the page, select the No option for the Is this Email Address Used in Your Own Employee File in Payroll question, followed by the Update button.

    A pop-up will now show where you can enter your new email address; once this is done click the Save button. You will now receive an email with instruction on how to verify your new email address and start using this on your HR Platform.

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  12. Enter your user name and password and click the Log In button.
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  13. Select how you want to receive your two-factor authentication code.
  14. Click the Send Code button.
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  15. Enter your two-factor authentication code and click the Verify button.
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  16. If you have multiple payroll accounts, you will need to select which one to connect the HR platform to and then click the Submit button.
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    Important

    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 see detailed information on the import conflicts.

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Daily activities

Manually import employee files
  1. Click the  General Settings menu.
  2. Click the Add-ons submenu.
  3. Click the Actions  button.
  4. Click the  Update button.Integrate_7__NZ_.jpg
  5. In the Employees section, click the  Update from Payroll button.
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    Helpful Hint

    The Employees section will now show a green Updated button and means the HR platform has successfully imported your employees from your payroll platform.

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Manually import organisational details
  1. Click the  General Settings menu.
  2. Click the Add-ons submenu.
  3. Click the Actions  button.
  4. Click the  Update button.Integrate_7__NZ_.jpg
  5. In the Organisation Details section, click the  Update from Payroll button.
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    Helpful Hint

    The Organisation Details section will now show a green Updated button and means the HR platform has successfully imported your organisation details from your payroll platform.

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Manually import pay items
  1. Click the  General Settings menu.
  2. Click the Add-ons submenu.
  3. Click the Actions  button.
  4. Click the  Update button.Integrate_7__NZ_.jpg
  5. In the Pay Items section, click the  Update from Payroll button. 
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    Helpful Hint

    The Pay Items section will now show a green Updated button and means the HR platform has successfully imported your pay items from your payroll platform.

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Manually import pay slips
  1. Click the  General Settings menu.
  2. Click the Add-ons submenu.
  3. Click the Actions  button.
  4. Click the  Update button.Integrate_7__NZ_.jpg
  5. In the payslips section, click the  Update from Payroll button.
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  6. Select the required payslip from the drop-down menu.
  7. Click the Import button.
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    Helpful Hint

    The Payslips section will now show a green Updated button and means the HR platform has successfully imported your selected payroll platform pay slips.

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Removing data

Disconnect from payroll

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.

  1. Click the  General Settings menu.
  2. Click the Add-Ons submenu. 
  3. Click the Actions  button.
  4. Click the  Disconnect button.Integrate_17__NZ_.jpg
  5. Click the Disconnect Application button. 
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Further information

How do I import pay slips automatically

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.

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