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Run Access Payroll Services plugin

Extract the information you require and send it to our Access Payroll Services to process your payroll.

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Written by Joshua Shooter
Updated over 2 weeks ago

As a PeopleHR admin, with the Access Payroll Services plugin tool, you can easily export your PeopleHR data, ready to provide to our Access Payroll Services to process your payroll.

📌Note: Integration may be available to automate this data transfer from PeopleHR to our Access Payroll Services. For more details, get in touch with your account manager.

To run the Access Payroll Services plugin, you need to create a logbook, a query and an API key. You can also transfer salary entitlements and deductions. Complete the requirements as we describe in the table below:

Requirements

Details

Logbook

When you create the logbook, we recommend using the following details:

  • Name: PSC Payroll Details.

  • Field names:

    • Marital Status.

    • Payment Type.

    • Cost Code A.

    • Cost Code B.

    • Cost Code C.

    • Pay Group.

📌Note: Ensure all fields are text fields when setting up the logbook screen.

Logbook query

When you create a logbook query, we recommend using the following details:

  • Name: Payroll : PSC Payroll Details.

  • Field names:

    • PSC Payroll Details.

    • Contracted Hours.

    • Marital Status (PSC Payroll Details).

    • Payment Type (PSC Payroll Details).

    • Cost Code A (PSC Payroll Details).

    • Cost Code B (PSC Payroll Details).

    • Cost Code C (PSC Payroll Details).

    • Pay Group (PSC Payroll Details).

API Key

Now create an API key with all Employee and Salary endpoints and the Payroll : PSC Payroll Details query.

Salary entitlements and deduction

For this tool to transfer salary entitlements and deductions, ensure you have a valid pay code in your PeopleHR entitlements and deduction.
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Reach out to your Access Payroll Services Payroll Executive, who can provide the pay codes.

Run plugin

Now, you're ready to run the plugin. To do so, follow the steps below:

  1. Click Access Button image then click HR Admin.

  2. Click Plugins and select New Requests.

  3. Select Access Payroll Service and add the API key you just created.

  4. To specify the date range for processing new starters and permanent pay changes, enter the payroll start and end date.

    • When creating a fresh payroll database, use onboarding data. This classes all employees as new starters and pulls through all pay code changes.

    • To view a snapshot of the data extracts without saving historical changes, use the report mode. Do not run the plugin in report mode.

  5. Click Submit.

Find this in Requested. It can take up to two minutes to automatically accept this.

  • If successful, you can download this report.

  • If failed, to view an error report, select the red icon.

The export generates three extracts per Pay Group:

  • Starters.csv.

  • Employee amendments.csv.

  • Permanent Pay.csv.

If running in report mode, to run the files to be sent to Payroll, check and confirm this data before repeating the request and submitting with report mode unselected.
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Once this sync completes, to import the files created, download the files and email them to your Payroll Executive from a registered email address.

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