Note: Before following the steps in this article, ensure you have thoroughly read and understood our Get ready for phase 2 article.
If you want Paycircle to be the source of truth for entitlements, deductions and one-off payments, you need to remove this data from PeopleHR and stop recording it in PeopleHR going forward.
To do this, you need to check the pay elements in Paycirlce are correct and make any necessary amendments. Once you've done this, to remove them from team members in PeopleHR, follow the steps below.
Click Access Button then click Employee.
Click Personal then click Salary.
Click Edit then, on the record you need to delete, click Edit.
Click Delete then click Save.
Going forward you should only use Paycirlce to record entitlements, deductions and one-off payments, not PeopleHR.
Notes:
If you enter an entitlement, deduction, or one-off payment in PeopleHR, it will create a duplicate in Paycircle, which may cause errors in pay periods. To monitor this, check the PeopleHR Updates process in the Team tab of Paycircle.
You can still update other team member details, such as address and bank details, in PeopleHR as usual.