Note: Before following the steps in this article, ensure you have thoroughly read and understood our Get ready for phase 2 article.
If your integration is enabled, your employees are already mapped between PeopleHR and Paycircle. However, if you haven't been adding entitlements, deductions and one-off payments into both systems, you need to align and map the data.
To do this, follow the steps in each section, in order, below.
Pay Element report
First, you need to download the Pay Element report from Paycircle.
Open the relevant company then click Reporting.
Open the Paycircle Pay Element report then click Export.
Select the relevant file format.
Pay element names
Next, you need to check that your pay elements have the same name in both Paycircle and PeopleHR. For example, a pay element named Car Allowance in Paycircle must also be named Car Allowance in PeopleHR.
Any variation will cause a failed integration message.
Clear pay elements
You next need to clear all pay elements associated with team members in Paycircle, but don't delete the pay element records.
Enter records in PeopleHR
Lastly, you need to manually enter all entitlement, deduction and one-off payment records into PeopleHR.
Going forward, you need to enter all entitlements, deductions and one-off payments directly into PeopleHR and not in Paycircle.
Important notes
Additional integration validation in Paycircle includes:
Matching Pay Element ID
Matching Employee ID
Employee Ready for Payroll
Value greater than Zero
Valid effective date
When you save an entitlement, deduction or one-off payment record in PeopleHR, creation events for those records are automatically sent to Paycircle. To pause and check Paycircle to confirm events are being created, click Team then click PeopleHR Updates.
New entitlements, deductions and one-off payments will look for an effective date and place in the correct period. Backdated payments require manual creation.