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Connecting HR + Payroll

Overview

In this workshop, you’ll learn how to import your employees into the platform through integrating with Employment Hero payroll.

In order to follow along with these instructions, you must have admin access in your HR Platform and be a Managed User in your payroll platform.

Checklist

Before you connect HR + Payroll you need to check the following:
  • Set up Two Factor Authentication (2FA) in both HR and Payroll.
  • You must have admin access in your HR Platform and be a Managed User in your payroll platform.
  • Ensure that any employees already in Employment Hero HR (prior to the integration) have an account email that matches their email in the payroll employee file, including yours (if applicable).
  • Ensure that your employee information in payroll is accurate and up to date.
  • Ensure that your employees’ emails in payroll are unique, and not shared with anyone else.
  • Ensure that any terminated employees have a termination date in the past within payroll.
  • Check that your Employing Entity in HR matches exactly your Legal entity Employing name.

Resolving Conflicts

This employee has not been imported as they’re using an email address that is duplicated in your payroll platform.

 

How to resolve this conflict:

In Payroll:

1. Make a decision on what email address you are going to use.
2. Change the email in the payroll file.
4. Then in HR Head to General Settings -> Adds On -> EH Payroll -> Actions -> Update -> Employee Files -> Update from Payroll
5. View Conflicts -> when it says “Tom Leonard exists on both EH HR and EH Payroll” click Actions -> USE EH PAYROLL DATA

In your payroll platform, change the email address in the respective employee files to ensure they don’t match with another employee.

You may also need to check for duplicate accounts for this employee.

This message will appear for any employee who existed on Employment Hero HR prior to integrating, as you have a choice in which data you use.

How to resolve this conflict:

 

Use the action column to choose to use Employment Hero data or Payroll Data. 

  • Choosing Payroll Data will import your personal/pay details from your payroll platform. (Recommended)
  • Choosing Employment Hero Data will use whatever information you have already input into Employment Hero.

This message will appear for any employee who exists on Employment Hero HR and doesn’t have an email address matching in the Payroll Platform.

If this happened to you the Admin you may want to check you haven’t duplicated yourself.

How to resolve this conflict:

 

If this individual is not required on the payroll system then you can select ‘Use Employment Hero’ and no further action is required. 

If this is a duplication please follow the steps lower on the page to rectify.

 

Employment Hero has three default leave categories:

 

  • Annual Leave
  • Time In Lieu 
  • Sick Leave 

 

If you refer to these leave categories as any other naming convention (eg. your sick leave category is titled ‘Personal Leave’) our default version will be disabled and your naming convention will be used instead. 

 

You will also receive this Error if you are switching Payroll connection types.

 

How to resolve this conflict:

 

There is no action required.

You will receive this error if the naming convention you have chosen on Employment Hero HR does not match payroll. This can be as simple as a formatting change. 

 

For example, your company name might be ‘Company Name Pty Ltd’ in payroll but ‘Company Name’ in HR.

 

How to resolve this conflict:

 

No action is needed, however, if you want to change your entity name at any time, you can do so by navigating to Settings > General Settings > Company Settings.

FAQs

Please check which records are correct ( you may need to discuss with HR) then follow below. You will need to do this for each duplicate one at a time.

Before following the steps below you musty decide which email address will be the Login details for HR.
If the email if different to the one currently connected to the payroll file follow steps 3 – 5 before deleting the file.

If the email address you have chosen is the same in both follow step one for the duplicate with a different email.

  1. In HR Go to Personnel > Employees >  Choose employee that is incorrect (pending) > Actions > Delete > Enter your name > Delete.3. Update it in both EH HR and EH Payroll to be exactly the same email address. This is essential.
    4. Head to General Settings -> Adds On -> EH Payroll -> Actions -> Update -> Employee Files -> Update from Payroll
    5. View Conflicts -> when it says “Belinda Leonard exists on both EH HR and EH Payroll” click Actions -> USE EH PAYROLL DATA

No, Employment Hero can only connect to one payroll file. If you have multiple payroll files/entities, you will need a HR platform for each one if you wish to integrate with payroll.

The payroll platforms you can connect Employment Hero HR with are: Employment Hero Payroll, Keypay, Xero, QuickBooks Online and MYOB Account Right Live (in Australia only).

Once this connection is established, Employment Hero HR becomes your source of truth, and all employee file changes must be made in Employment Hero HR only.

If an employee makes changes to their payroll details, these changes will flow into the connected payroll platform and an email notification will be sent to the payroll admin email listed in your company settings on Employment Hero.

To check which email is set up for notifications in Employment Hero HR go to Settings > Company Settings > check the Payroll Admin email listed.

Once Employment Hero and your payroll platform are connected, any new starters must be onboarded in Employment Hero only. This will send an email notification to the new employee to complete their onboarding information and once complete, a payroll file will be automatically created for that new employee in your payroll platform.

Once you have added the Account email to an employee file, it cannot be updated via CSV. You will need to manually update the Account email in each employee’s file. They will receive an email in which they will need to verify the account email change for the change to take effect.

Note Employees are able to change their Account Email themselves at any time after being ‘Active’

The Company email field is where you can list an employee’s work email. 

As long as you have an email listed here,  notifications such as certifications, timesheets, leave requests will be sent here.

However Payslips and Password resets will go to the Account Email.

The Pending status means that your employees have not been invited to Employment Hero as yet, and have therefore not activated their profile.

 

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