Sync information and an overview of the fields included in the integration
Syncing of information between the systems
-
Employee data: every 5 minutes.
-
Payroll data: every 5 minutes.
-
Absence When an employee or worker is absent from work. This can be for a variety of reasons. data:
-
Every 30 minutes between 6am and 10pm.
-
Every 10 minutes between 10pm and 6am.
-
Data fields
Select each dropdown to view a list of the data fields currently sent from Staffology HR to Staffology Payroll as part of the initial sync between the two systems.
|
HR field |
HR location | Staffology Payroll location | Staffology Payroll Validation |
|---|---|---|---|
| Title | Personal | Basic Details Tab |
30 Characters Maximum
|
| Gender | Personal | Basic Details Tab |
Minimum 4. Maximum 6
|
| Date of Birth | Personal | Basic Details Tab | DD/MM/YYYY |
| Marital Status | Personal |
Basic Details Tab
|
|
| Surname | Personal | Basic Details Tab |
30 Characters Maximum
|
| Forenames | Personal | Basic Details Tab | 30 Characters Maximum |
| Termination Date The last day of an employee's employment and the day their contract is terminated. | Personal | Employment Tab | DD/MM/YYYY |
| Start Date | Contract | Employment Tab | DD/MM/YYYY |
| Job Type | Contract | Employment Tab | 120 Characters Maximum |
| Company | Contract |
Company Menu > Edit details
|
|
| Payroll number | Payroll | Employment Tab |
20 Characters Maximum
|
| Basic Salary | Payroll | Pay options > regular pay> Annual Salary | Numeric |
| NI Code | Payroll | Pay options > Tax and NI | |
| NI number | Payroll | Basic details |
Valid format
|
| Working in Investment Zone | Payroll | Employment > Overview | Valid format |
| Working in a Freeport | Payroll |
Employment > Overview
Labelled as Employee works in a Freeport in Payroll |
Valid format |
| Date of Veteran’s First Civilian Employment | Payroll |
Employment > Overview
Labelled as Employee is a veteran / First Civilian Employment Date in Payroll |
Valid format |
|
New Starter Checklist
The fields included are:
|
Payroll | Employees > Pay Options > Other | Valid format |
Tax codes
Tax codes in Staffology HR's Payroll tab do not sync to the Employees > Pay Options > Tax and NI > Tax Code field in Staffology Payroll during the initial integration. This data syncs from Payroll to your HR system after completion of the initial sync.
| HR field | HR location | Staffology Payroll location |
|---|---|---|
| Bank Name | Payroll / Bank & Passport | Bank Account |
| Account Name | Payroll / Bank & Passport | Bank Account |
| Account Number | Payroll / Bank & Passport | Bank Account |
| Sort Code | Payroll / Bank & Passport | Bank Account |
| Pay Method | Payroll / Bank & Passport | Pay options >Other |
| Pay method in HR | Pay method in Staffology Payroll |
| Giro | Credit |
| Faster Payment | Cash |
| Cheque | Cheque |
| BACS | Direct Debit |
| Cash | Cash |
| HR field | HR location | Staffology fields | Staffology Payroll location | Staffology Payroll validation |
|---|---|---|---|---|
| Address | Personal | Line 1 | Bank Account | 100 |
| Address | Personal | Line 2 | Bank Account | 100 |
| Address | Personal | Line 3 | Bank Account | 100 |
| Address | Personal | Line 4 | Bank Account | 100 |
| Address | Personal | Post Code | Pay options >Other | 10 |
| HR field | HR location | Staffology Payroll location | Staffology Payroll validation |
|---|---|---|---|
| Personal Email | Personal | 100 Characters Maximum | |
| Personal Mobile | Personal | Mobile | 30 Characters Maximum |
| Home Phone | Personal | Telephone | 30 Characters Maximum |
| HR field | HR location | Staffology Payroll location | Staffology Payroll validation |
|---|---|---|---|
|
Holidays
|
Absence |
Holidays
|
Leave |
|
Illness
|
Absence |
Sickness
|
Leave |
|
Maternity
|
Absence |
Maternity
|
Leave |
|
Paternity
|
Absence |
Paternity
|
Leave |
|
Shared parental Leave
|
Absence |
Shared parental Leave
|
Leave |
|
Adoption leave
|
Absence |
Adoption leave
|
Leave |
|
Unauthorised
|
Absence |
Unauthorised
|
Leave |
|
Compassionate
|
Absence |
Bereavement
|
Leave |
All open-ended absences When an employee or worker is absent from work. This can be for a variety of reasons. you create in HR sync to Staffology Payroll.
Creating an open-ended absence in HR updates the Date To field. This field updates every night and only stops updating if you deselect the Open-Absence field.
| HR field | HR location | Staffology Payroll location | Staffology Payroll validation |
|---|---|---|---|
| Holidays | Absence |
Holidays
|
Leave |
| Illness | Absence | Sickness | Leave |
| Unauthorised | Absence | Unauthorised | Leave |
Data summary
The following table outlines the features included in the integration between Staffology HR and Staffology Payroll.
| Area | Feature/Tab | Included |
|---|---|---|
| Employee |
Personal |
ü |
|
Contract |
ü | |
|
Absence |
ü | |
| Payroll |
Salary information |
ü |
|
Bank Details |
ü | |
|
Payments and Deductions |
ü | |
|
New Starter Checklist |
ü | |
| Pay documents from payroll |
Payslips |
ü |
|
P60 |
ü | |
|
Time and Expenses
|
Time |
ü |
|
Expenses |
ü
|