Sync information and an overview of the fields included in the integration
The fields on this page are included in the integration. To learn how the sync works and which system is the source of truth, go to How data syncs with Staffology Payroll.
Syncing of data between the systems
All employee, payroll, and absence When an employee or worker is absent from work. This can be for a variety of reasons. data now syncs to Staffology Payroll instantly, so updates appear in real time.
Data fields
Select each drop-down to open 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
|