Overview of the features and fields included in the integration
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
|
Employee number | Personal | Employment Tab |
20 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
|
|
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 When an employee or worker is absent from work. This can be for a variety of reasons. |
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 | Planned |
---|---|---|---|
Employee |
Personal |
ü | |
Contract |
ü | ||
Absence |
ü | ||
Benefits |
û |
ü |
|
Payroll |
Salary information |
ü | |
Bank Details |
ü | ||
Payments and Deductions |
ü | ||
AEO |
û | ü | |
New Starter Checklist |
ü | ||
Pay documents from payroll |
Payslips |
ü | |
P60 |
ü | ||
P45 |
û | ü | |
Pensions |
û | ü | |
Time, Attendance, Expenses
|
Time |
ü | |
Attendance |
û | ü | |
Expenses |
ü
|