How data syncs with Staffology Payroll
The integration with Staffology Payroll is automatic. When you update employee data needed for payroll, it syncs instantly. You do not need to do anything.
HR is the data source
After the integration has been setup, HR is the source for employee data. Values in HR, including any fields left blank, overwrite the matching value in Payroll.
Tax Codes are the only value not overwritten. Tax codes must always be updated in Staffology Payroll. if they are updated in HR, this information will not be synchronised.
If bank details in HR are blank, the data sync clears any bank details entered in Staffology Payroll. Bank details must be entered in HR for the sync to work correctly and for payroll to be run successfully.
How syncing works
Always update employee records in HR, not Staffology Payroll. Changes made directly in Staffology Payroll, except for tax codes, get overwritten the next time a sync runs.
When any field in an employee's record in HR is updated, the whole record is sent to Payroll. This includes any fields that are blank. If a field is blank in HR and an unrelated field is edited, the blank value is sent and clears the existing value in Payroll.
What to do if data is missing or wrong in Staffology Payroll
If the data in an employee record in Staffology Payroll is missing or wrong, check the details in their record in HR first.
To fix missing or wrong data:
- In HR, find and open the employee record.
- Check the data in the fields is the same as expected in Staffology Payroll. If information is missing or wrong, correct it.
- Save the record.
- The updated information syncs to Staffology Payroll immediately.
- Open Staffology Payroll and check the data is now as expected.