Import or map employees

Connecting to a HR platform allows you to import employees, map HR employees to existing employees, or both.

To see all employees on the HR platform:

1. Select Employees.

2. Then select the HR button at the top of the page.

Import employees

If the HR platform contains enough information, you can import employees in bulk without adding extra data.

1. Select the employees you wish to import.

2. Then choose Import Selected.

Alternatively, you can import employees individually by selecting them, leaving the status set to Import and selecting Update. If essential data (such as date of birth or joining date) is missing, this information is required.

The payroll software imports the employees, creates the records, and the HR employees map to the payroll employees.

Map to existing employees

You may already have a record in the payroll software for the employee. In which case, you can select the employee, change the status to Mapped and select the relevant employee.

Ignore employees

In the HR platform, set the status to Ignored for any employees for whom you don't wish to process payroll. You can easily change this status later if you need to.

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