This guide will walk you through the process of synchronizing employee profiles effectively for payroll purposes. A dedicated page is available for managing the synchronization of employee information related to payroll.
This page is accessible through: Folks HR > Payroll > Synchronisation
Sync Page Functionalities
- Decide who is included or excluded from your pay cycle.
- Sync employees.
- Validate all employee files for completeness before transferring to compensation.
Steps to Synchronize Employee Profiles
Access the Synchronization Page:
In the main menu under Payroll, click on Synchronization.
Include a Terminated Employee:
Search for the employee you wish to include.
Use the toggle to include the selected employee in the pay cycle.
Exclude an Employee:
Search for the employee you wish to exclude.
Exclude the employee by selecting the desired date of exclusion.
Review Employee Inclusion/Exclusion:
Easily view who is included or excluded in payroll for your current cycle.
Synchronize Employee List:
Once your employee selection is final, click on Sync Employees.
Select Validate and Synchronize to initiate the synchronization process.
Validate Employee Records:
The sync process will validate your employee records and highlight any errors.
Select the Correct button to apply the necessary corrections.
Continue correcting errors until no more payroll errors are detected.
Finalize Synchronization:
Click on Synchronize to complete the process. All of your employees are now included in the current pay cycle.