HRSimplified now offers seamless integration with GreatSoft Payroll, making it easier to manage employee data, leave balances, and payroll information across both platforms. Below is a detailed guide to help you understand and utilize this integration.

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Step 1: Setting Up Integration #

1. Navigate to GreatSoft Payroll > Integration in HRSimplified.
2. Input the following required details:
   • Username
   • Password
   • Payroll Code
   • Payroll GUID
   • User GUID
   Once saved, this establishes the connection between the two systems.

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Step 2: Configure Mappings #

Mappings are crucial for aligning data from GreatSoft Payroll with HRSimplified. This includes Payroll Company, Departments, Branches, Employee Types, Leave Types, and other attributes.

1. Navigate to GreatSoft Payroll > Mapping.
2. Pull data from GreatSoft Payroll and map it to corresponding elements in HRSimplified.
   • For Leave Types, only map primary leave types from GreatSoft. Avoid mapping secondary types to prevent incorrect leave balances caused by summing issues on the GreatSoft side.
3. Save mappings to finalize the configuration.

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Step 3: Data Sync Options #

Once the integration and mappings are set up, you can use the following synchronization options:

1. Push Employees to GreatSoft Payroll #

• This allows you to create or update employee records on GreatSoft directly from HRSimplified.
• Employee data is kept consistent across platforms, reducing duplication and errors.

2. Sync Leave Balances #

• Approved leave applications in HRSimplified are automatically synced to GreatSoft Payroll.
• If an issue occurs during syncing, use the Push HrSim Leave Balances menu item to manually sync pending leave balances.

3. Pull Employees from GreatSoft #

• Fetch the full employee list from GreatSoft and display it in HRSimplified.
• Select individual employees or bulk import all employees into HRSimplified.
• The system tries to auto-map managers if they exist in GreatSoft. For unmapped managers, you’ll have the option to map them manually or default them to the current user performing the pull.

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Best Practices #

• Ensure that leave types in GreatSoft are set up accurately before mapping to avoid data discrepancies.
• Regularly check sync logs to confirm all data is syncing correctly.
• Use the manual sync options when discrepancies arise.

This integration simplifies payroll management by automating data synchronization, minimizing manual intervention, and improving HR efficiency.