The Utilities screen provides the ability to connect to the configured Payroll Provider and load data into the HRIS from the Payroll Accounts configured on the Account Mapping Tab. This screen includes the following Tabs:
Load Company Setup Data from Payroll
This Tab should generally be used only to initialize data within the HRIS as it will pull Company setup data from Payroll in order to load setup fields within the HRIS. This utility will create new records if records do not exist within the HRIS, but will not remove any records that exist within the HRIS but not within Payroll. Data loaded from this utility can be managed within the HRIS via the Field Value Setup screen available under the Setup menu.
Note: The company setup data will be pulled from the Master Payroll Account configured on the Account Mapping screen.
This Tab includes the following options for loading data into the HRIS:
- Cost Centers - this utility will configure a Flat Cost Center structure within the HRIS and load the Cost Center levels
- Employee Types
- Job Codes
- Ethnicities
- Termination Reasons
- Occupations
- Workers Comp Codes
- Rate Codes
Load Employee Data from Payroll
This Tab should generally be used only to initialize data within the HRIS as it will pull data from the configured Payroll Accounts and overwrite any information within the HRIS. This utility will create new records if records do not exist within the HRIS, but will not remove any records that exist within the HRIS but not within Payroll. This Tab includes the following options for loading data into the HRIS:
- Employee Demographics
- Compensation Rates
- Direct Deposit
- Federal Tax
- State Tax
Load Paystubs from Payroll
This Tab provides the ability to load Paystubs into the HRIS from Payroll for the selected Date Range. Pay Stubs loaded through this utility will be associated with an Employee Record and can be found via the Paystubs submenu available from the Employee Menu. Before this utility can be executed, Employee data must first exist in the HRIS in order for the Pay Stubs to be loaded against an Employee record.
Load W2's from Payroll
This Tab provides the ability to load W2's into the HRIS from Payroll for the selected year. W2's loaded through this utility will be associated with an Employee Record and can be found via the Documents submenu available from the Employee Menu. Before this utility can be executed, Employee data must first exist in the HRIS in order for the W2 to be loaded against an Employee record.
