The "Load Employee Data from Payroll" tab provides the ability to load employee information from the selected Payroll Provider into Core HR. This utility should generally be used only to initialize data within Core HR as it will pull data from the configured Payroll Accounts and overwrite any information within Core HR. This utility will create new records if records do not exist within Core HR, but will not remove any records that exist within Core HR but not within Payroll.
- Expand 'Settings' and click Payroll from the menu.
- Click Utilities from the menu bar.
- Click the Load Employee Data from Payroll tab.
This Utility includes the following data objects:
| Object | Location In Core HR | Millennium Mapping |
|---|---|---|
| Employee Demographics | Employee > Employee > Demographic Info | Demographics |
| Compensation Rates | Employee > Payroll > Compensation > Compensation Rates Tab | Compensation Rates |
| Compensation Transactions | Employee >Payroll > Compensation > Compensation Transactions Tab | Compensation Transactions |
| Direct Deposits | Employee >Payroll > Direct Deposit | Direct Deposits |
| Taxes | Employee >Payroll > Taxes | Taxes |
| Deductions | Employee > Payroll > Deductions | Deductions |
| Accruals | Employee > Time & Labor Mgmt > Time Off | Accruals |
Filters
EZSync allows for the below filters when loading data from Payroll into Core HR. For the filters to be utilized properly, mapping relationships between Core HR and Payroll must first be set on the Account Mapping tab.
- Load all employees
- Load only employees of a particular payroll company
- Load only data for a single employee
- Filter the load of employee data to employees of a certain Payroll Employee status (es)
- Search by employee name or ID
Employees with missing Payroll Employee ID's
Employees with missing Payroll Employee ID's will display on the bottom of this screen. It is recommended to immediately resolve all issues with missing Payroll Employee ID's. Employees that are missing a Payroll Employee ID will not sync data to Payroll. For troubleshooting these issues, the Audit Data tab may provide additional information or insight.