The purpose of this article is to detail what is needed when implementing an account on EZSync in relation to pay groups and rate codes.
After loading in company-level utilities, there are additional steps that need to be performed in regard to Rate Codes and Pay Groups. This is necessary to ensure that non-syncing fields are not utilized by the client in error.
Pay Groups
Navigating to Pay Groups Field Value Setup
- Expand Setup and click Setup Properties from the menu.
- Hover over Field Value Setup from the top menu bar to show the available options.
- Click Pay Groups from the list.
- Core HR generates a Default Pay Group that needs to be deleted. This Default Pay Group is easily identified because it will not have a "Synced to Payroll" check mark.
- Check the check box to the right of the Default Pay Group.
- Click Delete Selected Records from the Actions drop-down menu.
Rate Codes
Navigating to Rate Codes Field Value Setup
- Expand Setup and click Setup Properties from the menu.
- Hover over Field Value Setup from the top menu bar to show the available options.
- Click Rate Codes from the list.
- Core HR creates a Default Rate Code that needs to be deleted.
- Check the check box to the right of the Default Rate Code.
- Click Delete Selected Records from the Actions drop-down menu.
- The Payroll Base Rate Code also needs to be set as the Base Rate code within Core HR.
- Click
to modify the record.
- The information for the record will appear towards the top. Enable "Base Rate Code" and click Save.