Keep your systems in sync, reduce data entry mistakes, and streamline your operations in the field and the office with Arcoro Core HR and Sage 100 Contractor. Integrations between both systems utilizing technology from HH2, Sage’s official Integrations Partner, makes it easy to manage employee data with features like:

• Full round-trip synchronization between systems (Importing/Exporting employee and company information)
• Push Core HR employee data to Sage 100 Contractor, on-demand, in order to complete payroll
• Keep Benefit Deductions, Direct Deposit, Taxes, and more in sync

Table of Contents

• Notes about the Integration
• Enabling the Sage 100 Integration - Enabling HH2 Cloud Service
• Data Mapping Fields
  • Demographics
  • Federal Tax Settings
  • State Tax Settings
  • Direct Deposits
  • Compensation Rates
  • Benefit Deductions
  • Benefit Fringes

Integration Demonstration

To provide a better understanding of the integration, you can watch our demonstration video below.

Notes about the Integration

Data Synchronization

The data synchronization operates bidirectionally, establishing a connection between Sage 100 Contractor, HH2, and Core HR.

The connection allows for bidirectional employee data synchronization for:

• Demographic
• Federal and State Level Taxes
• Compensation

The connection is one way for:

• Sage 100 Contractor to Core HR
  • Company level data
• Core HR to Sage 100 Contractor
  • Benefits
  • Fringes
  • Direct Deposit

Best Practice

Once you are live with the Sage 100 integration with Core HR, the primary data sync direction should be Core HR to Sage 100. 

Enabling the Sage 100 Integration - Enabling HH2 Cloud Service

The process to enable the integration for both new and existing users requires the installation of the HH2 Cloud Service. The HH2 Cloud Service allows the data to transfer between Sage 100 (Sage) and Core HR, and from Core HR and Sage.

Sage mandates HH2 be used as the Middleware between Arcoro and Sage.

Data Flow

Sage 100 to Core HR

• Sage 100 ➤ HH2 ➤ Core HR

Core HR to Sage 100

• Core HR ➤ HH2 ➤ Sage 100

Your Project Coordinator will assist in completing the required paperwork to set up the HH2 Cloud Service and enable the Connector in Core HR.

Setting Up HH2 Cloud Service

• Complete and submit the HH2 New Customer form
  • This New Client Form allows you include up to 3 data folders. Any additional data folders will require an additional HH2 New Client Form
• Sign the HH2 EULA form
• Install Sync Client (Connector)
  • Setup scheduling of the connector
    • If the New Client Form included multiple Data Folders, each Data Folder will require each own installation
  • Installation of Connector – We recommend that your IT administrator familiar with your Sage 100 server attend the installation call. Permission to the server will need to be granted during call.
    • The installation of the connector allows you to connect through the Core HR integration
    • If the New Client Form included multiple Data Folders, the Installation will create HH2 Cloud Service Login credentials for each Data Folder
      • Each installation will also note the version of the connector
        • We recommend you become familiar with where you find this version number

Enabling HH2 Cloud Service

The enablement of the connectors depends on the successful installation of the HH2 Cloud Service. The Arcoro Integrations team will set up the connections from HH2 to Core HR and Sage 100.

• Create the Connectors:
  • Sage 100
  • Core HR
• Create the Sync
  • Sage 100 to Core HR
  • Core HR to Sage 100
• Create Users
  • Users are any administrators in Core HR who will have access to initiate the sync from Core HR to Sage

Data Mapping Fields

We have provided tables of the data that can map between Core HR and Sage 100, with examples of images of the Sage 100 interface.

Demographics

Things to note:

• Employees with hire dates in the future will not be synced, as it can affect compensation and benefits. 
• When syncing from Core HR to Sage 100, all active employees will be included in the data sync, and any terminated employees that have a termination date between 12/01 of the previous year and the current date will be included in the data sync. 

Required fields in bold and red.

Example Fields in Sage

Federal Tax Settings

Things to note:

• The integration only accepts post-2020 federal tax records. Anyone who has pre-2020 federal tax records will be required to fill out a new tax form so that information can pass between Arcoro and Sage 100.
• Integration has validation for employee federal tax records to improve data accuracy:
  • Records with a past end date (expired) will be skipped and not included in the export.
  • Users will receive a warning for each skipped record, including the employee ID and the reason.
  • Valid records will continue processing as expected.
  • To ensure a Federal Tax record is processed, the following must be true:
    • A start date is present
    • Start date is not in the future
    • End date is not in the past
    • Start date is not later than the end date
• When "N/A" is selected or defaulted in Core HR, it will write "Single" to ensure maximum withholding to help employees avoid underpayment.
  • States Affected: KY, VA, RI, MI, PR
  • Null State Handling: IL, IN, PA

Example Fields in Sage

State Tax Settings

Things to note:

• When "N/A" is selected or defaulted in Core HR, it will write "Single" to ensure maximum withholding to help employees avoid underpayment.
  • States Affected: KY, VA, RI, MI, PR
  • Null State Handling: IL, IN, PA

Example Fields in Sage

Direct Deposits

Things to note:

• Direct deposit information does not come from Sage 100 to Arcoro. It can move from Arcoro to Sage 100 once entered.

Compensation Rates

Things to note:

• Pay Classification field in Sage 100 does not get assigned by the integration.
• Rate code is a required field to complete in order to sync compensation from Core HR to Sage 100.

Example Fields in Sage

Benefit Deductions

Benefit Fringes