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Understanding the Core HR to Vista Integration (Original)

Our Core HR and Viewpoint Vista integration extracts employee-related data from Core HR and transforms it into Vista-compatible CSV files. From there, you can manually import the files into Vista or package the files into a structured ZIP archive and have them processed by AppXChange into Vista. This integration keeps Arcoro's Core HR as the system of record for managing employees and syncs employee data between Arcoro and Vista using Vista’s Import Utility.

We also offer a more current integration that allows the files to be automatically processed by AppXChange detailed here.

Source of Truth

Core HR is the authoritative system of record for all employee-related objects included in this integration.

Vista receives and consumes employee configuration data. Changes made directly in Vista to in-scope objects may be overwritten during subsequent syncs.

Roles of respective modules/systems:

  • Core HR = Authoritative Employee System
  • AppXChange = If utilized, is the Transformation, Transportation, and Execution Layer
  • Viewpoint Vista = Consuming Payroll System

Integration Demonstration

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

Things to Note

For AppXChange Users

If the configuration used for the original AppXChange setup has been changed (i.e., original user credentials invalid, etc.), please contact us for assistance with reconfiguring AppXChange.

Benefit Rounding

  • All flat benefit amounts are rounded to 2 decimals before summing to ensure accurate and consistent results using banker’s rounding.
  • Percent-based benefits will be converted to decimal (i.e., 4.56% converted to .0456) and rounded to 5 decimal places to ensure parity with flat benefit rounding.

Overtime Calculations

  • When a flat override amount is entered and no calculation type is chosen, automatically default the calculation type to “A” (amount). Any manual selection by the user will be honored, and the logic will continue defaulting to “R” (rate/percent) when the override is percentage-based

Direct Deposit

  • Only the active direct deposit method is written for each employee

Employee Syncing

  • Employees that will be included in the data sync from CoreHR to Vista are all active and terminated employees who have a termination date between 12/01 of the previous year to the current date. 

Data Mapping

Required fields are labeled in bold with red text.

Demographics

Vista Field Core HR Field Arcoro Data Model Notes
Employee Employee ID  Demographics  
Last Last Name  Demographics  
First First Name  Demographics  
Middle Middle Name Demographics  
Suffix Suffix Demographics  
Address Address Line 1 Demographics  
City City  Demographics  
State State  Demographics  
Work State/Location UDF 8 Demographics  
ZipCode Zip Code Demographics  
Country Country Demographics  
Add'l Address Address Line 2 Demographics  
Email Work Email Demographics  
PhoneNumber Home Phone Number Demographics  
CellPhone Mobile Phone Number Demographics  
SSN Social Security Number  Demographics  
Race Ethnicity  Demographics  
Reporting Gender Sex Demographics  
Birth Date Date Of Birth  Demographics  
Hire Date Hire Date or Original Hire Date  Demographics  
RecentRehireDate RehireDate Demographics  
PR Group Payroll PayGroup  Demographics  
Department Department Demographics Department uses "Description (Code)" formatting
Craft UDLF 15 - Craft/Skill Demographics  
Class UDLF 14 - Class Demographics  
Ins Code Workers Compensation Code  Demographics  
Tax State State Tax record Demographics If multiple state tax records exist, the latest state tax record will be used.
Unemployment State Unemployment State on State Tax record Demographics If multiple state tax records exist, the latest state tax record will be used.
Insurance State UDFL 8 - Work State Demographics If there are no state tax records in Core HR, tax state and unemployment state will be filled in by the value in the work state field (UDFL 8). 
GL Co# Facility 1 Code 1  Demographics  

Example Fields in Vista

VIsta - Demographics.png

Compensation

Vista Field Core HR Field Arcoro Data Model Notes
ActiveYN If employee <> Terminated=Y, else N Demographics  
Earnings Code Rate Code Compensation  
Salary PayRate  Compensation  
Hourly Rate Pay Rate ® Compensation  
Occupational Category  EEOC Occupation Demographics  
Termination Date Termination Date Demographics  
Include On Certified Reports Checkbox UDLF 7 - Cert Class (Y/N) Demographics  
Nonresident Alien Checkbox UDFL 6 - I9 Status Demographics  
Federal Tax Exempt Checkbox Federal Tax Exempt Checkbox Federal Tax  

Example Fields in Vista

Vista - Compensation.png

Direct Deposit

Vista Field Core HR Field Arcoro Data Model Notes
Status: Not Used, Pre-Note, Active Active/Inactive, Override Prenote (Y/N) Direct Deposit  
Routing Transit Number Routing Number Direct Deposit  
Bank Account Number Account Number Direct Deposit  
Account Type Account Type Direct Deposit  

Example Fields in Vista

Vista - Direct Deposit.png

Add'l Direct Deposit

Vista Field Core HR Field Arcoro Data Model Notes
Seq Priority Direct Deposit  
Routing Transit Number Routing Number Direct Deposit  
Bank Account Number Account Number Direct Deposit  
Acct Type Account Type Direct Deposit  
Status Active/Inactive, Override Prenote (Y/N) Direct Deposit  
Method Flat Amount / Percent Direct Deposit  
Percent Percent Amount Direct Deposit  
Amount Amount Direct Deposit  

Example Fields in Vista

Vista - Add'l Direct Deposit.png

Taxes

Vista Field Core HR Field Arcoro Data Model Notes
Dedn Code UDFL 8 (Work State Code) Demographics  
Filing Status Filing Status  Federal Tax / State Tax  
Regular Exempt's Allowances Federal Tax (2019 & Before) / State Tax  
Multiple Jobs Checked TwoJobs Checkbox Federal Tax  
Dependent Amt Dependents Federal Tax (2020 & After)  
Other Income Other Income Federal Tax (2020 & After)  
Other Deductions Deductions Federal Tax (2020 & After)  
Add-on Can be either A or N, depending on Additional Withholding Federal Tax / State Tax  
Rate/Amount Additional Withholding Amount Federal Tax/ State Tax  

Example Fields in Vista

Vista - Taxes.png

Benefits

Vista Field Core HR Field Arcoro Data Model Notes
Dedn/Liab Code Employee Deductions Alt Code 1 or Benefits  
Employer Credits – Alt Deduction Code 2 Benefits  
Employee Based Checkbox Not on Screen N/A Hard Coded to Y
Frequency Mapped in Sync Tool by Dedn/Liab Code N/A Supported Frequencies: Always, Monthly, Bi-Weekly, Weekly
Process Seq Hard Coded to 1 N/A  
Calculation Hard Coded to R unless the connector configuration is provided. N/A  
Rate/Amount Employee Per Pay Cost OR Employer Per Pay Credit/Match Benefits Formatted as a decimal for percentages (e.g., 5% → 0.05)
Benefits Waived benefits set to 0
Limit Rate/Amount Max Contribution Limit Benefits Mapped to "Max Contribution Limit" in benefit structure at the coverage level. 
Override Limit Not on Screen Benefits Default to N (No) unless there is a contribution max in Core HR, then will change to Y (Yes).

Example Fields in Vista

Vista - Benefits A.png
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