Import from Reckon - Revision history

Cienna: /* Reckon Integration Details */

2023-07-21T03:14:44Z

Reckon Integration Details

← Older revision		Revision as of 03:14, 21 July 2023
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	=Reckon Integration Details=		=Reckon Integration Details=
			[[File:Payroll-setup-reckon.png\|link=Reckon Integration]]

Cienna: /* Updating Existing Staff */

2023-07-21T03:13:57Z

Updating Existing Staff

← Older revision		Revision as of 03:13, 21 July 2023
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	=Updating Existing Staff=		=Updating Existing Staff=
			* Click on the Settings cog (top right)
			* From the menu select Staff >> Import >> Staff
			* Your Format will always be Reckon.
			* Click Download Staff.
			* This process links to your Reckon company file and downloads any active staff.


			* Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information.
			* If these match an existing staff member in Wageloch, they will appear as green.
			** NOTE: If you see staff members appear in blue, they either do not match someone in Wageloch, are inactive in payroll or are new.
			* Select the staff you want to import using the check boxes on the left.
			* Check their pay group from the drop menu to ensure it's correct.


			* When you've picked the green staff to import, click Import Staff.
			* Check and confirm the prompt of how many staff to update.
			* Your update should now be complete!

	=Importing Accrual Balances=		=Importing Accrual Balances=

Cienna: /* Importing Accrual Balances */

2023-07-21T03:09:38Z

Importing Accrual Balances

← Older revision		Revision as of 03:09, 21 July 2023
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	=Importing Accrual Balances=		=Importing Accrual Balances=
			While you can manually maintain accrual balances by individually entering the balances on everyone's staff cards, wouldn't you rather import them all at the same time?
			Fantastic news - you can!

			* Click on the Settings cog (top right)
			* From the menu select Staff >> Import >> Accrual Balances

			* Your Format will always be Reckon.
			* Click Download Accruals.
			* This process links to your Reckon company file and downloads any available accrual balances.

			* For each employee you would typically see two rows: Annual Leave and Personal Leave.
			** The Current Balance column is what is currently in Wageloch
			** The New Balance column is what is in Reckon.
			* You can select all staff to import all balances or use tick boxes to pick and choose.
			* Click Import Accruals.


			* Check and confirm the prompt of how many staff to update.
			* Your update should now be complete!

	=Reckon Integration Details=		=Reckon Integration Details=

Cienna: Created page with "=Importing New Staff= * Click on the Settings cog (top right) * From the menu select Staff >> Import >> Staff * Your Format will always be Reckon. * Click Download Staff. * Th..."

2023-07-21T03:09:02Z

Created page with "=Importing New Staff= * Click on the Settings cog (top right) * From the menu select Staff >> Import >> Staff * Your Format will always be Reckon. * Click Download Staff. * Th..."

New page

=Importing New Staff=
* Click on the Settings cog (top right)
* From the menu select Staff >> Import >> Staff
* Your Format will always be Reckon.
* Click Download Staff.
* This process links to your Reckon company file and downloads any active staff.

* Soon you'll be presented with a list of staff names, their hourly rate, start date, pay group and personal information.
* If these staff do not exist in Wageloch, they will appear as blue.
** NOTE: If you see staff members appear in green, they match someone already in Wageloch.
* Be sure to assign their appropriate pay group from the drop menu.

* When you've picked the blue staff to import, click Import Staff.
* Check and confirm the prompt of how many staff to update.
*Your update should now be complete!

=Updating Existing Staff=

=Importing Accrual Balances=

=Reckon Integration Details=