Cienna: /* Import/Update Staff */

2023-10-13T07:31:55Z

Import/Update Staff

← Older revision		Revision as of 07:31, 13 October 2023
Line 54:		Line 54:

	=Import/Update Staff=		=Import/Update Staff=
	* Click the Settings cog; select Staff >> Import >> Staff		* Click the <b>Settings</b> cog; select <b>Staff >> Import >> Staff</b>
	* Your Data Format will always be Keypay; click the Download Staff button.		* Your <b>Data Format</b> will always be Keypay; click the <b>Download Staff</b> button.
			<br>
			[[File:Keypay-staff-import.png\|450px]] [[File:Keypay-down-staff.png\|550px]]

	* This connects to Keypay and will load your staff list:		* This connects to Keypay and will load your staff list:
	** If you have new staff in Keypay that do not exist in Wageloch, they will appear as Blue.		** If you have new staff in Keypay that <b>do not</b> exist in Wageloch, they will appear as <b>Blue</b>.
	** Be sure to select their Pay Group from the drop menu available.		** Be sure to select their <b>Pay Group</b> from the drop menu available.
	** If you’re updating existing staff between Keypay and Wageloch; they will appear as Green.		** If you’re updating <b>existing staff</b> between Keypay and Wageloch; they will appear as <b>Green</b>.
			<br>
			[[File:Keypay-staff-imp-list.png\|750px]]

	* Select the staff you wish to import using the tick box on the left side.		* Select the staff you wish to import using the <b>tick box</b> on the left side.
	* Once all staff are selected, click Import Staff in the bottom right.		* Once all staff are selected, click <b>Import Staff</b> in the bottom right.
	* You’ll receive a prompt asking to confirm the import; Click Yes.		* You’ll receive a prompt asking to confirm the import; Click <b>Yes.</b>
	* Once complete, you’ll be advise that the import was successful. Click OK to exit.		* Once complete, you’ll be advise that the import was successful. Click <b>OK</b> to exit.
			<br>
			[[File:Keypay-import-done.png\|400px]] [[File:Keypay-staff-import1.png\|625px]]

Cienna: Created page with "=Obtaining your API Key= ==Keypay/Quickbooks Online== To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below. * Log into Keypay/Q..."

2023-10-13T07:18:28Z

Created page with "=Obtaining your API Key= ==Keypay/Quickbooks Online== To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below. * Log into Keypay/Q..."

New page
=Obtaining your API Key=

==Keypay/Quickbooks Online==
To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below.

* Log into Keypay/QuickBooks
* Click on the Employees tab and then Settings
* At the bottom of the settings tab, you will be able to see your payroll API Key
* Copy your API key and temporarily pop it in a Notepad document.

[[File:Keypay-qb.png|600px]] [[File:Keypay-qb-api.png|585px]]

==Keypay/Employment Hero==
If you are logging in through Keypay/Employment Hero:

* Click the users name on the top right of the screen then choose My Account.
* Select Account Details from the left menu
* At the bottom of the screen, there will be an API Key field
* Copy your API key and temporarily pop it in a Notepad document.

[[File:Keypay-eh-account.png|650px]] [[File:Keypay-eh-api.png|650px]]

=Establish API Connection=
* Open Wageloch and sign in
* Click the Settings cog; select Payroll then Payroll Connection.
* Under the Credentials tab, enter (copy/paste) your Keypay API Key.

[[File:Keypay-connection.png|600px]] [[File:Keypay-wl-api.png|600px]]

=Select Keypay File=
* Click the Company Files tab.
* Click the business or site name under the Store heading
* Select from the drop menu to find the appropriate company file.
* Click Done to save your file selection.
* Click Done again to save your API Key and file.

[[File:Keypay-comp-select.png|445px|top]] [[File:Keypay-file-select.png|430px|top]] [[File:Keypay-comp-save.png|435px|top]]

=Payroll Mappings=
* Click the Settings cog; Select Payroll and Payroll Mappings
* Select the Pay group you wish to map
* Link the Timesheet Columns for Wageloch to the appropriate pay category in KeyPay.
* Complete this for each pay group and row.
* Click Done to save your changes.
* Click OK to acknowledge the Save prompt.

[[File:Payroll-mappings.png|360px|top]] [[File:Keypay-mapping.png|475px|top]] [[File:Keypay-category.png|475px|top]]

=Import/Update Staff=
* Click the Settings cog; select Staff >> Import >> Staff
* Your Data Format will always be Keypay; click the Download Staff button.

* This connects to Keypay and will load your staff list:
** If you have new staff in Keypay that do not exist in Wageloch, they will appear as Blue.
** Be sure to select their Pay Group from the drop menu available.
** If you’re updating existing staff between Keypay and Wageloch; they will appear as Green.

* Select the staff you wish to import using the tick box on the left side.
* Once all staff are selected, click Import Staff in the bottom right.
* You’ll receive a prompt asking to confirm the import; Click Yes.
* Once complete, you’ll be advise that the import was successful. Click OK to exit.

Keypay Integration - Revision history

Cienna: /* Import/Update Staff */

Cienna: Created page with "=Obtaining your API Key= ==Keypay/Quickbooks Online== To integrate with Wageloch, you’ll need to obtain your API Key. Please follow the steps below. * Log into Keypay/Q..."