Import from Reckon

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Revision as of 03:09, 21 July 2023 by Cienna (talk | contribs) (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...")
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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