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Glossary

Connecting to an HRIS/Payroll System

Overview

You can establish a direct data connection to various HRIS/Payroll systems to pull in payroll data into xP&A.

The following applies:

  • All integrations with HRIS/Payroll systems are established using Merge, a third-party platform that enables (API) integrations with different systems.
  • In order to set up the integration, you must fulfil individual permission requirements and follow authentication procedures to link to your HRIS account with xP&A.
  • Independent of the system, there is a set of default fields, i.e. variables and dimensions that are pulled in. Integrating these default field does not require any technical support but can be set up by the customer.

All other fields that you would like to import from your HRIS/Payroll system need to be configured separately. Please reach out to your contact person at Lucanet for further assistance and ensure to have all necessary permissions to access your HRIS/payroll system for this individual setup process.

Please note that we cannot gurantee to be able to pull in all required fields. This will be evaluated during the individual set up process together with our technical experts.

Supported HRIS/Payroll Systems

Currently, xP&A supports integrations with the following HRIS/Payroll systems:

  • Altera Payroll

  • Bamboo HR

  • Breathe

  • Charlie

  • ChartHop

  • Deel

  • Freshteam

  • Gusto

  • Hibob

  • HR Cloud

  • HR Partner

  • Humaans

  • IntelliHR

  • Justworks

  • Kallidus

  • Kallidus (f.k.a. Sapling)

  • Namely

  • Nmbrs

  • Officient

  • Paychex

  • Paylocity

  • PeopleHR

  • Personio

  • Proliant

  • Quickbooks Payroll

  • SageHR

List of Default Fields

The following default fields are pulled in from each HRIS/Payroll system that is integrated via Merge:

Variables

  • Start Date
  • Start Date (day)
  • Latest Annual Salary
  • Latest Monthly Salary
  • Monthly Salary (timeseries)
  • Annual Salary (timeseries)
  • Headcount
  • End Date
  • End Date (day)

Dimensions

  • Country
  • Currency
  • Employee
  • Employee ID
  • Employment Type
  • Group
  • Location
  • Pay Group
  • State
  • Status
  • Team
  • Title

Note on Additional Fields

Apart from the default fields, every field that you would like to import from your HRIS system needs to be configured separately. Please contact our Support for further assistance and ensure to have all necessary permissions to access your payroll provider.

Please note that we cannot gurantee to pull in all required fields. This will be evaluated during the individually set up process together with our Support.

Prerequisites for the Setup

Sufficient Permissions

For setting up the connection, you need to be an Admin of your HRIS/payroll system in order to enable xP&A to get the standard information like Salary, Employee Names etc.

If you are not an admin, you can either:

  • Enter an admins' credentials in the data connection creation flow in xP&A.
  • If your admin has an xP&A account, they can create the data source themselves from scratch, with their own credentials.

Necessary Authentications

You will also need to ensure that you set up all necessary authentications that are requested in the connection flow.

These authentications differ slightly by HRIS - open this link to see a full explanation (provided by our API provider, Merge).

1

Choose one of the following options:

  • Open the Data workspace from the overview on the start page and click + New.

  • Open the model into which you would like to integrate the data, click the + sign next to Data in the overview, and choose New data source.

2

In the Data sources dialog, open the Payroll tab and choose the system from which you want to integrate data.

Shows the payroll tab of the 'Data sources' dialog
'Payroll' tab
3

Choose if you want to:

  • Connect via xP&A's Headcount Plan wizard and get a Headcount model directly connected to your payroll provider.
  • Create the data source manually and link the data to your models by yourself.
4

Configure the following steps of the New Data Source dialog. (As an example, the steps for the source system HiBob are displayed):

  • Confirm that you are an admin or copy the displayed URL to share it with your admin and direct them to the next step.
Upload file step
Confirm admin role
  • Check the standard fields that can be pulled in with the integration and click Next to agree to the End User Terms of our third-party provider Merge.
Shows the dialog with the fields that xP&A has access to and below a link to the End User Terms of Merge.
Confirm Merge's end user terms
  • Enter the authentication details to connect to the source system and click Next.

    A detailed description on how to authenticate with each system can be found in Merge's Help Center.
Upload file step
Enter account information
5

Configure all following steps to complete the setup of the connection.

The steps that are required for setting up the connection differ depending on the chosen source system. An instruction for each step is given directly in the set-up dialog.

Connecting to a Payroll System Using the Headcount Plan Wizard

We recommend connecting via xP&A's Headcount plan wizard as this way you will get a headcount model directly connected to your payroll provider.

To do so, create a new model and choose the Headcount plan wizard in the Create model dialog.

Connecting to Payroll Data via a Google Sheet

If you cannot connect directly to your payroll provider, you can also connect xP&A to a Google Sheet with your payroll information.

Template

You can use the following template: Headcount Model Data - Google Sheets.

The first tab is a list of your employees and their relevant dimension mappings (to titles/departments etc), start/end dates, and their latest annual salary. Only use the second tab of the template if you want to include month-by-month payroll actuals by employee.

Instruction

For a detailed instruction on how to connect to a Google Sheet, see Connecting to a Spreadsheet.

Last updated on Aug 16, 2023

Table of Contents
Connecting to an HRIS/Payroll SystemOverviewSupported HRIS/Payroll SystemsList of Default FieldsPrerequisites for the SetupConnecting to a Payroll System Using the Headcount Plan WizardConnecting to Payroll Data via a Google Sheet
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