RosterOn
RosterOn's integration with BundyPlus Live allows you to directly import/export employee timesheet data to streamline your payroll process.
This article will detail how to configure the API interface.
First, you will need the following:
- RosterOn Host (Ftp link - Provided by RosterOn)
- RosterOn Login Details (Username and Password)
Configuring the API
- Go to Settings > Integrations
- Search for RosterOn
- Click Connect
- Tick the Enabled checkbox
- Enter your RosterOn Host link
- Enter your Login Details
- Click Test Connection to ensure the details are correct
- Click Save
Create your Payrun
- Go to Settings > Payruns
- Click on Add Payrun
- Enter Name of the payrun
- Click Next
- Pay cycle date and time settings will have no effect on the data flowing into RosterON
- Change export type to RosterOn
- Check Do you want to schedule automatic exporting? and select an Import Frequency
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Daily: Import daily at a specified time.
- Weekly: Import weekly at a specified day and time.
- Manual: Import only when clicking the Import Now button in the Settings > Payruns screen
Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Check Do you want to schedule automatic importing? and select an Export Frequency
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Daily: Import daily at a specified time.
- Weekly: Import weekly at a specified day and time.
- Manual: Import only when clicking the Import Now button in the Settings > Payruns screen
Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Click Next
- Click Next (You will import your employees into this Payrun once the API is connected)
- Click Save
Import Employees
- Go to Settings > Payruns
- Click on the Import Now button under the Auto Import Column
Ensure there is an employee file ready for import provided by RosterOn - Once the import process is complete, you can go to the Employees section and see your list of employees
You have now successfully configured your RosterOn integration.