ReckonOne

The ReckonOne integration will enable both BundyPlus and ReckonOne to integrate with eachother. This integration will allow us to import all active employees and pay items to export pay cycles for payroll.

In this guide we will detail how to configure BundyPlus for integration.

Requirements

• ReckonOne user account with Payroll access

Connecting to ReckonOne

1. From the my.bundyplus.com.au dashboard, click on Settings
2. Click Integrations
3. Search for ReckonOne
4. Click the Connect button
   
   
5. Enable the Integration by selecting the checkbox
   
   
6. Click on the Connect button
   
   
7. You will then be taken to the ReckonOne login page. Enter your Credentials and click Sign in
   
   
8. You will be requested to accept the permissions. Accept.
9. You will then be returned to the ReckonOne integration page.
   
10. Ensure the correct Cashbook is selected (If you have multiple)
    Note: BundyPlus can only integrate with ONE cashbook.
11. You have now integrated BundyPlus with ReckonOne

Create your payrun

1. Go to Settings
2. Click on Payruns
3. Click Add Payrun
4. Name your Payrun (Example: ReckonOne, Payroll etc)
   
   
5. Select your Pay Cycle (Weekly/Fortnightly/Monthly)
   
6. Select your Pay Cycle start date (Must match your ReckonOne pay date cycle)
   
7. Select ReckonOne as your Integration type
8. Enable Do you want to schedule automatic importing? 
9. Select your 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
     
10. Click Next
11. Click Next (We will be importing employees on a later step in the guide)
12. Click Save
    Note: Ensure the option to 'Do you want to make this your onboarding default payrun?' is selected

Import Employees and Pay Items

1. 1. Go to Settings
   2. Click on Payruns
   3. Click on the Import Now button under the Auto Import Column
      • This will now start the employee import process
   4. Once the import process is complete, you can go to the Employees section and see your list of employe
      All Active employees will be imported.

From here you will need to create and assign each employee with a work rule. See guides below:

Creating your Work Rule/s
Assigning Work Rule/s