Smartly (File)

This integration will allow you to seamlessly sync your employee attendance details between BundyPlus Live and Smartly (File) Payroll. This guide will take you through the configuration steps.

Requirements

• Timesheets are required to be approved before exporting is possible.
• Pay item Export text (Line Styles) and Custom field (Pay Rate / Ref) must match Smartly ID's.

Configure the Integration

1. Go to Settings
2. Click on Integrations
   
3. Search for Smartly
4. Click Connect on Smartly (File)
   
   
5. Enable the Enabled checkbox
6. Select Email delivery method
7. Enter an email address you would like the export file to be sent.
8. Click Save

Create your Smartly Payrun

1. Go to Settings
2. Click on Payruns under the Payroll section
3. Click Add Payrun at the top right
4. Enter the Payrun Name. eg. Smartly, Weekly etc
   
5. Click Next
6. Enter how often do you run your pay cycle and the start date
7. Select the Export type as Smartly (File)
8. Click Next
9. Select the employees you wish to assign to this payrun
10. Click Next
11. Check the option to "...make this your onboarding default payrun".
12. Click Save

Create your Pay Items

Click on this link here to configure your earning pay items for Smartly (File).

Note: Ensure the export text (Line Style) and custom field (Pay Rate / Ref) match your pay item codes in Smartly. Leave Payment is not supported and much be processed in Smartly.