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
- Go to Settings
- Click on Integrations
- Search for HR3
- Click Connect on Smartly (File)
- Enable the Enabled checkbox
- Select Email delivery method
- Enter an email address you would like the export file to be sent.
- Click Save
Create your Smartly Payrun
- Go to Settings
- Click on Payruns under the Payroll section
- Click Add Payrun at the top right
- Enter the Payrun Name. eg. Smartly, Weekly etc
- Click Next
- Enter how often do you run your pay cycle and the start date
- Select the Export type as Smartly (File)
- Click Next
- Select the employees you wish to assign to this payrun
- Click Next
- Check the option to "...make this your onboarding default payrun".
- 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.