Sync Payroll data

Approved payroll data from Linarc can be seamlessly synchronized with your ERP, where employee wages and related costs are automatically recorded. This integration ensures that payroll expenses remain aligned with your job costing and overall financials.

Pre-requisite:
Administrative Setup: Synchronization rules between the source and destination must be configured in the administration settings. If you need assistance, please contact your Company Administrator.
Manual Imports: The auto-update is disabled for payroll, you must manually import the records into the staging platform before executing the sync.
Payroll Setup and Employee records: Payroll synchronization depends on accurate employee and payroll configuration data. The corresponding employee records must be properly set up and synced in advance.
Payroll Generation: The payroll run must be completed and generated, and all associated employee time, earnings, and deductions must be finalized before synchronization can proceed.

To sync payroll records

• Ensure that you are in the staging platform. If not,
  • Click the main menu at the top left
  • Select 'Portfolio' menu from the drop down and select 'Integrations' at the top
• Click the 'Payroll' tab

The screen displays the list of approved payroll fetched from Linarc to the staging platform.

Column Descriptions:

Start Date -  The date on which the employee began their work during the current payroll cycle.

End Date - The last date on which the employee performed work during the current payroll cycle.

Created By - The name of the employee who created the payroll data

Employees - The total number of employees included in the payroll period

Total Hours - The total payable hours worked by the employee so far during the payroll period.

Total Payroll -  The total amount of money to be paid to the employees for the payroll period, that is, from the last payroll generation day to the current day.

Status - Shows the current state of synchronization from source to destination. The possible values are

• Synced – The record has been successfully synchronized.
• Failed – The synchronization attempt was unsuccessful due to an error.
• Needs Action – Requires user intervention to resolve issues (like fixing missing mappings or incomplete data) before synchronization can proceed.

Synced - The date and time when the entry was last successfully synchronized. If synchronization has not occurred, it displays 'Not Synced'.

Actions -  Contains options for viewing log of changes and manual mapping:

• Change History - View a detailed log of changes and the synchronization activity history for the specific record.
• JSON Script - View the raw JSON data payload for the selected record. This is primarily used for advanced troubleshooting to verify the exact data transferring between the two systems.

Import and Sync Data from Linarc 

During your initial bulk synchronization or when a new payroll record is approved in Linarc, you must first import the data into the staging screen before syncing it to ERP, ensuring accurate and consistent records.  

• Select 'Import New Items from Linarc' from the 'Import' drop-down.
• Review the list of staged records to check whether their status shows 'Needs Sync' or 'Failed' before proceeding.
• Select the records with a 'Needs Sync' status by clicking their serial numbers. (Tip: To select multiple entries at once, hold down the Ctrl, Shift, or Cmd key on your keyboard). Alternatively, click 'Select All' to select all entries at once. 
• Click the 'Sync to ERP' button

Handle Failed Records:

• Hover your mouse over any 'Failed' status indicator to view the specific reason for the failure.

Resolve and Retry: If the synchronization fails, you will need to reconcile the entry directly in Linarc. Once the data is corrected at the source, click the 'Failed' status button in the staging platform to retry the sync.

View the Change History

• Click the icon in the 'Actions' column to view the log of changes in the project details

The pop-up shows the chronological list of changes made to various fields of the project details.