Tanda and Chris21 is run through a flat-file integration, where a file will be exported out of Tanda with your Timesheets which you can import into Chris21. This article will take you through any requirements for integration and how to bulk import your staff into Tanda the first time and then options for new staff going forward.
Integration
In Tanda
Add Chris21 to your Tanda account by going to Settings > Integrations > Payroll Integrations:
In the top right corner, click on + New Payroll Integration.
Find the Chris21 logo (you might have to click Show More at the bottom) and click on it:
You can then select in the integration setup, the format for exporting dates. The default is by Shift Date:
You can change it so it consolidates shifts by the pay period end date. To do this, check the button and click Save at the bottom.
Please note that you will need to have 'Shift Date' selected if you want to export Higher Duties Base Rates.
Importing Staff
You will need to use Tanda's CSV template for importing staff. You can obtain this in Tanda via: Workforce > Add Staff > Import from > Excel (CSV) and selecting Download our excel template.
You can either enter details directly into this CSV or configure an employee file from Chris21 in the same format as the template.
Once you have this file configured, follow the below steps to import it to Tanda.
Go to Workforce > Staff, click on + Add Staff.
In the pop-up window select Import from > select Chris21 or Excel (CSV):
Under Step 2. select the Choose File button to add the file:
Next, you'll see a bar loading to show that your staff are being imported. Depending on the number of staff you have, this can take a few minutes, so stay on this page.
Once the import has finished, you'll see a list of your staff that have been imported into Tanda. Click Complete and then your staff list will now show under Workforce > Staff.
Going forward, when you have a new employees you have the following options:
Add the employee under Workforce > Staff > Add Staff > Add Manually or
Use Employee Onboarding: this emails the new employee an App link to fill in their details, which you can then use the data to create a profile in Tanda.
Exporting from Tanda
Once you've approved all your Timesheets and you're ready to export, go to Timesheets > Weekly/Fortnightly (check you're on the correct pay period) > click the Preview & Export button:
You'll then go through to the Timesheet Export Preview page. If there are any errors in your Timesheets, this will be flagged so you can fix before exporting.
When you are ready to export click Export to Payroll Software again within the Preview page:
When you click the button, a file will be downloaded to your computer. The file has the extension.DAT .
Importing into Chris21
When processing your pay run in Chris21, you need to place your downloaded file to your directory location. Use the File Locations (FLC) form in Chris21 to check or specify an alternative directory for the Timesheet Import input file.
Note the name of the Timesheet Import input file must match the 'File Name' field specified in the Timesheet Import (TCB) form. Once you've placed the file in the correct location with the correct name, go to the Timesheet Import (TCB) form and run the import.
Chris21's import of your attendance data may take some time. When it’s complete, you can fix any errors that may have occured, then continue to process your pay run.