The Tanda and Greentree integration is run through a flat-file integration, where a file will be exported out of Tanda with your Timesheets. This article will take you through any requirements for integration, how to bulk import your staff into Tanda the first time and options for new staff going forward. It will also take you through exporting your Timesheets from Tanda into Greentree.
Integration
Add Greentree to your Tanda account by going to Settings > Integrations > Payroll Integrations:
In the top right corner, click + New Payroll Integration.
Find and select the Greentree logo, and click Save on the next page to add the Integration:
Importing Staff
In Tanda
There isn't an automatic import or report that can be imported from Greentree to Tanda, but there are a few ways you can add your staff. This is by manually adding them, importing from Excel, or you can ask your staff to fill in their details by sending them an invitation to Tanda's Employee Onboarding.
Go to Workforce > Staff.
In the top right, click on + Add Staff:
In the pop-up window, select the option that you want to use for adding your staff:
Add Manually: Add their information yourself.
Employee Onboarding: Click on this article for further information.
Importing from Excel (CSV): Download the template, add your staff details, and then import into Tanda.
When you're importing by Excel, add the Employee Card ID from Greentree into the Payroll ID column.
If you're adding manually or from Onboarding, you'll need to add this to each employee's profile in Tanda. This is how Tanda matches the employee to Greentree when you export your Timesheets later, so it's important to have it set up from the start.
Go to Workforce > Staff > click on an employee's name to go into their profile. Add the Card ID to the Payroll ID field and click Update to save:
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 them before exporting.
When you are ready to export, click Export to Payroll Software within the Preview page:
When you click this button, a file will be downloaded, which you can use to upload into Greentree.