The Tanda and Flow integration works by syncing new employee data and updated employee data once a day. This article will take you through the necessary steps to connect both systems, as well as using 'Platform Objects' to store mandatory information required for the integration.
Before progressing with the integration, please ensure you have the following details from Flow:
Company ID
Secret
Integration:
To create a new integration with Flow, go to Settings > Integrations:
In the top right corner, click + Add Payroll Integration:
Search for and select Flow > Connect to Flow:
Configure Settings
Custom Name: Add an identifiable name
ABN: The ABN for your organisation
Legal Name: The Legal Name for your organisation
Company Code: Your unique company code supplied by Flow
Secret: Your unique Secret supplied by Flow
Automatically Export New Staff: Check this box if you would like Tanda to automatically export new and updated staff to Flow
Click Save once configuration is complete.
Setting up Employees in Tanda
There are several mandatory fields that are required for Flow, which will need to be entered in Tanda. These are:
Name: Employees' first and last name
Default Payroll Team: This will be considered as the employees 'Branch' in Flow
1. Name
To enter the employee's full name, go to Workforce > Staff > Employee > Personal Details:
Enter the employee's first and last name and click Update Employee Details at the bottom to save changes.
Please note: If both First and Last name are not provided, the employee will not sync to Flow.
2. Default Payroll Team
The 'Default Payroll Team' communicates the 'Branch' and 'Department' the Employee will be assigned to in Flow. Tanda will send the location of the team as the 'Branch' in Flow and the team as the 'Department'.
To assign the 'Default Payroll Team' for the employee, go to Workforce > Staff > Employee > Teams:
Choose the 'Default Payroll Team' for the employee and ensure you click Update Teams to save changes.
FAQ
What information does Tanda sync to Flow?
Tanda will sync the following information for employees:
First Name
Surname
Location ("Branch")
Team ("Department")
Identifier: this is the user ID in Tanda
DOB
Start Date
End Date
How often does the sync between Tanda and Flow occur?
The sync will occur once per day at 3 am GMT time.
How do I deactivate an employee?
To deactivate an Employee in Tanda and Flow, simply enter the employee's Employment End Date on their staff profile (under the Personal Details tab) and deactivate the employee.
Setting the Employment End Date and Deactivating the Employee in Tanda will trigger a deactivation in Flow.