Tanda and Greentree 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 then options for new staff going forward. It will also take you through exporting your Timesheets from Tanda into Greentree.
Add Greentree to your Tanda account by going to Settings > Add-ons > Payroll & Accounting:
In the top right corner, click on + New Payroll Integration:
Find the Greentree logo (you might have to click Show More at the bottom) and click on it and then in the next screen press Save:
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 to Tanda; by manually adding them, importing by 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:
On the right, click on + Add Staff:
In the pop-up window select the option that you want to use for adding your staff:
- Add Manually: just add in their information yourself.
- Employee Onboarding: click on this article for further information.
- Importing from Excel (CSV): download the Template and add your staff details and then import into Tanda. Click on this article for further information.
When you're importing by Excel, add into the sheet in the Employee ID column, the Employee Card ID from Greentree.
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 setup from the start.
Go to Workforce > Staff > click on an employee's name to go into their profile and then click on the Payroll tab. Add the Greentree Employee Card ID to the Employee ID field and click Update to save:
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 Export to Payroll 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 which you can use to upload into Greentree.
If you need any further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org