You can check out this information guide for any specific instructions for using CloudPayroll in Tanda. For any specific CloudPayroll questions it might be best to speak with your Account Manager first otherwise you can always ask Tanda on the details at the bottom of this article. 

Integration

Add CloudPayroll to your Tanda account by going to Settings > Add-ons > Payroll & Accounting:

In the top right corner, click on + New Payroll Integration:

Click on Show more at the bottom and then select CloudPayroll:

Then click Save

Importing Staff

You can import your staff into Tanda by exporting the Staff Detailed Table report from CloudPayroll.  

In CloudPayroll

  1. Go to the Reports list > All Reports
  2. Choose Staff - Detailed Table
  3. Right click the Open as Text link
  4. Choose the option to save the link. The wording will differ depending on your web browser, but it should say something like “Save Link As…” or “Download Linked File As…”. Take note of where on your computer you saved the .txt file.

In Tanda

Go to Workforce > Staff:

On the right, click on + Add Staff:

In the pop-up window select Import from >  select CloudPayroll.

Click on Choose File to select the file you exported from CloudPayroll. Once you've added it just click the green Import Staff button:

You’ll then be redirected back to Tanda, where you’ll see a progress indicator and once your staff have been imported you’ll see the list of them.

If you're currently going through the Setup Checklist, go onto the next step otherwise you might want to check what else you can do with Staff in Tanda. 

Exporting from Tanda

Once you've approved all your Timesheets and you're ready to export, go to Timesheets > Weekly (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. The file has the extension .csv so you can open it for viewing in Excel, or a text editor.

Importing into CloudPayroll

In CloudPayroll, choose the option to Upload Timesheets, rather than entering them. Choose the .csv file that you downloaded from Tanda and click_Upload Timesheets_.

When it’s complete, check for any errors and then continue to process your pay run.

If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or support@tanda.co 

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