Tanda and Sage MicroPay and Meridian is run through a flat-file integration and MicrOpay Web API through an online integration. This article will take you through any requirements for integration, including how to bulk import your staff the first time and then options for new staff going forward. It will also take you through exporting your Timesheets.

Integration

In Tanda

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

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

Sage MicrOpay/Meridian

Find the MicrOpay/Meridian logo (you might have to click Show More at the bottom) and click on it and then in the next screen press Save:

Sage MicrOpay Web API

Find the MicrOpay Web Api logo (you might have to click Show More at the bottom) and click on it:

In the next screen, enter your Username, Password and API key. You can get these from your Sage Account Manager:

Importing Staff

In Tanda

There isn't an automatic import or report that can be imported from MicrOpay 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 Code from MicrOpay.

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 MicrOpay 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 MicrOpay Employee Code to the Employee ID field and click Update to save:

In Tanda:

Payroll Configuration

  • Tanda does not use Pay Classes as we export the Pay Rates out
  • All hours exported should be classified as TH

Award rules:

Create or match Award rules in Tanda by going to Payroll > Award Rules.

If you need to create Award rules in Tanda, check out the article on creating Custom Award Rules. If you use Allowances, you can check out this article on how to build them.

Under the Link to your Payroll system heading, add the Export name, MicrOpay Export Type, Team Export Mask and you can also select whether you want to place minutes in "other" column for MicrOpay TH exports:

Leave:

Leave can be exported out with your Timesheets to MicrOpay. Configure your Leave in Tanda by going to Payroll > Leave Types and in the Export Name, MicrOpay Export Type and Team Export Mask:

Cost Centres:

Tanda exports Payroll cost tracking per team, this is not a job code or a tracking code, rather it is the actual payroll account in MicrOpay.

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're ready to export click Export to Payroll Software again within the Preview page:

If you're using MicrOpay Web API, your Timesheets will automatically be sent when you click the Export button.

If you're using MicrOpay flat file or Meridian, a file will be downloaded to your computer.

Import into MicrOpay

Import the .mif file into MicrOpay through Transactions > Payroll > Import and Export > Transaction Import. Enter the employee you created in MicrOpay, select the file and run the import.

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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