Tanda can process staff information from a CloudPayroll Staff Detailed Table report:
- Go to the Reports list.
- Choose Staff - Detailed Table>
- Right click the Open as Text link
- 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 save the .txt file.
Importing into Tanda
In Tanda, go to Staff and My Team:
On the right click on + Add Staff > Import from > ... CloudPayroll:
Follow the prompts to upload the report you exported from CloudPayroll:
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.