Tanda and CloudPayroll & iPayroll is run through a flat-file integration. 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.
For any specific system 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.
Add CloudPayroll or iPayroll to your Tanda account by going to Settings > Integrations > Payroll Integrations:
In the top right corner, click on + New Payroll Integration:
Click on Show more at the bottom and then select CloudPayroll. You will also select this if you just use iPayroll and in the next screen press Save:
You can import your staff into Tanda by exporting the Staff Detailed Table report from CloudPayroll & iPayroll.
Go to the Reports list > All Reports
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 saved the .txt file.
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/iPayroll. 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.
Going forward, when you have a new employee you have the following options:
Add the employee to Tanda manually under Workforce > Staff > Add Staff > Add Manually or
Use Employee Onboarding: this sends the new employee an App to fill in their details and a profile will automatically be created in Tanda.
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 Preview & Export 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 & iPayroll
In CloudPayroll/iPayroll, 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.