Tanda integrates with Sage MicrOpay via flat-file and web API. To configure your Web API, you will need to reach out to your Sage consultant.
Currently available via the integration:
Timesheet export (via flat file in .mif format)
Automatically sync onboarding information from Tanda to MicrOpay (via Web API)
Automatically sync employee leave balances from MicrOpay to Tanda (via Web API)
Automatically sync updated employee details from MicrOpay to Tanda (via Web API)
Timesheet export (via Web API)
Connecting and configuring your integration
Ensure you have connected your payroll system in Tanda. This can be done via Your Initials > Integrations > Payroll Integrations.
To integrate with Sage MicrOpay Web API, you will need the following details from your Sage consultant.
Configuring your timesheet export
Configuring payroll when you are using a Tanda managed award template.
Navigate to Compliance and click 'Manage' next to your Award Template.
Select 'Get a generic configuration report'
Configure your sage payroll codes against each award rule in Tanda.
The name of the rule in Tanda. To ensure you aren't required to create hundreds of pay items in payroll, we group by ordinary/non-ordinary rule types are matching multipliers.
Set your primary export name (this is the code of the pay item in sage you want these hours sent to. Typically this will be some kind of normal hours).
If applicable, set a secondary export code. This will export the same hours to another payroll code in sage. (This is typically your addition code i.e casual loading. Secondary export codes will automatically be exported with a 'TN: Non-Standard Additions & Deductions' exporter ID)
Set a MicrOpay Exporter ID. This is a required field to export hours correctly. Typically all normal hours are 'TH: Hours by Rate' with overtime and addition codes 'TN: Non-Standard Additions & Deductions.'
This is for more advanced setups and is typically left disabled.
When exporting timesheets, the employee's default pay class in MicrOpay will be used to calculate pays.
Configuring payroll when you are using your own custom award rules.
Navigate to Compliance > Custom Award Rules and click 'Manage.'
Click on your first award rule and scroll to the bottom of the award rule to step 4 (b).
Refer to the steps above to configure the following fields.
Integrating leave requests and balances:
Navigate to Time Off > Leave and click on your first leave type.
If you have connected your MicrOpay Web API integration, enter your sage leave code to automatically sync leave balances. Balances will sync twice daily at 5 am and 5 pm for staff who have their employee ID entered on their profile in Tanda.
Set a MicrOpay Export Type. Each leave type has a unique export ID (this is used to export leave hours to the correct category in Sage. i.e Annual Leave uses the code 'TL', Personal/Carers uses the code 'TS' etc)
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. To set your payroll cost tracking codes in Tanda, navigate to Workforce > Teams and click 'edit' on the relevant team.
Under advanced options, you can enter your payroll cost tracking code.
Exporting Timesheets from Tanda
Once you've approved all your Timesheets and you're ready to export, go to Timesheets > Weekly/Fortnightly > 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'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. (Note: There is currently no error reporting available when timesheets are sent to MicrOpay via API. It is recommended that you transfer timesheets using the flat-file integration)
If you're using MicrOpay flat file or Meridian, a .mif file will be downloaded to your computer.
Import Timesheets 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.
How can I stop staff from being auto-paid in MicrOpay?
Navigate to your MicrOpay integration via 'Integrations' under your initials in the top right corner of Tanda. In the integration settings, enable the following setting.