Before your organisation can complete your first payroll using Tanda, you will need to ensure your Tanda account is configured to speak to your payroll system. This guide will run through the general steps for all systems. Guides tailored to specific integrations can be found under the 'Payroll & Accounting Integrations' section of the Help Centre.
Payroll Integration Setup
There are a few areas of Tanda that need to be configured before payroll. Head to Settings > Integrations and 'Edit Integration' to connect all the different areas from one page.
To link staff profiles in Tanda to their profile in payroll, ensure staff members' names/Payroll IDs are the same as what is entered into payroll.
Staff pay rates should also be cross checked. Ultimately, the pay rate in your payroll system will be what is used to pay staff. But it is important to ensure rates match for accurate costing.
The way Tanda communicates to payroll is through 'Export Names'. The rule name is generally used to tell you what wage conditions are applying (e.g Overtime - first two hours) whereas the Export Name define where these hours need to be sent to in payroll (e.g Overtime 1.5).
For template rules, ensure you have setup the required pay types in your payroll system (i.e 'Pay Items' in Xero, 'Payroll Categories' in MYOB). The name of the pay types in your payroll system need to match the Export Name defined on the template, so we recommend you copy and paste the Export Name in Tanda into your payroll system. Export Names of templated rules cannot be changed or overridden.
For custom rules, ensure you have set an Export Name in Tanda for each rule. In the absence of a defined Export Name, the name of the rule will be considered as the Export Name.
Allowances are also linked between Tanda and your payroll system through Export Names. For templated allowances, ensure the pay types in your payroll system have been setup to match the Export Names defined on the template. For custom allowances, ensure Export Names have been entered in Tanda to match what you have setup in your payroll system.
Leave Types are also linked between Tanda and your payroll system through Export Names. By default, Tanda will create generic Leave Types commonly used by businesses (e.g Annual Leave). You can delete, edit or create additional Leave Types as required. The important thing is to ensure all required Leave Types have an Export Name that matches how you have setup leave in your payroll system. In the absence of a defined Export Name, the name of the Leave Type will be considered as the Export Name.
Cost Tracking (optional)
If you are using Tanda to track costing for different areas of your business, ensure the codes setup in your payroll system have been entered on the relevant Teams. Codes are entered under Workforce > Teams > Edit Team> Advanced Options > Payroll Cost Tracking.