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CloudPayroll / iPayroll

Export timesheets using CloudPayroll / iPayroll

Updated over a week ago

Tanda supports both a flat-file (.csv) and API timesheet integration with CloudPayroll / iPayroll. For a seamless integration, it is recommended to use the API integration.

Integrating with CloudPayroll / iPayroll:

Connecting and configuring your integration

Ensure you have connected your payroll system in Tanda. This can be done via Settings > Integrations > Payroll Integrations.

Importing staff to Tanda

When using CloudPayroll / iPayroll Web API integration:

Navigate to Workforce > Staff > + Add Staff, next to import bulk staff import from: CloudPayroll API

New staff from CloudPayroll / iPayroll will automatically populate in Tanda.

When using CloudPayroll / iPayroll Flat-File

You can import your staff into Tanda by exporting the Staff Detailed Table report from CloudPayroll / iPayroll.

In CloudPayroll / iPayroll

  1. Go to the Reports list > All Reports

  2. Choose Staff - Detailed Table

  3. Right click the Open as Text link

  4. 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.

In Tanda

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.

Configuring your timesheet export for API

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 CloudPayroll / iPayroll API Configuration Report

This will load a list of all of the payment codes required to map the award template to the Cloudpayroll / iPayroll file:

For these codes to link correctly you will need to use the exact same name, multiplier and wage type in CloudPayroll / iPayroll.

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).

In the export name field, enter the name of the corresponding payment code from CloudPayroll / iPayroll and select the name of the award template that you would like this rule to be linked to.

Integrating leave requests and balances

To integrate leave requests you will need to ensure that your leave types in CloudPayroll / iPayroll have been mapped to their corresponding leave type in Tanda.

  1. Navigate to Leave > Leave Types and click on your first leave type.

  2. In the export name field, you will need to enter the leave code from CloudPayroll.

  3. If leave loading is paid as a separate code in CloudPayroll this should be entered into the Secondary Export name field.

Both versions of the CloudPayroll / iPayroll integration do not include leave balance syncing so this will be managed separately. You can opt to either accrue your leave balances in Tanda or import your leave balances into Tanda via .csv. Both of these processes are outlined in this guide.

Cost Centres:

Tanda can link timesheet hours to cost centres in CloudPayroll / iPayroll via the payroll cost tracking code. 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:

Once the code has been set, any hours worked against that team will be exported with this code. Please note : if you use cost centres all teams may need to be mapped correctly for exports to work into CloudPayroll / iPayroll, there can be failures if configurations fail.

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.

Exporting via Web API

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

Exporting via flat file in .csv format

If you're using CloudPayroll / iPayroll flat file, a .csv file will be downloaded to your computer.

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.

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