Payroll Integration

Key features of this training course

Overview

Setting Up Integration Automations & Payroll Sync

Learn how to confidently create integration automations, configure conditional triggers and time delays, track automated data pushes, and sync candidate information seamlessly from your onboarding packs directly into your payroll system.

Duration: ~5 minutes
Format: Self-paced, online
Level: Beginner–Intermediate
Assessment: 10-question assessment

What you'll be able to do

Establish live integration automations within specific recruitment and onboarding pack templates.
Configure precise workflow timing by setting up instant data triggers or applying custom minute, day, or month delays.
Define payroll action rules to automatically determine whether a completed pack should create a brand-new employee profile or update an existing one.
Monitor data-sync statuses using the live integrations tracker to identify successful completions or trace system errors.
Streamline onboarding data entry by pushing validated employee data directly into connected payroll platforms like Payroll Match upon pack completion.

Topics covered

Navigating the pack template builder and the Integrations tab
Creating a new integration automation workflow from scratch
Managing automated execution timing: immediate triggers vs. scheduled time delays
Differentiating system actions: creating new employee profiles vs. updating existing details for variations
Progressing candidates through the onboarding pipeline to activate automations
Reading integration status logs: understanding pending, error, and completed states
Verifying end-to-end connectivity between onboarding packs and external payroll systems

Full transcript from the Payroll Integration Setup New Integration & Automate New Employee Transfer to Payroll video

0:00 To create an integration automation, we're going to go to Packs, and then Pack Templates. Just select the pack that we would like the automation to be used for. 0:15 And we're going to use this Integrations tab at the top. We're going to hit this button that says Add Integration Automation, and let's go to Automation, create a new employee. 0:30 Now we have the ability to trigger the actions when the pack is completed, and decide whether or not we would like this to be delayed by minutes, days, or months. 0:42 So you can decide to add a delay there if you don't want it to go off immediately. If you do, we're going to look at leave it blank there, and select our payroll system, and the action is going to be set to create or update employee details, ah, depending on whether it is a variation of employment, or

1:02 it is a new employee. Once we hit create there, we're going to see our automation appear here, and we're going to go ahead and push through our pack to the employee. 1:15 So, if we go to our job where the employee is, perhaps they are a new employee, we're going to go ahead and progress them to the onboarding stage, and grab the pack that we have just set an automation up for, and we're going to go ahead and send this to pack off to the employee. 2:04 That is submitted. You should see our pack under integrations. Now, we can see that this employee integration, ah, automation is pending. 2:22 So it is pending being pushed. We just give it a minute, it will either, either tell us that it has an error or that it is complete. 2:34 So we can see that this pack has successfully gone through to our payroll system. In this instance, it's payroll match.

Payroll Integration - Setup New Integration & Automate New Employee Transfer to Payroll