If you’re using Heartland Plus One to manage your company payroll, quickly export your payroll data from Planday into a payroll report to import into Heartland Plus One.
The current version of the Heartland Plus One payroll report from Planday will only contain values in hours. Please contact our support team for assistance if you need to output other values with the payroll report.
Activate payroll export for Heartland Plus One
Log into Planday and go to the integration page via Settings > Integrations > Overview.
Find Heartland Plus One, press Add then Activate.
Add salary identifiers & codes to Planday
To ensure you have the correct payroll format to match your records in both systems, you need to add your salary identifiers and salary codes from Heartland Plus One to Planday.
Salary identifiers
To update each employee in Planday with their unique salary identifier from your integration, go to People > select and edit employee > Employee Details > Payroll > add Salary identifier.
Salary codes
Update Planday with Salary codes from Heartland Plus One so it can identify whether the data in the export file should be counted as normal hours, extra hours, or a payroll supplement.
If you have created your own salary codes in Heartland Plus One, you will have to use these and not standard codes.
First, enter the salary code for normal worked hours and monthly salary in Settings > Payroll > General > Salary codes. To apply salary codes for payroll supplements, create the payroll supplements and then add the salary code.
Create the payroll supplements under Settings > Payroll > Payroll supplements. When creating or editing the supplements you will be given the option to enter the specific salary code.
If you are using Planday to register alternate shift types such as sickness, you can also apply salary codes to that specific shift type. Go to Settings > Schedule > Shift types and edit the shift type you want to apply the salary code to.
Finally, if you want to separate the hours between different employee groups for the employee’s payroll, you can apply specific salary codes to different employee groups. Go to People > Employee groups, select the Edit button and enter the salary code for the group. The salary code for the Employee group will then overwrite the salary code for normal worked hours.
You can learn more about preparing for payroll here.
Before exporting the payroll export file, remember to double-check approved shifts.
Export Heartland Plus One Payroll reports from Planday
Go to Payroll > Payroll export.
Choose date interval.
Choose between all employees or only specific employee groups or employees.
In the File Format field choose Heartland PlusOne.
Press Prepare report.
Save the file on your desktop.
Import Planday payroll reports into Heartland Plus One
Login to your Heartland Plus One account.
Create a new pay run and import the Heartland Plus One report you have generated in Planday. Please verify the file's content before importing it into Heartland Plus One.
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