Integrate with HRMS Software

Advantages of Integration

Following are the advantages of integrating your HRMS with RazorpayX Payroll.

• Platform Flexibility:
  You can integrate your current HRMS software with Payroll seamlessly. With this integration, you no longer need to switch between your HRMS and payroll software. We support multiple HRMS tools to help you simplify payroll calculations.

• Unified Data View via Automation:
  Suppose you onboard or offboard employees from your organisation or modify your employees' details. Payroll automatically reflects such changes via a daily data sync. This automated process provides a unified view of your employees' data.

• Boost Efficiency and Accuracy:
  Payroll and HR management are cross-functional, sensitive processes that require precision and intense effort. With this integration, you boost your teams' efficiency by reducing manual effort and the scope for errors.

How it Works

1. Integrate with the HRMS tool

   on the

   Payroll Dashboard

   .
2. Configure the integration.

Once you successfully set up the integration, the HRMS becomes the single source of truth for employee information and Payroll for the payroll calculations. With this integration, you can:

• Choose the entities and employee data from your HRMS software to map to Payroll

  during setup

  .
• Map your employee types as employees or contractors. Know more about

  employee types

  in Payroll.
• View up-to-date employee information on Payroll via daily automated sync. This includes existing employees' data modifications or new employees added to your HRMS.
• Sync dismissal dates from HRMS to calculate

  Full and Final Settlement

  in Payroll.

Integration Steps

Watch this video to know how to integrate your HRMS of choice with Payroll or read along.

To integrate your HRMS software with Payroll:

1. Log in to the

   Payroll Dashboard

   .
2. Navigate to ADMIN OPTIONS → Integrations.
3. Look for your HRMS software using the HRMS filter at the top and click Explore.
   
4. On the integration page, click START INTEGRATION.
5. Follow the on-screen instructions to authenticate the tool and map your employees on Payroll.
   1. Preview the employee information synced by Payroll. You can choose which employee data fields you want to sync to Payroll. Some fields are mandatory.
   2. Map your employees as employee or contractor

      employee types

      on Payroll.
6. Review the configuration summary, such as the details synced, the sync duration, and the employee types on the HRMS tool mapped as contractors and employees.
7. Type confirm in the text box to integrate.

You have successfully completed the integration. Post integration, it takes up to 30 minutes for the data to appear on RazorpayX Payroll.

• The HRMS data overwrites any existing employees' information. To view a copy of the data previously available on Payroll, go to ADMIN OPTIONS → Reports → Audit Report.
• All the synced fields from the HRMS become uneditable on the employee's profile on Payroll. You can edit the unsynced fields only.
• We email any failed data sync to the administrator's email id.

Manage Integration

To manage the integration:

1. Log in to the

   Payroll Dashboard

   .
2. Go to Integrations in the left menu → HRMS tool.
3. Click Manage.

Here you can:

• Manually sync data between HRMS and Payroll when necessary. Click Sync now.

• Change employee information such as bank account data, contractor to full-time employee or vice-versa, personal details of the employee, and so on using the Modify Configuration option.

  Suppose you must sync the bank account data from the HRMS after the integration, or a full-time employee is now a

  contractor

  . You can change that information here.

• To disable the integration, click Disable.

Bulk Update

You can bulk update your employee/contractor information on the Payroll Dashboard. This applies only to fields not synced during the

1. Log in to the

   Payroll Dashboard

   .
2. Go to ADMIN OPTIONS → People → Bulk update in the right pane.
3. Download the template from the Dashboard and follow the on-screen instructions to fill the template.
4. Upload the file. In case of errors, you can download the error report to rectify them and upload the file again.

Related Information

• About Integrations

• Contact Support