Wouldn't it be great if you could decrease manual work and increase the accuracy of running payroll when managing employee overtime data? Well, with BrioHR and StaffAny, you can do just that! Here's a simple guide to help you understand an overview of the integration process.
[WATCH THIS VIDEO] To learn how to import data from StaffAny into BrioHR with ease:
This guide will cover the following:
- Payroll Calculation Rules
- Configure Employee Information in BrioHR and StaffAny
- Configuring Settings to company policies in StaffAny
- Exporting Timesheet for Payroll Processing from StaffAny
- Consolidate Timesheet Data Using Integration Excel
- Exporting File to Run Payroll in BrioHR
- Common Questions
- Common Errors
1. Payroll Calculation Rules
*This table summarizes the various payroll calculation rules integrated between StaffAny and BrioHR.
Note: For payroll integration, StaffAny provides the timesheet hours while BrioHR provides the rates/wages.
2. Configure Employee Information in BrioHR and StaffAny
*For payroll integration to be successful, employee information between BrioHR and StaffAny must match.
1. Employee Name & Employee ID
a. BrioHR
Go to People > Select Employee > Click Edit
b. StaffAny
Go to My Team > Select Employee
Input Name under Basic Information, Employee ID under Work Information
2. Salary
*The below table shows the mapping of salary type between StaffAny and BrioHR.
a. BrioHR
Go to People > Select Employee > Click Compensation > Salary > Edit
b. StaffAny
Go to My Team > Select Employee > Wages
3. Configuring settings according to company policies in StaffAny
*If your company has different policies for work done on Rest Days, Public Holidays, Weekends, or Overtime, configure your settings accordingly.
Setting up for Rest Days
1. Go Settings in StaffAny
2. Click on Shift Tag tab
3. Click on Add Tag
4. Click on "Rest Day/ Off Day"
5. Do not modify anything. Click Save
6. Apply the shift tag on employees who work on Rest Days by doing this
Setting up for Weekends, Public Holidays and Overtime
Similarly, configure your settings for Weekends, Public Holidays and Overtime
4. Exporting Timesheet for Payroll Processing from StaffAny
Note: Before transforming your timesheet for importing, we strongly advise that you lock your timesheets before processing the payroll. Read more about timesheet locking.
1. Select the date range for the period you are processing payroll for
2. Under Export Filtered, click on Individual to generate the Detailed Timesheet report
3. Timesheet CSV will be downloaded onto your device
5. Consolidate Timesheet Data Using Integration Excel
Note: Before transforming your timesheet for importing, we strongly advise that you lock your timesheets before processing the payroll. Read more about timesheet locking.
1. Make a copy of BrioHR Timesheet template by signing into your Google account
a. Reach out to StaffAny Team to obtain a copy of the BrioHR Timesheet Template
2. Set up Optional Configuration Rules
Customize specific rules in the "In-Rule" tab by specifying the following
- Lateness Tiering
This feature discourages late-coming by accumulating the total time that each employee was late by (in minutes), and categorizes their late-coming into tiers.
Note that the name, range, and points are fully customizable
Once this is configured, you can decide on a penalty based on the points
- Unpaid Leave Days
If your organization has specific types of leaves that are marked as unpaid, you can specify them in this section:
- Add the leave tag and its corresponding leave name to the table. You can find the leave set up in your account in the “Off and Leave” settings
By providing these optional rules in the "Input - Rule" tab, you can configure the file to automatically consolidate the deductions based on the lateness tiers or identify specific leave types as unpaid.
3. Copy and paste the Timesheet file to the Integration excel
a. Open the downloaded Timesheets Individual CSV file
b. Inside the copied "Import - TS Individual" tab, clear the spreadsheet
- Ctrl-A + backspace
c. Copy the data from the timesheet file and paste it into the "Import - TS Individual" tab on the Google Sheets
d. Once pasted, a small blue loading bar will appear on the top right corner of the spreadsheet (as boxed in red)
Note: Wait for the bar to finish loading
e. Review the Summarized timesheets in "Output - Summary" tab
f. Download the “Output - BrioHR Template” sheet as CSV
6. Exporting File to Run Payroll in BrioHR
1. In BrioHR, go to HR Lounge > Payroll
2. Click on Run Payroll
3. Click Add items in Bulk
4. Chose the following:
a. Select Type: Addition
b. Addition type: Overtime (Multi-rates) from the dropdown
c. Click Import Overtime
5. Under "Select File Source”, choose StaffAny File
6. Upload the file by selecting it from your computer and clicking Upload
7. The timesheet data should be successfully uploaded
8. Review and verify the imported payroll data to ensure its accuracy
9. Once you have reviewed and confirmed the payroll, proceed to run the payroll process
7. Common Questions
Will leave from StaffAny be synced to BrioHR?
No, leave in StaffAny is not synced to BrioHR.
We advise you to manage leave separately in StaffAny.
Learn more about StaffAny Leave Management here.
8. Common Errors
Employee ID mismatch
This error means that there are some employees with different Employee IDs than what is registered on BrioHR.
For payroll integration to be successful, employee information between BrioHR and StaffAny must match.
Please refer to "2. Configure Employee Information in BrioHR and StaffAny" above for more information.
Have questions? Reach out to our friendly Support team via chat or email (support@briohr.com) for assistance!