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. If you need to output other values i the payroll report, please contact Planday support.
Follow the steps below to get the most out of using Heartland Plus One together with Planday.
1. Activate payroll export for Heartland Plus One
Log into Planday and go to the integration page in Settings > Integrations > Activate & manage.
Find Heartland Plus One and click Activate.
2. 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.
To update each employee in Planday with their unique salary identifier from Heartland Plus One, go to People > select and edit employee > Salary > add Salary identifier.
Update Planday with Salary codes from Heartland Plus One so it can identify, if the data in the export file should be counted as normal hours, extra hours or payroll supplement.
First, enter the salary code for normal worked hours and monthly salary in Settings > Payroll > General > Salary codes.
If you want to apply salary codes for payroll supplements you need to create the payroll supplements and then add the salary code. Create the payroll supplements in Settings > Payroll > Payroll supplements. Create or edit the supplements to enter the specific salary code.
If you are using Planday to register e.g. sickness and it's created as a shift type, you can also apply salary codes to that specific shift types. Go to Settings > Schedule > Shift types and edit the shift type you want to apply the salary code for.
Finally, if you want to separate the hours between different employee groups for the employees payroll, you can apply specific salary codes to different employee groups. Apply salary codes to employee groups in the top menu People > Employee groups > and edit the employee group to enter the salary code. The salary code for the employee group will then overwrite the salary code for normal worked hours.
You can learn more about preparing payroll here.
Before exporting the payroll export file, remember to check up on approved shifts.
3. Export Heartland Plus One Payroll reports from Planday
1. Go to Payroll > Payroll export
2. Choose date interval
3. Choose between all employees or select specific employee groups
4. Under Format, choose Heartland Plus One
5. Download file
4. Import Planday payroll reports into Heartland Plus One
1. Login to your Heartland Plus One account
2. Create a new pay run and import the Heartland Plus One report you have generated in Planday. Please verify the content in the file before you are importing it into Heartland Plus One.