Overview: The Viewpoint Payroll integration is done through an export/import process. When it's time to process payroll, you'll export a Viewpoint Payroll-specific file and upload it into their system for processing.
Instructions:
Setup Integration
1. You can set up the ViewPoint integration by going to Settings --> Integrations:
2. Search and find the ViewPoint payroll option and then click ViewPoint Settings:
3. You'll then want to check the box next to Enable Integration with ViewPoint and enter your ViewPoint payroll codes.
All pay types are supported include: R, O, D, H, V, S, C, M, SA ,ER, EO, ED, EU, RP, JX, 1, 2, 3, Q (only applies to Quantity), and U.
Important: The pay types above are provided from ViewPoint. If you have questions about the different pay types, please contact them for assistance.
Save when done:
4. Next you'll need to map Employee IDs as these are what allow the report to know who to associate time with in ViewPoint.
From within each employee's profile, choose the Edit option in the top right and then enter the user's Employee ID. This should match any employee ID found in ViewPoint:
Export Viewpoint Report
1. When the time comes to process payroll, you can export the ViewPoint report by going to Reports --> Payroll Export:
2. Choose your pay period from the dropdown, along with any corresponding filters, and then click Run Report.
3. Once hours have been generated, click the Export button followed by ViewPoint Format:
4. The ViewPoint payroll report will immediately download to your device. You can then take that report and upload it into ViewPoint from the applicable area.