Who is Reckon?
Reckon One is a cloud-based accounting software designed for small to medium-sized businesses. It offers a comprehensive suite of tools for managing payroll, accounting, and financial reporting. With features such as automated payroll calculations, time tracking, compliance management, and robust reporting capabilities, Reckon One aims to streamline business operations and enhance productivity. For more information, please visit ⭧Reckon One's official website.
What this article covers
This article outlines the functions and options available through API-based integration between Humanforce Workforce Management (WFM) and Reckon One Payroll in Humanforce Cloud. It is crucial to set up the integrations correctly to prevent data issues. If you require assistance or are unsure about setting up the integration, please reach out for help before starting to avoid additional fees for support packages.
What does the integration do?
The integration between Humanforce WFM and Reckon One Payroll facilitates the transfer of crucial employee data, ensuring accuracy and efficiency in workforce management.
Here's what the integration accomplishes:
-
Employee Personal Details:
- Reckon One → Humanforce WFM: Newly created employees and updates made to the employee's details are sent to WFM in a bulk sync that can be scheduled or manually run through Integration Central.
-
Employee Leave Balances:
- Reckon One → Humanforce WFM: After payroll finalisation, leave balances are updated in Reckon One and can be synced to WFM. Note, in WFM, all leave is displayed in hours.
Prerequisites
Before proceeding with the integration, ensure that the following prerequisites are met:
- Humanforce Cloud Customer: Access to this integration is exclusive to Humanforce Cloud customers.
- API Credentials: Obtain API credentials from Reckon One with comprehensive permissions to facilitate data exchange between the platforms.
- Source of Truth: Reckon One serves as the primary repository for employee data.
Integration Setup
Detailed step-by-step setup instructions for the Reckon One integration can be found in this article ⭧Set up Reckon One integration.
API Documentation
The integration utilises Reckon One API for the integration of employee data between Reckon One and Humanforce WFM. Please refer to the Reckon One API developer portal (⭧Reckon One Swagger).
Humanforce WFM uses its REST API to push and pull data between the systems. More information on the Humanforce REST API is available in this article ⭧Humanforce REST API Overview.
Integration Workflow
Follow these steps to set up the integration between Humanforce WFM and Reckon One Payroll:
-
Prepare Your Data:
- In WFM: Create Access Level, Clock-in Setting, Qualification Types, Visa Types, Employment Type, Location, Department, Role, Award Profiles, and Area (if required).
- In Both Systems: Create Public Holidays, Pay Rates, Pay Types, and Leave Types. Create and match Gender, Title, and Pay Company.
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Set Up Integration:
- Obtain API credentials for Reckon One.
- Set up the integration in WFM > Integration Central. ⭧Learn how in this article.
- Test the connection and resolve any errors.
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Configure Mapping:
- Employee Import
- Enable employee details sync for accurate data transfer. Supported mapping ⭳below.
- Enable leave balance sync and complete mapping.
- Optionally, schedule automatic data synchronisation.
- Employee Import
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Review and Troubleshoot:
- Monitor the import log and address any errors for a successful data transfer.
Supported Data Mapping
This integration facilitates data transfer between Humanforce WFM (WFM) and Reckon One in three main categories:
- Employee Details: This includes employee information such as personal details, and employment details, which can be transferred from Reckon One into Humanforce WFM every time the integration central task runs in WFM.
- Employee Leave Balances: Employee leave balances are checked and pulled every time the Reckon One integration central task runs in WFM.
Employee Details
- “Restrict to Pay Frequency” – This will only import/update employee details for employees that have been assigned the matching Pay Frequency within Reckon One.
Reckon One | Notes |
---|---|
EmployeeId
|
Unique identifier for syncing employee profiles |
Base integration covers the following data:
|
|
Optional configurable import
|
Update Primary Address |
New Employee Defaults
The following fields allow once-off values to be selected for newly created employees.
Field Name - WFM tab.section. field name [api name] |
Field Details |
Personal Details.Personal.
|
|
Employment.Employment.
|
Summary Entity Model |
Employment.Employment.
|
|
Location, Department, Roles.Roles and Profiles.
|
Summary Entity Model |
* Mandatory field
Employee Leave Balances
Reckon One | Notes |
---|---|
EmployeeId | Unique identifier for syncing employee profiles |
AnnualLeaveBalance | Imported after payroll finalisation |
PersonalLeaveBalance |