Set up Humanforce Payroll integration

During implementation, your Humanforce consultant will connect Humanforce Payroll for you. If you later need to connect new pay companies or change your payroll connections, you can do so by following the steps below.

Get your payroll customer code

1. Log in to Humanforce Payroll
2. From the home screen, copy your customer code from the URL, by looking at what comes after ".com/" and before "/Customer"
   In the example above, the customer code is HFdemo. 
3. In Humanforce WFM, go to Admin > Admin Config > System Settings
   
4. In the General tab, enter or paste your customer code into the Humanforce Payroll Customer Code field
   
5. Scroll to the bottom of the page and click Save.

Connect Humanforce WFM to Humanforce Payroll in Integration Central

1. Go to Management > Advanced > Integration Central
2. In the Humanforce Payroll section, click Get started.
3. In payroll authentication, the Customer Code will be pre-populated.
4. In the Name field, enter a meaningful name. If you have multiple Pay companies and pay frequencies, we suggest a naming convention that includes the Pay company name and pay frequency, for example, HF Demo - Weekly. As you may have a separate connection for each pay company and frequency, this will allow easy identification of connections in the future.  
5. Select the relevant Pay company from the drop-down. In Humanforce Payroll, these are the same values in the Payroll drop-down, on the Employee Maintenance screen. 
6. Enter your Humanforce Payroll API credentials in the Username and Password fields. If you do not know your API credentials, contact Support.
7. Click Connect
8. When it has successfully connected, an additional Payroll drop-down field will appear. Select the relevant Payroll and click Next to save the connection details.