Who is HR3?
HR3 is a comprehensive payroll, human resources (HR), and workplace health and safety (WHS) software solution designed to streamline and automate HR processes for Australian businesses. With a focus on compliance, efficiency, and user-friendly interfaces, HR3 provides a robust platform for managing employee data, payroll processing, leave management, and more. Key features include a customizable payroll system, employee self-service portals, automated compliance reporting, and integration capabilities with various other systems (ReadyTech Workforce). For more information, please visit ⭧HR3's official website.
What this article covers
This document outlines the functions and options available by integrating Humanforce Workforce Management (WFM) and HR3 in the 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 HR3 facilitates the transfer of crucial employee data, ensuring accuracy and efficiency in workforce management.
Here's what the integration accomplishes:
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Employee Personal Details:
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Humanforce WFM to HR3
- New employee profiles and updates to existing profiles in Humanforce WFM will be sent to HR3.
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Prerequisites
Before proceeding with the integration, ensure the following prerequisites are met:
- Humanforce Cloud Customer: This integration is exclusive to Humanforce Cloud customers.
- API Credentials: Obtain API credentials from HR3 with comprehensive permissions to facilitate data exchange between the platforms.
- Source of Truth: Humanforce WFM serves as the primary repository for employee data.
- Change Approvals: The "Changes Require Approval" permission must be enabled for changes to flow via the Change Approvals page into HR3.
Integration Setup
API Documentation
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 HR3:
1. Prepare your data:
- In WFM: Create access levels, clock-in settings, qualification types, visa types, employment types, award profiles, and other relevant configurations.
- In Both Systems: Create public holidays, pay rates, pay types, and leave types. Match gender, title, locations, departments, roles and pay company in both WFM and HR3.
2. Set up integration:
- Complete payroll company setup in WFM > Admin > Payroll companies.
- Obtain API credentials for HR3.
- Set up the integration in WFM > Integration Central.
Detailed step-by-step setup instructions for the HR3 integration can be found in this article ⭧Set up HR3 integration. - Test the connection and resolve any errors.
3. Configure mapping:
- Enable relevant employee upload options for accurate data transfer.
- Configure additional detail mappings.
- Emergency contacts
- Phone
- Address
- Default Location/Department/Pay Rate
4. Review and Troubleshoot:
- Monitor the import log and address any errors for a successful data transfer.
Supported Data Mapping
Employee Details
The table below outlines the field mapping between Humanforce WFM and HR3.
Humanforce | HR3 | Notes | Update Employee | Create Employee in Onboarding | Update Employee in Onboarding |
PayrollCode | Empno | Unique identifier for syncing employee | Y | Y | Y |
LastName | Surname | Y | Y | Y | |
FirstName | FirstName | Y | Y | Y | |
StartDate | HiredDate | Y | Y | Y | |
TitleName | Title | Y | Y | Y | |
GenderShortName | Sex | Y | Y | Y | |
DateOfBirth |
Birthdate | Y | Y | Y | |
TaxID |
Taxfileno | N | Y | Y | |
PassportNumber |
Passport | HR3 only accepts max 1 character for this field. | Y | Y | Y |
Phone |
PhoneNo | Y | Y | Y | |
Secondary Phone |
PhoneNoAh | Y | Y | Y | |
Mobile |
PhoneNoMob | Y | Y | Y | |
|
Y | Y | Y | ||
SecondaryEmail |
EmailOther | Y | Y | Y | |
Default Location |
PayPointsDesc | Y | N | N | |
Default Department |
Departments | Y | N | N | |
EmploymentTypeName |
BasisOfPayment |
SALARY = S |
Y | N | Y |
Address:
|
Address:
|
Y | Y | Y | |
Bank Details:
|
Bank Details:
|
Y | Y | Y | |
Emergency Contacts:
|
Emergency Contacts:
|
Sex = Default "O" Title = Default "Unspecified" |
Y | N | N |