[HR] Interfacing from Payroll to HR

Purpose

• Use this only for initial setup, adding new employees/resources, or adding HR after Payroll is implemented.
• Do not use it to update static info, benefits, or salary:
  • Static info → HR Resources
  • Benefits/Salary → HR Update Benefit/Salary to PR

Key Concepts

Choose direction:

PR → HR (update HR from Payroll employees)

HR → PR (update Payroll from HR resources)

• Specify the PR Company and employee/resource range, or initialize all eligible.
• Optionally exclude inactive employees/resources.

PR → HR: No duplicate SS# or first/last name allowed in HR.

HR → PR: No duplicate PR Employee# or SS# allowed in Payroll; required fields must be completed.

Steps

1. Open HR Initialize PR Employees in HR module > Programs.
2. Select direction: Update PR → HR or Update HR → PR.
3. Choose PR Company (F4 lookup).
4. Options:
   • Check Initialize All to include all eligible employees.
   • Check Exclude Inactive Employees if needed.
5. If not initializing all, enter Beginning and Ending Employee # to define a range.
6. Click Update Grid – eligible employees/resources appear.
7. Check the Ready box for entries that are ready to initialize.
8. Click Initialize to complete the update.

Notes & Tips

• Numbering:
  • If the employee/resource number already exists, the system assigns the next sequential number.
• Required Fields for HR → PR:
  • PR Co, PR Group, SS#, Department, Earn Code, Craft, Class, Insurance Code, Local Code, Race, Insurance State, Unemployment State
  • If missing, the Ready flag = N and update won’t occur.
  • Use the HR to PR Initialize Check report to identify missing/invalid info.
• Grid Controls:
  • Clear removes entries from the grid.
  • Yes → clears only entries not ready.
  • No → clears all entries.

Result

• All eligible employees/resources are initialized to the target module with proper numbers and required data.