EasyWorkforce Guide

Overview: This guide will complete the following steps:

  1. Configure EasyWorkforce API
  2. Employee Import from EasyWorkforce
  3. Link Employee[s]
  4. Unlink Employee[s]
  5. Data Import from EasyWorkforce

Configure EasyWorkforce API

  1. Login to SimplePay
  2. Go to Add-Ons > EasyWorkforce > Setup
  3. Enter EasyWorkforce login details
  4. Click Save.

Employee Import from EasyWorkforce

  1. In SimplePay, go to Add-Ons > EasyWorkforce > Import Data
  2. [Manage Employees panel] The number of employees created in EasyWorkforce will be listed which are not imported in SimplePay
  3. Click Import Employees
  4. Employees data will be loaded in editable form
  5. Select employees to import
  6. Make any changes required and click Save
  7. Employees will be imported into SimplePay.
  8. Timesheet is ready for import from EasyWorkforce .

Link Employees between EasyWorkforce & EasyWorkforce

If both SimplePay and EasyWorkforce are connected and employees exist in both apps, use Link Employees to connect them

  1. Select employee[s] under SimplePay list and EasyWorkforce list
  2. Click Link Employee[s] button
  3. Successfully linked employees will have Green border around their droplists

Unlink employees

To unlink SimplePay employee with EasyWorkforce

  1. Select employee in SimplePay list
  2. Set [--] in EasyWorkforce list
  3. Click Link Employee(s).

Timesheets import from EasyWorkforce

  1. Go to AddOns > Scheduling & Time > EasyWorkforce > Import Data
  2. Select pay period [in case of multiple options]
  3. Available date range for Timesheet import
  4. Select import format
  5. Click Import Data
  6. Status message will be displayed
  7. To review data imported, go to Payroll > Timesheets