Integration with WorkflowMAX
In this guide you will complete the following steps:
Configure WorkflowMAX API
Employee Import from WorkflowMAX
Link Employee(s)
Configure WorkflowMAX API
Login to SimplePay account.
Go to
Add-Ons >> WorkflowMAX
Enter Account Key and API Key (Request
WorkflowMAX
for Account Key and API Key).
Press
Save Settings
button.
Employee Import from WorkflowMAX
Load WorkflowMAX page in SimplePay, and go to Import Data Tab.
Under
Manage Employees
panel, number of employees created in
WorkflowMAX
will be listed which are not imported in SimplePay.
Click on
Import Employees
button.
Employees data will be loaded in editable form.
Select Employees which you want to import.
Make any required changes and press
Save data
button.
Employees will be imported into SimplePay.
Timesheet will be imported for
ONLY
those employees/staff who are imported from WorkflowMAX.
Link Employee(s) between WorkflowMAX and SimplePay
Select employee(s) from WorkflowMAX and SimplePay dropdown
Click
Link Employee(s)
button.
Data Import in SimplePay
Load WorkflowMAX page in SimplePay.
Load Import Data page from top right of the page.
Select pay period type (in case of multiple pay period types in company).
Available date range for Timesheet data import is given.
Press import data button to import timesheets from WorkflowMAX.
Status message will be displayed for Timesheet imports.
You can check the imported timesheet data in Payroll page and Timesheet page.
If more than 24 hours have been entered in WorkflowMAX for single day, SimplePay will discard Timesheet record which exceeds daily limit of 24 hours.