KeyPay can be used to sync payroll information such as:
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Sync Locations | This option is only available if you have this set up inside of KeyPay. When On, this will pull across 'locations' found within the Keypay Database into the Expedo Site Settings |
Auto-Export Expense Request | ? |
Auto-Export Leave Request | ? |
Auto Export Onboardings |
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Where Is My Data?
You might be wondering where your data is at certain stages of your payroll process.
Are the updated figures only in KeyPay or have they already been synced with Expedo?
Is the data I’ve entered into Expedo already showing in KeyPay?
Expedo Triggers
Here is an overview of the actions in Expedo which will trigger an exchange of data with your KeyPay account.
First-time Set Up
When you set up the integration between Expedo and KeyPay for the first time in Company Settings, you will see an option to Sync the data for the first time.
This will retrieve the following from KeyPay:
Pay Category
Pay Schedule
Expense Category
Leave Category
Work Type
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Export Contract (Manually)
When a Manager approves a contract in Expedo, these actions will be triggered:
Create a new Employee in KeyPay
to match the new employee who signed the contract
includes the signed contract
Create an Employee Super Fund in KeyPay
for the new Employee who signed the contract
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Export Employee (Automatic)
After an Onboarding is completed, these actions will automatically be triggered:
Employee details will be sent from Expedo to KeyPay or updated if the employee already exists in KeyPay
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Export Timesheet
When a Payroll Batch is exported from Expedo, these actions will be triggered:
Timesheets will be exported from Expedo into KeyPay
Employees in the payroll batch will be exported from Expedo into KeyPay
Only if not already in KeyPay
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Sync Payroll Batch
After a pay run has been completed and you sync the payroll batch, these actions will be triggered:
Pull earnings line from KeyPay into Expedo
for margin report
for superannuation of worker
Export Expenses
Save KeyPay earnings lines to Expedo