[HR] HR to PR Interface Options

Created by Crystal Millington, Modified on Fri, 26 Dec at 11:49 AM by Crystal Millington

The HR module mainly manages personnel information, with Payroll integration handled during setup. The HR Initialize PR Employees form allows you to transfer employee records between HR and Payroll. Once an employee exists in both modules, updates in HR automatically reflect in Payroll.


The HR Company Parameters form controls which HR information is automatically updated in Payroll.


Steps:

  1. Open HR Company Parameters:
    • From the HR module’s Programs folder, open HR Company Parameters.
  2. Set Update Options:
    • Check the boxes for parameters you want to update automatically between HR and Payroll.
      • Employees must have valid PR Employee and HR Resource numbers.
      • Unchecked options must be updated manually.
      • Note: Salary and benefits are updated separately via HR Benefit/Salary to PR.
  3. Save:
    • Click Save to apply the settings.

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