iSolved Bi-Directional Integration

A little while ago we introduced the iSolved Integration Report, which used a CSV export to generate the data that would be later imported into iSolved. Today, we are going to cover how to setup the full fledged bidirectional integration.

The first step is to have our Customer Support team assist with setting up your account and enabling the integration with iSolved. Then, you can go to the Field Workers tab and start pulling your staff members to Econz Timecard. These are the buttons that we will use for this purpose.

When using the "Auto Sync" option, you need to ensure that the integration has been setup with the time zone and the password under the iSolved Integration section, which is done by our Support team. After you click on Auto Sync the system will take you to the Integration logs page in case there are errors with the integration.

Going back to the Field Workers tab, let's now go over the Manual Sync, or the "Sync Workers with iSolved" button on the top right. When you click on it you will be given the option to pull the employee list from iSolved so that you can choose exactly what employees will be enabled in the Field Workers tab. Keep in mind that employees will not be shown there unless they are synchronized individually. Also, you must change the password for the workers in order to sync to the devices.

Just select the Worker Type and Time Zone, tick the checkbox for the users you wish to synchronize, click "Add" and finally click the "Save" button at the bottom of the screen:

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Either way you choose, once successful, the employees will be synced and shown in the Field Workers tab:

Once the employees have worked through their pay periods and approved their timesheets, then a Payroll Manager can jump in, approve the timesheet and after that, they will find an option on the bottom right showing a red X showing that the Timesheet has not been synced:

Click on the circular green arrows to complete the process, you will now see a green check mark showing "Synced with Payroll":

After that, the timesheets will have transferred to iSolved:

Don't hesitate to reach out to us in case you are interested in using this integration or have any inquiries!

--Econz Team

PaySpace Integration

We are very proud to announce that we have implemented a bi-directional integration with PaySpace’s Payroll and HR solution, so now our customers that use that platform will be able to have our system communicate automatically with it.

Once the account is created and setup by one of our Support representatives, you will be able to log in and start pulling employees from the PaySpace application. Go to the Field Workers tab and click on the "Sync Workers with PaySpace" button:

You will notice that Timecard has already pulled the Employee List you have from PaySpace and it's making this available so you can choose and pick exactly who is going to be added to Econz.

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You would click on the Synchronize checkbox for the employee you wish to add, specify the Worker Type and Time Zone at the top of the screen, then click on "Save" on the bottom left:

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It's very important to note that when doing the Manual Sync you must change the password for the workers in order to sync to the devices. If there is a conflict with the device ID, you can even customize it before saving it:

If you were to use the "Auto Sync" option instead, make sure that the integration has already been set up with the time zone and the password under the PaySpace Integration section (this will typically be done by our Support team, as well). After you click on Auto Sync the system will take you to the Integration logs page in case there are errors with the integration.

Now comes the moment when employees have already worked through their pay periods and it's time for a manager to approve their signed timesheets. If for any reason an employee is not able to sign their own timesheet, the managers can submit the approval for them, read this previous post to learn how.

As discussed before, in order to have access to the timesheet approval process, you need one of the following user types:

• Payroll Admin
• Super Payroll Admin
• Office Admin

Once logged in, go to the Administration tab and select "Approve Timesheets". Use the filters to focus on the team, employees and date range you desire and click on "Filter". This will bring up the results for the employees who have timesheets during the period you selected:

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Approve the timesheets as needed, then click the "Save" button on the bottom left:

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Then, to complete the synchronization, set the Frequency to either Weekly or Monthly, depending on your company setup, then choose the Company Run period corresponding to the timesheet you are reviewing. Finally, click the green circular arrows button on the right:

The red X will change to a green check mark and you will now see that the timesheet is successfully "Synched With Payroll".

That's all for now, let us know if you have any questions or comments.

Until next time!

--Econz Team