Payroll: Employee Navigator's payroll integration guide

This guide's purpose is to share general instructions for how to configure Employee Navigator's Integrated Payroll product. It is intended to be used along with our integration setup articles and videos, each linked chronologically in the appropriate section of this guide. This information must be reviewed prior to beginning a payroll integration.

What to know before you begin the integration setup

Employee Navigator’s payroll Integration allows you to share specific employee demographic and recurring deductions or contribution data with your payroll system, and will allow your payroll system to share employee demographics with Employee Navigator - all in real-time.

If you're curious about how Payroll and Employee Navigator interact in this integration:

Prior to going through the setup pieces of the integration, there are a few key points to note:

• HR admins and Broker licensees are responsible for the review and management of their own data:
  • Mapping the deduction and/or employer contribution memo codes from payroll
    and adding the proper transmission settings to each plan
  • Reconciling differences in employee demographic data such as, but not limited to, Hire Date, Termination Date, Compensation, Contact information and Address.
  • Reconciling differences in deduction or contribution data

• Employee Navigator support provided during this integration
  • Our Payroll Analyst team is here to help provide an overview of the integration steps and to guide you through the process to a Live status where data exchanges in real-time.

    • We cannot map nor sync employee data on your behalf.

       

Our Integration setup checklist

Part One (Average completion rate = < 1 business day)

HR and/or broker licensee complete each the below:

• Ensure payroll group(s) are set up in Employee Navigator to account for each pay frequency that the company uses
  • Confirm all employees are assigned to their appropriate payroll group
• Click link to go to video tutorial: Map your payroll codes into Employee Navigator
• Import your Employee Demographic data into the Audit
  • If your partner has API Imports, then
    • Go to the Payroll tab in EN --> View Demographic Audit --> Start API Import
    • Go to the Payroll tab in EN --> View Deduction Audit --> Start API Import
  • If your partner has Excel file imports, then
    • Download the required Demographic and Deduction reports from the Payroll system per your Partner’s user guide and import them into EN.

Part Two (Average completion rate = ~10 business days)

HR and/or broker licensee complete each the below:

• Click link to go to video tutorial: HR resolves discrepancies in the Demographic Audit
  • HR or broker licensee emails their EN Payroll analyst to confirm the audit has been completed. We will move your Demographic portion of the integration Live.
• Click link to go to video tutorial: HR and Broker reconcile discrepancies in the Deduction Audit
  • HR or broker licensee emails their EN Payroll analyst to confirm the audit has been completed. We will move your integration Fully Live.