Employee Navigator has created a new, "Integration Health" dashboard for customers using our integrated payroll connections that will look similar to this:
- What is the purpose of this new dashboard?
- What does each status "bucket" mean to me?
- New features included in this dashboard
- Frequently asked questions
What is the purpose of this new dashboard?
We set out to build an improved experience for brokers and HR to address 3 areas of our payroll integration:
- How you can feel confident in the integration keeping your data aligned between Employee Navigator & Payroll: Having a simple way to know that a majority of your employees, if not all, are perfectly "In Sync" between the systems.
- How you find scenarios where a change was not updated in Employee Navigator or Payroll - and are shown how to fix them without needing to spend your valuable time reaching out to our Support teams: Having a clear grouping of employee(s) who "Needs Action" where something like a bad deduction code or a Payroll system issue was causing their most recent change to not be processed, and specific instructions on exactly what to do to get that employee "In Sync".
- How you can retry, push, or pull data for employees between Employee Navigator and Payroll on a whim: Having an easy path to re-sending failures or just pushing/pulling data for any employee, or bulk set of employees, at your fingertips.
What does each status "bucket" mean to me?
This information can also be found in the blue, info icon above the dashboard
In Sync
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These employees' most recent changes were successfully processed and their data for demographics, deductions, and, if applicable with the partner, employer contributions, currently matches between Employee Navigator and Payroll. No action is needed on these records.
Needs Action
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These employees' most recent changes failed to process, and their data is out of sync between the systems. Something must truly be fixed for them in Employee Navigator or Payroll before they can be re-synced successfully.
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You'll get simple, straightforward instructions on how to fix this issue and get this "Needs action" employee over to "In Sync" without needing to call Employee Navigator Support for help.
We're on it
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These employees' most recent changes failed to process due to an issue with the payroll partner's system. We call these "We're on it" because Employee Navigator will automatically retry these for you after-hours to ensure they are processed successfully and be moved to "In Sync"
- If you'd prefer not to wait, you'll always have the option to retry these on your own - either for an individual employee or multiple.
New features included in this dashboard
You can now pull in and push out employee demographics or payroll cost data anytime for any employee
- You can use the Actions icon to 'Pull data' or 'Push data' for individual employees.
- You can select multiple employees and/or categories --> "Push & Pull" button to send in bulk.
You can ignore 'Needs Action' failures that have already been taken care of in Payroll
- For example, say an HR admin has already fixed something manually in payroll and you know the systems are actually "In Sync".
- You can use the Actions icon --> Ignore this transmission, which will move the employee to the "In Sync" bucket.
You can find a log of all actions taken by a user in this Integration Health dashboard
- This is a timeline of actions taken to push, pull or ignore data - and it is exportable to Excel.
- It can report on the Last 30, 90, 180 or 360 days, as well as 'All Time'.
Frequently asked questions
| Question | Answer |
| Why do some of my 'Needs Action' items ask me to retry them first to present the correct instructions? |
Our partners have not always returned valid or clear error messaging to Employee Navigator. In August of 2025, we fixed this to categorize all errors we might get in response from a partner to be sure we knew exactly what the they meant. For any unprocessed changes prior to this date, those occurred before our fix went into place for all partners and would need to be re-sent to allow us to categorize them properly for the partner. |
| What if I have a lot of 'Needs Action' items I want to retry? |
You can select all or multiple --> Use the Push & Pull to retry in bulk |
| What's happening to the original 'Transmissions' link? |
We're removing this link as it had been displaying confusing messages or "stale", old transmissions for years. The new Integration Health dashboard takes all of this transmission data and rolls it up into a simpler, user-friendly experience with features that you previously had to call EN Support about now at your fingertips.
This link should no longer be used |
|
What happened to the Partner Audit link's "Retrieve and Compare" option that I used to have within the employee's Profile?
|
This dashboard's functionality replaces and improves upon that tool. Within your 'In Sync' section, you can find the Demographics (Inbound) or Demographics (Outbound) categories for an employee --> Use the actions icon to pull or push their data. |
| Can HR be notified of 'Needs Action' items from this dashboard on their Company Homepage? | This is coming shortly in a future release. |
| Can 'Needs Action' items across all my agency's companies be rolled up to my Agency Homepage --> Reports? | This will be a future enhancement. Our initial goal was to solve the issues of how customers experienced unprocessed changes that needed attention + how customers could push, pull, or retry transmissions on their own. |
| Why is my dashboard taking a bit of time to load? |
The first time a dashboard is loaded following our October 27th, 2025 release will take time to apply & reflect all of the rules associated with transmissions for your company. After that, it should load within seconds; however, for customers with hundreds to thousands of employees, it may take between 15-20 seconds to load for now while we work on optimizing it for you. |
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