Before you can setup your exportation with Employer D, please contact us via the chat so we can activate the feature for your organization. It is included in the Time and Attendance add-on.
A) Where to Set Up my Exportation
Go under the "Settings" menu;
Click on the "Integrations" tab;
Make sure you are in the "Configuration" section;
Click anywhere in the Desjardins box.
B) Company number(s) on Employer D
Log in to Employer D: your company number will appear in the middle of the home page;
In Agendrix, it is important not to include the letters in the company numbers. For example: PM123456 must be written 123456.
Option A : You have only one location
Select « One number for the whole organization » and write the number WITHOUT LETTERS
Option B : You have more than one location
You can enter one # per locations if they are already generated by Employer D! Select « A number for each location » and write every number WITHOUT LETTERS
C) Data Structure
If you do book keeping or want to manage financial reports based on data generated by Agendrix, you may have to specify the structure you're using in Desjardins. There are 2 possible structures, make sure to check the right one:
Option A: According to an Administrative Structure
In Agendrix, the terms used to designate important elements for payroll do not change. However, at Desjardins, they may differ from one company to another.
If you use an administrative structure, you must specify the data matching. This way, divisions, services, departments and sub-departments in Desjardins may correspond to locations, resources and positions in Agendrix. If an item is not used in your Employer D account, just enter "None".
Option B: According to Job Numbers
Your bookkeeping may also be divided by types of job. If that is your case, it will be necessary to specify to which Agendrix term this concept corresponds, either to locations, resources or positions.
After completing the integration setup, in the "Associations" section of the integration, it will be possible to specify the numbers relating to each type of work, which obviously can be found in your Employer D account.
D) Earning Codes in Employeur D
To access the earning codes in Employer D:
Go to the "Payroll" tab;
Click on "Company Settings", and then on "Earnings and Deductions".
E) Regular and Overtime Hours
To ensure that working hours are properly exported, it is important to enter the earning codes associated with regular and overtime hours, even if your company does not grant overtime to employees.
Most of the time, these are "1" and "43" respectively, but there are a few exceptions.
F) Mappings
The "Mappings" tab allows to identify the earning codes or association numbers, depending on whether you use an administrative structure or by job numbers:
Earning codes for payroll systems vary significantly from one company to an other. It is possible that Agendrix does not support certain earning codes. More specifically, they must be in hours.
G) Identification Numbers on Employer D
To find the employee's ID numbers on Employer D:
Go under on the "HR" tab;
Click on "Selection of employees (HR)";
The "Employee no." column shows what is called "Identification numbers" in Agendrix.
N.B. : Make sure that no ID numbers are identical for two different employees, and that no employee has two different ID numbers.
H) Mapping Employee's ID Numbers to the Employees
The "Employees" allows to associate each employee with their ID number. It is important to do this because if you leave an empty box for an employee, no information will be exported for him/her.
I) Exporting the Pay
Once everything is completed, you will be able to export the pay to Employer D (see the article for more details).