Introduction

Integrate with greytHR

Integrating with an existing greytHR account

1. From your homepage, go to Settings > Marketplace > Configure / View Details (within GreytHR tile)
   
2. Read through the information in Important Information tab
3. Click the Integration Settings tab
   
4. Fill in the following details:
   Username - The username used in your greytHR account
   Domain Name- Your domain registered in greytHR
   Access ID and API key- Unique keys generated from greytHR that enable the integration with Zoho People.
   Click the link in the Integration Settings page to learn how to generate the Access ID and API key.
5. Click Login to greytHR Account.
   Now your existing account has been integrated with Zoho People.
   
   
   

1. Under Inegration Settings, select the Payroll admin of your organization
2. Under Location, select the Locations for which you would like to process payroll
   
   

3. Under Employee Type, select the employee types for which payroll needs to be processed
   
4. Under I wish to select the options you need:
   To include employee profiles.
   To enable employee access from the self-service page.
   To sync more fields using Field Mapping. Select the fields to be mapped in Zoho People with the corresponding fields in greytHR
5. Click on Sync my employee database with greytHR
   

Note: The 'Sync' option will only be visible only the first time of data sync. It will be enabled for all those who select 'Existing accounts'. The sync for existing accounts or new accounts will be carried out based on the conditions set under 'Location' and 'Employee Type'

6. Click the Payroll Cycle tab. Here you can configure a pay period.
   

Note: If no pay period is configured, the pay period will automatically be set from the first date of the month to the last date of that month.

Tip: Click here to learn how to configure a pay period. The configuration of the Pay period helps you generate the LOP details report.

7. Click the Quick Push tab
   
   

8. Select the user for whom you would like to Push data. You can select one or more users using this option.
9. Click Push to send.

Add multiple greytHR accounts 

Update edited data in greytHR

1. When there is an edit in any information it will be synced, provided the employee (whose details are edited) is mapped to the location and the employee type that is mentioned in the preference.

1. If there is an edit in either the location or the employee type and this does not abide by the conditions that you have defined in the Settings, then the details will not get updated in greytHR.

1. If a location is removed in Zoho People's Integration Settings, that location's employees will automatically be excluded from greytHR's payroll processing.

1. If any change regarding location or employee type is done in the employee form and if the changed location and employee type do not come under the specified payroll preference, the employee will be excluded from the payroll process.

Process Payroll

1. All information needed for payroll processing -  Date of Birth, Date of Joining, Location, Department, Designation, Employee Type, Employee ID, Email Address, Gender, will be synced to greytHR as a result of this integration.

1. Employee records that match the conditions set for 'Location' and 'Employee Type' in your payroll preferences will be synced.

1. All fields mapped under Field Mapping will also be synced.

Note: The first sync will be a manual sync following which data will be synced automatically for further additions, edits and deletions made to employee records.

Loss of Pay details report

Configuring Pay Cycle

2. Click Create Payroll for the month for which you are pushing data to ensure payroll has been initiated for that month.

Push LOP Data to greytHR

1. From your home page, go to Reports > Leave > Loss of pay details
2. Click the ellipsis icon in the top right corner and select Push to Payroll
   
3. Select the Location and Payroll Cycle and click Push
   

 Tip: Click here to learn how to configure a pay period.

1. From your greytHR dashboard, go to Payroll Inputs
2. Click Employee LOP details

Enable Employees to Access their Payroll Dashboard

Field Mapping

1. Map any field from the employee form apart from these basic fields: Date of Birth, Date of Joining, Location, Department, Designation, Employee Type, Employee ID, Email ID, and Gender.
2. You can't map tabular section fields from the employee form.
3. Ensure you map the appropriate fields in order to sync the proper data. 

1. Click on the Field Mapping tab.
   
   
2. Click Map fields.
   
3. Select the fields in Zoho People and the corresponding fields to be mapped to in greytHR.
   
   
4. Click Save and Update.
   

Revoke greytHR integration 

Viewing Applicable Employees List

This tab lists the employees for who the payroll sync configuration is applicable for. To view the applicable list go to the Applicable Employees tab.