Time Integration - People Matching Between Payroll and Time

Seamless integration between Payroll and Time is crucial for efficient workforce management. To address this need, Wagepoint has introduced enhanced people matching functionality between its payroll platform and Time by Wagepoint. This feature simplifies the synchronization of employee data across both systems, ensuring accurate and connected payroll processing and time tracking.

Setting Up the Integration

1. Access Add-Ons:

   • After creating your Payroll account at www.wagepoint.com and setting up employee profiles, navigate to the left side of the screen and click on Add-Ons.

   Time-Saving Tip: While you can set up an employee profile in Payroll without an email address, it will be required later for the people matching process. To avoid additional steps, it's recommended to include the employee’s email address during the initial setup. You can always add it later, but doing so upfront will streamline the process.

2. Connect Time by Wagepoint:

• • Click the Connect button in the upper right corner. This action will open Time by Wagepoint.

  • If you have an existing Time account, log in. If you’re new to Time by Wagepoint, click Get Started to begin your 14-day trial. Remember, if you plan to track time and import hours into Payroll, you must create a Time by Wagepoint account.

  • Important: Creating a Time account through this method does not automatically connect it to your Payroll account. Once you create a new Time account, you will need to return to Payroll afterward and repeat the following steps (as indicated above):

    • Click Add-Ons.
    • Click Connect.
    • Then, Log In.

3.  Confirm the Connection:

• • On the next screen, click Connect so that your Payroll and Time account can be linked. 

People Matching

1. Access People Matching:

   • Next, click People Matching to view the list of employees entered in Payroll and to add their profiles to Time.

   • If there are unmatched profiles a notification will appear in the upper right corner stating Setup Required.

2. Understanding People Matching:

   • In the People Matching section, you’ll see three columns:
     • Profile in Wagepoint: Lists the profiles in Payroll.
     • Profile in Time: Where the matching happens.
     • Status: Indicates if the employee has been matched between Time and Payroll.

Matching Profiles:

• To automatically add a profile from Payroll to the connected Time account, click the drop-down arrow in the Profile in Time column and select Add Profile to Time. Once successfully added and saved, the Status column will indicate Match Found prior to the first save.  After the first save, any unmatched employees will be flagged with Not Matched under the status column. 

Note:  Profiles may be created with only very basic information.  If an email address was not entered during the employee profile setup in Payroll, you will encounter an error message when attempting to add that profile to Time. To proceed, you will need to return to the employee's Payroll profile and add the email address. Afterward, return to People Matching and add the profile.

Be sure to save any changes.  You will have one final opportunity to confirm that these are the correct people you would like to add to Time.  Review and Confirm by selecting Add to Time.  

Adding Email Addresses to Employee Payroll Profile

1. In your Wagepoint Payroll account, navigate to People > People List.
2. Select View next to the employee's row.

3. Click Edit, then enter the employee's personal email address. Once entered, click Done.

4. After completing this, return to  Add-Ons > People Matching.

Once People Matching is complete, return to the People List in your Time account. All employees should now be successfully synced.  

You can now continue configuring your Time account.