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Linking between HRM and PAY
Author: Susan Lai Reference Number: AA-01028 Views: 1736 Created: 2014-05-11 17:26 Last Updated: 2014-05-11 17:26 0 Rating/ Voters


Scenario:

The solution below shows the way to do the linking between HRM and PAY.



Solution:

1.  For user who have newly bought this two systems:
     (a) After Install the 2 system , in (HRM) go to [Housekeeping > Setup > General Setup > Sharing] & tick Link to Payroll System.

2.  For user who is using PAY and newly bought HRM:
     (a) Before linking, in (PAY) go to [Miscellaneous > UBS HRMS Option > Update Annual Leave Balance] to Update the leave for HRMS.
     (b) (In HRM) go to [Housekeeping > Setup > General Setup > Sharing] & Tick Link to Payroll System.

3.  For user who is using HRM and newly bought PAY:
     (a) Before linking, in (HRM) go to [Housekeeping > Import and Export > UBS Payroll System > Export] to export necessary data to PAY.
     (b) (In PAY) go to [Miscellaneous > UBS HRM Option > Export/Import HRMS Files] to import the data.
     (c) (In HRM) go to [Housekeeping > Setup > General Setup > Sharing] & Tick Link To Payroll System.

4.  Others:
     (a) During linking between HRM & PAY, user will only see the personnel details from PAY database.
     (b) For Holiday File maintenance, 1st, link HRM with PAY(without holiday data in neither HRM nor PAY); 2nd, now user can maintain holiday data in either HRM or PAY.

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