How does TRAXPayroll Integrate with BambooHR?
Purpose: To help you understand what TRAXPayroll is used for and how you can integrate it with BambooHR.
Since 1997, TRAXPayroll has been offering US businesses of all sizes, a cloud based, software-as-a-service (SAAS) solution that delivers trouble-free and simplified payroll processing and administration, time tracking and benefit enrollment. We emphasize personalized service and long-term relationships. Behind our leading payroll solution stands a team of industry and technology experts that provide exceptional five-star service and support with our products.
You can learn more about TRAXPayroll in BambooHR's Marketplace.
BambooHR integrates seamlessly through our API with TRAXPayroll sending information directly into their system. This allows you to keep your employee data as the master record within BambooHR, but do payroll through TRAXPayroll. To enable the TRAXPayroll integration within BambooHR, please contact a Support Hero.
This information can be found in the BambooHR Marketplace. For more information, please click here to learn more about syncing fields.
How do I Enable the BambooHR Time Tracking Sync with TRAXPayroll?
Approved hours will not sync over to TRAX until it has been enabled in your BambooHR account. Please email us at firstname.lastname@example.org with your name, company and phone number and a payroll representative will help you get everything set up.
If you are using BambooHR Time Tracking, all approved hours will sync over to TRAXPayroll prior to each payroll run. This is easily done by using the "remote link" feature in TRAX before running your payroll (learn more about the remote link feature below under "How do I Manage Information Flowing from BambooHR...").
If you are using an external time tracking system, you can use the hours importer to manually upload hours worked for employees into BambooHR through a csv file. As long as the hours worked have been imported before running payroll in TRAX, you will be able to sync the hours through the remote link in TRAX prior to each payroll run.
Approved time off requests for paid time off types in BambooHR will sync into TRAX for the relevant pay period for all workers. This is easily done through the remote link in TRAX (learn more about the remote link feature below under "How do I Manage Information Flowing from BambooHR..."). However, time off for Company Holidays in BambooHR will not automatically flow into TRAX. If you'd like time off for Company Holidays in BambooHR to sync with TRAXPayroll without manually adding them for each employee, follow the instructions below:
Simply create a new time off type for "Holiday" time, or whatever you'd like to call it. You can then have employees request time off for Company Holidays. Or, you can use our time off importer to import time off requests for all employees who will be taking each holiday off. Be sure to follow the specific instructions under "Do you Need to Import Time Off Requests?" in this help guide.
Once the time off requests are in BambooHR for the time off type you created for "Holiday" time, they will sync over to TRAXPayroll when using the remote link feature.
Employees can be given access to add and edit direct deposit information on the Pay Info tab on the employee profile. There is no limit to the number of direct deposit accounts added. BambooHR should be the system of record for direct deposit information and that information will sync to TRAXPayroll.
Employees can also be given access to add and edit Federal Withholding information. The withholding information includes:
- Filing status (Married or single)
- Additional Withholding type (dollar or percent)
- Additional Withholding Amount (dollar or percent)
BambooHR should be the system of record for direct deposit information and that information will sync to TRAXPayroll.
To manage the information being sent from BambooHR into TRAXPayroll, log into BambooHR and click on the "Apps" icon at the top right of the screen. Then, click on "Payroll" and select "TRAXPayroll." This page will give you additional information about our integration with TRAXPayroll. Click "Manage and Run Payroll" in order to login to TRAXPayroll and go to the administrative dashboard.
Once you are viewing TRAXPayroll information, click on the "Remote Link" tab in order to review and approve pending information updates from BambooHR.
When an information update to an existing employee is made within BambooHR, we automatically compare the data between BambooHR and TRAXPayroll and then send an update request which appears on the Remote Link tab.
You can apply the changes to the TRAXPayroll data from the main synchronization screen or you can click to "Edit" the information and only make selective changes. Additionally, if a new employee has been added to BambooHR, then you can click "Add New" in order to add the employee to TRAXPayroll.
Once the changes sent over from BambooHR have been approved, the employee record within TRAXPayroll will be automatically updated accordingly.
Your employees automatically have access to view a quick summary of their most current paystub, their paystub history, their direct deposit information and tax withholding information. Direct deposit and tax withholding information can easily be updated in BambooHR via employee self-service options and will sync over to TRAXPayroll. Employees can also click on the nifty trend graph to view past paystub summaries and sort their pay history. It's actually quite intuitive, so you can probably let them figure it out themselves - time saved!
Any time a new paystub is generated in TRAX, the pay information from that paystub will appear in BambooHR.
Pay Info Tab
An employee can click "View Paystub" to see his or her full paystub details. This contains all of the details of their pay, taxes, and deductions. It also includes a series of fun little tidbits related to the employee's net pay. If employees need to use their Paystub Detail to get a loan or provide documentation of employment, they can either save a pdf or print directly from the BambooHR interface.