How does TRAXPayroll Integrate with BambooHR?
Purpose: To help you understand what TRAXPayroll is used for and how you can integrate it with BambooHR.
If you are not currently using TRAXPayroll and would like to learn more about this integration with BambooHR, click here.
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. 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.
When using this integration, all employees must be added in BambooHR. Once the new employee is added in BambooHR, they will automatically sync through to Remote Link in order to be added to TRAXPayroll.
If you don't have BambooHR Time Tracking and are interested in a demo, click here!
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 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.
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...").
If you are using BambooHR Time Tracking, holidays hours will automatically sync through to TRAX. If you are not using BambooHR Time Tracking, 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 will enter their bank information in the Direct Deposit table on the Pay Info tab in BambooHR.
Employee Tax Information
To manage the information being sent from BambooHR into TRAXPayroll, navigate to Bamboo Home. Click the "TRAXPayroll" button in the top right corner 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 Dashboard through the Action button. Once the changes sent over from BambooHR have been approved, the employee profile within TRAXPayroll will be automatically updated accordingly.
Click here to learn more about how to use Remote Link in TRAXPayroll.