HR is the source of the workforce record. Payroll and Training work from what HR tells them, and send back what only they know. Payroll and Training shows this exchange to HR administrators, the HR lead and auditors.
Connected or not
The top of the page says Connected to Core or Not connected.
- Connected: records travel through Core. Last sent and Last collected say when. Choose Send and collect now to do it straight away.
- Not connected: records wait in HR and can travel as files.
Check dated changes makes a new version of any record whose content depends on today's date, such as a starter who has now started.
What HR tells them
| Record | Goes to |
|---|---|
| People and employments | Payroll, Training |
| Roles (assignments) | Payroll, Training |
| Pay agreements | Payroll |
| Absence for pay | Payroll |
| Availability | Training |
| Goals needing learning | Training |
| Delegated approvals | Training |
Each change is a numbered version of the record, and goes only to the applet named for it. Nothing carries a sickness note, a review or a home address. The counts show Waiting to send, Sent and Refused. To send a record as a file instead, choose File for Payroll or File for Training beside it.
What HR receives
- From Training: readiness for each role, and learning requests for goals.
- From Payroll: finalised pay outcomes, which make up the pay costs report.
They are read-only in HR, and replaced only by a newer version. To take in a file, choose it under Take in a file, then Check the file (nothing is written) and Take it in.
A record that names someone HR does not know waits under Waiting for review. Choose Map an ID to say which HR person, employment or role it means, then Try the waiting records again, or Dismiss it. HR never matches on a name or an email: you decide.
Are they in step?
Payroll and Training send a receipt for each record. Are they in step? counts, for each of them, what is in step (they hold HR's latest version), not yet confirmed, and needing attention, with a list To look at. The same check for one person is under What Payroll and Training hold on their page.
The workforce as a file
Download the workforce saves people, employments, roles, terms and pay agreements with the reference lists, for setting up another install. Import checks a file whole first, only adds, and never overwrites. Neither includes restricted fields, absences or reviews.