This article will walk you through:
Enabling Smartly Integration
Setting up Smartly Payroll
Exporting Smartly Pay Summary Report
When to use it:
Use this integration to import your timesheets into Smartly, simplifying payroll management, improving accuracy, and ensuring compliance with legal requirements.
How to use it:
Enabling Smartly Integration
In Fergus, click on your Profile icon next to the Help (?) button and select Settings.
Navigate to the Integration Centre and click on Smartly.
To get started, click the blue Enable Integration button, which will open the Smartly Payroll Integration Page.
Setting up Smartly Payroll
Pay Rate - Hit the edit button and then set the pay rate to match the rate you've configured in Smartly. This ensures consistency between your Fergus and Smartly systems.
Employee code - Hit the Edit button and then retrieve the employee ID from Smartly and enter it into the corresponding field next to the employee in Fergus.
Leave Codes - Hit the edit button and then map the leave codes in Fergus to match those used in Smartly to ensure accurate leave tracking and reporting.
3. Exporting Smartly Pay Summary Report
Please refer to this help article for detailed instructions on exporting the Pay Summary Report for Smartly integration.
Thanks for taking the time to read our article, if you have any questions please get in touch via support@fergus.com