An initial sync refers to the Sync from Payroll process that creates Member profiles. This can happen as a bulk process the first time the Sync from Payroll process is run in ESS or when newly created, MicrOpay employee records are included in a Sync from Payroll.
After the initial sync changes to some fields on the Employee record won't update ESS in subsequent Syncs. And changes made in ESS to these fields will be available to implement into MicrOpay. Refer to the below articles for specific information on how data flows on subsequent Syncs and from ESS to MicrOpay:
The document below contains detailed information on the data that is uploaded to ESS on an initial sync:
Employee Fields synced to create a new Member in ESS
MicrOpay | To ESS |
|
|
| Field | Section | Member Profile Page |
First Name | Given Name | Name | Personal Information |
Middle Name | Middle Name |
|
|
Surname | Surname |
|
|
Preferred Name | Preferred Name |
|
|
Gender | Gender | Additional Information |
|
Date of Birth | Date of Birth |
|
|
Marital Status | Marital Status |
|
|
Email Address (Type = Personal) | Personal Email |
| Contact Details |
Mobile Phone | Personal Mobile |
|
|
Telephone | Home Number |
|
|
Email Address (Type = Work) | Work Email | Work Contact |
|
Residential Address: Country Street Suburb Postcode State/Territory | Residential Address: Country Street Suburb Postcode State/Territory | Address |
|
Postal Address: Country Street Suburb Postcode State/Territory | Postal Address: Country Street Suburb Postcode State/Territory |
|
|
Payroll Company | Company Name | Employer Information | Employment |
Employee Code | Employee Code | Employment Information |
|
Date Hired | Date Hired |
|
|
Termination Date | Termination Date |
|
|
Employment Type | Status |
|
|
Job Classification | Job Description |
|
|
Default Cost Account | Cost Account |
|
|
Location | Location |
|
|
Pay Point | Pay Point |
|
|
Pay Class | Pay Class | Salary / Wage Details |
|
Yearly Salary | Annual Salary |
|
|
Normal Rate | Normal Hourly Rate |
|
|
Tax File Number | Tax File Number (from TFN Declaration, or ABN from Voluntary Agreement | Tax Details (Australia) |
|
Tax Rate (where Specify Rate is selected) | Tax Rate |
|
|
Tax Status (from TFN Declaration) | Tax Status:
|
|
|
Tax Free Threshold | Claims, loans and debts: Claim Tax Free Threshold |
|
|
Study and Training Support Loan Debt | Claims, loans and debts Help, SSL and TSL debt |
|
|
IRD Number | IRD Number | Tax Details (New Zealand) |
|
Student Loan | Student Loan |
|
|
Student Loan CIR and/or Student Loan BOR | Student Loan CIR and/or Student Loan BOR |
|
|
BSB Number | BSB Number | Bank Accounts | Bank Accounts |
Bank Name | Bank Name |
|
|
Account Number | Account Number |
|
|
Account Name | Account Name |
|
|
Pay Amount / Balance of Pay | Pay Amount / Balance of Pay |
|
|
Fund Name | Superannuation Fund Name | Superannuation | Superannuation |
Membership Number | Membership Number |
|
|
Joined | Date Joined |
|
|
Based on leave types attached to the employee:
| Leave types display in Balances section, e.g. Annual Leave, Personal Leave etc. | Balances | Leave |
Based on Leave Reasons attached to employee's leave entitlements | Leave Reason | Leave Application form |
|
Pay Advice attachments where Delivery Method was Upload to ESS |
| Advices | Pay Advices and Summaries |
Pay Summary attachments where Delivery Method was Upload to ESS |
| Summaries |
|
Fields synced but not displayed in Member Profile |
|
|
|
Contract Hours | Contract Hours are used to convert leave balances in hours to days, e.g. the number of leave days shown in leave forecasts and applications |
|
|
Work Pattern | Work Patterns are used in leave applications to calculate the number of working hours and days in a period of applied leave. |
|
|