SocialSchedules provides the ability to map data between SocialSchedules timecards and Heartland Payroll. Once mappings are in place the CSV export of timecard data from SocialSchedules can be imported directly into Heartland Payroll.
Premium Plan subscription or higher
Administrator or Manager with 'manage timecards' sub-permission
Timecards -> Export button -> 'Export CSV (Heartland)'
Create mappings between SocialSchedules and Heartland
Please contact Heartland Payroll Support to obtain the codes which are specific to your Heartland account.
Important: The mapping of Earning Codes is mandatory. The mapping of Division/Location codes and Department codes are optional.
Click 'Create Mapping' to map the following data:
SocialSchedules Schedule to the Heartland Division/Location
SocialSchedules Position to the Heartland Department Code
SocialSchedules Compliance to the Heartland Earning Codes.
Compliance rules include:
Clock out questions that expect a monetary based answer
Export CSV file
Once mappings have been created, click 'Export' to generate the Heartland CSV file.
All mappings are saved and will be remembered the next time you perform an export. However, be aware that new data can be created in Heartland Payroll that will need to be mapped. Any data that does not have a mapping will be blank in the export file. It is prudent to check the mappings prior to running an export to ensure all data has been properly mapped.
Import CSV file to Heartland Payroll
Perform these steps to import your file into Heartland Payroll.
Choose the following in the 'Time Card Import' screen
Import Type: Timecard
Template: Timeclock File
File Format: Comma Delimited File
Pay Group: Default (for companies w/more than one pay group, choose which one you are paying)
Import Key: Employee Number
Attach File: attach CSV file exported from SocialSchedules, (click to browse where file is saved)
Click the ‘Validate’ button
Once you get the next page, you must ALWAYS view the ‘validation’ results. If any of these have a number other than zero, you must ALWAYS view the details by scrolling to the bottom of the page and clicking on the ‘View Validation Details’ button.
If there are no errors, proceed by clicking on the ‘Import’ button.