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    Employee Navigator Integration
    • 05 Nov 2024
    • 2 Minutes to read
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    Employee Navigator Integration

    • Dark
    • PDF

    Article summary

    This article reviews the Employee Navigator Integration for Workforce and includes an overview of the integrated fields, as well as steps to complete within Restaurant365 for the setup of the integration.

    This article should be reviewed in conjunction with the Employee Navigator Payroll Integration User Guide provided by Employee Navigator. 

    In Beta
    This feature is in beta. Contact your CSM to learn more.

    Overview

    Restaurant365 and Employee Navigator have partnered to develop an integration that includes the synchronization of certain demographic and deduction data. When enabled, Deduction Configurations in Employee Navigator will automatically update in Workforce for active Employees who have been Onboarded to Payroll.

    If an Employee is present in Employee Navigator and the corresponding R365 Employee Record is not present, an R365 Employee Record will be automatically created for the Employee. 

    The Employee will not be included on the Demographic Audit Report until they have been fully onboarded to payroll.

    Deductions brought into R365 from Employee Navigator can be viewed on the 'Payroll' tab of the associated Employee Record

    Initial Setup

    The Employee Navigator Integration is primarily implemented within Employee Navigator.

    The initial setup process also involves providing Employee Navigator with the following information regarding your Workforce setup in R365:

    • The Deduction Codes in use within Workforce must be entered into Employee Navigator. To access a list of your Deduction Codes in Restaurant365, contact R365 Support.

    • Audit Reports from R365 must be submitted to Employee Navigator for review. See the Demographic Audit Report & Deduction Audit Report section below for additional information. 


    Exchanged Fields

    Demographic Data

    This table lists each demographic field currently being exchanged between the two systems, along with its direction of exchange.

    Employee Navigator Field

    R365 Employee Record Field

    Direction of Exchange

    Payroll ID

    Employee ID

    R365 Payroll to Employee Navigator Only

    SSN

    SSN/ITIN

    R365 Payroll to Employee Navigator Only

    First Name

    First Name

    Bi-Directional

    Middle Name

    Middle Name

    Bi-Directional

    Last Name

    Last Name

    Bi-Directional

    DOB

    Birth Date

    Bi-Directional

    HireDate

    Hire Date

    Bi-Directional

    Termination Date

    Termination Date

    Bi-Directional

    Pay Effective Date

    Job Effective Start Date

    R365 Payroll to Employee Navigator Only

    Compensation Basis

    Hourly/Salary

    R365 Payroll to Employee Navigator Only

    Annual Base Salary

    Pay Rate

    R365 Payroll to Employee Navigator Only

    Base Hourly Rate

    Pay Rate

    R365 Payroll to Employee Navigator Only

    Address 1

    Address 1

    Bi-Directional

    Address2

    Address 2

    Bi-Directional

    City 

    City

    Bi-Directional

    State

    State

    Bi-Directional

    Zip

    Zip Code

    Bi-Directional

    Work Email

    Work Email

    Bi-Directional

    Personal Email

    Personal Email

    Bi-Directional

    Phone

    Personal Phone

    Bi-Directional

    Deduction Data

    Employee Navigator will be the system of record for Employees' recurring deductions. This includes Employee per-pay costs, effective dates, and end dates. To access a list of your Deduction Codes in Restaurant365, contact R365 Support.


    Demographic Audit Report & Deduction Audit Report

    As part of implementing the Employee Navigator Integration, two reports must be run within R365 and provided to Employee Navigator for auditing. 

    • Demographic Audit Report - Includes identification and pay rate information for all Employees who have been Onboarded to Payroll within Workforce.

    • Deduction Audit Report - Includes current pre-tax deduction configurations for active and onboarding Employees who have been Onboarded to Payroll within Workforce. Terminated Employees are not included in this report.

    Both the Demographic Audit Report and the Deduction Audit Report are found on the 'Labor' tab of 'My Reports'

    To download these two reports:

    1.

    Navigate to the 'Labor' tab of 'My Reports'

    2.

    Open the 'Run' drop-down menu for the desired report

    3.

     Select 'Export'

    The Export window will open


    4.

    Under 'File Options', select 'Excel'

     

    5.

    Click 'Export'

    The report will be downloaded as a .xlxs file.



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