Prerequisites
To post your Payment Runs to Staffology Payroll, you'll first need to:
Authorise ExpenseIn to connect to Staffology Payroll (Payments) in order to post your Payment Runs.
Ensure the First Name, Last Name and Reference field in each user’s ExpenseIn user profile matches their Employee Name (First and Last) and Payroll Code in Staffology Payroll.
Ensure the Staffology Pay Code field in each ExpenseIn Category contains the relevant Pay Code from Staffology Payroll.
Create a Payment Run in the Finance area of ExpenseIn.
Once you've actioned the steps above, you can post a Payment Run to your Staffology Payroll account.
Note: All Payment Runs will be posted to Staffology Payroll in your account's base currency (GBP). This cannot be changed.
How to post a Payment Run to Staffology Payroll
1. Go to the Finance area.
2. In the Payments section, click the Payment Runs subheading.
3. Locate the Payment Run you wish to post to Staffology Payroll and click on it.
Note: Payment Runs that have not yet been posted will display a blue Created label.
4. Click the three dots icon next to the Payment Run and select Post Payment Run from the drop-down.
5. In the pop-up window, complete the posting details:
Description - enter a description for the Payment Run. This will appear on the user's payslip in Staffology Payroll.
Note: There is an 18-character limit.
Pay Run - select an open Pay Run from Staffology Payroll.
Note: ExpenseIn dynamically displays open Pay Runs from the current tax year, based on the Tax Year Start Date set in both your Staffology Payroll account and your ExpenseIn account.
6. Click Post to complete the posting.
Once you've posted your Payment Run, you'll see the posting status displayed against the Payment Run.
Note: Posting a Payment Run creates a new line in Staffology Payroll for each Pay Code and adds it to your existing Pay Run. It doesn’t create a new Pay Run.
For unsuccessful postings, expand the failed posting to view the reason. If you're unable to resolve the issue, contact our Support team for assistance.