What does it mean to match employees?
The integration between your HR software and PayFit transfers data from your HR software to PayFit each evening. The employee information will automatically sync if the main data points are the same on your HR software and on PayFit. However, if the data points are different, the employee is no longer matched and the information will no longer sync between your HR software and PayFit.
Your HR software is used as a source of truth. If you sync certain fields from your HR software to PayFit but the field in your HR software is blank, the data will be removed from PayFit. If you don't use a particular field in your HR software, you might prefer not to sync this with PayFit.
How does PayFit match employees from your HR software?
The data points that must match between your HR and PayFit software include:
First name
Surname
National Insurance number
Date of birth
Start date
Personal email
Work email
If these don't match, any future changes made in your HR software will not sync to PayFit for the affected employee.
How to check if employees are matched
From the left, choose Integrations Hub, then choose your HR software.
Click Actions, then Configure.
Click Employee matching status.
The first table shows the non-matched employees, while the second shows the successfully matched employees.
What to do if employees don’t match
Following on from the steps above, next to the unmatched employee, click See more details.
You'll see the relevant data points which you'll need to check against your HR software.
Once the data is consistent on both PayFit and your HR software, when the integration runs overnight, the employee will appear in the list of employees successfully matched. You'll also see the correct information has synced from your HR software, into the employee's record on PayFit.