Integrate employees earnings

You can integrate details of employees’ earnings in the following ways:

  • If your organisation uses IRIS Cascade Payroll, you can use Integration to integrate the earnings. After payroll has been calculated, earnings records are available for integration. Do not close the period in Payroll, as you will need to re-calculate any employees who have been automatically enrolled onto a pension scheme

  • If your organisation does not use IRIS Cascade Payroll, or if you have a number of employees whose earnings are recorded outside IRIS Cascade Payroll, you can use the Scheduled Imports option in Admin to manually upload earnings in bulk. To use this functionality, your organisation must be licensed for the Third-Party Interface Manager; if you need this module, contact your project manager or account manager

  • You can add key earnings to employees manually on the Auto Enrolment Earnings screen in HR. The assessment runs every 10 minutes for any new data. You will see a record of the earnings, with Manual Input as the origin. For assessment, the system uses the last record added to the screen for the current PRP

If the assessment has already taken place, you need to re-run the assessment from the At a Glance screen

You cannot delete entries on the Auto Enrolment Earnings screen. To correct an incorrect entry, add a new record.

Integrate and publish earnings using IRIS Cascade Payroll

  1. In Payroll, go to Integration > Auto Enrolment – Publish Earnings.

  2. Select the box beside each record that you want to integrate. If you cannot see an employee who you need to integrate, do the following:

    • Expand the search by changing the value in the Number of Items to 250 and clicking Search.

    • Check that the employee’s start date is not in the future.

    • Check that the employee’s pay has been calculated.

    • If you still cannot see the employee, log an incident with the IRIS Cascade service desk, including a description of the problem and the employee’s name and/or employee ID.

  3. At the bottom of the screen, select Synchronise Selected. If you then go to an employee’s Auto Enrolment Earnings screen, their earnings are published and Payroll Integration is shown as the origin.

You cannot publish earnings for employees whose pay is not calculated. On the Publish Earnings screen, ‘No’ is displayed in the Ready to Publish column for these employees. For employees who are members of a qualifying scheme in Payroll:

  • Yes is displayed in the On Qualifying Scheme column on the Publish Earnings screen

  • No is displayed in the Ready to Publish column on the Publish Earnings screen

  • Earnings are not published

Upload earnings using Scheduled Imports

  1. Go to Admin > Scheduled Imports. A list of existing scheduled imports for your organisation appears.

  2. Click View in the Actions column for the appropriate Auto Enrolment earnings import.

  3. Configure an import location. This should be a shared folder that the IRIS Cascade user account (i.e. the account that IRIS Cascade runs under on the server) can access. Your HR team does not need access to this folder; your IT team should be able to help with this. If your organisation is an IRIS Cascade Cloud customer, the import location is pre-configured and the field is hidden, so no further action is necessary

  4. At the bottom of the Auto Enrolment Earnings Import screen, select Export Template.

  5. Select the type of ID you want to use for your data:

    • The Employee’s Display ID is the ID from the Main screen

    • The Employee’s Payroll ID is the ID from the Payroll screen

  6. Select OK.

  7. From your payroll software, export the earnings and employee ID information and add them to the appropriate columns in the export template. Make sure the template:

    • Is a CSV file

    • Contains no pound signs, nor anything other than numbers

  8. If you want to use a schedule to import your data:

    1. Save the CSV file to the import location.

    2. Create the schedule and set the required parameters for the upload: select Edit Schedule, set the frequency etc, and then complete the other fields on the screen.

  9. If you want to import the data manually:

    1. Select the Manual Import tab.

    2. Select Browse, and then navigate to and select the CSV file, which should be on your desktop, C: drive or in a network folder.

    3. Select Import to import the data and run an assessment automatically.

    4. Select the History tab, and then check the results of the imports on the employees’ Auto Enrolment Earnings screen.