Background for Integration with an HR and Payroll System

Anthology Student supports data integration with an External Human Resources (HR) and Payroll system (for example, Anthology Finance & HCM, Anthology Payroll or any third party HR and payroll application). When Anthology Student is integrated, Anthology Student uses the data available in the Anthology Student database. For example, you can use the jobs and positions already in your HR system.

You can review the integration log:

Integration Log	Use	Additional Information
Inbound HR and Payroll Integration Log	•   Review the data sent from External Human Resources (HR) or Payroll system to Faculty Workload Management (FWM) •   Troubleshoot any inbound HR and payroll integration errors	Review topic Review Inbound HR and Payroll Integration Log in online help.
Outbound Payroll Integration Log	•   Review the data sent from Faculty Workload Management (FWM) to an External Payroll system and acknowledgment received from the External Payroll system •   Troubleshoot any outbound payroll integration errors	Review topic Review Outbound Payroll Integration Log in online help.

If You Configured Integration

If you configured integration with an External Human Resources (HR) or Payroll system, some of the pages for the options from the Configuration tile are read-only. For example, the Jobs and Positions pages are populated with data from your HR system and are read-only.

You must use the HR system to manage the items (such as adding, editing, deleting, or deactivating). You can use Anthology Student to configure the remaining items from the Configuration tile.

Recommended Order to Configure Required Items

Some of the items you configure are selected when you configure other items. For example, load types get selected in load validation policies. For that reason, Anthology recommends you to configure the items in the order shown in the checklist.

The checklist also provides a description and indicates:

• Which feature uses the configuration (Because you must validate workloads before you generate pay, all of the items required for workload validation are also required for pay generation.)

• Whether an option is required (R) or optional (O) 

• If an integration is configured, which options are populated with data from your HR  and Payroll system and are read-only

With integration, information on the following options could be populated with data from your:

HR system

Departments Job Types Job Functions Jobs Position Types Position Titles

Position Staff Position Assignments

Payroll system

Earning Codes Pay Cycles

Pay Periods

Completed √	Option	Description	Required (R) or Optional (O) for Feature		Populated If HR Integrated	Populated If Payroll Integrated
			Workload Validation	Pay Generation
	Departments	Departments are used to track which department the assignment of the course or Non-Teaching activity is in and which department the pay should be allocated to.	O	X
	Job Types	Job types classify jobs at your institution so that you can use them for reporting and filtering.		O	X
	Job Functions	Job functions describe high-level functional categories and relate to high-level duties.		O	X
	Jobs	A job is a collection of tasks and responsibilities that are required of a faculty member to perform. A position is an individual instance of a job.		R	X
	Position Types	Position types categorize the types of positions that will be used for jobs.		R	X
	Position Titles	Position titles are titles and are different from positions, for example, while the position could be Principal Accountant, the position title could be Accounting Manager.		O	X
	Positions	A job is a collection of tasks and responsibilities that are required of a faculty member to perform. A position is an individual instance of a job.		R	X
	Staff position Assignments	Staff Position Assignments assign the positions to faculty members for a specified period.	R	R	X
	Earning Codes	Earning codes uniquely identify the types of earnings that your faculty members receive.		R		X
	Pay Cycles	A pay cycle specifies the interval used to pay faculty members.		R		X
	Pay Periods	A pay period is an instance of a pay cycle.		R		X

Guidelines for Anthology Payroll

Use the following guidelines if your institution uses Anthology Payroll and wants to configure the payroll items manually until the integration becomes available.

1. Configure Update Payroll Configuration Select Manual Configuration or Integrated Payroll to determine how payroll configurations will be updated in Faculty Workload Management. The default is Manual Configuration. as Manual Configuration on the General page (Select the Settings tile > locate Faculty Workload > select General.).

2. Configure Pay Cycles and Pay Periods on the Pay Cycle and Pay Period page (Select the Configuration tile > locate Faculty Workload > select Pay Cycles and Pay Periods.).

   You must

   Additional Information

   1.  Enter the unique identifier for the Pay Cycle in Anthology Payroll in the Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. field in Faculty Workload Management. 2.  Match the Name The descriptive name of the item. as the descriptive name of Anthology Payroll. 3.  Match the Frequency The date when the conflict started. to Anthology Payroll. 4.  Generate the Pay Periods and enter the unique identifier for the Pay Period in Anthology Payroll in the External Reference Identifier Specify the reference identifier from the external Payroll system (for example, Anthology Payroll or any third party payroll application). This column is only visible if your institution selected the Manual Configuration option in the Update Payroll Configuration settings under Settings > Faculty Workload > General. field in Faculty Workload Management.

3. Configure Earning Codes on the Earning Codes page (Select the Configuration tile > locate Faculty Workload > select Earning Codes.)

   You must	Additional Information
   1.  Enter the unique identifier for the Earning Code in Anthology Payroll in the Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. field in Faculty Workload Management. 2.  Match the Name The descriptive name of the item. as the descriptive name of Anthology Payroll.

Note: The above guidelines are not applicable if your institution does not plan to use integration.