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, 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 logs in Anthology Student:

Integration Log	Use	Access Method
Inbound HR and Payroll Integration Log	Review the data sent from External Human Resources (HR) or the Payroll system to Faculty Workload Management. Troubleshoot any inbound HR and payroll integration errors.	Processes > Faculty Workload > Inbound HR and Payroll Integration Log
Outbound Payroll Integration Log	Review the data sent from Faculty Workload Management to an External Payroll system and acknowledgment received from the External Payroll system. Troubleshoot any outbound payroll integration errors.	Processes > Faculty Workload > Outbound Payroll Integration Log

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 in Anthology Student 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, we recommend configuring the items in Anthology Student under Configuration > Faculty Workload in the order shown in the Configuration 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

Configuration Checklist

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
Earning Codes	Earning codes uniquely identify the types of earnings that your faculty members receive.		R		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
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
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
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
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
Position Types	Position types categorize the types of positions that will be used for jobs.		R	X
Staff Position Assignments	Staff Position Assignments assign the positions to faculty members for a specified period.	R	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. In Anthology Student, configure the Update Payroll Configuration option as Manual Configuration under Settings > Faculty Workload > General.

2. Configure Pay Cycles and Pay Periods under Configuration > Faculty Workload > Pay Cycles and Pay Periods.

   1. Enter the unique identifier for the Pay Cycle in Anthology Payroll in the Code field in Faculty Workload Management.

   2. Match the Name as the descriptive name of Anthology Payroll.

   3. Match the Frequency 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 field in Faculty Workload Management.

3. Configure Earning Codes under Configuration > Faculty Workload > Earning Codes.

   1. Enter the unique identifier for the Earning Code in Anthology Payroll in the Code field in Faculty Workload Management.

   2. Match the Name as the descriptive name of Anthology Payroll.