Keystone Payroll Integration

iOps360 will import information from a variety of county finance systems including Keystone Payroll.

Before You Begin

When using a leave balance import, User’s prior leave balance transactions will be removed.  The users’ leave request will not be effected.  iOps360 will import the current balances and make adjustments for upcoming accruals and leave requests already entered into iOps360.

• Ensure the correct Employee Id for each employee with the report “Users – Badge Number / Employee Id / Login”.
• iOps360 will compensate for upcoming calendars created and leave requests. Verify each users’ leave accrual amounts with the report “Leave – Accruals”.

Import Keystone Leave Balances

1. Run or Request the report called “Leave Balances – Active Employees” from Keystone.
2. Save this file as an XLSX file.
3. In iOps360, Select “Features” -> “Integrations” -> “Payroll“.
4. Click “Keystone Import Leave Balances”
5. Click “Step 1 – Upload Keystone Report” and select the file from your computer or drag the XLSX file into the window.
6. If the correct “As Of Date/ Effective Date” is not correct, click the button “Change As Of Date / Effective Date”.
7. Verify that each user is matched from Keystone to the iOps360 Employee.  If a user is not found, a red box will appear next to that user’s name.  You can select a user from the list or click “N/A” next to each user that is no longer in your department.
8. Once all users have been matched, click “Complete Data Import“.