Once the profiles are set, the next step is to create pay templates. Pay templates allow for configuration of pay structures for employees or projects by associating the relevant profile. This ensures that payroll calculations are accurate and consistent. 1. Navigate to Pay Templates 2. Click on the + icon…
The Cost Profile section enables users to configure cost settings for each time type recorded in Procore 1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Profiles > Cost > click on the + icon in the Cost Profiles table 3. Create a profile…
The overtime section enables users to manage overtime settings and rules. 1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Profiles > Overtime and Click on the + icon in the Overtime Profiles table 3. Create a profile by inserting the values accordingly. Here…
1. From OneCore Portal, go to Settings and click Refresh All Data. 2. Navigate to Mappings > Employee. Click on the pencil icon in the Employee Mappings table. 3. Under General Settings, establish mapping by selecting the: NOTE: If you do not want to process this employee, you can always…
1. From OneCore Portal, go to Settings. 2. Click Refresh All Data. 3. Navigate to Mappings > Time Type. 4. Click on the pencil icon in the Time Type Mapping table 5. Establish mapping by selecting the Cost Type, Unit of Measure, and Hourly Earnings Rate in the form accordingly…
Overview This tutorial will guide you on how to set the retention type during creation, choosing either the Line Item Retention Type or the Default Retention Type. Allowing users to configure this setting provides flexibility to match their specific accounting practices and project requirements. Here are the definitions for the…
Overview 1. To map to an existing Tax Code from OneCore, go to Tax > General Settings: 2. Click on Refresh Projects for both Tax Code from Procore and QBO 3. Go to Tax > Tax Mapping. 4. Click on the pencil icon next to the Tax Code you want…
Overview This document guides users on set the QBO Retention Tax Code in OneCore. The retention tax code will be applied when creating a commitment claim. Preconditon Tutorial 2. In Default QBO Retention Tax Code, set the tax code. 3. Click Save.
Activation Email hello@interfy.com.au to request the OneCore Payroll Plus module to be included in your subscription. Once activated, the “Payroll Plus” menu item will appear in your OneCore navigation menu. Setup Refresh Procore and MYOB Data Navigate to “Settings” and press “Refresh All Data“. This allows OneCore to retrieve the…
Activation & Integration Access Activation Email hello@interfy.com.au to request the OneCore Payroll Plus module to be included in your subscription. Once activated, the “Payroll Plus” menu item will appear in your OneCore navigation menu. Integration Access 1. Request Interfy support to activate the module via https://onecore.interfy.com.au/Support 2. Give Interfy support user…