Financials

What to Expect

Our iTrent Financials integration builds a powerful, automated bridge between your iTrent HR and payroll platform and your OneAdvanced systems, including Financials and the MyWorkplace/Platform. This crucial HR finance integration streamlines core processes by synchronising employee data, automating payroll journals, and validating financial codes in real-time. It removes manual data handling, aligns your people and financial data, and empowers your teams to work more effectively.

Why Integrate iTrent with Financials?

• Improve Organisational Efficiency: Automate employee data synchronisation between HR and finance, freeing your teams from time-consuming manual updates and data reconciliation.
• Accelerate Your Financial Close: Automatically post payroll General Ledger (GL) journals directly from iTrent into Financials after each pay run, speeding up your month-end process.
• Enhance Data Integrity: Reduce the risk of posting errors with real-time GL code validation, ensuring payroll costs are always allocated to the correct cost centres before processing.
• Ensure System Alignment: Keep your core systems in sync by ensuring new starters, leavers, and employee changes in iTrent are instantly and accurately reflected in Financials and MyWorkplace.
• Strengthen Financial Governance: Gain clear control with automated status updates and daily reports, providing a complete and auditable trail of all data exchanges.

Key Capabilities 

This integration automates the flow of critical HR and finance information:

• Employee & User Alignment: Automatically synchronise new starters, leavers, and employee record changes from iTrent to create or update user records in MyWorkplace/Platform and Financials. 
• Automated Payroll GL Journal Integration: Post payroll GL journals from iTrent directly into Financials via a secure API, with immediate status feedback to confirm success. 
• Real-Time GL Code Validation: Validate General Ledger cost codes within iTrent against your live Financials data, preventing posting errors before they happen.

How the Integration Works 

The integration is driven by automated triggers, called webhooks, from your iTrent system. When a key event occurs, such as a new employee being added or a payroll run being completed, the integration securely transfers the relevant data to the appropriate OneAdvanced system via an API. This ensures your people and financial data are synchronised promptly and accurately without requiring manual intervention from your team.

Implementation and Prerequisites 

Getting started is a straightforward process. The integration requires active licences for both iTrent and Financials. To begin, a one-time submission of all existing users is needed to establish a clean alignment across all systems. Our expert team will then guide you through the simple configuration of webhooks and secure API connections to get you up and running quickly.