Refresh Interface With Isolved (Worktrend)
If you are using Worktrend-Isolved for your payroll and want to re-sync the data to Spokechoice. you can follow these simple steps. This is helpful when you have edited an employee's address in Isolved, or added a new hire and you want them to show in Spokechoice.
Choose Payroll Icon
Choose Payroll interface
Choose Refresh Employees. Stay on the screen until the Green Banner shows confirming the process is complete
Note: If you ever get a message that email address already exists:
This is likely because the employee is already entered or someone else is using the same email address. Check for Spouses or clients that might have the same email address. Some times you are going to make a guardian a provider and then try to refresh. In this case you MUST manually assign the employees payroll identifier. Open the employee profile and enter the iSolved employee Id and save the profile.
Next time you synchronize because the identifier has been entered it will not need to add the employee.
The information updated from ISolved to SpokeChoice is as follows
- First Name
- Last Name
- Zipcode
- City
- State
- Address 1
- Address 2
- Home Phone
- Mobile Phone