We'll make a couple of assumptions in this process, as these are things you've probably already set them up, and if you haven't those are things you'll need to take care of prior to delving into this article. Firstly, we assume that you have a company properly set up in WhenIWork, and that you have employees in that company. Secondly, we're going to assume that you have positions (job titles) set up in When I Work as well (if you're planning on syncing those between OnPay and WhenIWork). And then lastly, you'll need to make sure that you have those same employees set up in OnPay. See the images below for examples.
NOTE: Each employee must have the same email address in WhenIWork as they do in your OnPay account.
Employees -- Make sure you have your employees entered into When I Work.
Employee Positions -- You should have these set up prior to trying the integration
- After making sure those things are complete, go to your OnPay account, and go to Settings -> Payroll Integrations -> Time & Attendance.
- Click on .
- Enter your email address and password that you use to connect to WhenIWork, and then click 'Connect'.
- If you've done this properly, you'll receive a dialog that looks like this. Hit 'Okay'.
- At this point, you should see a screen that looks like the following. You can choose to enable one or more of the available options. Keep in mind, if you want to sync employees or use Positions and Rates from WhenIWork, you'll need to have set them up properly ahead of time, or set them up properly now, and then come back and enable those options.