NetSuite ZenHR User Guide


Glossary and Abbreviations




Integration Overview


Here is an evolving requirement document to discuss functionalities and customization to develop an integration between NetSuite ERP System and ZenHR.



Integration Design



TABLE OF CONTENTS




Integration Scope


Financial transactions

Vacations 

Vacation in advance

Tickets

Gosi

EOS

Provision

Off-cycle settlements

General Salary Details

Employees




Financial Transactions:


Please follow the below steps to find Financial transactions:

In ZenHR System Preferences


Go to: System Preferences > Financial Transactions types > Income & Deductions > Loan Types > Edit Overtime Type


Steps of mapping :

  1. Go to Financial transaction types.

  2. Select transactions.

  3. Click on Edit.

  4. Set GL Account Number & Clearance Account.

  5. Update Financial transaction types.




Vacations:


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 

System Preferences > Time Setup> Leaves and Vacations > Annual Vacations > Casual Vacations >  Leaves > Sick Days Off


Steps of mapping:

  • Annual vacation type

  • Edit Annual Vacation

  • GL identifier




Vacation in Advance:


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences > Financial setup > Vacation In-Advance Salary


Steps of mapping:

  1.  System Preferences

  2. Financial setup

  3. Vacation In-Advance Salary

  4. GL identifier

  5. Clearance account




Tickets:


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences > Financial setup > Air Ticket Policies List


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Edit the Air Ticket Policy

  4. GL identifier

  5. Clearance account





Gosi


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences > Financial setup > GOSI


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Payroll Setup

  4. GL Accounts

  5. Social Security

  6. Employee GOSI

  7. Company GOSI

  8. Company social security clearance account




EOS


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences > Financial setup > Payroll setup  


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Payroll Setup

  4. Service Termination Benefits

  5. Service termination benefits clearance account

  6. Vacation compensation clearance





Provision


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences > Financial setup > Payroll setup 


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Payroll Setup

  4. Provision

  5. Service termination benefits provision

  6. Service termination benefits provision clearance

  7. Service termination benefits provision difference

  8. Service termination benefits provision difference clearance

  9. Air ticket provision

  10. Air ticket provision clearance

  11. Vacation compensation provision

  12. Vacation compensation provision clearance

  13. Extra salary provision

  14. Extra salary provision clearance




Off-cycle settlements


Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences> Financial setup> Payroll setup


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Payroll Setup

  4. General Salary Details.

  5. Off-cycle settlements clearance account.





General Salary Details



Please follow the below steps to find Financial transactions:


In ZenHR View Go to: 
System Preferences> Financial setup> Payroll setup


Steps of mapping:

  1. System Preferences

  2. Financial setup

  3. Payroll Setup.

  4. General Salary Details.




Employees


When creating an employee and adding a location and department is sent to NetSuite automatically.
Kindly note, When the employee's data is updated, please click on Correct information to be transferred to the NetSuite





Run Payroll


After calculation of salaries:


Please follow the below steps to run payroll to NetSuite:


In ZenHR system Go to: 
Payroll > Manage Salaries> Salaries> filters > choose Year, month, and Salary slip type


(Payroll, In-Payroll Settlements and Off-Cycle Settlements then select employees and click sent to NetSuite)





Run Provisions


Please follow the below steps to run privation to NetSuite:

  1. Go to Payroll> Manage Monthly provision> click calculate at top of page in green.

  2. Will appear small page> Choose the month and then click Calculate.

  3. Select employees> After selecting employees you will see Send to NetSuite






Mapping


Regarding Mapping, need to map Department, and location from NS side
Please follow the below steps to run payroll to NetSuite:

  1. Go to NS System

  2. Select HR Integration tab> Mappers 

  3. Select Subsidiaries then Location then Department then classes and Hierarchy Group if you have them

  4. Assign each type with its corresponding and change the status to Mapped. 





Journal Entry In NetSuite:


Regarding Journal Entry, need to Go to NS System 
Please follow the below steps to run payroll to NetSuite:

  1. Go to NS system

  2. Select Transactions>Financial > Make Journal Entries> List.





  1. You will also receive an email with the journal number that has been created as a link that you can click on and go to the journal directly.

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