Setting Up the Prism Payroll and Retrieving Workers

Step 1 - Load the Payroll Settings screen

From the Dashboard screen click the "Modules" then "Payroll Exports". 

Next, select the "Payroll Settings" option.

Step 2 - Select the Payroll Template to use.

The Payroll Settings screen will appear as illustrated below.  Click the green "Select a Payroll Template" button to continue.

Step 3 - Select the Prism Payroll Template

As illustrated, select the Prism Payroll Template then click Save.

Step 4 - Review the Prism Payroll Template Settings

After selecting the Prism Payroll Template, notice that several Prism-specific settings are displayed.  Do not attempt to Retrieve Employees (from Prism) just yet as an additional step (Step 7) is required.

As illustrated, select the My Company option from the drop-down menu to display the settings for your Child Company.

Step 5 - Set the Prism Client ID in the Company Settings Screen

On the "My Company" screen, select the "Prism" tab which is now available since you've chosen the Prism Payroll template in Step 5.  Click the Edit button and enter the Client Id for the company in the "Client Id" field as illustrated then click Save.

Note that other fields such as Peo Id, API Username, API Password and such are inherited from the Master (Parent) company and therefore are not required herein (unless you want to change the way you access the Prism API.)

Step 5 - Retrieve Employees

Go back to the Payroll Settings Screen and select the "Retrieve Now" option to download employees from Prism.