Before you begin
You need a FingerCheck administrator login.
Your division needs the CentralReach integration turned on. If you see "CentralReach is not set up for this division", contact FingerCheck support to enable it.
Export your payroll data from CentralReach as a CSV file. If you use the CentralReach API connection, see "Connect the CentralReach API"
near the end of this article.
How it works
Set up your mappings (earnings, allocations and, optionally, billable status). You only do this once.
Upload your CentralReach CSV.
FingerCheck converts the file into payroll entries.
Download the converted file or import it straight into a payroll run.
The page has three mapping sections:
Section | What it does | Required? |
Map Earnings | Matches your hours and rate columns to Fingercheck earning codes | Yes |
Map Allocations | Identifies the employee(s), work date and cost centers. | Only the employee identifier(Asset ID) |
Map Billable vs Non-Billable | Uses a column's codes to decide which earnings | No |
Tip: after you upload a file, open Available Source Export Columns to see every column header in your file. The mapping fields also suggest headers as you type.
Step 1: Map earnings
Earning mappings link the hours and rate columns in your file to FingerCheck earning codes.
Under Map Earnings, select Show Earnings.
Select Add Mapping.
Under FingerCheck Earning Code, choose a code from the list. If the list is empty, select Reload Earnings, or type the code.
Under Hours Column, enter the column that holds hours (for example, `Service - Hours`).
Under Rate Column, enter the column that holds the hourly rate (for example, `Service - Hourly Rate`).
Repeat for each earning you pay, such as regular service and drive time.
Select Save Earnings.
Flat amounts such as bonuses or salary. If a column holds a dollar amount instead of hours, type `NA` as the Hours Column and enter the amount column as the Rate Column. FingerCheck records that value as the amount, with no hours.
How amounts are calculated. Amount = Hours x Rate. If both hours and rate are zero or blank on a row, that mapping creates no entry for the row.
Step 2: Map allocations
Allocation mappings tell FingerCheck which column identifies the employee, which column holds the work date, and where cost center, job and task data come from.
Under Map Allocations, select Show Allocations.
Under Employee Identifier, enter the column that identifies each employee in Asset ID (for example, `Employee #` or `Provider ID`). This field is required.
Optional: under Work Date, enter the Date Column. If your export names its hours columns by date (for example, `2024-01-15 - Hours`), select Use header of earning column for date instead.
Optional: under Cost Allocations, enter the source column for each cost center level your company uses.
Select Save Allocations.
Which date does FingerCheck use?
If Use header of earning column for date is checked, the hours column header is the date.
Otherwise, if a Date Column is set, the value in that column is the date.
Otherwise, FingerCheck looks for a column named `Date`.
Replace values with Map Values. Use this when CentralReach values differ from your FingerCheck values (for example, "West 569" should become "Dept1").
Check Map Values under the field.
Select Configure Mappings.
Select Add Row. Enter the CentralReach value under If value is and the FingerCheck value under then use.
Select Save Mappings.
Values with no match pass through unchanged.
Employee IDs that don't match. If the IDs in CentralReach differ from your FingerCheck employee numbers, you can match them under Employee Mappings (or Configure API if you use the API connection). Enter each person's CentralReach ID in the External Id box, or upload a CSV with EmployeeNumber and ExternalId columns. Select Download Template (.csv) to start, then Save Mappings.
Step 3 (optional): Map billable and non-billable services
Use this section when the same hours and rate columns should produce different earning codes depending on whether the service was billable.
Under Map Billable vs Non-Billable, select Show Billable.
Under Column Name, enter the column that identifies the service type (for example, `Service - Code`).
Under Billable Codes, select the codes that are billable. Pick them from the values found in your uploaded file, type a code and select Add, or select Import Codes to load a two-column CSV (column 1 is the code, column 2 is true or false).
Do the same under Non-Billable Codes.
Select Save Billable Mappings.
Set up the earnings. Once you save billable codes, Map Earnings shows two extra columns: Billable Earning and Billable Aware. For a service that pays differently when billable, create two mappings that use the same Hours and Rate columns:
- Billable earning code: check Billable Earning and Billable Aware.
- Non-billable earning code: leave both unchecked.
Leave Billable Aware unchecked on earnings that apply to every row, such as drive time.
Good to know
A code can't be in both lists. If it is, FingerCheck treats it as billable and shows a warning.
Rows whose code is in neither list are treated as non-billable.
If you don't use this section, every earning mapping applies to every row.
Step 4: Upload and convert your file
Click the upload area, or drag your CentralReach CSV onto it.
FingerCheck checks the file against your mappings. If something is missing, you see **Can't convert this file yet** with a list of what to fix. Update your mappings or upload a file that has those columns.
When the file passes, you see **Conversion complete** and the number of rows converted.
FingerCheck checks that the Asset ID column, every hours and rate column, the billable column and the date column (if you set one) all exist in your file.
If you change a mapping after uploading, select Convert again to apply it.
Step 5: Get the data into FingerCheck
Choose a payroll run from the Payroll run dropdown.
Select Import to FingerCheck Payroll.
Connect the CentralReach API (optional)
If your company uses the API connection, you can pull payroll data without exporting a CSV.
Requirements
- The CentralReach API integration enabled on your division (contact FingerCheck support).
- The CentralReach CORE package. If you don't have it, contact CentralReach support.
Set up
1. Select Configure API.
2. Enter your CR API Key, CR Client ID and CR Client Secret.
3. Select Save Credentials.
4. Under Map Employees, match your employees to their CentralReach IDs (see Step 2), then select Save Mappings.
Pull data. Select Pull CentralReach Data in the upload area. If credentials or employee mappings are missing, the setup window opens first.