This article explains how to link your team members' profiles between Deputy and Paycor. This process, often called matching, means that when you export timesheets, hours are attributed to the correct person in payroll.

Before you read

• Target audience: This article is for users with System Administrator or Location Manager access in Deputy.
• Plan restrictions: This process applies to Deputy Payroll, enabled by Paycor (US).
• Prerequisites: Team members must already have a profile created in both Deputy and Paycor before they can be linked.

This article covers:

• How does Deputy link team members to Paycor?
• How do I match team members?
• How do I match team members in bulk using a CSV?

How does Deputy link team members to Paycor?

Deputy connects to Paycor profiles using a unique Payroll ID. For this integration, the Payroll ID must follow this format:

• [Paycor Client ID]-[Paycor Employee ID]

For Example, if your Client ID is 12345 and the Employee ID is 678, the Payroll ID in Deputy must be:

• 12345-678.

How do I match team members?

You can link profiles individually. This method is recommended when adding a single new hire to an existing integration.

1. Log in to Deputy and click on the Payroll tab.
2. Select Match team members from the left-hand menu.
3. Click the Not matched tab to view team members who are not yet linked.
4. If the team member's email address matches exactly in both systems, Deputy may automatically suggest a match. If the emails do not match, you must link them manually or by finding the team member you want to link and click Match.
5. Search for the corresponding Paycor profile in the dropdown menu.
6. Click Save to link the two profiles.

How do I match team members in bulk using a CSV?

If you need to link multiple team members at once, you can update their Payroll IDs in bulk using a CSV file.

1. Get your Deputy data: 

   1. Go to People, click Add People, and select Bulk Import and Update. 

   2. Click Update Team Members to download your current list as a CSV.

2. Get your Paycor data: 

   • In Paycor, go to Report Builder and use the Employee Roster template. Make sure you include Client ID, Employee Number, and Name. Export this as a CSV.

3. Create the Payroll ID: Open your Deputy CSV. In the Payroll ID column, you must combine the Paycor Client ID and Employee Number with a hyphen.

   • Example: If your Client ID is 12345 and the Employee ID is 678, the Payroll ID must be 12345-678.

   • Pro-tip: Use the formula =CONCATENATE(A2, "-", B2) in Excel or Google Sheets to do this quickly for everyone.

4. Upload to Deputy: Save the updated file as a CSV. In Deputy, return to Add People > Bulk Import and Update > Update Team Members and upload your file.
5. Confirm the link: Go back to the Payroll tab and select Match team members. The updated team members should now appear in the Matched tab.

Related articles

• How to set up Deputy Payroll enabled by Paycor (US)
• How do I edit my Paycor integration settings?
• Frequently asked questions: Deputy Payroll (US)