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Link a staff profile to a Greentree HR person (manual link only)

Pay-run CSV export and other Greentree staff flows require each included staff member linked to a Greentree employee (Emp Code), and not marked Do not link.

When you need this

Pay-run CSV export and other Greentree staff flows require each included staff member linked to a Greentree employee (Emp Code), and not marked Do not link.

LIVE rule: Manual Link to an existing Greentree HR person only. Do not use Create in Greentree / create HR Person in this pack.

Before you start

  • Staff catalogues ReSynced.

  • You know the correct Greentree HR Person for the Sprintsuite staff profile.

Steps

  1. Go to Settings → Integrations → Greentree → Staff.

  2. Find the Sprintsuite staff row.

  3. Click Link to Greentree.

  4. Choose Link existing / search the synced HR Person (optionally attach JC Employee locally if your process needs it).

  5. Save. Confirm the row shows linked Greentree identity / Emp Code.

What success looks like

  • Staff row shows linked Greentree HR person.

  • Pay-run CSV can include that staff (subject to other eligibility rules).

If it fails

  • Employee missing → ReSync staff catalogues.

  • “Already linked to …” → unlink the other staff profile first.

  • Do not use Create-in-Greentree paths here — out of LIVE scope for this pack.

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