GreenshadesOnline Sync Portal Updates

August 3, 2022

Sync Portal will now check for data inconsistencies. Sync details will provide details and suggested action items to easily identify and fix data inconsistencies.

Greenshades sync history screen

Feature update: Sync Portal will validate duplicate sync schedules

Sync Portal will validate duplicate sync schedules to increase sync performance

add sync schedule

Feature update: Benefits up-sync disabled for Sync

Our benefits module is undergoing some changes to better support your administrator experience. Starting August 1, 2022, Greenshades will no longer be up syncing the following information from Dynamics Great Plains to Greenshades Online for Sync V2 product:

  • Individual employee and/or dependent elections
  • Cost and additional details of a benefit of any type

You will, however, continue to be able to sync the benefit codes from Dynamics Great Plains to Greenshades Online.

Why the change?

As a benefits administration platform, the Benefits Module of Greenshades is an administrator and employee self-service product. This means, as an HR professional, you can use Greenshades Online to establish, manage, and assign employee benefits, while employees are able to enroll, unenroll, and view their benefits configured to their company’s set up. For benefit election details to be true and accurate, the Greenshades Benefits Module must be the source of truth for the election details so that you and employees alike can be confident and certain in the accuracy of the information.

How will this change affect my company?

Based on these updates, we recommend the following workflow to best manage your employees’ benefits:

  • HR professionals can establish benefit and deduction codes within Dynamic Great Plains
  • Greenshades Benefits Module will up sync those codes into Greenshades Online
  • HR professionals can set up employee benefits within the Greenshades Benefits Module and assign the corresponding benefits and deduction codes
  • Once enrollments are complete, HR professionals can review election details on the “Send to Payroll” page in the Benefits Module.
  • When ready, HR professionals can sync down the benefit details from Greenshades Benefits Module to Dynamics Great Plains for payroll processing

This change was effective on August 1st, 2022. If you have any questions or would like to talk further about this, feel free to email us at

Download Release Notes