Overview
With this PE Accounting integration you will connect Alexis HR to your Kleer account through API and can then do the following:
Manual sync of employee data such as personal information, employment data, compensation data from Alexis HR to Kleer.
Export time off data such as sickness, parental leave and vacations to Kleer.
Requirements
Only owners in Alexis HR can configure the integrations
Create an integration user in Kleer (PE Accounting).
This is the user that the integration will act as "behalf of eg. the user that will perform the actions for the integration in Kleer.
In Kleer, create a user with the following settings:
Permissions :
Payroll = Administer all the payroll
Roles = Finance manager
User permissions = administrate
Password settings = Password
Make it a secure password!
To set up the integration you need to have privileges that allow you to create/edit users in Kleer. You can use your own user, but this is not optimal, since you won't be able to differentiate change logs in Kleer and won't be able to use BankID.
Configuration
The integration is activated from Settings → Integrations → Integrate with payroll system → Add Integration
Select Kleer (PE accounting).
Click Next to start the configuration wizard.
Enter all the detail needed for the connection
You can also label this company to differentiate it if you have more than one Kleer instance.
Settings
Kleer salary report settings
Remember to turn off time reporting notifications from Kleer if and when you are going to use Alexis for time reporting instead.
This is done under payroll settings for the employees in Kleer:
Go to the General tab
Scroll down to Salary reports - Management
Select - Administrator/manager must submit salary report
Private or work email
Default email to be exported to Kleer is the private email. This can be changed with clicking settings and choose Use work email instead.
Integration data fields
Employee export to Kleer (PE Accounting)
Alexis fields | Kleer (PE Accounting) fields | Mapping conditions (if any) (Alexis → Kleer) |
Work Section |
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Active employee | Active |
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Work email / Private email | Depends on settings if work email or private email is sent | |
Personal |
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First name | firstname |
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Last name | lastname |
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Private phone | phone |
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Social security number | ssn |
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HomeAddress - Street name | address2 |
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HomeAddress - Zip code | zip-code |
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HomeAddress - City | state |
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HomeAddress - Country | country-code |
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Financial |
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Tax table | tax-table |
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Tax column | tax-table-column |
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Clearing number | clearing-nr |
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Bank account | account-nr |
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Employment |
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Start date | employment-start-date |
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End date | employment-end-date |
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Compensation |
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Salary amount | hourly-salary | if payout period is set to hourly: |
Salary effective date | hourly-salary-start-date | if payout period is hourly: |
Salary amount | monthly-salary | if payout period is monthly: |
Salary effective date | monthly-salary-start-date | if payout period is monthly: |
Employee export from PE Accounting to Alexis HR
Alexis fields | PE Accounting fields | Mapping conditions (if any) (Alexis → PE Accounting) |
Work Section |
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Employee number | ID number |
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Work email | Depends on settings if work email or private email is used. | |
Personal |
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First name | firstname |
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Last name | lastname |
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Private phone | phone |
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Private email |
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Social security number | ssn |
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HomeAddress - Street name | address2 |
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HomeAddress - Zip code | zip-code |
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HomeAddress - City | state |
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HomeAddress - Country | country-code |
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Financial |
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Tax table | tax-table |
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Tax column | tax-table-column |
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Clearing number | clearing-nr |
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Bank account | account-nr |
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Employment |
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Employment Type | Employment type | set to Hourly or Permanent |
Start date | employment-start-date |
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End date | employment-end-date |
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Compensation |
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Salary amount | hourly/monthly salary |
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Salary effective date | salary-start-date |
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payout frequency | hourly/monthly |
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payout period | monthly |
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Leave export to Kleer
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Date | Leaves are sent day by day one date at a time | Leaves are only sent for days defined as working days. |
Hours | Amount of hours of absence for that specific day |
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Type | What type of leave defined in the settings |
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Child | If there is a child connected to a leave then that childs information is sent |
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Comment | Comments for the leave |
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