Purpose:
This guide walks you through setting up any Simployer integration (e.g., payroll or absence management systems).
It covers the core steps every integration shares.
For detailed mapping, requirements, and troubleshooting for your chosen system (Tripletex, Visma.net, Agda PS, etc.), see the system-specific guides linked at the end.
Table of Contents
Overview
Preparation Checklist
Choosing integration Scope
Step-by-Step Setup
Testing Your Integration
Rolling Out to All Employees
Troubleshooting & Support
System-Specific Guides (Field Mapping & Details)
Overview
Simployer HRM offers seamless integrations with leading payroll and absence provider systems.
This general guide helps you connect, validate, and launch any integration from the Simployer environment.
Preparation Checklist
Before you begin:
Confirm administrator access to both Simployer and your chosen payroll/absence system.
Locate necessary credentials (API user, API key, password, etc.) for the external system. See vendor guide if unsure.
Review employee records in Simployer. Ensure test employees have:
Name and personal info
Employment details (start date, contract type)
Salary/compensation details
Contact info (email, phone)
National ID/SSN (or D Number)
Bank account info (if required by external system)
Choosing Integration Scope
What is “scope”?
Scope defines which employees or data sets are included in your integration. Scope lets you control if your sync covers all staff, certain departments or offices, or just a small test group.
Why is scope important?
Reduce risk: Starting with a small, controlled test minimizes onboarding errors.
Isolate issues: Easier troubleshooting with just 1–2 employees.
Gradual rollout: Allows you to expand to larger teams or all employees only when you’re confident everything works.
Regulatory/compliance: Some organizations must limit who is synced due to privacy or testing constraints.
Best practices for choosing scope:
First-time setup: Select only a few test employees (with complete and accurate personal, job, and salary data).
After testing: Broaden scope to full staff or chosen groups for ongoing sync.
Where do I set or update scope?
During setup: The integration wizard will present a “scope” or “employee selection” step.
(See below for illustration.)
After setup: You can change the scope by editing the integration settings in Simployer.
Step-by-Step Setup
1. Log In
Log in to Simployer as an Owner/Admin.
2. Access Integrations
Navigate to:
Settings→Integrations
3. Select Integration
Choose the desired system (Tripletex, Visma.net, Agda PS, etc.).
Review what the integration does and required info in the on-screen wizard.
4. Enter Credentials & Authorize
Enter the necessary credentials (API key, username/password, etc.).
Complete the authorization steps as prompted.
5. Set Employee Scope (Test First!)
We strongly recommend:
Begin with a small scope (1–2 employees) for your initial sync.
This ensures you can confirm everything works before syncing all data.
6. Setup Your Sync
Choose how the integration will sync data:
Manual sync: You trigger updates whenever needed—useful for testing, special timing, or when large changes have occurred.
Scheduled sync: Automatically runs on selected weekdays; syncs typically start shortly after 06:00 CET.
Tip: Start with manual sync for initial testing, then switch to scheduled sync once validated. Manual sync is always available even if scheduled sync is active.
Screenshot/Visual:
7. Confirm Configuration & Complete Setup
Review all settings and options.
Submit and wait for the integration to finalize.
You should see a “Completion” message when successful.
Testing Your Integration
Run a manual test sync/export.
Log in to your target payroll/absence system.
Confirm your test employees were correctly imported.
Check all key fields for accuracy (names, IDs, contact, salary, etc.).
Compare against mapping in the system-specific guide.
Troubleshoot as needed:
Missing or incorrect data? Check that required fields were filled in Simployer, and consult the mapping guide.
Once confirmed, expand your employee scope for the sync.
Rolling Out to All Employees
After successful testing, adjust your sync scope to include your full staff or relevant departments.
Consider switching from manual/one-time export to scheduled sync (automated, ongoing updates).
Monitor logs after rollout for errors or skipped records.
Troubleshooting & Support
Common Issues:
Employees not synced? Check for missing required fields and exact employee numbers.
Error messages? See system-specific guides for explanation and fixes.
Absence/leave not syncing? Some systems require exporting absences separately—check documentation.
Where to get help:
Review FAQs at the bottom of each integration article.
Consult system-specific guides for detailed mapping notes, edge cases, and common error codes.
Contact Simployer support for unresolved integration problems.
System-Specific Guides (Field Mapping & Details)
For the technical mapping of fields, limitations, and troubleshooting steps unique to each payroll/absence system, see freshdesk articles by searching on the integration.
Tip: Always test with a limited scope before rolling out any new integration, and refer to the technical mapping guides for each system when troubleshooting field-level issues.