Kleer (PE Accounting) integration

Modified on Fri, 7 Mar at 11:02 AM

A step by step guide to setting up your PE Accounting integration

Overview

With this PE Accounting integration you will connect Simployer One 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 Simployer One to Kleer.

Export time off data such as sickness, parental leave and vacations to Kleer.

Requirements

Only owners in Simployer One 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 Simployer One 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)

Simployer One fields	Kleer (PE Accounting) fields	Mapping conditions (if any) (Simployer One → Kleer)
Work Section
Active employee	Active
Work email / Private email	email	Depends on settings if work email or private email is sent
Personal
First name	firstname
Last name	lastname
Private phone	phone
Social security number	ssn
HomeAddress - Street name	address2
HomeAddress - Zip code	zip-code
HomeAddress - City	state
HomeAddress - Country	country-code
Financial
Tax table	tax-table
Tax column	tax-table-column
Clearing number	clearing-nr
Bank account	account-nr
Employment
Start date	employment-start-date
End date	employment-end-date
Compensation
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:

Current constraints

Currently when exporting a new employee from Simployer One to Kleer that user will be automatically assigned a number in Kleer that is not the same or related to the Simployer One employee number.
Cost center in Kleer
- Cost center for the employee (inherited or defined) is not exported to Kleer.
Employment rate & Schedule in Kleer
- A standard schedule is set on the employee in Kleer when exported (usually 100%) this is also setting the employment rate in Kleer.
Vacationdays/Vacation balance is not exported/imported between the systems.
Dated wages are currently not supported.

Employee export from PE Accounting to Simployer One

Simployer One fields	PE Accounting fields	Mapping conditions (if any) (Simployer One → PE Accounting)
Work Section
Employee number	ID number
Work email	email	Depends on settings if work email or private email is used.
Personal
First name	firstname
Last name	lastname
Private phone	phone
Private email	email
Social security number	ssn
HomeAddress - Street name	address2
HomeAddress - Zip code	zip-code
HomeAddress - City	state
HomeAddress - Country	country-code
Financial
Tax table	tax-table
Tax column	tax-table-column
Clearing number	clearing-nr
Bank account	account-nr
Employment
Employment Type	Employment type	set to Hourly or Permanent
Start date	employment-start-date
End date	employment-end-date
Compensation
Salary amount	hourly/monthly salary
Salary effective date	salary-start-date
payout frequency	hourly/monthly
payout period	monthly

Leave export to Kleer


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
Type	What type of leave defined in the settings
Child	If there is a child connected to a leave then that childs information is sent
Comment	Comments for the leave