Employee Integration with Kleer (PE accounting)

Modified on Fri, 7 Mar at 11:00 AM

Information of how the integration to Kleer (PE accounting) works in regards to importing,exporting and updating employees.

Note : This requires that you have configured an integration towards Kleer. Read more here

Overview

This integration to Kleer uses secure APIs to enable a seamless integration of core employee data between the two systems. Employees can be created from both systems but we strongly recommend to have one system as the source of truth for all of your employee data.

You can read more here about the detailed integration data fields that are updated in each system.

Export employee view

To export employees from Simployer One to Kleer navigate to People - Export/Import - Kleer - Export

Here you'll land on the Linked tab, but two other tabs also exists:

Simployer One - All employees in Simployer One that has not been exported(linked) to Kleer
Linked - All employees in Simployer One that has been exported(and linked) to Kleer
All - All of the above

The first time you visit this page the Linked tab will be empty but if you have exported/linked employees you are able to:

Unlink employees : If you for some reason do not want to continue to have this employee linked anymore to Kleer.
Export : Select all or a subset of Linked employees and thus "update" them in Kleer.
Cancel : Regret and go back to the Export/Import view.

Export employees to Kleer

To export (also referred to as link) employees to Kleer for the first time, click on the Simployer One Simployer One tab and select the employees you wish to export/link.

In my example I want to export one employee to Kleer and selects that employee and then click Export(1)

A green banner will be shown when export is finished and the employee will now be shown in the Linked tab and also created in Kleer.

Updating employees in Kleer

When you have made updates to already linked employees in Simployer One and want to export/update that new information to Kleer, all you need to do is to select all or some of the employees and click export.

This will then update the selected users in Kleer with the new information from Simployer One. In the below example 8 employees would have their data exported to Kleer and updated records.

Unlink employees from Kleer

Sometimes you need to remove the connection for an employee between Simployer One and Kleer. Some of the reasons might include:

Longer leave of absence (like Off duty)
Temporary changes to employment status
The need to delete the employee in Kleer and to re-export the employee from Simployer One Simployer One

For these situations you can unlink the employee from the Linked tab and Unlink button. The employee will then in Simployer One be "moved" to the Simployer One tab.

Note : This does not affect the employee in anyway in Kleer, but you will not be able to continue to export any leaves (or employee data) for the employee until the status is Linked again.

Import employee view

To import employees from Kleer to Simployer One navigate to People - Export/Import - Kleer - Import

Here you'll land on the All tab, but two other tabs also exists:

New - Employees that exists in the Kleer account but have not yet been imported (also referred to as linked) to Simployer One .
Imported - Employees that are linked (have been imported from Kleer or exported previously from Simployer One)
All - All employees existing in the connected Kleer account.

So the first time you visit this page you will see the All tab. that view shows all employees that exists in the connected Kleer account.

As long as the employee in Kleer has not been imported (or linked through Exporting from Simployer One ) the Simployer One user will be replaced with Match and Create buttons.

Create : Will create a new user in Simployer One with information from Kleer.

Match : Will let you match the employee from Kleer with an existing user in Simployer One .

Affected fields (fields to merge)

Here you can see an overview of what information will be affected by the import.

Clicking on it gives you a more detailed overview of what information has been found in Kleer and what information currently exists in Simployer One (this will be empty if there's no employee that has been matched with the employee found in your source).

Action to be performed

This column tells you what action will be performed once you hit Import.

There's 5 different statuses this can have:

Create new user - this employee will be created in Simployer One based of the information gathered from Kleer.
Prefer Simployer One - This user is matched between your Kleer and Simployer One but information in Simployer One will remain the same (no new data is imported from Kleer).
Prefer Kleer(PE Accounting) - This user is matched between Kleer and Simployer One and information in Simployer One will be overwritten by information from Kleer.
Match manually - This user has been matched manually. Can also be set to either Prefer Simployer One or Prefer Kleer.

Do nothing - This means no action will be taken on the employee

You can change Action to be performed by selecting the checkbox next to the employee and selecting what action you want to achieve with the buttons at the top. Create,Prefer Simployer One ,Prefer Kleer (PE Accounting) or Do nothing)

Importing employees from Kleer

Once you feel confident about how the overview above works it's time to import!

Navigate to People - Export/Import - Kleer - Import (All tab)

Using the checkboxes to the most-left of the list of employees you can select people and then tell Simployer One how to handle that employee.

In the example below these 5 employees would be created as new users in Simployer One.

They would then be Imported (also referred to as linked) and if data is updated in Simployer One you can now use the export functionality to update information in Kleer (Pe accounting).

Match employees from Kleer

If you have employees that are existing in both systems but have not been linked/matched yet, Navigate to People - Export/Import - Kleer - Import (All tab).

Using the checkboxes to the most-left of the list of employees you can select people and then for each employee in Kleer, select the employee it should be matched with in Simployer One .

In the example below these 2 employees would be matched as follows:

Kleer user 87457 will be matched to Gamora The first

Kleer user 87409 will be matched to Star Lord

(87459, 87409 would be first name and last name from Kleer in a real world scenario)

They would then be Imported (also referred to as linked) and if data is updated in Simployer One you can now use the export functionality to update information in Kleer (Pe accounting).

Update Employees with data from Kleer:

If you are using PE as a source or you for some other usecase want to update imported users (also referred to as linked users) with new data from Kleer.

Navigate to People - Export/Import - Kleer - Import and then switch to the Imported tab.

Select the employees with the checkboxes and click the Prefer Kleer (PE Accounting) button.