In this article you can read about how we retrieve employees from Tripletex and what you need to watch out for.
In the last step in the process to activate the integration to Tripletex, we retrieve your employees from Tripletex. We only retrieve employees who have an email and employee number filled in. If you have employees in Tripletex without an employee number or email, you must first add this if you want to retrieve them to the HR system.
If an employee already exists in the HR system, this will be grayed out in the list and not possible to select. We check this by looking at the employee number. If there is an employee in Tripletex with the same number as an employee in the HR system, it will not be possible to retrieve it again.
We only check employee numbers to mark which employees already exist in the HR system, but to create a new user in the HR system, the email address must be unique. If an employee exists in both systems, but the employee number is different, it will be possible to check it in the list. If the email address this is registered with in Tripletex already exists in the HR system, you will be stopped with an error message when you try to complete.
For the employees you choose to check, you must select the user type and department. When you complete the process, those you have checked will be created as users in the system and an email with a verification link will be sent to them. In order for the users to be able to log in to the system, you must also assign them a license. This is done under company settings.
When you activate the integration and retrieve employees from Tripletex, we retrieve employees you have registered there and then. You must therefore ensure that you update the HR system if you add, change or delete employees from Tripletex. If you want to retrieve employees from Tripletex again, you can always click "Update Tripletex" under company settings and go through the process again. If you do so, you have the option to retrieve new employees from Tripletex, but this will not affect the employees you have already retrieved.
Employees you have already retrieved must be handled in the HR system. If information needs to be updated, this is done under the menu item called My employees, where you can also change the status of a user to Quitted, if the person no longer works for the company.
Always make sure that you have registered the correct information if you change anything. For example, if you change the employee number of an employee in the HR system and this number does not exist in Tripletex, problems will arise when the employee's hours are to be approved.