💡 I am a Liantis customer
💡I am a Securex customer
💡I am client at a different payroll provider
✅ I have activated the integration
Are you a Liantis or Securex customer and have you activated the integration in Payflip? Then you don't need to manually add new employees in Payflip. 🎉
As soon as a new employee is created in Liantis or Securex, they will automatically be synced to Payflip at the next sync. The nightly sync ensures your employee data stays up to date every night. Don't want to wait until the next night? You can also trigger the sync manually:
Securex: Integrations > Securex > 'Check Securex for updates'
Liantis: Integrations > Liantis > 'Check Liantis for updates'
💡 Note: depending on your chosen sync method, this works slightly differently:
Automatic sync: New employees created in Securex or Liantis automatically appear in Payflip after the next sync. No action needed on your end.
Manual sync: When a new employee is added in Securex or Liantis, the selection window will appear again at the next sync. This lets you choose who you want to sync to Payflip.
Once the new employee is visible in Payflip, two actions are still required from you:
Assign budgets – the integration does not assign these automatically. How to do this?
Send the invitation – so the employee can access the platform. How to do this?
❌ I am not using the integration
Click on Users in the left sidebar.
At the top right, click on the pink button Add User.
A new side panel opens with 4 steps.
1/4 Basic Info
Here you fill in the general information of the employee. The preferred language is the language in which the employee will receive communication from Payflip.
2/4 Current Salary
Here you fill in the salary details of the employee. Gross salary = the most recent gross monthly salary. This gross salary varies according to the working regime of the employee in question.
Working regime = the number of hours the employee works per week. Noted as hour:minutes.
3/4 Budgets
Here the employee's choice budget is determined.
For the year-end bonus budget, there is an automatic calculation and the tool does the necessary work for you based on the salary and start date. Handy! 🎉
For a bonus budget, you enter the budget the employee is entitled to. The budget equals the full employer cost. Contact us if in doubt.
For the mobility budget, you enter the total budget the employee is entitled to this calendar year in pillar 2 and 3. Pillar 1 is not yet visualized in Payflip. (we're working on it 😉)
You can add each budget once per employee.
4/4 Send Invitation
Here you can choose to invite the employee immediately. Check the checkbox and a suggested message will appear.
You can also choose to send the invitation later. In this case, uncheck the checkbox. Click on Add Employee and you're all set! ✨