Do you not yet have an integration? Import data from your HR and/or payroll system into Epassi each month. This keeps employee data in Epassi up to date and ensures that the modules you use have the correct information.
What data do you need to import?
The required data depends on the modules your organisation uses. The Data Management > Imports page shows which files you need to provide.
These imports are currently available in the portal:
- Adding, updating or offboarding employees in bulk
- Managing flexible salary and leave data
- Flexible pension: managing data
These articles explain the steps and files required for each import.
When should you import the data?
On the twentieth day of each month, we add a task under My tasks to remind you that it is time to upload the data again.
If you need to process a change before the next monthly import, such as an employee joining or leaving your organisation, you can perform an additional bulk import at any time.