Loket integration

With the Loket integration, employees are added to Epassi automatically and joiners and leavers are updated daily.

By setting up the integration between Loket and Epassi you will achieve following:

• All existing employees in your Loket account will be added to Epassi
• Any mutations in Loket (on and off-boarding of employees) will automatically be synced with Epassi on a daily basis

This integration grants Epassi 'Read-Only' access to your Loket account.

Steps to set up the integration

Follow the steps below to set up the integration. We recommend creating a dedicated API user in Loket with the appropriate rights before starting the steps below.

1. Go to the Integrations page in the portal
2. Choose 'Add integration'
3. Choose Loket
4. Follow the instructions in the portal

We recommend creating a dedicated API user with the right permissions

Which access rights are required to authorize the integration?

In order for the Loket integration to function correctly, Epassi needs access to the following data

Standard

• Employers
• Employees
  • First Name
  • Prefix
  • Last Name
  • Email (personal on request)
  • Date of birth
  • Custom fields
• Employments
  • Employment start date
  • Employment end date
  • Employment historical start date

Optional: selective employee sync

If you would like to selectively sync employees, this can be achieved by adding a Custom field in Loket to indicate if an employee is eligible for Epassi or not. Complete these steps to set this up:

1. Add a custom field to Loket
   • If the field is set to TRUE, Epassi will include the employee in the integration sync.

2. Update the field for all employees in Loket to match the required setting.

Important: In Loket, make sure to set the Custom field on an Employee level. If the Custom field is set on an Employment level, the Epassi integration cannot read the field.

Optional: assigning varying budgets

If you would like to vary the Epassi budget assigned to employees, this can be achieved by adding custom field(s) in Loket to indicate per employee what the budget is that she should receive.

More info on how to set up custom fields in Loket van be found here (https://helpdesk.loket.nl/hc/nl/articles/360012511200-Eigen-velden) .

For detailed instructions on how to assign varying budgets in Epassi via Loket, please follow the instructions in this article (Assigning budget to employees in the Manager Portal) .

I have access to multiple companies in my Loket administration

If you have access to multiple employers in Loket, you can contact Epassi to select which employers should be synced.