Do you use Flexible salary or Flexible leave? Then you need this integration in addition to the basic integration (NMBRS integration).
If you make use of Flex Salary and/or Flex Leave features, additional data needs to be shared with Epassi. In order to give Epassi access to this data in NMBRS integration, an additional API token needs to be created and shared with Epassi.
If you are unable to perform the actions below due to limited permissions in NMBRS, you can share this information with your accountant/NMBRS administrator.
- Please complete the basic NMBRS integration before setting up the API token.
- Log in with an NMBRS user who has access to at least the following services
- Company Services
- List_GetAll
- Run_GetList
- Employee Services
- List_GetByCompany
- LeaveBalance_GetPerTye
- Report Services
- Reports_GetPayslipByRunCompany_v2_Background
- Reports_BackgroundTask_Result
- Go to 'User Profile' in NMBRS.
- Create the API token.
- Share the following information with Epassi
- API Token
- NMBRS domain name
- Username
- Wage components in NMBRS for
- Gross hourly wage
- Gross monthly salary
- Holiday allowance balance
- Holiday allowance accrual
- Leave groups used for
- Statutory Leave
- Non-Statutory Leave
Important
- It is recommended to create a specific User Template in NMBRS to give access to these specific Services, this way no additional data is shared with Epassi which is not required for the proper functioning of the integration.
- The API token needs to be shared securely, for example for the Manager Portal Documents section or via 1Password or a similar service. Please do not share the token via email.
Import Epassi mutations in NMBRS
NMBRS offers the ability to import payroll components in bulk. This simplifies processing the mutations generated in Epassi by employees. These can be the following changes:
- Paying out holiday allowance
- Purchasing leave hours
- Selling leave hours
NMBRS Import template
Download the import template at the bottom of this article. In this template, the above 3 changes are preloaded as examples.
Be aware: The payroll components used as examples in this article may differ from the setup of your NMBRS environment.
To import the desired changes from Epassi into NMBRS, follow these steps:
- Download the desired changes via the Manager Portal
- Copy the changes into the NMBRS import template.
- Remove column K ('Mutation description')
- Import the template.
To import a payroll component, the following information is required per line, in the import file:
- Debtor number
- Company number
- Employee number
If you are using the Epassi/NMBRS integration, this information can be automatically added per employee to the export reports that you can download via the Manager Portal (https://portal.epassi.nl/) . If you do not see this information per employee yet, please contact manager-support@epassi.nl to activate this.
Tip: Read the following NMBRS article (https://support.nmbrs.nl/hc/nl/articles/204052816-Looncomponenten-importeren) before importing payroll components.