ELMO's integration with BundyPlus Live allows you to directly import/export employee timesheet data to streamline your payroll process.
This article will detail how to configure the API interface.
First, you will need the following:
- ELMO Customer Code
- ELMO Login Details (Username and Password)
- ELMO Configuration requirements:
Payroll level: 'Use Clocking Devices?' enabled in Payroll > Payroll Setup > Payroll Maintenance > Payroll Settings > Under the 'Other' heading.
Employee level: Clocking Method set to 'Use Clocking Device' in the employee profile
Configuring the API
- Go to Settings
- Click on Integrations
- Search for ELMO
- Click on the Connect button
- Tick the Enabled checkbox
- Enter your ELMO Customer code
- Enter your Login Details (Username + Password)
- (Optional) Check the Import Clockers only checkbox to only import employees that have specifically been given access to 3rd party devices (Set in the Employee ELMO profile)
- (Optional) Select the 'Enable Filtered Employee Importing' checkbox and enter the Payroll Name to import only employees associated with this payroll
- Click Save and Test to ensure the details are correct
- Click Save
Create your Payrun
- Go to Settings
- Click on Payruns
- Click on Add Payrun
- Enter Details and go Next
- Leave the date details as this does not affect the transactions being sent
- Change export type to ELMO
- Enable Do you want to schedule automatic importing?
- Select your Import Frequency:
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Daily: Import daily at a specified time.
- Weekly: Import weekly at a specified day and time.
- Manual: Import only when clicking the Import Now button in the Settings > Payruns screen
Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Enable Do you want to schedule automatic exporting?
- Select your Export frequency
- Real-time: Export clocking events as they are uploaded into the cloud system
- Hourly: Import employees every hour on the hour. eg, 4pm, 5pm, 6pm etc
- Daily: Import daily at a specified time.
- Weekly: Import weekly at a specified day and time.
- Manual: Import only when clicking the Import Now button in the Settings > Payruns screen
Note: This Import Now button will always appear for any mode to allow for ad-hoc import requirements
- Click Next
- Click Next (You will import your employees into this Payrun once the API is connected)
- Click Save
Import Employees
- Go to Settings
- Click on Payruns
- Click on the Import Employees Now button under the Auto Import Column
- This will now start the employee import process into BundyPlus Live
- Once the import process is complete, you can go to the Employees section and see your list of employees
You have now successfully configured your ELMO API.