Automatically create a new employee in Salary
To build automations in integration with external applications that apply to all company contracts or utilize templates from shared template spaces, you must have user permissions to “Manage all contracts” enabled for your account, be the creator, or have shared “Manage templates” permissions in the specific source template space.
Note: Automations and integrations with external tools are premium features that are not included in all plans. If you do not see the Automations tab or cannot establish a connection with external tools from your account, please reach out to your Customer Success Manager for more information on how to get these features.
To understand what is needed to integrate Salary with your Contractbook account, or how to automatically add a new employee to your payroll system once their employment contract is fully signed, this guide will walk you through the entire workflow.
Prerequisites for the integration
Before you set up the workflow to sync your documents, ensure you have the following requirements in place:
Ensure your company has an active Salary Basic plan.
Prepare a Contractbook template or a draft of the contract you want to use for the automation. All data points you want your Salary employee record to include must be set up as data fields within the data fields sidebar of the document you want to use.
Configure the Salary integration workflow
Once your prerequisites are checked, you can sync salary data seamlessly between the two platforms by setting up the connection directly from your Salary account.
Log in to your Salary account and click the Employee tab.
Click the Add via Contractbook button located at the top navigation bar.
How employee data imports to Salary
All the available data entries filled into the data fields of the signed employment contract will be automatically imported into your Salary payroll system.
In case any information is missing after the import is completed, you can review the mapping of the fields manually.
Locate the box on the right side of your Salary integration view labeled Contractbook fields.
Review all additional contract information pulled from the data fields to ensure your employee record is completely accurate.
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