Personnel synchronisation

Personnel synchronisation - how employees are linked and exported to Tripletex

Understand how employees are linked between Telaris and Tripletex, and what is actually synchronised.

TABLE OF CONTENTS

• Personnel sync - how employees are linked and exported to Tripletex
• Introduction to personnel sync
• Walkthrough of personnel sync
  • Matching employees
  • Exporting new employees
  • Which fields are synchronised
• Common errors with employee sync

Introduction

Personnel synchronisation is used to link employees between Telaris and Tripletex

The synchronisation is one-way - from Telaris to Tripletex.

Tip: Make sure all employees have the correct employee number before setup.

Walkthrough of personnel synchronisation

Employees are linked and exported at initialisation (startup) and when new employees are created.

Matching employees

At initialisation, employees are matched based on:

• Employee number in Telaris
• employeeNumber in Tripletex

If a match is found:

• The employees are linked automatically

If no match is found:

• The employees are exported to Tripletex

Tip: Employees are created as user and personnel. Go to Settings - Users to create a new user, and upgrade the user to personnel

Exporting new employees

When a new employee is created in Telaris:

• If not linked → created automatically in Tripletex

This happens when the employee is saved.

NOTE: Export only happens for employees who are not already linked.
NOTE: Employees must be created in Telaris

Which fields are synchronised

On export, employees are created with:

• Employee number
• First name and last name
• Department (if enabled)

Common errors with personnel synchronisation

If employees are not linked or exported:

• Employee number is missing
• Employee number does not match between the systems. Link them manually via the integration setup
• Initialisation has not been run
• The employee was created in Tripletex before being created in Telaris. Same employee number - link them manually via the integration setup
  
  

Tip: If you have personnel in Telaris who should not be employees in Tripletex. Create them in Telaris as usual. In Tripletex: Remove user access and convert to contact

NOTE: Changes to existing employees are not updated automatically in Tripletex.