Set up the Direct connection
SwissSalary Direct accesses the same Business Central company as payroll processing. First set up payroll-relevant master data and synchronization parameters in SwissSalary. Only then do employees start the ESS processes in the Direct portal.
This article describes the SwissSalary-side connection by payroll and system administration with Plus / setup rights — after the payroll and personnel base setup and before the portal goes live. Operating the web application remains covered by the Direct manual. For the time recording connection, see Set up the EasyRapport connection.
Purpose
- Prepare the connection and auto-sync for SwissSalary Direct Setup
- Enable employees for the portal
- Clearly separate what is configured in SwissSalary and what in the web portals
Prerequisites
- Business Central and SwissSalary payroll processing are set up. For more information, see Set up SwissSalary for payroll processing.
- Allocation groups, salary types, working groups, and working calendars are available.
- You have administrative rights for SwissSalary Plus or the affected setup pages.
- The access data, licenses, and subdomains provided by operations are available for Direct.
Wichtig
First set up the personnel and payroll master data in SwissSalary. Direct mirrors this data; it doesn't replace the Employee Card or the salary journal.
Set up SwissSalary Direct in Business Central
Maintain the Direct setup
- Open the SwissSalary Direct Setup page.
- In the General area, enter:
| Field | Description |
|---|---|
| Subdomain | Subdomain of the Direct tenant. SwissSalary stores the value in lowercase and removes any domain suffix. |
| User Name | Technical user for the connection. When you change the user, the stored password is cleared. |
| Password | Connection secret. SwissSalary doesn't store it in plain text in the setup table but in Isolated Storage. |
| Last sync on | Time of the last successful synchronization. |
| Auto Sync Enabled | Enables the job queue for SwS Direct Management (default interval 720 minutes). |
| KLE Sync Enabled | Controls whether sickness and accident data with KLE are synchronized through Direct. |
| Company Key | Unique company key (generated on insert; visible under Additional). |
| Company Name Filter | Company name filter; must match the active company. |
| Database Name | Name of the database with which Direct was set up (not editable). |
- In the Documents area, check:
| Field | Description |
|---|---|
| Send documents to | All Employees or Only registered employees (default). |
| Text block for registration code | Extended text for registration codes. |
| Test Mode | Marks the sending as test operation. |
| No email notification | Suppresses email notifications when sending documents. |
Connection and synchronization
- Choose Connection Test to check the connection.
- Choose Synchronize to start the SwissSalary Direct synchronization manually.
- When auto-sync is active, open Auto-Sync Settings to check the job queue entry.
- With Create access, you open the self-sign-up flow as long as no successful synchronization has taken place yet (Last sync on is empty).
- With Open, you open the Direct web application; with Explore More, the product website.
The automatic synchronization updates, among other things, employees, registration states, SmartPort changes, and, if needed, dossier documents. The leading personnel master data remains in SwissSalary.
Documents and registration codes
| Action | Use |
|---|---|
| Documents | Opens SwissSalary Direct Documents with sent documents, status, and employee reference. |
| Send document | Starts the report for sending selected documents. |
| Send Dossier documents | Delivers released dossier documents to Direct. |
| Registration Codes | Generates registration codes for employee registration. |
| Protocol | Logs Direct activities. |
Placeholder texts for the payslip, salary certificate, management rapport, KLE documents, and other document types are maintained under Translation on the same setup page.
Prepare employees for Direct
- Open the Employee Card.
- Check employment start, allocation group, and contact information. For more information, see Set up employees for payroll processing.
- If needed, set Suppress SwissSalary Direct Registration Code if no registration code is to be generated.
- After successful registration and synchronization, SwissSalary Direct Rollout Date and the calculated registration code from the Direct Link are available.
Security and filters
- The Allocation Group Filter on User Setup SwissSalary limits visible employees, journals, and Direct and Plus data. For more information, see Set up SwissSalary users and allocation group filters.
- Direct Link and setup passwords are sensitive operational data. Grant web service credentials only to authorized persons.
- In sandbox environments, Synchronize from Sandbox options can be visible. Before productive runs, check the Database Name and company filter so that no test data is mixed with the live portal.
- For Direct, after departure, the setting Access Days After Resignation (not editable in the setup table) taken over from the web applies.
Checklist before go-live
- [ ] Payroll processing, personnel master data, and journals in SwissSalary are complete.
- [ ] SwissSalary Direct Setup: Subdomain, user, password, connection test, and synchronization are successful.
- [ ] Auto-sync for Direct is active if needed and the job queue has been checked.
- [ ] Registration codes and document sending have been tested (test mode deliberately set or disabled).
- [ ] Direct portal web processes have been run through with the business roles.
Good to know
- If you mix sandbox and productive access through the same credentials or share web service passwords, you endanger live data and compliance.