Set up the EasyRapport connection
EasyRapport accesses the same Business Central company as payroll processing. First set up payroll-relevant master data, journal targets, groups and rapport types, and synchronization parameters in SwissSalary; transfer and takeover into the journal are part of this. Only then do employees start time recording in EasyRapport.
This article describes the SwissSalary-side connection by payroll and system administration with Plus / setup rights — after the payroll and personnel base setup, before time recording goes live, and whenever the journal or dimensions change. Operating the web application remains covered by the EasyRapport manual. For the portal connection, see Set up the Direct connection.
Purpose
- Prepare the connection and auto-sync for EasyRapport Setup
- Assign EasyRapport groups, rapport types, and target journals so that times and amounts flow into the Management Rapport Journal
- Enable employees for time reporting
- 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.
- The required journal names for reporting are created.
- Dimensions and cost centers are ready if management rapport or EasyRapport use dimensions. For more information, see Manage employee dimensions.
- You have administrative rights for SwissSalary Plus or the affected setup pages.
- The access data, licenses, and subdomains provided by operations are available for EasyRapport.
Wichtig
First set up the personnel and payroll master data in SwissSalary. EasyRapport mirrors this data; it doesn't replace the Employee Card or the salary journal.
What this article covers
This article describes the BC-side connection of EasyRapport (setup, sync, transfer, Get EasyRapport Entries). Operating the web application itself isn't documented here.
| Topic | Continued in SwissSalary |
|---|---|
| Monthly journal and duplicate check before the payroll run | Prepare variable payroll data, times, and absences |
| Matrix time recording in Business Central | Enter times in the TapBoard matrix |
Set up EasyRapport in Business Central
Maintain the EasyRapport setup
- Open the EasyRapport Setup page.
- Check the General area:
| Field | Description |
|---|---|
| Time limit Management Rapport | Date formula for the allowed rapport period (default 1Y). Affects the calculation of Accounting authorized to in the group. |
| Automatically disable of employee leaved after | Date formula after which departed employees are deactivated on the license side (default 1M). |
| Standard Language | Default language: German, French, Italian, or English. |
| Automatic Transfer after Post Payroll | Starts an EasyRapport transfer automatically after a payroll run is posted. |
| Auto Sync Enabled | Enables the job queue for SwS Timing for EasyRapport (default interval 720 minutes). |
| Database Name | Active database (not editable). |
- In the Reporting area, define which dimensions control reporting:
| Field | Description |
|---|---|
| Management Rapport Dimension 1 | Primary dimension: Cost Center, Job, or Cost Object. |
| Management Rapport Dimension 2 | Optional second dimension. |
| Cost Center Filter / Cost Object Filter / Job Filter / Job Task Filter | Are unlocked when the respective dimension is chosen. |
| CC Supervisor authorization / CC Visa | All or Group. |
| Auto Absences Visa | Automatic or Never. |
| RFID | Empty or activated. |
- Under Transfer parameters, enter the web service connection:
| Field | Description |
|---|---|
| Web Service URL | Endpoint; when empty, it's prefilled from the default WSDL. |
| Web Service Customer ID | Customer ID at the EasyRapport service. |
| Web Service Login / Web Service Password | Login credentials; the password is stored in Isolated Storage. |
| Web Service Synchronization | Time of the last synchronization. A manual change reloads entries from the new time. |
| Web Service Sync. Type | Full (default) or Sequential for large data volumes. |
| XML Debugging activated | Provides transmission files as ZIP for download. |
- Under Key, enter the Ordered Key and, if needed, the Test Key (each 31 characters). SwissSalary shows the licensed and used sessions.
Test the transfer and connection
| Action | Use |
|---|---|
| Test | Checks the reachability of the EasyRapport server using the configured web service URL (without login). |
| Transfer | Full transfer: upload local BC data and download rapport data. |
| Transfer (Fetch Data) | Only download of the current rapport data. |
| Auto-Sync Settings | Job queue entry when auto-sync is active. |
| Download last XML debug file | Latest debug file when XML debugging is active. |
| Open / Explore More | EasyRapport web application or product website. |
You can also start the same full transfer from the EasyRapport Group Card using the Transfer action.
EasyRapport groups and rapport types
- Open EasyRapport Groups.
- Open the EasyRapport Group Card and enter:
| Field | Description |
|---|---|
| Code / Description | Unique group and description. |
| Journal | Target journal batch name for the takeover and for TapBoard. |
| Dimension Filter | Optional dimension filter depending on the management rapport dimension. |
| Difference Time Calculation | Overtime or Flexible Working Hours. |
| Blocked | Blocks the group for new assignments. |
| Accounting authorized from / Accounting authorized to | Allowed posting period. When you set from, SwissSalary calculates to from the setup time limit. |
- In the Rapport Types subform, maintain the line structure:
| Field | Description |
|---|---|
| Number / Description | Line number and text. |
| Line Type | For example, Line, Title, Total, Scheduled Time, Actual Time, Variance, Daily Report From, Break Deduction. |
| Salary Type | Salary type for entry lines to be taken over. |
| Placing | Quantity or Amount. |
| Dimension Mandatory | Dimension is mandatory during entry. |
| Dimension Allocation TapBoard | Dimension default for TapBoard. |
| Suppress | EasyRapport or TapBoard if the line is to be hidden in one of the interfaces. |
| Rounding Precision, Lower Limit, Upper Limit | Quantity restrictions and rounding. |
Wichtig
Without a correct Journal on the group and without a Salary Type on the entry lines, entries can't be reliably transferred to the salary journal. Employees without a matching group count as misconfigured on import.
Assign employees for EasyRapport
- Open the Employee Card.
- Assign EasyRapport Group (only groups that aren't blocked).
- If needed, complete:
| Field | Description |
|---|---|
| EasyRapport Login | Login name in EasyRapport. |
| EasyRapport Supervisor | Supervising person. |
| EasyRapport CC Supervisor / EasyRapport CC Visa | Dimension groups for cost center roles. |
| EasyRapport Employee Visa / EasyRapport Employee Visa by Proxy | Visa and proxy assignment. |
| EasyRapport Stand-In | Yes or Supervisor. |
| EasyRapport Admin | Yes if the person may administer EasyRapport. |
| EasyRapport RFID | RFID identifier when RFID is activated. |
- Run a Transfer so that the group, lines, and employees are available in EasyRapport.
- Check the display in the web application. For more information, see Manage roles and visible employees.
Get EasyRapport entries and transfer them to the journal
After entry, release, and approval in EasyRapport, you fetch the data into SwissSalary.
Check the import table
- In Management Rapport Journal, choose the EasyRapport Import action, or open the EasyRapport Import page.
- Check the downloaded lines (employees, salary type, document date, quantity, amount, dimensions, visas).
- Clarify lines without a journal batch name: the person isn't assigned to a correctly configured EasyRapport group.
Run Get EasyRapport Entries
- Open Management Rapport Journal.
- Choose the target journal batch name.
- Choose Get EasyRapport Entries.
- Set the options:
| Field | Description |
|---|---|
| Execute Synchronization | Runs a full EasyRapport transfer before the takeover. |
| Transfer Entries to Journal | Writes import lines into the current journal (default active). |
| Approved Entries Only | Takes over only lines with a visa; unapproved lines remain in the import. |
| Reference Date | Takes over postings up to and including this date. Without a date, SwissSalary warns that all records will be transferred. |
- Start the report.
- Check the message about the number of journal lines written and any notes about missing groups.
SwissSalary:
- only writes lines whose target journal matches the current journal;
- updates existing lines through the Unique Record ID, if available;
- takes over quantity, rate, amount, text, times, dimensions, GPS, and expense receipts;
- prevents changes to salary entries that are already posted with the same Unique Record ID;
- deletes lines that have been successfully taken over from the EasyRapport import.
Wichtig
Decide whether times are recorded only through EasyRapport, only manually, through TapBoard, or in a mix. The same hour must not enter the journal from multiple sources in parallel.
Then check the journal as described in Prepare variable payroll data, times, and absences. In EasyRapport, release and approval remain upstream; see Release your own rapports for approval and Monitor the status of rapports.
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.
- During the EasyRapport import, SwissSalary resets security filters, processes the lines, and then reapplies the filters. Restricted users see only data from their allocation groups.
- 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.
Checklist before go-live
- [ ] Payroll processing, personnel master data, and journals in SwissSalary are complete.
- [ ] EasyRapport Setup: Web service, customer ID, login, license key, and test are successful.
- [ ] Management rapport dimensions and filters are set.
- [ ] EasyRapport groups with journal and rapport types including salary types are available.
- [ ] Employees assigned with EasyRapport Group and role fields.
- [ ] Transfer executed; the web view of the group and lines has been checked.
- [ ] Get EasyRapport Entries with reference date and visa option checked in a test journal.
- [ ] The duplicate rule between EasyRapport, TapBoard, and manual entry is defined.
- [ ] EasyRapport web processes have been run through with the business roles.
Good to know
- If you start EasyRapport before the master data is fully maintained, the portal mirrors gaps — employees record times that don't arrive in the payroll run.
- If Journal or Salary Type is missing on the group and lines, entries aren't reliably taken over; hours are missing from the salary.
- If you fetch times in parallel from EasyRapport, TapBoard, and manual entry without a duplicate rule, you pay the same hours twice.
- If you start Get EasyRapport Entries without a reference date and visa filter, you import unreleased or too many lines into the run.
- If you mix sandbox and productive access through the same credentials or share web service passwords, you endanger live data and compliance.