Connect Merit Palk to send hours and approved absences, update existing people, and exchange supported contract data. Choose the data you want before the first run.
Your role needs permission to manage integrations to open Settings → Integrations.
Connect and choose the data
1
Start the connection
Open Settings → Integrations → Merit Palk and, under Connection, choose Connect. A
panel opens on the right.
2
Save the credentials
Enter the API ID and API key for your Merit Palk company, then choose Connect. Begin
saves them and turns the integration on.
3
Choose what moves
Enable Hours and pay, Absences or Employment and pay terms under To Merit Palk,
and Employee details or Contracts under From Merit Palk, as needed. For employee
details and contracts, select the fields Merit Palk should update in Begin.
4
Match payroll codes
In Field mappings, give each value the Export code Merit Palk expects and enable
Include in export. Map each absence policy you export to its Merit Palk type code.
Add people or update them
Employee details updates people already in Begin. It never creates a person. To add missing people, choose Review people beside Add people under From Merit Palk. Review the list, tick the people to add, select their Role, and confirm Add … people. The list groups people by contract type: Employees, Board members, Contractors and Other contracts. Nobody is ticked when it opens; a group’s box ticks everyone it shows, and the search finds a person by name or personal code. A person who shares an email address with somebody already in Begin is not added. Each added person takes a seat on your plan. Nobody is invited unless you tick Send them an invitation; a person with no email address in Merit Palk is added without one. With Contracts on, each added person arrives with their Merit Palk contract; with it off, they arrive without one. A person whose contract Merit Palk does not hold for this month gets it on a later sync run. To keep adding people without reviewing them, turn on Add new people automatically under From Merit Palk. Every sync then adds the people who hold a current employment contract in Merit Palk and are not in Begin yet, with the Employee role. Board members, contractors, people whose contract has ended and people you have removed from Begin are left to Review people. Tick Send them an invitation under the switch to invite each new person; it starts unticked. The sync log says how many people were added, and how many were added without an invitation because Merit Palk has no email address for them. Everyone who can manage integrations also gets an inbox notification with the same counts after each sync that adds somebody.For agents: Add new people automatically needs the permission to add people for everyone,
and Send them an invitation also needs the permission to invite. Later syncs add and invite
people in the name of whoever last turned either on. If that person loses the permission, the sync
adds nobody and its log says so.
Exchange contract terms
Contracts imports selected contract fields onto the person’s job. It preserves job and pay rows created or edited by hand. Employment and pay terms sends supported employment and pay changes to Merit Palk. Set the Base salary type Import ID for hourly and monthly pay in Advanced settings before exporting terms. A run sends only contracts that start in the chosen month and pay changes dated in it. It skips whatever Merit Palk already holds, so running a month again sends nothing and reports nothing new. The run names each change it could not place, such as a contract number that differs from Merit Palk’s, a pay change for a person with no contract there yet, or a personal code two people share. Keep each job’s Contract number the same as the contract’s document number in Merit Palk. Pay changes for a person with several contracts there are not sent, because Merit Palk does not tell Begin which contract an Import ID belongs to. The run reports them, so enter those changes in Merit Palk by hand. A person Merit Palk already holds under a different contract is reported too. Add that new contract in Merit Palk by hand.Sync leave balances
Leave balances sets each person’s balance in Begin to their unused vacation days in Merit Palk, on every sync run. It is off until you turn on Leave balances under From Merit Palk. It writes to the absence type you map to Merit Palk code 1 (annual vacation) in Field mappings; map exactly one, or the run stops and says so. Leave booked in Begin for a later month still comes off, because Merit Palk only takes leave for months it has opened. Merit Palk wins: a balance changed by hand in Begin is set back on the next run. Each change shows in the person’s balance history as synced from payroll. People Merit Palk holds no balance for, and people the absence type does not apply to, are left as they are.Next
Run the integration
Choose a month, run it and check the result.
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