AFAS Integration | Alleo Support

By setting up the integration between AFAS and Alleo you will achieve following:

Employees in your AFAS Profit account will be added to Alleo.
Any mutations in AFAS (on and off-boarding of employees) will automatically be synced with Alleo on a daily basis.

This integration grants Alleo 'Read-Only' access to your AFAS account.

Setting up the integration

To set up the integration you will need to complete the following steps, each step is outlined in detail in this article:

Create a New User group with the appropriate access levels
Create a System User for the Alleo integration
Place the newly created System User + your own AFAS user in the User Group
Optional: Creation of custom fields
Create the Alleo GetConnectors by importing templates (for Employees and Contracts)
1. Optional: Create additional GetConnectors to share salary & leave data
Create App Connector
Share App Connector Token and Profit ID with Alleo.

Overview of data synced via the integration

The following information is synced via the GetConnectors:

Required fields

Email (Mail)
First Name (FirstName)
Last Name (BirthName)
Prefix (PrefixBirthName)
Termination Date (EmploymentEnd)
Department
Date of Birth (DateOfBirth)
Hire Date (EmploymentStart)

Optional fields

Alleo access
Custom budget fields
Salary information

Step 1: Create a new group for the Alleo integration

Go to General > Management > Authorization tool
Go to the tab Group maintenance
Go to New
1. Name the Group, for example Alleo Group
2. Click Finish

Step 2: Create a System User for the Alleo integration

Go to General > Management > Authorization tool
Go to the tab User maintenance
Go to New system user
1. Name the User, for example 1234.AlleoAPI
2. Give access to the “Profit Windows” in the Access section
3. [optional - only if you have an AFAS Accept subscription]
  Give access to the “AFAS Accept” in the Advanced section
4. Skip the email field in the last step
5. Click Finish

In the Authorization (Autorisatie) tab go and Activate the following HR -> Employee - Employee MSS -> Filters -> HR Employees -> Alle Medewerkers

( HRM -> Medewerker -> Medewerker MSS -> Filters -> HR Employees -> Alle Medewerkers)

Step 3: Adding the System User to the Alleo Group

In the authorization tool add in the Group Maintenance (Onderhoud groepen) tab select the Alleo Group.

In the Users in Group (Gebruikers in groep) tab add the newly created User to the group by clicking on the New button.
PS: If you cannot add the user to the group, make sure to select 'manual' instead of 'fill based on function'

Step 4: Optional; Alleo Custom Field

This step is required when not all of your employees should have access to the Alleo platform.

1) Adding the Custom Field

Navigate to the following section: General > Management > Management tool

( Algemeen > Beheer > Management tool > Employee > employee )

Import the custom field as supplied by Alleo
from the following URL https://yourcampus-static-assets.s3.eu-west-1.amazonaws.com/utils/Employee_Alleo_Access.fie

After setting up the field go to the Tabs (Tabbladen) tab and add a new tab called “Alleo” and drag the “Alleo” Custom field to the right side.

The authorization tab will open, make sure your admin users have the maintain permissions enabled on the new field.

2) Using the Custom Field

Note: The system might request to restart in order to apply the tab and field.

Navigate to the following section: General > HR > Employee > Employee

(General > HR > Medewerker > Medewerker )

Select an employee and scroll to the Alleo tab where you can check or uncheck the new field.

Optional: Assigning varying budgets

If you would like to vary the Alleo budget assigned to employees, this can be achieved by adding custom field(s) in AFAS to indicate per employee what the budget is that she should receive. Follow the instructions in this article to set this up.

Step 5: Create the Alleo GetConnectors by importing templates

In order to get the necessary employee data we will need to import the GetConnectors provided by Alleo.

Note: Make sure you have the import permissions otherwise you will need to recreate the GetConnectors with the addition of the Alleo custom field.

1) Download and import the following Alleo GetConnectors:

Navigate to the following section: General > Output > Management > GetConnector

(Algemeen > Uitvoer > Beheer > GetConnector)

Click on the Import (Importeren) button and add the file downloaded earlier.

Note: If you are missing the import button please follow the following official guide on how to enable it https://help.afas.nl/help/NL/SE/120594.htm

Optional: Create additional GetConnectors to share salary & leave data

If you make use of the Alleo Flex Salary or Flex Leave features, salary data can be shared via the AFAS integration as well. In order to set this up, it is required to import the following 3 additional GetConnectors:

In addition to importing the GetConnectors, please share with Alleo the Wage Component IDs used for:

Holiday Allowance Accrual
Holiday Allowance Balance

Step 6: Create App connector

Navigate to the following section: General > Management > App connector

(General > Beheer > App connector)

Click the New button and add a description “Alleo App connector” and associated to the group indicated at step 1) - Alleo Group
Toggle Automatic token generation (Automatisch token genereren)
Use the existing Alleo Group and the Alleo API user you created in step 1 and 2
In the GetConnectors tab click the New button and add the previously imported GetConnectors (Profit_Employees_Alleo and Profit_Contract)

Step 7: Share App Connector Token and Profit ID with Alleo

You will finally be redirected to a Generated Token screen. Here you can copy the code and securely share it afterwards with Alleo together with your AFAS account id (ex. 12345).

Please make sure to share the information in a secure way, not via a regular unsecured email message.

Example information to be shared with Alleo:

Profit ID: 12345