Prerequisites
A connection between RecMan and Fortnox must be set up before the salary can be transferred. Please see the article Fortnox (Integration setup) for more details.
Integration outline:
- Check employees, create or update
- Transfer hours to Fortnox Calendar
- Transfer absence to Fortnox Calendar
Employees
Note
Transferring and synchronizing employee data is optional but recommended. Employee data sync will ensure that both RecMan and Fortnox hold the same data. In this case, RecMan will act as the “master,” and any data sent from RecMan will overwrite existing data in Fortnox.
Transferring an synchronizing of employee data is done from Employment on a candidate card. RecMan checks if an employee with the same employee number exists in Fortnox.
- If the employee number does not exist in Fortnox, RecMan will create the employee in Fortnox with the details specified in the table below.
- If the employee exists in Fortnox, RecMan will update the employee in Fortnox with the details specified in the table below.
The following employee details are transferred to Fortnox when the employee is created or updated.
| Fortnox Field | RecMan Field |
|---|---|
| Staff information | |
| Employment ID | Employee Number |
| PIN | Employee Social Security ID |
| First Name | Employee First Name |
| Last Name | Employee Last Name |
| Postal Address | Employee Address |
| Postcode | Employee Postal Code |
| City | Employee City |
| Country | Employee Country |
| Employee Email | |
| Phone | Employee Phone |
| Bank account no. | Employee Bank account |
| Employment | |
| Employee (Date) | Employment start date |
| Form of employment | Employment condition |
| Salary form | Payment form |
| Job title | Employment title |
| Staff type | Substitute type |
| Anställningen upphör | Employment end date |
| Salary details |
|
| Monthly salary | Employment monthly salary |
| Hour salary | Job hour pay (from latest job) |
Salary/Calendar
Note
Salary article numbers in RecMan must be set up with the same codes that are used in Fortnox. For absence articles, the absence code from Fortnox must be entered as an “optional article number” in the absence article in RecMan.
When transferring payroll, the following details are sent to the Fortnox Calendar:
| Fortnox Field | RecMan Field |
|---|---|
| EmployeeID | Employee Number |
| Salary Code | Payroll line, Salary article number |
| Date | Payroll line, Date |
| Number | Payroll line, Quantity |
| Amount | Payroll line, Unit salary |
| Total | Payroll line, Total salary |
| Text Row | (Optional) |
| Cost Center | (Optional) |
| Absence/Frånvaro |
|
| EmployeeID | Employee Number |
| Cause Code | Payroll Line, Alternative salary art number |
| Date | Payroll Line, Date |
| Hours | Payroll Line, Quantity |
When the transfer is complete, the paycheck in RecMan will be marked as Exported.
Common errors
| Error message | Description |
|---|---|
| Kan inte logga in, access-token eller client-secret saknas. | Sign in with Fortnox – in RecMan, go to System Settings → Economy → Department. |