Installing Zimple for Use Case 1 (Currently using Simple Pay for Payroll & Leave but wants to transition to Zoho People as the Leave Master)

Installing Zimple for Use Case 1 (Currently using Simple Pay for Payroll & Leave but wants to transition to Zoho People as the Leave Master)

The Zimple extension enables the integration between Zoho People and SimplePay, allowing for accurate leave data across platforms and synchronisation of payslips.

This article will walk you through the installation process. Follow the steps carefully to complete the integration. 
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(1) Ensure Alignment Before Proceeding

Before proceeding with the setup instructions, it is crucial to ensure that your Zoho People and Simple Pay systems are properly aligned. This will help prevent discrepancies and ensure a smoother integration process.

Key Areas to Verify:

  • Leave Policies: Ensure that accrual rates, accrual dates, prorate settings, and any employee-specific customised policies are consistent across both platforms.
  • Employee Data: Confirm that essential details, such as the Date of Appointment and Employee IDs, are correctly aligned for each employee in both systems.

Once alignment is verified, you may proceed with the setup instructions.
(2) Signing up for Zimple
You can sign up for Zimple using this link.


Select the Zimple integration extension.
(3) Getting Started with a Simple Pay API user
Read through the wizard's set-up instructions carefully. You will need to create an API user in Simple Pay to integrate Simple Pay with Zoho People. This is done in Simple Pay under the User Management Settings, as indicated in the steps below.
Warning
Remember to save your API key somewhere safe (we recommend in Zoho Vault) before leaving the page. They will only show this once.

Set-up instructions
In your User Management Settings (Simple Pay), create an API user as indicated below.



Give this API user FULL access to your Simple Pay company.
(4) Link your Simple Pay with Zoho People
Add your unique API key to the Zimple wizard and submit.


Select the Simple Pay company,


and authorise access for the Zimple extension to Zoho People. 

Alert
Make sure pop-ups are enabled! You will be prompted to sign into Zoho People to authorise the access. 


Once you've approved the extension's access, select a folder name for your Simple Pay payslips. 


Review the set-up instructions for Simple Pay and Zoho People before clicking Finish.
(5) Integration Settings
Now that the set-up is complete, we can start matching the data between the two platforms. 



Start with Employees. Match each Simple Pay employee with the corresponding Zoho People employee. Click on "Match" to lock it in. Once all employees have been matched, you can "Submit" the matches at the bottom of the wizard screen. 



Once all Employees have been matched, we can now select our main source for leave balances. 
(6) Leave Balance Source
Info
What Does "Leave Balance Main Source" Mean?
Selecting your leave balance source determines the "source of truth"
 between the two platforms. In other words, it specifies which system—Zoho People or Simple Pay—will be considered the authoritative source for accurate leave balances.

Option A: Simple Pay as Main Source
This is the slightly less complicated route to follow. Select Simple Pay as your main data source for leave balances - this will open a pop-up with a "Sync Now" button. 



Take a deep breath and click on "Sync Now"! This will initiate the sync process, updating each employee's leave balance in Zoho People to match the balances currently stored in Simple Pay.



Rest assured! The extension will save the adjustments made against the employee's balance in Zoho People under the "Employee Leave Balance" report.

Notes
The sync can take a few minutes. Please do not close the window, but feel free to continue with other work while the sync runs in the background. 
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