First of all, it is important that the connection between Visma Addo and Visma HR has been set up. Without this setup it is not possible to have the documents delivered automatically in Visma HR.
To set up the integration, the following requirements must be met:
- An administrator must set up the integration
- Ordered the integration from Visma HR or Visma Addo
(Write to our support at email@example.com if you want to know more about pricing for the integration)
Setting up the integration
The Visma HR integration is set up within the integrations, which can be found under settings (cogwheel), and then down in the section called Integrations. A box will appear here that says Visma HR with their logo:
When pressing the integration a pop-up window will appear which will require some information. The support will have the information required and they will also help you set up the integration via an online meeting which will take about 15-30 minutes.
The pop-up window will look similar when clicked:
There are two things you need to be aware of before setting up the integration, and that is:
- If you have several companies/accounts in Visma HR, you need to know which Employer number is assigned to the specific company
- Have created or choose a document category where Visma Addo can put the documents. The document category must not have spaces or characters. Example of a document category could be: Contracts
When the integration has been set up correctly it will appear under Active integrations:
You will be able to send documents for digital signatures once this integration is complete. Learn more here.