Introduction

Simply Financial Services (www.simply.co.za) has created a powerful integration with PaySpace whereby they automatically extract all employee details from PaySpace to make it easy for you to take out group risk cover and ensure your policy details are always up to date. Furthermore, the integration allows employees to opt into additional group and individual benefits, with the additional premium automatically being deducted from their payslips as employee contributions, substantially reducing admin for your payroll department (Note! optional benefits are only offered with each employer’s express permission and subject to their own specific scheme rules.)

Integration guide

Follow these easy steps (in order) to set up PaySpace for the Simply integration to seamlessly manage and maintain your group life cover. Note! that these steps require admin permissions on PaySpace.

Please follow the steps below in conjunction with this guide to creating API credentials for integration: https://support.payspace.com/portal/en/kb/articles/creating-api-credentials-for-integration.

Step 1 – Create a Security Role

Create a new security role (i.e. name it “Simply Integration”) and select the following access permissions on the employee level:

1. Basic Profile - Read Only
   
2. Tax Profile - Read Only
   
3. Position - Read Only
   
4. Pay Rate Details -  Read Only
   
5. Recurring Payroll Components - Full Access

Step 2 – Create a User Profile

Create a new dummy user profile so that audit entries will reflect that this integration made the changes on the employee’s recurring payroll components profile (i.e. add a first name of “Simply”, last name of “Integration” and an email of simply@yourdomain.co.za and ensure you attach this user to the new security role created in step 1). Give this user access to the relevant companies that the employees belong to.

Step 3 – Create API Credentials

Refer to the support article in the link above.

As Simply will be managing the various deductions accordingly, the integration requires permissions to be able to update these values and therefore the option of “Full Access” must be selected for the Scope. Select the user profile created in step 2 which will ensure this integration is limited to only the permissions given in step 1.

Once saved, copy the ClientID and Secret values that are generated and provide these to Simply on the screen below.

Step 4 – Setup Payroll Components (Employee Deductions and Employer Contributions)

Search for the “Payroll Components” screen in the search textbox at the top left of the application.

Depending on the group life cover options that your company has selected with Simply, you may need to set a combination of the following components:

Employee Deductions (Component codes entered exactly as indicated below)

1. Simply Group Cover: SIMEE
   
2. Simply Top-Up Group Cover: SIMTU
   
3. Simply Individual Cover: SIMI

Employer Contributions (Component code entered exactly as indicated below)

1. Simply Group Cover: SIMER

For all the employee contributions, search and select the “Advised Deduction” component in Figure 1 below.

      Figure 1

Name the component accordingly for payslip purposes. Importantly, the component code must be entered exactly as indicated below each respective component above. Repeat this step for the employee deductions relevant to your company.

      Figure 2

For the employer contribution, search and select “Advised Company Contributions” and name the component accordingly. Importantly, the component code must be entered as “SIMER”.

      Figure 3