Integration Guide: Endalia and Cobee

Important: this article is intended for Endalia users with an administrator profile.

Connect Endalia with Cobee to manage the flexible remuneration of your employees. This guide explains how to set up the integration and make the most of it easily.

Step 1: Initial Configuration in Endalia

For the connection between Endalia and Cobee to work, you first need to carry out a very simple initial configuration from your admin panel. You just need to follow these three steps:

1. Activate Cobee as a provider

The first thing is to let Endalia know that Cobee will be your provider for managing flexible remuneration.

• Go to the Settings menu and, within the Compensation and Benefits section, click on Flexible Remuneration Settings.

• On the "Flexible Remuneration Providers" screen, you will see a list of available providers. Simply, toggle the switch next to Cobee on.

2. Link payroll concepts

Now, you need to tell Endalia how to record on the payroll the various expenses employees make with Cobee.

• On the same screen, access the "Linking Concepts with Expense Types" option.

• Here you can associate each type of Cobee expense (like Restaurant, Transportation or Childcare) with the payroll concept that corresponds in your system.

• This step is essential so consumption is correctly reflected in the payroll each month.

3. Enable the benefit for each employee

Finally, you need to indicate which employees will enjoy this benefit.

• For each employee who will use Cobee, access their salary profile.

• Find the "Flexible Remuneration Settings" option and activate it.

• Doing this is essential for these employees' data to be sent to Cobee and registered for the service.

Alternatively, activating flexible remuneration in employees' salaries can be done using the salaries import center.

Step 2: Send your employees' data to Cobee

Once you have completed the configuration, the next step is to send Cobee the information of the employees who will use the service. For this, Endalia has prepared two automatic reports found in the Reports Module  of Compensation.

A. Initial Employee Upload

This is the first report to use, and you will normally only do it once.

• Objective: Register in Cobee all your current employees who already have the flexible remuneration benefit activated.

• How does it work?: Simply run the report called "Initial Employee Upload: Cobee". The system generates a complete list with all the necessary information for registration.

B. Monthly Employee Registration

This is the report you will use regularly, for example, at the beginning of each month.

• Objective: Register in Cobee only the new employees who have joined in a specific month.

• How does it work?: Run the report "Monthly Employee Registration: Cobee". The system will ask you to indicate the month and year you want to check and will automatically look for new additions from that period.

Step 3: Import consumptions for payroll

The last step in the monthly cycle involves bringing back to Endalia the information of expenses managed through Cobee to apply to the payroll. This process is carried out through the Import Center.

How does the import process work?

1. Go to the Import Center > Payroll section.

2. Select the importer you need (Flexible Remuneration).

3. Choose the month and year and download the template.

4. Complete the template with the import data provided by Cobee.

5. Upload the complete file back to Endalia.

What can you import?

• Flexible Remuneration Concepts: To register the monthly expenses of employees on food, transportation, childcare, etc.

Related Articles

Do you want to know more? Check the following related articles:

• Flexible Remuneration Settings
• Employee Registration Reports (Flexible Remuneration)

If you have questions about the terms, take a look at our glossary at this link.