Access & Budget
To grant access & budget to an employee, you can do so via the Set Access Endpoint. You can control if a module is available to the employee via theallowedModules field.
To further restrict access to a module, we allow to override the Default Tax Rules by adding a Template to the FlexEmployeeAccessDetails.
Tax Rules
Basics
Tax rules determine the budget available to the employee for each submodule, as well as some additional settings for theMeals and Mobility module.
Model
Model
Orverride default tax rules (Templates)
If you want to override the default tax rules,Templates come into play.
You can create a Template with the Create Flex Template Endpoint
Templates are Immutable and can not be updated.
The custom and default rules get merged.
If you define a custom tax rule for the internet module, but allow internet and meals, the custom rule for meals will apply, as well as the default rule for meals.
If you define a custom tax rule for the internet module, but allow internet and meals, the custom rule for meals will apply, as well as the default rule for meals.
All modules
As mentioned above, all modules allow the generic restriction of budgets for theDay, Month and Year Intervals.
Model
Model
Meals
Since the tax regulations for meals require to limit the days per month, themaxDaysPerMonth field is an addition to the MealsTaxRule.
Mobility
For mobility, it is possible to additionally specifyisOnlyPublicTransportAllowed
Example
Create Template
Create Template
POST /api/v2/flex-tax-rule-templatesBody
Set Flex Access
Set Flex Access
POST /api/v2/employees/{employeeId}/flexBody
Completely overwrite flex access
By default, calling the Set Flex Access Endpoint will only overwrite the existing flex access for the period of the input. Example| Flex Access | stardDate & endDate |
|---|---|
| Existing Flex Acccess (E) | Jan 2024 - Dec 2026 |
| Input (I) | Feb 2024 - Dec 2025 |
| Flex Access | stardDate & endDate |
|---|---|
| Existing Flex Acccess (E) | Jan 2024 - Feb 2024 |
| Input (I) | Feb 2024 - Dec 2025 |
| Existing Flex Acccess (E) | Jan 2026 - Dec 2026 |
| Flex Access | stardDate & endDate |
|---|---|
| Existing Flex Acccess (E) | Jan 2024 - Dec 2026 |
| Input (I) | Feb 2024 - null |
| Flex Access | stardDate & endDate |
|---|---|
| Existing Flex Acccess (E) | Jan 2024 - Feb 2024 |
| Input (I) | Feb 2024 - null |
Payroll Transactions
PayrollTransactions represent allocation of receipts to a specific month in the payroll. They can be retrieved via the Get Payroll Transactions Endpoint All payroll transactions are set to the first day of the month they occur in the payroll.Meals and moblity - self proof documents are the exception.
Those have the
payrollReferenceDate set to the respective day of occurence.