In order to use the integration with BMD NTCS payroll, a legal entity based in Austria is required. For more information about legal entities, see our Help Center article Create subcompany. 🇦🇹

In this article, you will learn how to set up the integration with BMD NTCS payroll. Prepare your account by following the steps below. 

What is the benefit of this integration?

By integrating Personio with BMD NTCS payroll, HR teams and payroll managers gain significant benefits through streamlining their data management process. Users of the solution don't need to enter data twice. Once you enter the information in Personio, you can transfer it to the payroll system. This transfer ensures that employee records are always up-to-date, thus reducing the risk of discrepancies. In addition, the potential for manual errors is significantly minimized. This reduces the manual effort required for payroll.

What is the scope of the integration?

• Export file: Personio creates an export file that is specifically formatted for the import into BMD NTCS payroll. This removes the need for manual adjustments.
• Employee data: The BMD NTCS payroll export file contains employee data. For a full list of included attributes, see the table under Defined attributes.
• The integration makes it easier to input and update employee master data.    

Please note:
To ensure that the import works correctly, don't make any changes to the import file. 

Prerequisites for using the integration

• You need to use the BMD NTCS payroll integration for payroll.
• Ensure that you have at least one legal entity set up in the system.
• At least one of your legal entities must be located in Austria.

Setup 

Step 1: Prepare account and complete attributes

To book the BMD Lohnverrechnung integration directly in Personio via the Marketplace, follow these steps:

1. Go to Marketplace in the navigation bar.
2. Search for BMD Lohnverrechnung.
3. Click on Book integration.

To be able to successfully transfer data between Personio and BMD NTCS Payroll, our Payroll Operations team will contact you and check the settings of your attributes. They check that the required attributes have been created and are in the correct format.

This may lead to changes in your account. Correctly formatted existing attributes are linked directly. Any missing attributes that are transferred to BMD NTCS payroll through the export are added to the employee profiles in the new BMD NTCS payroll section. This section is initially only visible to admins.  

 

Step 2: Configure integration

Once the integration with BMD NTCS payroll has been set up for you, you can activate it for the respective legal entity:

1. Go to Payroll > Manage. 
2. Select the correct legal entity (only necessary if there are several legal entities). 
3. Activate the integration and enter your BMD company number. Your payroll accountant or tax accountant can provide you with the BMD company number.

Step 3: Complete attributes

You need to complete the attributes before you can use the integration. You have two options to complete all the new attributes added to your account.

• Complete all attributes manually.
• Complete all the attributes using the import templates on the lower left of this page. Read our article on Importing Employee Data for more information.

When filling in the attributes, you should also define which employees should be included in the BMD export. This is explained in more detail in the section below.

Decide which employees should be included in the synchronization

When filling out values, there are two attributes in particular you need to pay attention to, as they determine whether employees should be taken into account during synchronization and under which identifier:

Consider in Austrian payroll: Set this attribute to Yes for all employees whose data shall be transferred through the integration. Set it to No for all employees you want to exclude from the synchronization.

BMD Employee number: This serves as a unique identifier between the two systems and ensures that the employee data is correctly assigned during the synchronization. 

Please note:
Empty input fields in Personio are not transferred and therefore do not overwrite fields in BMD.

Step 4: Complete the setup and start transferring

To create a BMD export for a specific payroll month, follow these steps:

1. Go to Payroll in the navigation bar and select the relevant legal entity/accounting group.
2. Click on Generate Export > BMD Payroll > Personal Data to create an export file. 
3. The system generates the export file and puts it in the Documents tab. You can download the export file there.
4. Send the export file to your payroll accountant (this can be your tax accountant).
5. Your payroll accountant can import the file into BMD payroll.

Tip:
Select the correct fields in the BMD import wizard and organize them in the same order as in the BMD export file downloaded from Personio.

Please note:
For employees flagged in red in the preliminary payroll table, there may be validation errors in relevant payroll data. They are therefore not included in the export and will not be imported into BMD payroll. The validation errors must be resolved prior to the export to ensure correct payroll processing.

Access rights

• To perform a BMD payroll export, the respective role needs editing rights for the payroll of the legal entity for which the export is being performed.
• In order to configure the settings for the BMD payroll export, the respective role needs access rights for the payroll settings.  

Defined attributes

The table shows the supported attributes: