With this Zenefits integration, you can easily add new employees, remove employees who left the company and automatically have your groups synced.
1. Connect with Zenefits
Go into the Integrations section, and to the right of Zenefits under the Provisioning tab, click on the Configure button. You will then log in to Zenefits. You will then be asked to enter your credentials and authorize Officevibe.
Note: If the log in is not working, please review your permissions as you must be an admin of the Zenefits account.
Note: If employees have a personal email address set up in Zenefits, the below message will appear. This step can be skipped if the email addresses are valid. If all email addresses are work emails, this message won’t appear.
2. Invite Groups from Zenefits
You can either choose to invite Everyone who is in Zenefits to Officevibe or select specific Zenefits groups.
3. Link Officevibe Groups with Zenefits Groups (optional)
If you create groups in Officevibe, you can then map them to your existing Zenefits groups so new employees can automatically be added to the appropriate Officevibe groups and if an employee is removed in Zenefits, they will then be removed from the Officevibe group. To do so, enter the Zenefits group name in the box.
Note: You must first create your Officevibe groups in the Manage - Groups - Create Group section and then come here to map them out.
4. Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you are able to manually push the sync by clicking on the Start Synchronization button. This activation causes invites to be sent to those you set up in the sync.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.