To facilitate your account setup, we have created an Integration with several HRIS platforms to allow you to easily mirror your member list in Officevibe. The Daily Sync feature will also remove any members who are no longer in your HR management system from your Officevibe account.
With the HRIS integration, you can:
- Add & Remove Members.
- Match Members' emails, Names, Profile Pictures, and Properties.
The integration must be set up by a full Administrator of both your HRIS and your Officevibe account.
Choosing to integrate with HRIS does not create Teams nor assign Managers automatically. However, this is something you can achieve manually by following the steps here.
Additionally, the HRIS integration syncs all employees within your employees list to Officevibe. This includes any contractors and temporary employees.
How to Set up Your HRIS Integration in Officevibe
1. Activate the Integration
To get started, go to your Organization's settings - Integrations (left-hand tab) - click on the Configure button next to the HRIS Platform option and select your platform from the list.
Once you've completed the above step, you'll be asked to enter your subdomain or credentials to proceed.
Some HRIS may ask for an API key instead at this step. You can find detailed guides on how to acquire your API key here.
2. Pull properties from your HRIS fields (optional)
Certain Properties can be created by importing the values from your HRIS user pages. Simply enable the setting and select which fields you wish to import.
3. Choose how to Activate Members
You can choose to either create Members and invite them after the sync is turned on, at a later date, or choose to create and invite your Members once the sync is turned on.
All Members in your HRIS that have the Active status will be added to Officevibe - there is no way to pick and choose specific Teams of Members with this specific Integration.
4. Turn on the Daily Sync
You are now all set to turn on the Daily Sync. You will need to click on the Save Settings button at the bottom-left to ensure the sync will then run effectively the next day.
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 Sync button.
A sync can always be deactivated by clicking on the red Disconnect button at the bottom.