HRIS (Human Resources Information System) integration in Udext is a powerful tool for automating the management of contact information. It ensures that your contact list in Udext is always up-to-date with your HRIS data. Here's a step-by-step guide to understanding and setting up HRIS integration in Udext.
Understanding HRIS Integration
Purpose of Integration:
HRIS integration automates the process of updating, adding, and deleting contacts in the Udext system based on your HRIS data.
Manual Contact Management Restriction:
Contacts synced from the HRIS can’t be updated manually in Udext, since we treat HR data as the single source of truth. However, you can still add and manage contacts manually for anyone who is outside of your HRIS data.
SFTP vs API Integrations:
Udext supports both SFTP and API-based HRIS integrations. SFTP integrations involve securely transferring data files on a scheduled basis, while API integrations connect systems in real time through direct data exchange.
We recommend using SFTP, as it is one of the most reliable options and gives you the most flexibility when it comes to the data fields you would like to sync with Udext.
Setting Up HRIS Integration
Customization and Setup:
Udext works with customers to customize the integration to fit their existing HRIS structure.
Our team collaborates with you to set up the initial structure, ensuring necessary information like groups, sub-groups, and language preferences are accurately extracted.
Automatic Updates and Monitoring Changes
Automated Contact List Updates:
Based on the chosen frequency, Udext's system will automatically update the contact list. Any changes in the HRIS data will be reflected in Udext.
Viewing Changes in Settings:
To monitor these updates, go to the 'General Settings' in Udext.
Click on the "See all Changes" button to view a log of changes. This log includes details of contacts that have been added, updated, or deleted.
If you're interested in setting up an HRIS integration, or if you have questions about your current integration, please reach out to our team. We're happy to help guide you through setup or troubleshoot any issues.
Questions? Chat with us or email [email protected]