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Streamlining Contact Management with HRIS Integration
Streamlining Contact Management with HRIS Integration
Jay Nasibov avatar
Written by Jay Nasibov
Updated over a year ago

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

  1. Purpose of Integration:

    • HRIS integration automates the process of updating, adding, and deleting contacts in the Udext system based on your HRIS data.

  2. Manual Contact Management Restriction:

    • Once HRIS integration is enabled, manual addition, deletion, or updating of contacts in Udext is disabled. All changes must be made through the HRIS system.

Setting Up HRIS Integration

  1. 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

  1. 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.

  2. 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.

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