If we do not support a direct integration with your HRIS platform, we can still help you set up an integration so long as your HRIS partner can provide flat-file transfer.
This article is best for:
- Admins of new accounts as of Jan. 2023 🎉
- Connect and Achieve Accounts 💼
Topics in this article:
What is SFTP?
An SFTP integration is a secure way to transfer data between systems using files. It uses the Secure File Transfer Protocol (SFTP) to encrypt data in transit, making it ideal for sensitive information.
If we don't already offer a direct integration with your HRIS system, setting up an SFTP integration may be a great alternative to help you easily sync your employee lists with Bonusly.
As you add, edit or remove employees in your HRIS, your user management integration will make the corresponding changes in Bonusly. You can even customize which users Bonusly will import from your HRIS, making user management a breeze.
What does the process for setting up an SFTP integration process look like?
1. Get acquainted
Reach out to [email protected] to get the process started. They'll be able to answer questions about the process and make sure you have all the information you need before moving forward.
2. Set up the report in your HRIS
To integrate with your HRIS, Bonusly will need a report that looks like this. Only the users who will have an account in Bonusly should appear on this report. Everyone else (like employees on leave or terminated employees) should be omitted. Your HRIS account manager may prepare this report for you, or you may prepare this report yourself.
We can also add new columns, like sublocation or subdepartment, to this sheet. Just let your Bonusly Implementation Specialist know about any new columns you want to include.
Once the report is complete, send us your test file to make sure the report will be compatible with Bonusly.
3. Set up the report transfer
Your HRIS account manager will need to set up automated reporting services via flat-file transfer.
If integrating via flat-file transfer, please send a CSV with the filename “Bonusly_Export_YYYYMMDD.csv” nightly before 03:00 MDT to be processed for the day. We can provide SFTP server and credentials, or we can use ones provided by the HRIS.
4. Set up the integration in Bonusly
Once the report access is finalized, we will work with the Bonusly product team to get the integration live. We'll update you once it’s up and running!
Note: As these integrations are built specifically for your account, we may be able to be flexible on some of the requirements above. Just ask your our Bonusly Support Team ([email protected]) we’ll try our best to accommodate any exceptions.
Frequently Asked Questions (FAQ)
What file transfer system is used to manage and store your user data?
We provide Secure File Transfer Protocol (SFTP) files to be imported and stored through Amazon Web Service (AWS).
How does the SFTP integration connect with my HRIS?
Bonusly can integrate with any HRIS that can support report delivery via a flat-file transfer. On a high level, the HRIS will send a report to Bonusly via flat-file transfer to our SFTP server. The user management integration will access this report once per night and apply any changes to the user information within Bonusly.
When should the file be scheduled to be sent?
Please make sure the file is sent before 3:00 AM MDT to be processed for that day. We recommend scheduling the transfer for the previous evening to ensure it is sent on time to be synced.
Questions? Send us a note to [email protected]; we'd be happy to help!
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