We offer a number of direct integrations with HR management platforms to help you get up and going quickly and easily. Learn all about how to set up your direct integration in this article!
This article is best for:
- Admins of new accounts as of Jan. 2023 🎉
- Connect and Achieve Accounts 💼
Topics in this article:
A user management integration will keep your Bonusly user list in sync with your HRIS. This is a great way to reduce the administrative overhead of your employee recognition program.
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. 🙌
HRIS Platforms supported
ADP Workforce Now | HR Cloud | Paychex |
Alexis HR | HR Partner | Paycom |
BambooHR | Humaans | Paycor |
Breathe | Insperity Premier | Paylocity |
Charlie | IntelliHR | PeopleHR |
Charthop | JustWorks | Personio |
ClayHR | Kallidus | Sage HR |
Dayforce | Lano | Sesame |
Factorial | Lucca | Square Payroll |
Freshteam | Namely | Success Factors |
Gusto | Nmbrs | TriNet |
Hibob | Officient | UKG Pro |
Pre-launch setup
To begin HRIS setup, click on the Bonusly Integrations page in your user toolbar.
On the integrations page, scroll down to the Get in sync section at the bottom of the page and click on the Connect to HRIS/HRMS button.
A new window will appear where you can choose your HRIS system and enable permissions to connect your HRIS to Bonusly.
Once a successful connection is made between Bonusly and your HRIS, a data sync will automatically begin. On the integrations page, you'll see progress updates and recommended steps for managing user invitations to complete before launch.
Important❗️During the initial automatic sync, users WILL NOT be automatically activated or invited to Bonusly.
Sync in Progress
Initializing Sync - Confirms the status that your HRIS is connected to Bonusly
Importing Users - Shows the status of adding users from your HRIS
Updating Users - Shows the status of updates made to users based on changes made in your HRIS
Included in the integrations status window is a list of action items under Manage User Invitations for Admins to complete prior to launching Bonusly.
Manage User Invitations:
View your list of imported users: to ensure it matches what you expect to sync from your HRIS.
Manage activation rules to configure who should be invited to Bonusly. If there are activation rules in place, only employees who meet the criteria will be invited.
Configure settings for your Welcome Award and emails for invited users.
Enable auto-invite on launch day
Important❗️Users will not have access to Bonusly until auto-invite is enabled.
Launch Day
On launch day, you'll need to head back to your Bonusly Integrations page and click on the Enable auto-invite button to activate and invite your users to your Bonusly account.
By enabling auto-invite, all future syncs with your HRIS will automatically activate and invite users added from the previous day.
💡 Pro tip: Use the Sync Now button to ensure your user list is updated with any changes before selecting Enable auto-invite on launch day!
If users were added to the HRIS after the nightly sync on launch day, then an Admin will need to trigger another sync before enabling the auto invite. If you do not trigger another sync, then the new users in the HRIS will not be activated and invited until the next nightly sync.
Disabling auto-invite
Once Enable auto-invite is selected, then the option to Pause auto-invite will appear on the integrations page.
Pausing auto-invite means that new employees will not automatically be invited to Bonusly. This does not impact access to Bonusly for existing users.
Questions? Send us a note to [email protected]; we'd be happy to help!
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What is a user management integration?
A user management integration will keep your Bonusly user list in sync with your HRIS. This is a great way to reduce the administrative overhead of your employee recognition program.
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.
Why wasn't the user imported?
Users must have an email in the Work Email field of their profile in your HRIS to be integrated into Bonusly. If their profile is missing their email in your HRIS, they will not be included in the sync.
What if I don't see my HRIS on the list of supported platforms?
If your HRIS platform is not among our directly supported integrations, Bonusly is still able to integrate with any HRIS that can support report delivery via a flat-file transfer. This kind of integration is known as a Secure File Transfer Protocol (SFTP). You can learn more on how to set this up in this resource.