You can use an HR system such as Personio or Workday to sync employee data to Haiilo as a one-way sync. To use the integration, you need to connect an HRIS system to your Haiilo platform.

After a user is synced from an HRIS, they can log in to Haiilo. For this, they need to either use the forgotten password function on the login page or log in via an authentication provider that uses the workEmail field to match the user.

Supported user profile fields

The profile fields that can be mapped via an HRIS user directory are listed below. Hardcoded fields are always applied.

The availability of specific fields can vary depending on the HRIS provider.

Set up an HRIS user directory

To set up an HRIS user directory for Haiilo, you need to establish a connection to your HRIS system. Learn how in Connecting an HRIS system.

After the HRIS option has been activated for your platform, you can set the user directory in Haiilo up as follows:

1. Go to Administration > User directories.
2. Select Create user directory to add a new user directory.
3. Enter a name.
4. Choose a type: Human Resource Information System (HRIS).
5. Toggle Activate directory, if this new user directory should be activated directly.
6. Fill out the fields on each tab as detailed below.

Connection

1. Account token: Paste the account token you received from Haiilo's team in this field.
2. Select Test Connection to check if the connection is validated.

User

1. Remove local groups: Toggle if you want to remove the synced users from any local groups they've been added manually to in the User management in Haiilo.
2. Remove other directory groups: Toggle if you want to remove the synced users from any other directory groups they've been added manually to with another directory sync.
3. Username: Enter the attribute for username. We recommend using workEmail.
4. The remaining fields are optional. You can synchronize users' profile fields from your HRIS system by mapping the available options.
5. HRIS filter options: Toggle to view filter options. The filters you see are based on the information entered in your HR system. The available options can be:
   • Group: Only sync users that belong to certain groups within your HR system.
   • Company: Only sync users that are part of one or more of your (sub)companies.
   • Location: Only sync users that belong to one or more of your company locations.

Groups

1. To synchronize groups from a user directory, toggle Synchronize groups.
2. Preserve groups: If Synchronize groups is disabled, you can toggle this field to preserve any previously synced groups for this specific user directory. This way, you can freeze the previously synced groups. If left unchecked, any previously synced groups and their memberships will be removed in the next sync.

Synchronization

1. Page size: Defines how many items are synchronized per query. The maximum page size is 100, so don't choose a higher value.
2. Activation: If checked, new and restored users are activated during synchronization. Otherwise, you have to manually set the status of the users to Active in the user management.
3. Orphaned users: Choose what happens to users that currently exist as active users on Haiilo, but no longer exist in the user directory. If you choose Ignore, they will remain unchanged.
4. Restore users: If toggled, a user who has been deactivated or deleted from Haiilo but is present again in the user directory during the sync will be reactivated. It's not possible to restore anonymized users. A previously anonymized user can only be created as a new user.

Scheduling

1. Choose the synchronization frequency. If you choose Disabled, you run the sync manually.