For your organization to begin using Haiilo's HRIS integration features, you need to set up a connection between your Haiilo platform and your HR system. You need the "Manage integrations" permission to connect an HRIS system.

Connect an HRIS system

First, go to Administration > Integrations > HRIS Integration and toggle the integration on. Then, you have two options, depending on the system you're connecting to:

• Connect directly: You can quickly connect a few popular HR systems, such as Personio, BambooHR, Workday, etc. For these systems, you can establish the connection yourself through a guided process. Jump to section.
• Manual setup: For other systems, you'll need to provide a few more details and coordinate with our Service Desk for the setup. But don't worry-the setup is still simple! Jump to section.

Let's walk through each option below. 

Connect directly: Personio, BambooHR, Workday, etc.

1. Select Connect next to the HR system you use.
2. Assign a name to the connection so you can easily identify it. This name will appear in the Connected HRIS systems list.
3. Select Create name to move forward.
4. Next, select Continue on merge.dev to open a pop-up window to complete the setup on your HRIS system. The specific steps you see will vary depending on the provider, but generally, they involve authenticating with the necessary permissions to access resources and entering the requested information in each screen.
5. Once you've completed the steps, your connection is successfully established, and your HR system will appear in the list of Connected HRIS systems.
6. Find the HR system in the list and select > Activate to make it active.

Manual setup: Other systems

1. Contact our Service Desk with a request for HRIS system activation. Our team will provide you with a magic link.
2. Access the provided magic link and follow the steps to establish a connection to your HRIS system.
   • The link needs to be used within 7 days, or it expires. Please ask our team for a new link if the link expires before you can establish the connection.
3. Inform our Service Desk that the connection has been established. Our team will retrieve and share an access token and ID.
4. In Haiilo, go to Administration > Integrations > HRIS Integration and open the Other HR systems box. Fill out these fields:
   • Name: Assign a name to the connection so you can easily identify it. This name will appear in the Connected HRIS systems list.
   • ID: Input the ID that you received from Haiilo's Service Desk
   • Token: Input the token that you received from Haiilo's Service Desk.
5. Select Add connection.
6. Once you've completed the steps, your connection is successfully established, and your HRIS system will appear in the list of Other connected HRIS systems.
7. Find the HRIS system in the list and select > Activate to make it active.

Edit, deactivate, or delete an HRIS system

You can use Test Connection at any time to make sure your connection to an HRIS system is still working.

If you need to change the configuration, you can easily update a directly connected ticketing platform by selecting > Relink Flow. If you're using a manually set-up HRIS system, please don't hesitate to contact our Service Desk for assistance with the configuration.

Lastly, you can easily deactivate or delete an HRIS system by selecting > Deactivate or Delete.