There are three reasons to integrate your HRIS:
Personalized Experience
Turn that wall of names into a meaningful list of people you care about! Your HR connection will tell Officely who your teammates, direct reports, manager and new starters are, allowing us to tailor an experience much more relevant to you.
Intelligent Office Day Suggestions
Officely will intelligently recommend the best days to go into the office based on who else is there. Your HR connection allows us to understand relevant relationships between employees. We've found this can really increase intentional office use.
Automatic Vacation Sync
Automatically sync your leave data so that it’s super easy to see who’s where in Officely without having to add information to 2 separate systems.
What do we need access to?
Organization Data
Officely needs read access to your Teams and Departments. We’ll automatically sync these your teams with Officely so that you can access insights and analytics for each team. You will aso benefit from a far more personalized experience in Officely along with intelligent notifications.
Employee Data
We need access to basic employee profile information such as first name, last name, email, along with each employee’s managers and direct reports. We use this information to further strengthen our understanding of who is relevant to you allowing us to send you helpful notifications and tailor your experience in Officely
Employment Start & End
Employment data sounds scary, but we only require read access to an employee’s start and end dates. This allows us to determine if someone is a new starter, which is important as new starters benefit a great deal from more time in the Office and more notifications on where their team are working.
Leave Data
Finally, we need read access to your leave data. This allows us to show you who’s on vacation and off sick right in Officely. Note, only certain types of leave are synced.
Part 1: How to set up the Integration
Step 1:
Head to Officely App Home > Go to... > All Settings > Account & billing > Click on connect next to the HR integration
Step 2:
Select the HR solution you use (for this example we're going to use HiBob)
Step 3:
Click on Continue
Step 4:
Read the instructions, each integration will have different steps for you to follow through. Make sure to scroll down and follow all the steps.
Part 2: Mapping HRIS Absence Types
Now that you've set up the integration it's time to map your absence types.
What is HRIS mapping, and why is it important to map absence types?
Setting up HRIS mapping means matching each kind of employee's time off in your HR system with the right status in Officely. Just a heads-up: when you first link your HR system to Officely, none of your absences will be mapped automatically. We do this to make sure we keep any private information safe and don’t show anything we shouldn’t.
Here's how to map the HRIS Absence Types:
Step 1:
Head to Officely App Home > Go to... > All Settings > Account & billing > Click Configure
Step 2:
Now choose the absence types you wish to sync with Officely and map with the statuses of your choice.
You're all set!
Need further help? Follow one of the connection guides here to set up the integration or reach out to one of the team members.