HRIS Integration Updates & Migration Guide

Team Engine is upgrading how we support HRIS integrations to provide a more reliable, automated, and scalable experience.

These updates help:

✅ Reduce manual work

✅ Improve data accuracy

✅ Support long-term stability as your team grows

✅ Align with each HRIS provider’s supported capabilities

Below is an overview of what’s changing, what action (if any) is required, and setup guidance by provider.

What’s Changing

We’re transitioning away from legacy or manual sync methods and moving to automated, scheduled data feeds wherever possible.

This allows us to:

• Receive employee data on a consistent schedule
• Reduce errors tied to manual uploads or outdated integrations
• Better support custom fields (when available)
• Keep employee records accurate and up to date

In many cases, updates happen behind the scenes and require little to no action from you.

Provider-Specific Updates

UKG (via Inova)

Team Engine is moving to a direct, automated UKG integration through Inova.

What’s Improved

• More reliable data transfer
• Cleaner handling of work vs. personal phone numbers
• Improved language preference syncing
• Reduced manual maintenance

What You Need to Do

✅ No action required in most cases

If you use custom fields or specific data points, please reach out to our team to review field mapping.

We’ll handle removing the legacy integration and managing the transition.

📘 Helpful Resource: How to Export & Schedule an Employee HR Report in Inova / UKG

BambooHR

We’re transitioning to a secure, read-only automated data feed from BambooHR.

Why This Change

• Supports custom fields
• Sends data on a consistent schedule
• Reduces manual exports

Action Required

1. In BambooHR, add a new employee:
   • Name: Team Engine Reports
   • Email: hr.reports@teamengine.io
2. Assign a read-only access level with permission to view Reports.
3. Send the user invitation.
4. Once the invitation is accepted, we’ll complete the setup.

Access remains read-only, and no further configuration is required.

📘 Helpful Resource: How to Add Team Engine to BambooHR for Automated Reports

Paychex

We’re migrating Paychex integrations to automated Analytics reports, aligned with Paychex reporting standards.

What You’ll Need

• Admin access in Paychex
• 5–10 minutes for setup

Action Required

1. Log into Paychex Flex as an admin
2. Navigate to Reporting → Analytics (or Analytics Reports)
3. Create and schedule your Employee Directory report
4. Send a test report to: hr.reports@teamengine.io

📘 Helpful Resource: How to Set Up Automated Paychex Reports for Team Engine

Paylocity

Paylocity integrations are moving to automated scheduled employee reports.

What This Means

• Reports are scheduled directly in Paylocity
• Files are automatically emailed to hr.reports@teamengine.io
• No ongoing manual uploads required

Action Required

1. Create or edit a Custom Employee Report
2. Include required employee fields (ID, name, status, hire date, job title, department, contact info, etc.)
3. Schedule the report (Daily recommended)
4. Set file format to Excel or CSV
5. Add: hr.reports@teamengine.io as recipient
6. Save and activate

Once scheduled, reports send automatically and Team Engine stays in sync.

📘 Helpful Resource: How to Set Up Automated Paylocity Reports for Team Engine

Paycor

Paycor integrations are also transitioning to automated scheduled reports.

What This Means

• Reports are created in Paycor and scheduled for automatic delivery
• Files are sent directly to hr.reports@teamengine.io
• No manual exporting required

Action Required

1. Navigate to Reports or Analytics in Paycor
2. Create or modify a Custom Employee Report
3. Add required employee fields
4. Schedule the report (Daily recommended)
5. Select Excel or CSV format
6. Add: hr.reports@teamengine.io as recipient
7. Save and activate

Reports will automatically run and send on your selected cadence.

📘 Helpful Resource: How to Set Up Automated Paycor Reports for Team Engine

ADP Workforce Now

ADP supports scheduled reports, but reports are delivered as secure links, not file attachments. Because login access is required, full automation is not currently possible.

What This Means

• Reports must be downloaded from ADP
• Files must be uploaded manually into Team Engine

Action Required

1. Create and schedule your employee report in ADP
2. When notified, log in and download the file
3. Upload the file into Team Engine

📘 Helpful Resources:

• How to Export & Schedule an Employee HR Report in ADP
• How to Set Up Your Employee Directory in Team Engine

Gusto

Gusto supports report scheduling, but like ADP, reports are delivered via secure login links, limiting full automation.

What This Means

• Reports must be downloaded from Gusto
• Files must be uploaded into Team Engine manually

Action Required

1. Create and schedule your employee report in Gusto
2. Download the report from the secure link
3. Upload the file into Team Engine

📘 Helpful Resources:

• How to Export & Schedule an Employee HR Report in Gusto
• How to Set Up Your Employee Directory in Team Engine

🤝 Need Help?

Our goal is to make every transition as seamless and hands-off as possible.

If you:

• Need help identifying required fields
• Want to review custom field mapping
• Prefer to walk through setup live
• Have questions about your provider

Reach out via the Support chat in your Team Engine platform — we’re happy to help every step of the way.