In order to reduce the amount of work required to keep your employee directory up to date, you can integrate your Team Engine account with your HRIS/payroll system.
What it does:
This is a one way sync between your HRIS/Payroll system and your Team Engine directory. This means any updates made in your HRIS such as quit/fires, hires, etc. will automatically sync to Team Engine and update your directory. Additionally, this sync will pull in all of your groups and supervisor information to help you communicate with your staff easily.
How to integrate:
Navigate to the "Directory" tab in your Team Engine account and click on the "Sync with HR/Payroll" button at the top.
Then select your HRIS from the drop-down menu. If yours is not listed, please enter it in the "Other" field so we can look into a possible integration with that system in the future.
We currently integrate with: BambooHR, ADP Workforce Now, Paychex, Paylocity, UKG Pro, UKG Ready, Sage HR, Gusto, and HiBob
Next, you'll need to answer two questions:
If you answer yes to either of these questions, you'll be prompted to schedule a meeting with our team to assist you with setting up your integration.
The next steps will vary based on your HRIS/Payroll system.
DO NOT hit submit and/or enter credentials on the next screen until the rest of the steps are complete. First, click on the step-by-step guide and follow along with the instructions specific to your system. At the end of the steps, you'll be able to copy/paste the generated credentials back into Team Engine.
In order to integrate with Paylocity, you must fill out a form and send it to Paylocity prior to proceeding. The form is typically returned in 2 business days to email@example.com. Form found here:
- The “Vendor/Third Party” field should be
Team Engine via Merge
- The “Vendor/Third Party Contact Name” should be
- The “Vendor/Third Party Contact Email” should be
Once you press “submit” you will either be successful or hit an error. If successful, the sync will be working in the background, which can take 6-12 hours to complete.
Moving forward, the sync will refresh data approximately every six hours. This is important to keep in mind when sending announcements to all employees or groups. If you mark an employee as quit/fired in your HRIS and soon after send out an announcement to all employees and/or a group that includes that employee, it is possible that the quit/fired employee will still receive the message. The best way to avoid this is to wait to send out the announcement, or manually mark the employee as quit/fired directly within Team Engine.
Privacy and Security:
You may notice that Merge requests access to information that is not stored in Team Engine, such as pay information. Getting access to the data models needed to pull the necessary information often requires access to this additional information. For example, if we want to sync "start dates", we likely need to have access to the employee's full employment history, even though Team Engine has no use for that information. This is a limitation of these integrations and, unfortunately, out of Merge or Team Engine's hands. However, that unnecessary information never makes it to Team Engine's servers or databases, so it will not actually be visible to anyone outside of your HRIS/Payroll account.
To summarize, information that does not have a field within the employee profile in Team Engine will not be pulled over into Team Engine, even though you may be asked to give Merge/Team Engine access to that information.
If you hit any errors or have any questions, please let us know at firstname.lastname@example.org