Configure HRIS Integration

Overview

This playbook covers how to configure a Human Resources Information System (HRIS) integration in Leadline.

This is a premium feature that requires purchasing integration capability through your Leadline representative. If you do not see your system supported, contact Customer Success. Not all systems support integrations.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

→ See 121 - HRIS-Integrations for full product knowledge on HRIS integrations.

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How Do I Configure an HRIS Integration?

1. Navigate to Admin Hub > Integrations. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. Click the "+ Add Integration" button on the right side of the screen.
3. Review the consent screen explaining how the connection works. It states that you'll securely connect Leadline by signing in to a system for which you are an owner or admin; once connected, you'll start a sync to begin pulling data into Leadline, which then refreshes automatically every 24 hours; you can authorize other users to move data between systems at a specific step in your process; and your credentials are never stored with Leadline. Click "Continue" to agree to Leadline's Terms and Conditions.
4. In the "Select a category to integrate with" modal, click "HRIS, Directory and Payroll" or its "+ more" link to open the "Select an application" list, then search for or select your system.
5. Fill in the prompted information for your existing system, then click "Submit." The exact fields requested vary by provider, and each typically has a "Where do I find my [X]?" helper link.

Once connected, the integration shows up in the Integrations tab of the Admin Hub.

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Integrations section 121 - HRIS-Integrations — Learn about HRIS integrations