How do I set up a new HRIS Integration on the YuLife Portal?
It's now easier than ever to get your employees uploaded onto the YuLife Portal with our direct HRIS connections.
Head to the side menu in the Portal and select the 'Settings' tab, and within that, 'HRIS Connections'.
Please note: If 'HRIS Connections' is not showing, it's likely that you don't have the correct permissions set up. Please reach out to the Owner of your portal who can update this.
On this screen, you'll see all of the available HRIS options that YuLife can connect to.
You can scroll through the list of systems or use the search bar to find your HRIS.
If the HRIS your company is using is not listed, you can select an SFTP or email connection instead.
Should you need any help at this stage, there are a few handy FAQs if you scroll down on the page. Remember you can always reach out to our Customer Happiness team via the live chat in the bottom right!
Once you've selected your HRIS, a pop-up will appear asking you to authenticate the connection as well as confirming what data YuLife can sync. You'll find helpful links that show you step-by-step information on how the connection works.
Once you've entered the authentication details and chosen the data to sync, press Continue/Continue to Merge.
Depending on your HRIS, you may be asked for further information to validate your connection.
You'll need to enter your credentials for the HR system, and once these have been accepted, you'll see the success screen.
The next screen will give you an overview of the information that has been shared, and you can progress to the next screen where you can finish this part of the connection setup.
After you connect successfully, you will be redirected to the HRIS Connections detail screen. The first sync may take some time to complete. Whilst this is happening, our Integrations team will reach out to ensure the connection is set up correctly. Once the checks are complete, they'll notify you that the first preview is available, and if all looks good, the HRIS will be set live and your data will begin syncing to the YuLife Portal!
What software do you use to connect the HR systems?
YuLife has partnered with Merge to help you seamlessly connect with 50+ HR and payroll providers, making setup faster and easier for your team. Learn about Merge’s Trust policies here.
What permission do I need to be able to view/manage HRIS connections?
In order to view and/or manage the HRIS connection, you'll need to have the 'Manage external integrations' permission on your admin account. If you don't have this, please reach out to the Owner of your Portal, who can grant this permission if eligible.
Managing your HRIS Connection
To manage your connection after initial setup, head to the HRIS Connection tab under Settings in the left-hand menu. From here, you'll be able to see any connections you have.
Tap on the connection you wish to manage. There are three sections: Status, Recent Imports, and Settings. Within the Status section, you can see the status of the HRIS Connection. If you wish to disconnect from your HRIS, you can also do so here by tapping Disconnect. Recent Imports can be viewed if you scroll a little further down.
If you scroll down to the Settings section, you'll see the option where you can sign an admin up to email notifications should the HRIS connection find any errors when it syncs. You also have the option to check the box which automatically means employees will be invited to the YuLife app on their employment start date when they sync over.
As with every change you make on the Portal, please ensure you scroll to the top of the page and tap Save changes before you exit the screen.
Which HRIS systems do you integrate with?
To see which HRIS systems we integrate with, please click here. We are always looking to add more systems, if your current HRIS system isn't showing on our page, let us know and we'll see what we can do!
If you have any questions or need any further help, please don't hesitate to reach out to us via the YuLife Portal web chat :)