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Human Resource (HRIS) Integrations

Connect your HR platform to collect employee information as evidence

Micah Spieler avatar
Written by Micah Spieler
Updated over a year ago

With our Human Resource Information System (HRIS) integrations, you can attach evidence with employee data from your organization’s HR system. Collecting evidence attachments directly from your HRIS means greater efficiency (one less step in collecting evidence) and data security (no need to download semi-sensitive files onto your desktop before upload).

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Types of evidence to collect from your HRIS

An HRIS integration is perfect for gathering evidence like active employee and terminated employee lists. It also pairs well with our Automated Collection feature. Follow the instructions on this page to get started collecting evidence from your HRIS.

Step 1: Configure the Integration

This integration connects with your HRIS account, and only one user from your organization may configure an HRIS integration at a time. Because of the sensitive nature of HR data, we restrict access to the integration to the user account that configures it.

  1. Go to the Integrations Manager and click on the HRIS card to access the integration configurations.

  2. Click on the "+ Connect " button. You will see a menu of HR systems, and you can select the HRIS that your organization uses.

  3. Follow the on-screen instructions to authenticate with your external HRIS account.

    1. There are many different HR systems that can be used for this integration. For detailed integration guides see the links at the bottom of the article.

Note: If you do not see Integrations Manager in your main navigation, you may not have access to this feature. Please contact your customer success manager for more information.

If your configuration was successful, you should see your account listed in the HRIS integration card. Full data sync may take a few minutes after an HRIS integration is initially configured.

Step 2: Using an HRIS integration to attach evidence

Once you have activated an HRIS integration for your account, you can use it to generate CSV files of employee data from your HRIS account and attach them to your evidence items.

  1. Open the evidence where you want to attach a file

  2. Click on the "Add Attachment" button to open the attachment modal (or configure Automated Collection)

  3. In the attachment modal, select the integrations tab and then select your HRIS integration from the list

  4. Select employment status and time frame filters for the attachment data. For example, selecting Employment Status: Only Inactive and Time Frame: Last 30 Days, will generate a list of inactive employees who were terminated within the last 30 days.

  5. Click "Attach" and wait while the integration creates a CSV file with employee data from your HRIS. Note: it may take a minute!

Data filtering

To ensure that you’re collecting the right data for your audit period or evidence requirements, filter the employee list using the following filters:

  • Employee status

    • All: All employee data, regardless of employment status.

    • Active: Employees with an “active” status in your HR system.

    • Inactive: Employees with an “inactive” status in your HR system, including terminated employees.

  • Timeframe: a time period filter to narrow down the list of employees based on their termination date.

    • All: Does not filter by termination date (includes all employees)

    • Last x Days: Filters to exclude employees with a termination date more than x days ago.

Removing your HRIS integration

You can remove the integration at any time. Please note that removing an integration does not delete any files that were attached with that integration. Removing an integration will also disrupt automated collection.

To remove:

  1. Go to the Integrations Manager and click on the HRIS card to access the integration configurations.

  2. Click the "Deactivate" button next to your user name.

Note: You may have access to remove integrations for other users on your team. Use caution and ensure that you are deactivating the correct integration.

Reconnecting your HRIS integration

Note: Only the user who configured the HRIS integration will be able to reconnect it, and you should only reconnect with the same external HRIS account that you used to create the integration.

If you are receiving errors when attempting to generate attachments with your HRIS integration, try reconnecting the integration. If you successfully reconnect to the same external HRIS account, existing automated collection will continue uninterrupted. To reconnect:

  1. Go to the Integrations Manager and click on the HRIS card to access the integration configurations.

  2. Click the "Reconnect" button next to your user name.

  3. Follow the on-screen instructions to authenticate with your external HRIS account.

Wait a few minutes for data sync to complete, then retry attaching evidence with the integration.

Using HRIS with Automated Collection

With Automated Collection, Strike Graph can recollect employee data from your HRIS a few days before expiration so that your evidence remains in an effective 'audit ready' state. More information is available here about configuring Automated Collection for your evidence.

Because HRIS evidence attachments are configured with employee data filters of your choosing, those same filters will be maintained during automated collection.

Supported HR Systems

  • 7shifts

  • ADP Workforce Now - Guide

  • AlexisHR

  • AllianceHCM

  • BambooHR - Guide

  • Breathe

  • Ceridian Dayforce

  • Charlie

  • ChartHop

  • ClayHR

  • CyberArk

  • Deel

  • Employment Hero

  • Factorial

  • Freshteam

  • Google Workspace

  • Gusto - Guide

  • Hibob

  • HR Cloud

  • HR Partner

  • Humaans

  • Humi

  • Insperity Premier

  • IntelliHR

  • IRIS Cascade

  • JumpCloud

  • Justworks - Guide

  • Kallidus

  • Keka

  • Kenjo

  • Lano
    Lucca

  • Microsoft Entra ID

  • Namely

  • Nmbrs

  • Officient

  • Okta

  • OneLogin

  • OysterHR

  • PayCaptain

  • Paychex

  • Paycor

  • PayFit

  • Paylocity

  • PeopleHR

  • Personio

  • PingOne

  • Proliant

  • Sage HR - Guide

  • SAP SuccessFactors

  • Sesame

  • Square

  • Payroll

  • TriNet - Guide

  • UKG Pro

  • UKG Pro Workforce Management

  • UKG Ready

  • Workday

  • Zenefits

  • Zoho People

Troubleshooting

If you're having trouble with HRIS integrations, check below for troubleshooting tips. If your issue is not resolved by the advice below, send us a message.

Incomplete Employee Data

If your generated evidence attachment data is incomplete or missing fields, ensure that you have waited at least a few minutes since initially configuring your HRIS integration before using it to attach evidence. Full data sync may take a few minutes after an integration is initially configured.

Error: 400 No employees were found for this HRIS query

If you receive this error, it may be because no employees match the filters you selected. For example, if you filtered for “Inactive Employees, Last 30 Days” but no employees had been terminated at your organization within the previous 30 days, this error would be expected. However, if you believe that there should be employee data for the filters that you selected, please send us a message so that we can help troubleshoot.

Evidence Attachment Errors

If you receive other errors when attempting to attach evidence with your HRIS integration, try reconnecting the integration. Follow the steps in the “Reconnecting your HRIS integration” section above.

Questions?

Reach out through our chat feature for real-time Customer Success support 8 am - 5 pm PT Monday through Friday.

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