You can integrate People Insight's Directory Management with your HRIS to automatically sync data between the two platforms. This guides provides all the information you need to set up a native HRIS, Merge API, or SFTP integration.
Benefits of Integration
Accurate Data and Time-Saving Benefits
Accurate and up-to-date data is essential for generating valuable insights. To fully leverage the capabilities of People Insight, it's vital to keep employee information within the platform precise and current.
By ensuring your data is accurate and automatically updated, you not only enhance the quality of your insights but also achieve significant time savings in several ways:
Eliminate manual data entry: With integrations like HRIS, Merge API, or SFTP, data synchronisation occurs automatically, reducing the need for time-consuming manual data entry or updates. This allows your HR team to focus on more strategic tasks rather than being bogged down by administrative work.
Reduce errors and rework: Automated data syncing minimises the risk of human error, which often requires additional time to correct. By reducing these errors, you save time that would otherwise be spent on rework or troubleshooting discrepancies.
Streamline survey distribution: With up-to-date information automatically fed into the system, setting up and distributing surveys becomes a much quicker process. There's no need to manually cross-check employee lists or hierarchy details, as the platform will already have the latest data.
Quick access to insights: Timely updates ensure that insights are generated based on the most recent data, enabling faster decision-making. This quick access to current information allows your organisation to respond more effectively to trends or issues as they arise.
Efficient stakeholder reporting: With accurate and current data, reporting lines and hierarchies are always up to date, making it easier and quicker to distribute relevant insights to the appropriate stakeholders without manual adjustments
Automated Survey Distribution
Timely responses: Ensure surveys are sent at the most relevant times, increasing the likelihood of receiving meaningful feedback.
Efficiency: Save time and reduce manual effort by automating the survey distribution process.
Consistency: Maintain a consistent feedback loop across your organisation, even as personnel changes occur.
Learn more how this works here
Options for integration
You have two options for updating your data in People Insight: manually importing data via an XLSX or CSV file, or synchronising your data through a native HRIS, Merge API, or SFTP integration.
We strongly recommend using the native HRIS, Merge API, or SFTP integration. These methods allow you to:
Simplify the process of conducting regular surveys, such as pulse and lifecycle surveys.
Improve the accuracy of your insights with real-time, up-to-date data.
Efficiently distribute insights to the appropriate stakeholders using hierarchy and reporting line information.
Share the responsibility of gathering and interpreting feedback across your team.
Furthermore, HRIS, Merge API, and SFTP integrations offer great flexibility, enabling you to schedule automatic daily syncs or perform manual syncs at your convenience.
1. Native integration
We offer native integrations with BambooHR, with more to follow. Setting up an HRIS integration may require assistance from your HRIS Admin / Consultant or IT Team. We've provided specific guides below for each supported HRIS:
📌 If your HRIS isn't listed below, or if you prefer a native API integration instead of using Merge, please reach out to us. We are more than happy to collaborate with you to deliver a custom native API integration that meets your specific needs
2. Integration via Merge API
Automate your HRIS employee data import using the Merge API, a trusted sub-processor that has partnered with People Insight to provide expanded integration options for our customers. The setup process is simple and can be completed quickly without the need for technical support.
Supported HRIS:
7shifts, ADP Workforce Now, AlexisHR, AllianceHCM, Altera Payroll, BambooHR, Breathe, Ceridian, Cezanne HR, Charlie, ChartHop, ClayHR, Dayforce, Deel, Employment Hero, Factorial, Freshteam, Gusto, Hailey HR, Hibob, HR Cloud, HR Partner, Humaans, Humi, Insperity Premier, IntelliHR, IRIS Cascade, Justworks, Kallidus, Namely, Oracle, Paycor, Paylocity, PeopleSoft, Personio, Rippling, SAP SuccessFactors, TriNet, Ultimate Software (UltiPro), UKG Pro, Workday, Xero, Zenefits, Zoho People.
3. SFTP Integration
If your HRIS isn't listed under the native integrations, you can still integrate with People Insight using Secure File Transfer Protocol (SFTP).
SFTP enables secure data transfer from one system (such as your HRIS) to another (like People Insight). If your HRIS has a built-in SFTP client, you can use SFTP to automatically sync your data, ensuring that People Insight remains up-to-date. Alternatively, it is possible to programmatically develop this process. We can support you in this approach too.
People Insight maintains a receiving SFTP server that your HRIS provider or SFTP client can connect to, allowing encrypted files to be securely sent and processed by us.
Employee data files transferred via SFTP will be processed using our import process and the end result will be the same as an API integration.
Setting up an SFTP integration may require assistance from your IT team or your HRIS provider. We can provide detailed technical instructions and development for them if needed.
Learn more about the SFTP integration steps.