Connecting to an HRIS provider allows you to easily manage the members of your Assembly. You can add employees automatically or manually to your Assembly from your HRIS, depending on how you configure your settings.
NOTE: this help article is for connecting your Assembly to all HRIS providers except Slack, G Suite and Office 365.
Who can use this feature?
- Slack, G Suite, and Office 365 integrations are available for all plan types. All other HRIS integrations require a Standard or Premium plan.
- Only Assembly admins can connect your Assembly to an HRIS. This Assembly admin must also be an admin within the HRIS to enable the proper permissions.
What to expect
- Only one HRIS can be connected at one time.
- Once you’ve connected to an HRIS, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.
Connect
- From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
- Click Users in the left sidebar.
- Click Invite or Manage.
- Click “See all integrations” to view all other HRIS integrations.
- Click the HRIS provider you would like to connect to
- Enter the credentials required to connect
- Click submit.
- Upon successful connection, click “Close this window” to return to completing the integration
- Next step is to select people.
Select People
There are a few ways you can configure how members are added from your HRIS
- Everyone that joins or leaves the selected HRIS’s directory
- Anyone that joins or leaves a specific group within your HRIS
- Manage all members manually
Everyone that joins or leaves the HRIS Directory
- Click Continue with Everyone.
- The next step is to configure Invites
Anyone that joins or leaves a specific HRIS group
- Select a group or multiple units from the groups list.
- Click Continue with # Group(s).
- The next step is to configure Invites
Manage all members manually
- Select each member of your HRIS workspace you want to add to your Assembly
a. NOTE: this will require you to manually add additional members and manually remove existing members - Click Continue with # People
- The next step is to configure Invites
Configure invites
- Configure whether you want to send invitations to your Assembly now or send them later.
- Configure whether new members are automatically approved or if an admin needs to manually approve them first.
- Click Create Assembly Accounts.
Create accounts
- After clicking Create Assembly Accounts
- If you selected send invitations now, all members of the selected department(s) will receive an invitation to join your Assembly.
- If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Edit/delete connection
You can edit your HRIS connection at any time from both the Manage and Invite sections in Admin.
Edit connection
- Click Edit Connection
- You can change between any of the select people options
- You can also change which departments/divisions/individual members join your Assembly. (NOTE: Any members added through the previous connection configuration will remain members of your Assembly unless you remove them manually)
- Click Continue
- Your updates will be saved and any previously-existing HRIS member who is no longer included in the criteria you selected will no longer have access to your Assembly through HRIS
- Disconnecting your HRIS will
a Not remove any members from Assembly
b. Prevent any automatic updates to your members list through your HRIS
Quick settings
- Quickly change whether to auto-approve new members or if an admin must manually-approve them first
- Click Save Settings to save your changes
- You can also disconnect your HRIS from here
And there you have it! You are ready-to-go with your HRIS connection.
Does your organization use Slack or Microsoft teams to communicate? Make it even easier to use Assembly and Configure your Slack app or Configure your MS Teams app so your members can give recognition directly from Slack or MS Teams.
