Steps to Setup HRIS Integration

  • Updated

As the Learning Leader, you can save time and energy during program setup by setting up the HRIS Integration into Hone. Instead of emailing .csv files to the Hone team, the integration automatically syncs learner data from your HRIS into Hone and updates it every night for accurate reporting. 

 

noun-info-1587161-EF4A81.png Please note: 

  • The person connecting the integration must have super-admin access to the HRIS API Key.
  • Please check with your HRIS representative if additional costs will be associated with the integration. 
  • Hone cannot support custom fields.

 

HRIS Integration Setup

There are a few things you’ll do to prepare your HRIS for the integration, depending on the HRIS you use. 

Some HRISs require you to reach out to them before you integrate. Most HRISs require finding your API key and setting up an integration user. Learn what you’ll need here:

  1. Click on this link to look up your HRIS and follow the steps below.

    • If it is listed under Self-Service, move to step 2.

    • If it is listed under Integrations Requiring System Involvement, follow the instructions under System Involvement.

  2. Click on this link to look up your HRIS authenticating integration. 

  3. Follow the instructions in the document from step 2 related to your HRIS.

Once you finish the setup per the documents above, you can set up the integration on the Hone side.

 

Hone Integration Setup

Once you set up the integration on the HRIS side, you can set up the integration on the Hone side. You will have access to the steps below in Hone. 

1. Log into the Hone portal and click on team settings in the top right-hand corner. 

2. Click HRIS integration on the left-hand panel.

Screen_Shot_2023-03-13_at_6.31.57_PM.png

 

3. Click on your HRIS system and the details about the HRIS system will appear on the left-hand panel. Click on Connect.

  • Follow the prompts to enter the information you gathered when you prepared your HRIS for the integration.

Screen_Shot_2023-03-13_at_6.57.55_PM.png

 

After a few minutes, refresh the page and do the following to verify the integration was successfully completed. 

4. You will see a checkmark icon and Synced at the top of the page. 

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  • You can view all of your employees in Hone under the Learners page. 
    • ONLY the following information can be viewed on the Hone Platform.

      • First and last name

      • Department and job title 

      • City, state, and country

 

noun-info-1587161-EF4A81.png Please note: If HRIS is connected, admins can only invite learners whom the HRIS recognizes. 

  • Please check with your HRIS representative if additional costs will be associated with the integration. 

 

If you are having trouble with the HRIS integration, our Hone team will be happy to help. Please complete the Admin Support Form

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