Steps to Setup HRIS Integration

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. 

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.
• Setting up HRIS will not activate membership, invite learners to a program, or count towards your contract. 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 

  • Location

  • Manager name and email address

Data Synced From HRIS into Hone

This one-way sync from HRIS into Hone does the following:

Please note that Hone cannot support custom fields. 

Initial HRIS setup into Hone

• By default, all employees from HRIS are pulled into Hone. This cannot be changed.

  • You can view all employees on the 'Learners' page on the Hone Platform. 

• If HRIS is connected, you can only invite learners whom the HRIS recognizes.

HRIS data into Hone Platform

Nightly update to keep the data fresh, including adding new employees and updating the following information: 

• First and last name

• Department and job title 

• City, state, and country

HRIS data not visible on the Hone Platform

The following information is not visible on the Hone Platform: 

• Deactivate employees that are no longer in your HRIS system

• Manager and direct report relationships

Steps to Setup HRIS Integration

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

Please note that Hone Admin access is required. 

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.

3. Click on your HRIS system and the details about the HRIS system in the flyout window. Click on Connect.

• A pop-up window will appear to enter the information from your HRIS. There will be a link with detailed instructions to prepare your HRIS for the integration with Hone. 

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

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

• Please note: The sync may take up to 24 hours to complete. 

Disconnect HRIS

You can disconnect or resync the HRIS integration with the Hone platform at any time. Please follow the instructions below. 

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 and select your HRIS system.

3. Click on the three dots ‘…’ and click 'Disconnect’.

Resync HRIS

If you want updates from your organization's HRIS to sync with Hone immediately, you can do the following: 

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 and select your HRIS system.

3. Click on the three dots ‘…’ and click 'Resync’.

FAQ

• 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. 
• Setting up HRIS will not activate membership, invite learners to a program, or count towards your contract. 
• HRIS will sync and update your employees' information every night, such as department, job title, location, manager name, etc.
• Any manual upload via CSV Learner Upload will be overridden when HRIS syncs overnight. 
• Inactive employees in HRIS will automatically be deactivated in Hone. Deactivated learners’ data will remain in the platform for reporting purposes. The following will occur for deactivated learners. 
  
  • Revoke platform access.
  • Remove Membership access.
  • Unenroll the learner from any future classes (to not impact attendance rates).
  • Remove learners from the ‘learners to follow up’ section in programs.
  • From the Learner tab of the admin platform, the learner will have 'Deactivated' next to their name.

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