We partner with Merge to integrate with your HRIS. This means that whenever there are staff changes, a task automatically appears in Cledara's Incoming workflow section for you to triage and process.
Here are the requirements for a user to set up the HRIS integration in Cledara:
- They must be an Admin user in Cledara.
- They must have admin rights in the HRIS platform.
- They must have access to Incoming workflows.
Follow the steps below to receive staff changes automatically from your HRIS:
Manage who can see your Incoming workflows
Integrate with your HRIS
What does Cledara pull from your HRIS?
View pulled staff changes and turn them into workflows
Manage who can see your Incoming workflows
On the principle that employee information should only be shared with relevant staff when necessary, by default, only the Primary Contact has visibility on the Incoming workflows.
To manage who can see and act on the data pulled from your HRIS, click and scroll down to Incoming workflows access.
Admins can add or remove users from this list to manage who can:
- Set up the HRIS integration in Settings > Integrations (Admin only)
- See upcoming arrivals and departures
- Create a workflow in the Onboarding tab
Integrate with your HRIS
To connect your HR account, you can click on Set up my HR integration at the top of the Onboarding tab:
Or, you can head to Settings > Integrations > HR Information System directly to set up the integration:
Click Connect to initiate the authentication through Merge. You will be guided to log into your HRIS. See the recommended ways below to set it up:
- AlexisHR
- Sign into AlexisHR, and navigate to Settings > Access tokens.
- Enter a name and description, and click Save.
- Copy and add the API key to the Merge verification page.
- BambooHR
- Charlie
- Deel
- Factorial
- Gusto
- Hibob
- HR Partner
- Humaans.io
- Nmbrs
- PeopleHR
- Personio
- Sage HR
What does Cledara pull from your HRIS?
Your data privacy is important for Cledara. We only request information that is essential to the functioning of the feature.
During the integration setup, among the data that Merge asks for permission to read by default, only the following personal data will be passed on to and stored in Cledara:
- Name
- Team
- Work email
- Avatar
- Workflow type and due date
View pulled staff changes and turn them into workflows
Once you are all set, tasks will come through within 24 hours of any staff changes:
With one simple click under Action, you can create an Onboarding or Offboarding workflow in Cledara, or delete the entry to discard the suggestion if it requires no action in Cledara.