Connecting your HRIS with Mesh will eliminate the consistent need to manually onboard new employees or remove ex-employees from your Mesh dashboard. As soon as you update any incomings or outgoings on your HRIS, the same will get reflected in Mesh immediately.
To make it easy for organizations to integrate their HRIS systems with Mesh, we have partnered with Finch to provide support for over 100 HRIS providers.
Here’s what you need to do to integrate your HRIS system with Mesh:
Step 1: Go to your Profile on Mesh. Select Settings.
Step 2: Under the Plugins tab, choose HRIS Plugin.
Step 3: Click on the blue Install button.
A pop-up will appear stating the terms of service of Finch. Click on Continue.
Step 4: Review the data that will be shared by your HRIS with Mesh using Finch. Click on Continue.
A list of 100+ HRIS providers supported by Finch will appear.
Step 5: Select your HRIS provider from the list. You can also use the search option to search for the provider
For instance, suppose you have Freshteam as your HRIS. Search for "Freshteam" and select the same.
Step 6: Your HRIS provider will provide a step-wise guide to integrating the HRIS with Mesh by entering your account details. Depending on what you’ve selected, these could be your,
- Subdomain - BambooHR, Freshteam, Namely, Nmbrs, Sapling
- User id & Password - HR Cloud, Hibob, Justworks, Lano, Sage HR, Square Payroll, Zenefits
- API key - HR Partner, Humans.io, Rippling, UKG Pro
- OAuth Credentials - Paychex, Paylocity
- API Server URL - SuccessFactors
- Client ID & Secret - TriNet, Personio
Apart from “User ID” and “Password”, all the vendors that require any other detail list down the process of getting that information as well.
In case you do not have the requisite information, apart from the providers requiring plainly a “User ID” and “Password”, all the others outline steps on how to get the said information.
For instance, here is a glimpse of the steps provided by Freshteam.
Complete the steps provided by your HRIS to integrate it with Mesh.
Note:
Updates made on HRIS for the data shared with Mesh (such as employee additions, updations or deletions) are synced with your Mesh workspace once every week.
In case of specialized requests, or if you do not find your HRIS in the list of the software that Mesh connects to, all you need to do is reach out to our Customer Success Team and it will be added.
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