How to enable HR Data Sync

WARNING

When you enable HR Data Sync it will immediately disable the manual employee management tools. Any data changes must be made in your HR/IS system and cannot be updated manually. However, some data must always be updated manually (i.e. Start Date and Birthday).

If your program is already live, we suggest that you contact support so we can setup another system for your technical team to test with.

Login to your Workstars administrator account (you must be the primary account or technical user)

Click on Settings at the top
On the left-hand menu, click System Settings
In the HR Data Sync section, select Enabled for the XML via API option
Click the Update Settings button

TIP

We highly recommend you create a Technical administrator account to allow easy access to API keys, error files and to receive notification emails.

Technical Requirements

You will need to implement one of the following methods:

Upload XML files using our REST API

Your technical team would need to do the following:

create an XML employee file
create an XML position file (if appropriate)
build a script that uploads the files to our REST API

Please see the How to upload your HR data using the REST API article for more information.

Upload CSV file using our Console app

Your technical team would need to do the following:

create a CSV file containing your employees
install our Console app
use the app to upload the CSV file

Please see the How to upload your HR data using our Console app article for more information.