How to check status of Merge HR data sync and troubleshoot any issues

If your program is configured to automatically sync your data using Merge, you may periodically need to correct or resolve missing or incorrect employee data or configure a new country when a new employee onboards.

 

Good to know

  • Your employee Data is automatically synced from your HRIS via Merge every 24 hours
  • If an error is found during automatic sync, an alert will be posted on the home page of the Admin portal with a link to the sync error log for you to resolve
  • You will need to manually add your Departments and Reporting Groups before enabling Merge sync

 

How to check status of your employee data sync via Merge and resolve issues

  1. Login to your Administrator account
  2. Click the Add-ons tab, select HR Data Sync
  3. Review the Status of the most recent Position sync and Employee sync
  4. If Status indicates Failed Validation or Complete With Errors, click the 3 dot ellipses and select View Details to download and review the error.txt file
  5. Resolve all the HRIS errors listed in the error.txt file and wait for the next automated sync to run within 24 hours
  6. Repeat as necessary until both syncs complete without error

 

How to check connection status of Merge sync with your HRIS

  1. Login to your Administrator account
  2. Click the Add-ons tab, select HR Data Sync
  3. Click the Settings & Configuration gear
  4. Merge Sync Status tab shows status of various datasets being synced from your HRIS into Merge
  5. Employment Types tab shows all of your HRIS Employment Types and allows you to enable or disable the syncing of employees with that Employment Type, and whether to treat them as an Employee or a Contractor

 

Common errors

  • Missing Department:  See Department mapping to Reporting Groups
  • Country not configured:  Contact your Account Manager if you need to add a new country to your program
  • Missing Manager:  Every employee must have a manager (except for the CEO at the top of the hierarchy)
  • Missing email address:  Every employee must have a valid email address
  • Missing Employee ID:  Every employee must have a unique employee ID
  • Changes made in HRIS are not syncing across: Check connection status of Merge sync with your HRIS

 

 

 

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