Follow

How to sync HRIS data from Elmo


What can I learn from this page?

How to sync HRIS data from Elmo

Who is this guide for?

Account Admins

 

Quick Links:

Before you start

Please reach out to your Elmo account manager to ensure you have the required access to the Elmo API

Step 1: Connect your Elmo Account

  1. Sign in to Culture Amp with an account that has Account Administrator access. 
  2. Navigate to your Settings > Data Integrations page in the Culture Amp platform. Select the Elmo Logo

mceclip0.png

3. Click the Set up Elmo integration button

mceclip1.png

4. Enter your ELMO username, API Key and Personal Access Token. If you are unaware of what any of the above values should be please reach out to your ELMO account manager

mceclip2.png

5. You now have a connection between ELMO and Culture Amp. If you are unable to validate the connection please ensure you are using the correct username, API Key and Personal Access Token, and you have confirmed with your ELMO account manager that you have access to the ELMO API.

Step 2: Choose the fields to sync

Custom field mapping

  • If you would like to customise the mapping of fields between ELMO and CultureAmp, please follow the instructions here.
  • Alternatively you can use the default mapping explained in the Default field mapping section below.

Default field mapping

  • The following Mandatory fields will be automatically imported in Culture Amp
    • Name
    • Email
    • Employee Id
    • Manager email
    • Preferred name
    • Date of birth
    • Start date
    • End date

**Select any additional from ELMO fields that you would like to be imported into Culture Amp

Step 3: Optional - Create a custom field to exclude specific people

If you'd like to exclude specific people, create a custom field in ELMO called "Exclude from Culture Amp". During the sync process, any employees with this field set to "Yes" will be excluded from being synced into Culture Amp.

mceclip3.png

Step 4: Set Sync settings and Save

We recommend leaving daily syncs disabled for now. The best practice is to first do a manual sync where you get to review how the integration data will change your employee data, before confirming those changes. After you have confirmed that data is importing correctly, you can enable daily syncs.

  1. Enter the email address of a person that should be contacted in case of any integration errors.
  2. Select the Save integration button to save your settings

mceclip4.png

mceclip6.png

Step 5: Manually Sync Data

You can now sync your user data into Culture Amp! We strongly recommend running a manual sync after setting up your integration to confirm everything is working correctly. You’ll be prompted to do this when you save your integration. Otherwise you can run a manual sync by navigating to the Settings > Data Integrations page and clicking the Sync Button or via your Settings > Users > Import Users

From here, Culture Amp will step you through the same verification process as if you were uploading users via the Import Users process. Once you’ve reviewed your data and clicked ‘Import data’, the sync will run in the background and could take anywhere from a couple of seconds to a few minutes. No data will be imported until you click ‘Import data’. 

Troubleshooting integration issues 

Switching from CSV uploads to the integration

If you already have existing data in Culture Amp as a result of doing CSV uploads or using a different integration, then there are a few things to pay attention to:

When doing your first sync via the integration, you could see errors related to matching employees. Please review the troubleshooting information in the Duplicate employees in Culture Ampsection below.

If your additional demographics have a different name in your HRIS than they are currently titled in Culture Amp, they will be created as a new demographic after your first sync. We would recommend keeping this in mind if you trend results in surveys for demographic groups over time. When you run your next survey, you can reach out to the Culture Amp product support team to do a once-off mapping of the previous demographic name to the new demographic name. To avoid confusion from users about which demographic to use, we would recommend navigating to the Settings > Account Demographics page and deleting the old demographics after your first sync (this will not impact any previous survey results or comparisons). 

Duplicate employees in Culture Amp

Culture Amp will match employees in your HRIS to employees in Culture Amp based on the employees email address. If the same employee has a different email address in Culture Amp and your HRIS, duplicate employees will be created in Culture Amp. To reconcile the duplicates please follow the steps below

Resolving duplicates before changes have been applied to Culture Amp

Feedback on all employees to be created/updated/deactivated will be provided on the ‘Review’ screen during the first sync. Ideally, you would then abort the sync and update employee emails in Culture Amp to match your HRIS data. 

In Culture Amp, employees' email addresses can be updated via a user modal: Go to the Users page and click on the name of the employee you want to update, then update the email of the employee. Repeat for all duplicated employees. After that, you can try integration sync again.

Resolving duplicates after changes have been applied to Culture Amp

If you did not address the duplicates on the first sync and duplicate employees have been created, it is possible to resolve the duplicates by: 

  • Deactivating the newest employee profile and removing the email from the profile, e.g. by assigning a fake ID/email to allow saving. 
  • Update existing user records to match employee emails in your HRIS. This will allow us to retain the history on the existing employee record.

Sync blocked to protect employee privacy

Your automated daily sync might be blocked if Culture Amp suspects that one of your employees may have had their details mixed up with another. You will receive a notification of this via email. 

If a combination of an employee's Name, Date of Birth, or Email is changed, the sync will be blocked. This is to prevent an employee from accidentally getting access to another employee's private information, such as performance reviews. 

If you've intentionally changed the employee's details, you can run a manual sync to push through the change. Simply click 'Import data' from the Users page and select 'Sync'. Culture Amp will guide you through the rest. 

Investigating and resolving any data issues

Once the first integration has been performed and the integration history has been created, the first step when investigating data issues is to check the import summary for your most recent import. This will provide information about the state of your integration. 

To find this information, go to your Settings > Import History page and select your most recent import. 

If there was a problem with your last import, you will either be able to view errors on this page or you will be prompted to run a manual sync to identify any problems.

#AccountSettings #ImportUsers



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments