Updated by Lyndsay
This is a guide to the basic settings available in your dashboard for Gusto, Bamboo, Rippling, ADP Workforce Now, Paylocity, Namely, UKG UltiPro, and Zenefits.
So you have set up your integration and now you are wondering what all those buttons do! Here's a quick primer on basic integration settings!
First, to get to the integrations settings, you will go to Settings > Integrations in your Dashboard. Then click the three dots on the tile of your active integration (Highlighted in yellow below).
It should show as Connected (Purple button) and show the last time data was synced.
You will have 5 Options:
- Settings - Change integration settings for your account (Further information below this list).
- Synchronize - Sync Learners immediately (Sync happens nightly at or after 5PM Pacific, otherwise).
- Reconnect (Works for Gusto and Rippling only) - if you are getting connection errors or your integration isn't connected, this will direct you to reconnect it.
- Disable - Disable the integration from syncing temporarily
- Remove - Completely Remove the integration. You will need to go through setup steps again if you want to reconnect it after removing it.
If you click on Settings in the menu, you will be taken to the Settings page where you can make changes to how your synchronization works. Here's what the page will look like:
To Automatically assign training to Learners when they sync over, click in the search bar under "Training Type" and choose the courses you would like them to receive. Harassment Prevention will be assigned based on Region (pulled from their Work Address) and Role (Whether or not they have direct reports). If there is an industry-specific version of the course for the industry you have listed under Settings > Organization > Industry, the industry-specific version will be assigned. If you would like the Standard/Office edition assigned, change your industry to "Other" or leave it blank.
If your course is not listed, it may require special set-up - please reach out to email@example.com.
This setting allows you to delay the Learner receiving an email notification about their assigned course(s). Courses will still be assigned when they sync, but the notification will be sent based on this setting. If you are syncing for the first time, we usually recommend not assigning courses automatically, but if you decide to assign on your first sync, please be sure to set a delay in case incorrect courses are assigned.
Import Full-time only
Enabling this means only Full time employees will be synced. This can eliminate part-time employees, contractors, consultants, freelancers, and interns. Results may vary depending on how these types of employees are indicated in your HR software.
Automatic Supervisor Promotion
When enabled, this setting will cause Learners who transition from Non-Supervisor to Supervisor to be assigned the Supervisor version of Harassment Prevention automatically.
Automatic Region Change
When enabled, if a Learner moves to a new region with mandated training, they will be sent the course for that region immediately.