This article provides you with a step-by-step guide on how to configure additional settings in the HR Sync.
For more information on how to set up the HR sync, please have a look at this article.
This step allows you to configure various settings related to how employee data is synchronized and managed in Workwize.
1. Invitation Email:
- Enable/Disable: Choose whether or not to send an invitation email to new employees when they are synced into Workwize.
2. Email Syncing:
- Select Email Type: Choose the email address to use for syncing employee data:
- Work Email: Use the employee's work email address, if available.
- Personal Email: Use the employee's personal email address, if available.
- Switching to Work Email: If you choose to sync by personal email, you can optionally enable the option to automatically switch employees to their work email address on their starting date.
3. Synchronisation Delay:
- Enable Delay: Choose to delay the synchronisation of employees by a specified number of weeks.
- Before or After: Select whether you want to delay the sync before or after the employee's starting date.
- Example: If you set a delay of "3 weeks after" the starting date, employees will be synchronised into Workwize three weeks after their official start date.
Important Notes:
- Missing Personal Email Information: If you choose to sync by personal email and some employees lack this information, you will see a warning message.
- Disabled Next Button: If all employees lack personal email information, the "Next" button will be disabled, preventing you from proceeding until this issue is resolved.
Resolving Missing Personal Email Information:
To address missing personal email information, you may need to:
- Consult your HRIS system: Ensure that personal email addresses are being collected and provided to Workwize through the HRIS system integration.
- Update HRIS system: If necessary, update your HRIS system to collect and provide personal email addresses for your employees.