This article provides you with a step-by-step guide on how to preview and review synchronisation process in the HR Sync.
For more information on the HR sync, follow this link.
The final step provides a preview of the synchronisation process, allowing you to review the following details:
- Employees to be Created: This section lists all employees who will be created as new users in Workwize during the synchronisation.
- Employees to be Merged: This section lists any existing Workwize users who will be merged with corresponding employees from your HRIS system. Merging ensures that duplicate employee profiles are not created.
Reviewing the Preview Data
- Carefully review the listed employees to ensure the information is accurate and that the intended actions (create or merge) are correct.
- If you identify any errors or unexpected results, you can go back and adjust the previous settings (filters, mappings, etc.) as needed.
Once you are satisfied with the preview, you can proceed with the actual synchronisation by clicking the "Sync" button.
Additional Notes:
- The preview data is a representation of the upcoming synchronisation and may not reflect real-time changes made in your HRIS system after the preview generation.
- It is recommended to run the preview again before initiating the actual synchronisation, especially if there have been significant updates in your HRIS system.