The SFTP Export provides a secure sync of employee details from your HRIS instance to your HiThrive platform.
What are the benefits of this integration?
Reduced administrative workload
First, this integration reduces the workload for your HiThrive administrators by automating user creation. New users will be automatically populated in HiThrive from your HRIS. Users can also be deactivated based on data from your HRIS.
Data consistency
Second, the integration eliminates data inconsistency. Users are updated automatically ensuring that your HiThrive data matches your HRIS data.
Improved reporting
With more (and more accurate) user data, your HiThrive reporting and administration is also improved.
Please follow the steps below to enable the integration.
Configuring the SFTP Export
The specific steps to enable your SFTP export vary by solution; however, Server Login Username and Password can be generated through the HiThrive Admin portal -> Integrations -> FTP/SFTP
The SFTP export must include the following fields:
Email address
First name
Last name
Employee status
Birth date (MM-DD)
Start date (YYYY-MM-DD)
*It may also include additional fields specific to your platform configuration (see step 3). These additional fields are used for automated celebration personalization, reporting, and permissions. A sample csv is available here.
The SFTP export may include the following fields:
Employee type (if necessary to constrain the active user population) (ex. full-time only)
Manager email (for manager notifications & reporting)
Department (for department reporting)
Cost Center (for cost center reporting)
Title (to be included within new hire announcement messaging)
Location (to be included within new hire announcement messaging)
Note: This is not a comprehensive list. You may add any additional fields that will be useful for your platform / program design
Once completed, your SFTP file will begin syncing automatically.