This guide explains how employee data changes are automatically synced to Benefits after the initial setup, and what to do if a sync fails.
Once an employee has had a successful first sync, you do not need to revisit the Benefits Management page when their data changes.
The integration will pick up changes to any of the synced fields and forwards them to Benefits within a few minutes. Typical examples:
Changing an employee's home address on Personal Details
A salary change recorded against the primary Job & Pay
A new job title or grade
Updating a contact email or telephone number
Reassigning a Benefits Level
If a change fails to send (for example, because a mandatory field was cleared), the employee moves to the Failed tab and the error is recorded in their sync history. Fix the underlying data and the change to that record will be picked up by the integration and the sync will retry automatically.
Related guides
- Benefits Management in HR
- HR fields synced to Benefits
- Troubleshooting failed syncs in HR Benefits management
- HR>Benefits integration FAQs
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