This guide outlines the required employee data in HR for the Benefits sync, how fields are mapped, and the most common causes of sync failures.
The integration covers the areas below that the Benefits platform needs to manage an employee's benefits:
Fields marked Required must be populated in HR before the employee can sync successfully - missing required values are the most common cause of Failed status.
Account
| Benefits field | HR source | Required |
|---|---|---|
Email Address |
Personal Details email (Home / Work / Services - chosen at tenant level) |
Yes |
Personal Details
| Benefits field | HR source | Required |
|---|---|---|
Salutation (Title) |
Personal Details Title |
Yes |
Forenames |
Personal Details Forenames |
Yes |
Surname |
Personal Details Surname |
Yes |
Date of Birth |
Personal Details Date of Birth |
Yes |
Gender |
Personal Details Sex |
Yes |
NI Number |
Personal Details National Insurance Number |
No |
Address (primary)
| Benefits field | HR source | Required |
|---|---|---|
Line 1 / Line 2 / Line 3 |
Personal Details Address Lines 1–3 |
No |
Town |
Personal Details Address Line 4 |
No |
Postcode |
Personal Details Post Code |
No |
Employment
| Benefits field | HR source | Required |
|---|---|---|
Start Date |
Personal Details Start Date |
No |
Leave Date |
Personal Details Date Left |
No |
Probation Date |
Probation End Date (primary row) |
No |
Payroll Number |
Employee Number |
No |
Job Title (metadata) |
Primary Job Title |
No |
Grade (metadata) |
Grade |
No |
Department (metadata) |
Org Unit 1 |
No |
Location (metadata) |
Location |
No |
Job Classification (metadata) |
Job Classification |
No |
Entity (metadata) |
Multi-Entity |
No |
FTE / part-time modifier (metadata) |
FTE on primary Job & Pay |
No |
Contact phone / Mobile phone (metadata) |
Personal Details phone numbers |
No |
Benefit Level (benefits configuration) |
Benefits Level picklist |
No |
Remuneration
| Benefits field | HR source | Required |
|---|---|---|
Amount |
Annual Pay on primary Job & Pay |
Yes |
Start Date |
Job & Pay Date From |
No |
Basis |
Pay Basis |
Yes |
Frequency |
Pay Frequency |
Yes |
Change Reason |
Job & Pay Change Reason |
Yes |
Benefits fixed list fields - value not recognised error
- Title
- Gender
- Pay basis
- Pay frequency
- Job and Pay change reason
Benefits fields requiring configuration
Some fields rely on configuration set up within the Benefits platform. These are typically stored as text fields under Contact, Job, and Benefits categories.
-
Contact
Contact phone number
Mobile phone number
-
Job
Job Title
Grade
Department
Location
Job classification
Entity
-
Benefits
FTE/part time modifier
Related guides
- Benefits Management in HR
- Syncing existing HR employees to Benefits
- HR>Benefits automatic ongoing sync
- Viewing an employee's sync history in HR benefits management
- Troubleshooting failed syncs in HR Benefits management
- HR>Benefits integration FAQs
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