HR>Benefits integration overview

This guide gives HR users the big picture of how the HR>Benefits integration works. Use the linked articles below for step-by-step instructions.

Not using Benefits yet?  See what it can do for your organisation.
 

Overview

Benefits Integration sends your HR data to the Benefits platform automatically. Once an employee is synced, any change you make to their record - a new address, a salary change, a Benefits Level update - reaches Benefits automatically, usually within a couple of minutes. You don't need to re-key anything or ask Ciphr to push updates through.

HR is the source for this data. Keep employee details up to date in HR, and Benefits stays in step.
 

Getting started

These things need to be in place first:

• Ciphr has switched on the Benefits Integration module for your Ciphr HR site.
• Ciphr has configured your HR site with a Benefits platform ID, sub-domain, and chosen email source (home, work, or services).
• Your user role has the Benefits Management page permission. If you can't see Data Management > Benefits Management in your HR menu, you don't have this permission yet - ask your system administrator. Read-only users can view the Benefits Management page and sync history, but can't start a sync or assign a Benefits Level.
• You will need to grant single sign on (SSO) to each user role containing employees who will access Benefits via HR. Start with your HR user role for testing and then grant access to the other roles when everything is ready.
   

How to sync employees

There are two routes to start the sync:

• New starters - tick Create Benefits Record in the Add new employee workflow, and the sync starts automatically when you save them.
• Existing employees - bring them in manually from the Benefits Management page. This can be done individually or in bulk.

After that first sync, updates happen in the background. No further action needed.
 

Related guides

Step-by-step guides in recommended order:

1. Benefits Management in HR
2. Role management: enabling Single Sign On for external applications
3. How to access the benefits portal from HR
4. Starters - enabling the Benefits sync in HR
5. Syncing existing HR employees to Benefits
6. Assigning a benefits Level in HR (single or bulk)
7. HR>Benefits automatic ongoing sync
8. Viewing an employee's sync history in HR benefits management
9. Managing leavers in HR Benefits
10. HR fields synced to Benefits
11. Troubleshooting failed syncs in HR Benefits management
12. HR>Benefits integration FAQs