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How do I Connect & Sync my HRIS?
How do I Connect & Sync my HRIS?

How to use our integrations page to connect your HRIS to Pando

Adam Plachta avatar
Written by Adam Plachta
Updated over 3 weeks ago

Connecting your HRIS with Pando is a quick and seamless process. With our integration partner, Merge.dev, we support a range of popular HRIS platforms to make it easy to sync data between your systems. This article will walk you through the steps for connecting your HRIS, provide resources for additional help, and outline how to reach out if your HRIS isn’t listed.

Video Instructions

Step-by-Step Guide to Connect Your HRIS

  1. Navigate to Admin Settings

    • In your Pando account, click on Admin then Settings.

    • From there, select Connect with HRIS.

  2. Select Your HRIS

    • A list of currently supported HRIS platforms will appear.

    • Note: If you don’t see your HRIS on this list, reach out to our support team at support@pando.com, and we’ll explore the possibility of adding it.

  3. Follow On-Screen Instructions

    • Click on your HRIS from the list and follow the on-screen prompts to complete the connection.

    • If you’d like more detailed guidance, look for a “Still stuck?” link, which offers detailed setup instructions with screenshots.

Additional Support for Setup

Our integration partner, Merge.dev, provides an extensive FAQ section with setup guides and troubleshooting steps. These resources are designed to help you get your integration up and running smoothly.

If you encounter any issues or have questions during setup, please feel free to:

Thank you for integrating with Pando! We’re here to make your setup experience as smooth as possible, so don’t hesitate to reach out.

HRIS Synchronization Details

Once your HRIS is connected, the system will default to auto-sync, which means that your HRIS data will automatically sync employee data on your provider’s schedule.

You can turn off auto-sync on this page and sync manually. When you sync manually, it may take a few hours so we will send you an email when the sync is complete.

In auto-sync mode, you will not be able to edit certain fields but will be able to edit others.

Fields you cannot update with auto-sync enabled:

  • Full name

  • Location

  • Email

  • Manager

  • Department

  • Title

Fields you can update with auto-sync enabled:

  • Photo

  • Preferred first name

  • Pronouns

  • Role

  • Rubric

  • Level

Merge fields: required and recommended

When you connect your HRIS system via Merge, Pando will need access to certain fields. The list below will show you which fields are required and why. Recommended fields are optional but highly recommended to give you advanced Pando features and functionality such as advanced Insight data filters.

Required fields:

Employee number - required for employee identification

Work Email - required for employee identification

Groups - identifies employee department or cost center

Teams - identifies employee team

First Name - required for employee identification

Last Name - required for employee identification

Employment status - required for accurate account status

Termination date - required for accurate account status

Recommended fields (optional):

Date of Birth - Allows demographic filters by age

Ethnicity - Allows demographic filters by ethnicity

Gender - Allows demographic filters by gender

Work Location - Allows filters by location and determines currency when missing from the HRIS system

Home Location - In many “work from home / remote” companies, “work location” doesn’t exist, so “home location” allows filters by location and determines currency when missing from the HRIS system

Start Date - Allows future filters by the length of tenure

Pay Rate - Allows salary analysis features (coming soon!)

Pay Frequency - Allows salary analysis features (coming soon!)

Pay Period - Allows salary analysis features (coming soon!)

Pay Currency - Allows salary analysis features (coming soon!)

Employee Photo - Pre-populates the profile photo with HRIS picture

FLSA - Allows for future demographic filters by exempt or nonexempt classifications according to the Fair Labor Standards Act

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