Learn about HRIS connection via the Merge application and manual or automatic HRIS synchronization.
HRIS connection
On the HRIS settings page, you will see a "Connect HRIS" button if you haven't connected your HRIS to Pando. For instructions, see "How to link new accounts to Merge" below.
HRIS synchronization
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
How to link new accounts to Merge
Merge is a way to connect your employees to Pando. To link new accounts to Merge, see these step-by-step instructions:
Navigate to the Pando Company page. On the Employee section, locate the button labeled 'Connect HRIS' and click it. A modal popup should appear.
Navigate through the list or use the search to find your HRIS provider and click it.
This HRIS provider page will show you all of the information that Pando is requesting from your HRIS. Hover over the infotip to see a more detailed list for each section. Press "continue" to move to the next page.
This page will request some credentials to link the accounts. Each HRIS provider is different, and there is a dropdown section that will walk you through how to find the necessary credentials. After entering the requested information, press submit.
This page should tell you if merge has successfully set up your integration or not. If there are any problems, please reach out to us via this chat box.
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!)
Marriage Status - Allows for future demographic filters by marriage status
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