HR sync keeps the people in HowNow in step with your HR system, so starters, leavers, job changes and reporting lines update without anyone re-entering them.
How it works
HowNow sets it up with you. It can connect to HR systems such as BambooHR, HiBob, Workday, Personio and SAP, or read a file you upload to a secure server (SFTP). There's no workspace setting for it.
It runs in the background, usually once a day. Changes appear after the next sync, not straight away. For example, someone HR marks as a leaver on Friday can still sign in until the next sync deactivates them.
Each sync can:
Add new starters.
Update names, email addresses, start dates and job titles. A job title becomes the person's job role, and HowNow creates the job role if it doesn't exist yet.
Set who each person reports to, if your HR system's manager field is included.
Deactivate people who've left and decline their pending learning requests.
Restore someone who comes back. Check their access level afterwards, because it isn't kept from before they left.
Your HR system is in charge. In Manage › People, synced people have a building icon on their picture. Hover over it to see where they came from, for example From BambooHR. For these people:
You can't deactivate or delete them in HowNow. If you select them, HowNow leaves them out and tells you why, for example "2 users are added via HRIS/SFTP sync". Mark them as leavers in your HR system instead.
You can't change their name or job role, and they can't change their own email address.
If their manager comes from the HR system, a change you make to Reports To in HowNow is replaced at the next sync.
Safety checks stop big mistakes. By default, if a sync would remove more than a quarter of your synced people, it stops and nothing changes, because the HR data is probably incomplete. Records with no email address or employee ID are skipped.
Note: When a sync stops or skips records, HowNow emails the contacts agreed at setup. Nothing shows in the app, so if starters or leavers stop updating, contact your HowNow Customer Success Manager.
Who uses it
Admins. Handle starters, leavers and job changes in your HR system, and use HowNow for groups, access levels and learning. To set up a sync or change what's synced, contact your HowNow Customer Success Manager.