Note: HRIS integrations are only available for organizations on an Enterprise plan.
Organizations can keep their Reporting Teams in sync with supported Human Resource Information Systems (HRIS) vi a direct integration or manual CSV uploads. Those with dynamic and complex org charts can ensure that their team structures, access, and reporting functionality remain accurate—even in the face of frequent organizational changes.
Yoodli supports the following integration types:
Workday HRIS (daily syncing for up-to-date team structures)
Manual CSV uploads
Workday
Automate your management of Yoodli’s Reporting teams with a Workday integration. Even if users haven’t joined Yoodli yet, the system intelligently prepares for their arrival by assigning them to appropriate teams upon signup or invitation. The system runs daily to ensure your users and teams are accurate and up-to-date.
Yoodli connects to workday via Reports-as-a-Service (RaaS). You'll need to set to start by setting up a RaaS that includes:
workerEmail
managerEmail
managerName
You'll additionally need the client id, client secret, and refresh token from Workday.
To set up a HRIS integration for your organization in Yoodli, please follow these steps:
Navigate to your organization's settings page
Under Advanced Settings, select Manage for your Integrations setting
Click Create an Integration and choose HRIS.
Click on Workday. Note that organizations can only have a single HRIS integration.
Name your integration, typically "Workday HRIS" or something similar.
Copy and paste your Workday authentication information
Press Save.
Your HRIS integration may take some time to add your people and teams. Once your integration has been processed, go to People > Reporting Teams to see your teams.
CSV Upload
If you do not have Workday for your HRIS, you can still manually upload CSV files to mirror your organizational structure.
To set up a HRIS integration for your organization, please follow these steps:
Navigate to your organization's settings page
Under Advanced Settings, select Manage for your Integrations setting
Click Create an Integration and choose HRIS.
Click on CSV upload. Note that organizations can only have a single HRIS integration.
Name your integration, typically "HRIS" or something similar.
Download the sample CSV and fill in the file with the appropriate data: member email address, team lead email address and team lead’s name.
Drag and drop your CSV file.
Wait until the CSV has been uploaded. Then, press Save.
Once saved, your HRIS integration may take some time to add your people and teams.
Important Things to Know
You cannot edit or delete HRIS-managed teams. You’ll need to delete the integration which will remove all HRIS-managed teams.
You can manually create and manage additional teams outside of the HRIS-managed teams.
Looking for another integration?
Please reach out to your Yoodli point of contact! We're working on adding more integration approaches soon.
Still need help?
Contact [email protected] or click the messenger at the bottom right to chat