{"id":3414,"date":"2024-05-23T11:53:24","date_gmt":"2024-05-23T10:53:24","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3414"},"modified":"2024-05-23T11:54:35","modified_gmt":"2024-05-23T10:54:35","slug":"setting-up-alexishr-integration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-up-alexishr-integration\/","title":{"rendered":"Setting Up AlexisHR Integration"},"content":{"rendered":"<p><strong>By integrating AlexisHR with My.Drewberry, your employee data is automatically synced. Forget the days of manually adding data; integration saves you time and effort.<\/strong><\/p>\n<p>See how the AlexisHR integration works and check if it fits your data management needs in My.Drewberry.<\/p>\n<h2>Check Your Employee Data<\/h2>\n<p>Before you connect with My.Drewberry, check your employee data is correct in AlexisHR.<\/p>\n<p>This includes:<\/p>\n<ul>\n<li>Employment Start Date<\/li>\n<li>Name<\/li>\n<li>Address<\/li>\n<li>Date of Birth<\/li>\n<li>Gender<\/li>\n<li>Salary<\/li>\n<li>Location\/Site<\/li>\n<li>Employee Type<\/li>\n<li>End Date.<\/li>\n<\/ul>\n<p>If there\u2019s a more niche category you have in mind, we can limit the data we gather from your AlexisHR account based on these filters. For example, if you want to filter based on a specific work location, you can do that (see below).<\/p>\n<p><img class=\"alignnone size-full wp-image-3260\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-Sync-Filter-Intro.png\" alt=\"\" width=\"1862\" height=\"938\" \/><\/p>\n<h2>How Does AlexisHR Integration Work?<\/h2>\n<p>Once the integration is completed, it will:<\/p>\n<ul>\n<li>Update any employees who currently exist in data from AlexisHR as per the data fields included above<\/li>\n<li>Add any employees who are in AlexisHR, but not in My.Drewberry based on the People Sync filter in our integration<\/li>\n<li>Move any employees past their end date to the leavers section and trigger the removal of these individuals from their benefits.<\/li>\n<\/ul>\n<p><strong>NOTE<\/strong>: Any changes made in AlexisHR will override changes manually made on My.Drewberry.<\/p>\n<h2>New Joiners From AlexisHR<\/h2>\n<p>My.Drewberry has an employee category feature, which is used to enrol the right employees in their eligible benefits. This is unique to My.Drewberry, so the category is not set when new joiners are uploaded via HRIS sync.<\/p>\n<p>After adding a new employee, you will be assigned a task to add them to the correct employee category in My.Drewberry. See the <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-to-manage-employee-no-category-task\/\">No Employee Category<\/a> guide on the hub for more details.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3261\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png\" alt=\"\" width=\"1024\" height=\"626\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-768x470.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-480x293.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-553x338.png 553w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-580x355.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-466x285.png 466w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>Connecting AlexisHR To My.Drewberry<\/h2>\n<p>Integrating AlexisHR with My.Drewberry couldn\u2019t be easier. See how it works below \ud83e\udd29<\/p>\n<h3>1. Go To The \u201cManage Employees\u201d Tab In The Admin Centre<\/h3>\n<p>Click the \u201cIntegrate HRIS\u201d icon to start the process.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3262\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png\" alt=\"\" width=\"1536\" height=\"406\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-300x79.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-1024x271.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-768x203.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-480x127.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-730x193.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-580x153.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-665x176.png 665w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<h3>2. Ensure Your People Sync Settings Are Correct<\/h3>\n<p>If there is a location or category of employee you want to sync, our People Sync function enables the data to be filtered from AlexisHR. By specifying the sites\/locations, for example, we\u2019ll limit the data we gather to those categories.<\/p>\n<p><strong>NOTE<\/strong>: If you leave the People Sync blank, all employees from AlexisHR will sync.<\/p>\n<h3>3. Add New Integration<\/h3>\n<p>After you\u2019ve double checked your People Sync settings, click \u201cAdd New\u201d to begin the integration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3263\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png\" alt=\"\" width=\"1024\" height=\"298\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-300x87.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-768x224.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-480x140.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-730x212.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-580x169.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-665x194.png 665w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>4. Search For The AlexisHR Integration<\/h3>\n<p>From the list of integrations, search for AlexisHR. You will be prompted to add an Access Token.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3425 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token.png\" alt=\"\" width=\"1763\" height=\"1016\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token.png 1763w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-300x173.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-1024x590.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-768x443.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-1536x885.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-480x277.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-587x338.png 587w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-580x334.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Access-Token-495x285.png 495w\" sizes=\"auto, (max-width: 1763px) 100vw, 1763px\" \/><\/p>\n<h3>5. Head To AlexisHR<\/h3>\n<p>Sign into your AlexisHR Admin Console account.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3429 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console.png\" alt=\"\" width=\"410\" height=\"550\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console.png 410w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console-224x300.png 224w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console-358x480.png 358w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console-252x338.png 252w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console-302x405.png 302w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Admin-Console-212x285.png 212w\" sizes=\"auto, (max-width: 410px) 100vw, 410px\" \/><\/p>\n<p>Go to \u201cSettings\u201d in the menu on the left-hand side. Then go to \u201cAccess Tokens\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3615 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS.png\" alt=\"\" width=\"428\" height=\"506\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS.png 428w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS-254x300.png 254w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS-406x480.png 406w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS-286x338.png 286w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS-343x405.png 343w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Alexi-HRIS-241x285.png 241w\" sizes=\"auto, (max-width: 428px) 100vw, 428px\" \/><\/p>\n<p>Enter a name and description, e.g. \u201cMy.Drewberry Integration\u201d and save.<\/p>\n<p>You\u2019ll receive an Access Token. Copy this for the next step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3426 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description.png\" alt=\"\" width=\"1121\" height=\"533\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description.png 1121w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-300x143.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-1024x487.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-768x365.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-480x228.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-711x338.png 711w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-580x276.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Insert-Name-And-Description-599x285.png 599w\" sizes=\"auto, (max-width: 1121px) 100vw, 1121px\" \/><\/p>\n<h3>6. Set Up The Integration<\/h3>\n<p>Head back to your My.Drewberry tab. Add the AlexisHR Access Token into the correct field.<\/p>\n<p>Don\u2019t forget to click \u201cSave\u201d. AlexisHR should now be integrated with My.Drewberry.<\/p>\n<h2>How To Know The Integration Is Set Up<\/h2>\n<p>Your integration with My.Drewberry has been successfully set up when you can see the AlexisHR card on the HRIS integration tab (see image below).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-3434\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card-300x205.png\" alt=\"\" width=\"300\" height=\"205\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card-300x205.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card-480x327.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card-496x338.png 496w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card-418x285.png 418w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/AlexisHR-Card.png 566w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<h2>After Setting Up The Integration<\/h2>\n<p>Integration complete \u2705 Your employees\u2019 data will sync at 15:00 (BST) each day. AlexisHR will become your source of truth for your essential employee data.<\/p>\n<p>Any changes you make in My.Drewberry to any of the employee data we sync will be overwritten by the data in AlexisHR the next day.<\/p>\n<h2>How To Disable Your Integration<\/h2>\n<p>If you need to disable your integration, go to the integration section under \u201cManage Employees\u201d in My.Drewberry. Click \u201cManage\u201d. You can disable the connection here.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>By integrating AlexisHR with My.Drewberry, your employee data is automatically synced. Forget the days of manually adding data; integration saves you time and effort. See how the AlexisHR integration works and check if it fits your data management needs in My.Drewberry. Check Your Employee Data Before you connect with My.Drewberry, check your employee data is &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[],"class_list":["post-3414","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=3414"}],"version-history":[{"count":17,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3414\/revisions"}],"predecessor-version":[{"id":3616,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3414\/revisions\/3616"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=3414"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=3414"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=3414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}