{"id":3450,"date":"2024-05-23T11:04:55","date_gmt":"2024-05-23T10:04:55","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3450"},"modified":"2024-05-23T11:04:55","modified_gmt":"2024-05-23T10:04:55","slug":"setting-up-humaans-integration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-up-humaans-integration\/","title":{"rendered":"Setting Up Humaans Integration"},"content":{"rendered":"<p><strong>By integrating Humaans with My.Drewberry, your employee data begins to automatically sync. Instead of manually adding data, integrating saves you a lot of time and effort.<\/strong><\/p>\n<p>See how the Humaans integration works and check if it fits your vision for managing your employee data in My.Drewberry.<\/p>\n<h2>Check Your Employee Data<\/h2>\n<p>Before integrating with My.Drewberry, check your employee data is correct in Humaans. 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 another category you want to sync, such as the type of employment, we can limit the data retrieval from Humaans based on these filters.<br \/>\n<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 Humaans Integration Work?<\/h2>\n<p>By integrating Humaans with My.Drewberry, it will:<\/p>\n<ul>\n<li>Update any employees who currently exist in data from Humaans as per the data fields included above<\/li>\n<li>Add any employees who are in Humaans, 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 Humaans will override changes manually made on My.Drewberry.<\/p>\n<h2>New Joiners From Humaans<\/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 Humaans To My.Drewberry<\/h2>\n<p>Integrating Humaans with My.Drewberry is easy-peasy. See it in action 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 Humaans. By specifying the sites\/locations, for example, we\u2019ll limit the data retrieval to those categories.<\/p>\n<p><strong>NOTE<\/strong>: If you leave the People Sync blank, all employees from Humaans will sync.<\/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<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 Humaans Integration<\/h3>\n<p>From the list of integrations, search for Humaans. You will be prompted to add an API Key.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3453 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key.png\" alt=\"\" width=\"1632\" height=\"971\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key.png 1632w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-300x178.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-1024x609.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-768x457.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-1536x914.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-480x286.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-568x338.png 568w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-580x345.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-API-Key-479x285.png 479w\" sizes=\"auto, (max-width: 1632px) 100vw, 1632px\" \/><\/p>\n<h3>5. Head To Humaans<\/h3>\n<p>Log into your company\u2019s Humaans account and click the three dots next to your profile picture. Then select \u201cAPI Access Tokens\u201d.<\/p>\n<p>Copy the API Key and keep it safe.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3454 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens.png\" alt=\"\" width=\"1282\" height=\"482\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens.png 1282w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-300x113.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-1024x385.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-768x289.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-480x180.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-730x274.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-580x218.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Access-Tokens-665x250.png 665w\" sizes=\"auto, (max-width: 1282px) 100vw, 1282px\" \/><\/p>\n<h3>6. Set Up The Integration<\/h3>\n<p>Go back to your My.Drewberry tab and enter the API Key into the relevant field. Click \u201cSave\u201d. Humaans will now begin integrating 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 Humaans card on the HRIS integration tab (see image below).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3456 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card-.png\" alt=\"\" width=\"541\" height=\"386\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card-.png 541w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card--300x214.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card--480x342.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card--474x338.png 474w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Humaans-Card--399x285.png 399w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><\/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. Humaans 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 Humaans 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 Humaans with My.Drewberry, your employee data begins to automatically sync. Instead of manually adding data, integrating saves you a lot of time and effort. See how the Humaans integration works and check if it fits your vision for managing your employee data in My.Drewberry. Check Your Employee Data Before integrating with My.Drewberry, check &#8230;<\/p>\n","protected":false},"author":5,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[],"class_list":["post-3450","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\/3450","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\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=3450"}],"version-history":[{"count":9,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3450\/revisions"}],"predecessor-version":[{"id":3465,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3450\/revisions\/3465"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=3450"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=3450"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=3450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}