{"id":3466,"date":"2024-05-21T12:05:32","date_gmt":"2024-05-21T11:05:32","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3466"},"modified":"2024-05-21T12:05:32","modified_gmt":"2024-05-21T11:05:32","slug":"setting-up-people-hr-integration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-up-people-hr-integration\/","title":{"rendered":"Setting Up People HR Integration"},"content":{"rendered":"<p><strong>Integrating People HR with My.Drewberry enables you to automatically sync your employee data. Rather than manually adding data, integrating saves you plenty of time and effort.<\/strong><\/p>\n<p>See how the People HR 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 integrate, check if your employee data is correct in People HR. 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 specific category you want to sync, such as a workplace site, we can limit the data pulled from People HR. The data we retrieve for My.Drewberry will then be based on your requested categories.<\/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 People HR Integration Work?<\/h2>\n<p>By integrating People HR with My.Drewberry, it will:<\/p>\n<ul>\n<li>Update any employees who currently exist in data from People HR as per the data fields included above<\/li>\n<li>Add any employees who are in People HR, 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 People HR will override changes manually made on My.Drewberry.<\/p>\n<h2>New Joiners From People HR<\/h2>\n<p>When configuring your My.Drewberry platform, we select an employee category which ensures employees are enrolled in their eligible benefits. This feature is unique to Drewberry, meaning the category is not set when new joiners are uploaded via HRIS sync.<\/p>\n<p>If you add a new employee, you will be assigned a task to add them to the correct 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 People HR To My.Drewberry<\/h2>\n<p>Integrating People HR with My.Drewberry is as easy as ABC. See the integration 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 get started.<\/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 People HR. 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 People HR 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>Double check your People Sync settings and then 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 People HR Integration<\/h3>\n<p>From the list of integrations, search for People HR. You will be prompted to add an API Key.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3468 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key.png\" alt=\"\" width=\"1585\" height=\"931\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key.png 1585w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-300x176.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-1024x601.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-768x451.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-1536x902.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-480x282.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-575x338.png 575w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-580x341.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-API-Key-485x285.png 485w\" sizes=\"auto, (max-width: 1585px) 100vw, 1585px\" \/><\/p>\n<h3>5. Head To People HR<\/h3>\n<h4>Generate An API Key<\/h4>\n<p>Log into your People HR account and go to Settings &gt; API. Click on the + icon to generate an API key. You will be prompted to add a key name (My.Drewberry, for example) and IP addresses the system will have access to.<\/p>\n<p>Copy the API Key and keep it safe. You&#8217;ll need it for the next step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3469 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR.png\" alt=\"\" width=\"2400\" height=\"1191\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR.png 2400w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-300x149.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-1024x508.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-768x381.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-1536x762.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-2048x1016.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-480x238.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-681x338.png 681w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-580x288.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Settings-People-HR-574x285.png 574w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3472 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR.png\" alt=\"\" width=\"1431\" height=\"1161\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR.png 1431w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-300x243.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-1024x831.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-768x623.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-480x389.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-417x338.png 417w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-499x405.png 499w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Generator-People-HR-351x285.png 351w\" sizes=\"auto, (max-width: 1431px) 100vw, 1431px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3480 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API.png\" alt=\"\" width=\"842\" height=\"133\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API.png 842w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-300x47.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-768x121.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-480x76.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-730x115.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-580x92.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Copy-API-665x105.png 665w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><\/p>\n<h4>Select Permissions<\/h4>\n<p>You will then be prompted to select permissions. This allows My.Drewberry to access the information necessary for the platform system. Click the necessary boxes and save.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3474 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR.png\" alt=\"\" width=\"1224\" height=\"947\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR.png 1224w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-300x232.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-1024x792.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-768x594.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-480x371.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-437x338.png 437w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-523x405.png 523w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Select-Permissions-People-HR-368x285.png 368w\" sizes=\"auto, (max-width: 1224px) 100vw, 1224px\" \/><\/p>\n<h3>6. Set Up The Integration<\/h3>\n<p>Go back to your My.Drewberry tab and enter the API Key you copied. Make sure to click save! People HR will begin to integrate with My.Drewberry as soon as you hit that button.<\/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 People HR card on the HRIS integration tab (see image below).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3477 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card.png\" alt=\"\" width=\"558\" height=\"374\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card.png 558w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card-300x201.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card-480x322.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card-504x338.png 504w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-HR-Card-425x285.png 425w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/p>\n<h2>After Setting Up The Integration<\/h2>\n<p>Your People HR account is now integrated with My.Drewberry \ud83e\udd73 Your employees\u2019 data will sync at 15:00 (BST) every day. People HR 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 People HR 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>Integrating People HR with My.Drewberry enables you to automatically sync your employee data. Rather than manually adding data, integrating saves you plenty of time and effort. See how the People HR integration works and check if it fits your data management needs in My.Drewberry. Check Your Employee Data Before you integrate, check if your employee &#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-3466","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\/3466","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=3466"}],"version-history":[{"count":9,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3466\/revisions"}],"predecessor-version":[{"id":3483,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3466\/revisions\/3483"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=3466"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=3466"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=3466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}