As a Josys Administrator, you have the option of adding user profiles manually or importing them from a CSV file. However, you can also integrate SmartHR as an External Data Source in Josys to automatically add user profiles.
Prerequisites
To facilitate the SmartHR linking with Josys, ensure that you have:
- Integrated SmartHR. To learn about the integration process, refer to SmartHR Integration.
- A SmartHR admin account
- Unlinked existing External Data Sources (if any)
Linking SmartHR
Step 1: Log in to Josys using an admin account. Select External Data Sources from the Settings menu. Click the Link in SmartHR.
Step 2: (In case there is more than one SmartHR integrations)Select a workspace and click Submit.
Step 3: Once SmartHR is linked, you will receive a confirmation message. Josys will start retrieving the user data from SmartHR and syncing it. You can click Refresh to update the User Profiles data.
Disabling SmartHR
Step 1: Select External Data Sources from the Settings menu. Click Unlink in SmartHR.
Step 2: Click Unlink to disconnect the SmartHR.