Human resources system connections

This article explains the limited early-access pilot for connecting a human resources information system and how to prepare for a conversation without sharing sensitive information.

Before you begin

Connection pages become available only after you and FTE Tree agree to a pilot. Reviewing enabled connections requires the View HRIS integrations permission; creating connections, storing credentials, and testing require the Manage HRIS integrations permission. Changing compensation ownership also requires the Manage actual compensation permission for All departments. See Roles and permissions.

Availability

Human resources system connections are not generally available. Some Workforce Planning customers may qualify for a limited, paid early-access pilot that only reads information from their human resources system. You can request a conversation about your needs, and FTE Tree will confirm whether the pilot fits before you commit.

FTE Tree does not publicly promise support for a specific human resources system. Do not send passwords, sign-in details, or employee information while discussing a possible pilot.

Work with human resources information today

You can configure employee, position, and assignment external IDs as not used, optional, or required. When FTE Tree manages an ID, authorized users and reviewed imports can maintain it. Standard imports and exports can support a reviewed manual process without creating a direct connection.

These tools do not synchronize with a human resources system. Review every import before applying changes, and use only files your organization is authorized to handle.

A future certified connection may manage a supported external ID. That choice is separate from whether the ID is shown or required. When a connection manages the ID, local forms and imports cannot change it, and missing required values need to be reviewed through the connected system. The option appears only for identifier types the connection is certified to manage.

Use an agreed pilot

Use these pages only for the provider account, environment, and work agreed with FTE Tree. A provider appearing in a form is not a promise that every product or feature is supported.

1. Open the enabled human resources connections area in organization settings and create a connection. Enter a recognizable name, the agreed provider, product when applicable, and environment. An optional account identifier is not a password.
2. Select Save connection and confirm the provider and environment on its details page.
3. Select Store credentials. Enter only the approved credentials requested by that connection form, then save. Use this form for secrets; never put them in a connection name, account identifier, comment, contact form, or support email.
4. Select Test connection. The test runs separately; review the result on the connection page. Storing credentials or starting a test does not itself confirm that a synchronization succeeded.
5. Review Status, Last successful sync, and Sync history. Check which information has been received and any items requiring review. Follow the agreed pilot process when a connection or data check fails.

Change who maintains compensation

Use Change compensation owner only for an agreed transfer of responsibility between FTE Tree and a connected human resources system.

1. Choose Assignment scope for an assignment-specific exception, or leave it blank for all assignments.
2. Choose Managed by after cutover. Select the HRIS connection when the connected system will maintain compensation; leave it blank when FTE Tree will.
3. Enter the Cutover date, the first date the new source should maintain compensation, and a reason.
4. Select Review cutover. Confirm the current and new owner, scope, date, reason, and Target baseline. A connected system needs a healthy connection and a successful complete initial compensation result before it can take ownership.
5. When the review is ready, select Complete cutover and confirm only after checking the consequences below. A draft is not an active ownership change.
6. Review the resulting ownership period and employee pay on the cutover date. Wait for actual compensation results to update, then verify a representative result.

Completing the change ends affected pay entries from the previous owner at the cutover date and removes its affected scheduled entries that begin on or after that date from current use. Their history remains. When the connected system takes over, its prepared compensation information applies from the cutover date. When FTE Tree takes over, confirm the locally maintained pay entries needed from that date; changing the owner does not invent the replacement pay.

A change to ownership after your review can prevent completion. Review the current information again rather than assuming the earlier preview is still valid. Contact FTE Tree through the agreed pilot process when a draft remains blocked or the result differs from the agreed transfer.

When to contact FTE Tree

Contact FTE Tree if your organization wants to discuss:

• the human resources system and product you use;
• its approximate managed-position count;
• the employee, status, or compensation information it would need;
• identity matching and exception review;
• security and credential requirements; or
• timing for a possible controlled pilot.

Do not send credentials, access keys, passwords, employee records, compensation details, or other sensitive information through the contact form.