Switching HR package? - here's how to make the change in Setyl

Follow these steps to change the HR package connected in Setyl

Before starting, ensure:

1. You have the Owner role level in Setyl. You can check this from the home screen when logged in, or from your profile.
2. You have sufficient privileges in the new HR package to set up the connection.
3. Work email addresses are listed for each employee within the new HR package (not required for new starters that have not yet joined). This is so that the people profiles from the new HR package are automatically linked to existing profiles within Setyl.

Steps to make the switch:

1. Disconnect the existing HR package from Setyl by going to Settings > Integrations > 3 dot menu on the existing HR package.
2. Find the new HR package from the list of supported HR packages on the Settings > Integrations page, and click "Connect".
3. Depending on whether the integration is via one of our integration partners, you may be directed through to a third party site to make the connection. You may need to search for the integration as part of this.
4. Follow the steps provided on screen to make the connection. Depending on the service, this could include generating a service account, API key or simply authorising the connection.
5. Once connected, you will return to the data mapping screen on Setyl. Ensure that the fields for data points such as join and leave dates are correctly mapped to the new HR package, then click "Save and Connect" at the bottom.

Data required from HR package

Depending on the HR package you are connecting to, you may need to define which pieces of data are shared. Setyl requests the following:

• First name
• Last name
• Job title
• Avatar/photo
• Location
• Department
• Legal entity/Organization unit
• Join date
• Leave date
• Phone number
• Address
• Manager/manager email
• Employee ID
• Personal email
• Contract type