Tips on getting your HRIS connected, broken down by HRIS/Payroll/AD system.
All Systems
If an employee won't sync to Blissbook as expected, there are a few likely reasons:
1) The absence of a work email address. For an employee to be properly synced over, they must have a valid work email address. If an employee isn't syncing, it's likely because their work email address = "null". You have 2 options to fix this:
Add a work email address in your system and then let us know – we'll trigger a new sync; or
Submit a support request and ask us to turn on the "Fall back to personal email address" setting on your sync. With this setting on, people with work_email="null" will be synced to Blissbook using their personal email address instead.
2) The employee's employment status is PENDING or otherwise not ACTIVE. Blissbook syncs ACTIVE employees, plus those with a couple different ON LEAVE statuses, but will not sync PENDING or otherwise inactive employees. Check the person's employment status in your system.
3) If you've set up an exclusion, the person you're expecting to sync might be caught in that net. Check your exclusion settings.
4) If multiple people won't sync, only partial data is being synced, or the data looks "weird", it's possible you didn't provide enough or the right permissions with the role you set up in your HRIS that the non-employee user account uses for your sync. Often, the fastest way to rectify this is to uninstall your connection and set up a new one. This is usually faster than trying to go back and troubleshoot an existing setup because it's sometimes hard to know where to look. Follow the help article (and detailed instructions linked to during the linking process) slowly and surely to ensure every step is completed and every box is checked.
If you've checked all four things (work email, employment status, exclusion settings, permissions) and none of them are the issue, let us know so we can help you troubleshoot. If you DID find the issue, congratulations – you're a true Sherlock Holmes!
ADP
You don’t see a 5. STATUS & SAVE step when creating/editing your Practitioner role, so you can't activate the profile in Step 2 of the instructions.
It’s likely your ADP account doesn’t have the right permissions to actually activate the Practitioner profile you are creating. Contact your manager or someone with elevated privileges in ADP and ask them complete this step of the setup for you.
The sync isn't working.
ADP can be finicky. Tell our support team and we'll check it out. Sometimes ADP throws a random application error that can be resolved if the Blissbook team re-triggers a data sync. Sometimes you'll need to re-enter your credentials to "reset" the link between Blissbook and ADP.
Dayforce
You can only log into Dayforce via SSO and thus cannot enter a username & password into Blissbook's setup/linkage form.
We don’t have a way you can log in via SSO. To make this work, you'll need to change a setting in Dayforce so that the service account user is allowed to log in with a username and password. This is another reason why you should set up a new service account with the correct permissions rather than use your own personal account.
Here is the Dayforce help article.
You will need to leave this setting on for this user forever as the credentials are used to sync data every sync. It's not used just a single time to fetch an API key.
Workday (and possibly others like UKG)
Your sync stopped working and our team says there's an invalid username or password.
Check to exclude password expiry for the Workday account you're using to sync data. Some IT teams have password expiration for credentials on by default, which means your password is expiring.