Tips on getting your HRIS connected, broken down by HRIS/Payroll/AD system.
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.