Setup guide
Connect Employment Hero
Keep approving leave and recording tickets in Employment Hero, as you do now. Your roster stays up to date on its own, so nobody retypes it into a spreadsheet. No technical background needed.
Before you start
- You're the account owner in Data Informatics, on the Professional or Enterprise plan.
- A dedicated Employment Hero integration account, such as integrations@yourcompany, not a person's login. Someone with authority approves it once, and it runs by itself after that.
- An admin role on that account that can see every person and every leave type, including sensitive ones. What it cannot see, we cannot bring across.
- An Employment Hero plan that includes API access. If you're not sure, ask your Employment Hero account manager.
- About 15 minutes.
- 1
Start the connection
In Data Informatics, open your profile menu (top right) and choose Integrations, then Employment Hero, then Connect Employment Hero.
- 2
Sign in and approve
You'll be taken to Employment Hero. Sign in as your integration account and approve access for Data Informatics. You won't need to create or copy any keys. Then choose your organisation. We check what the account can see on every sync, and tell you if anything is missing.
- 3
Choose your people
We list everyone in Employment Hero and show who is already here and who is new. Tick who to bring across. This adds them to your team only. They join a roster when you add them, and no invite goes out until you send it.
- 4
Match your leave types
Choose how each Employment Hero leave type shows on the roster, such as Annual Leave as AL. We suggest a match for you. Any type you leave unmatched stays off the roster.
- 5
Match your certifications
First list the work your site needs in Settings, Roster. Then link each Employment Hero certification to that work. One certification can cover several activities.
- 6
Review and confirm
Nothing reaches your roster until you say so. We show how much leave and how many certifications will come across. Check it, then choose Confirm and bring across.
How you'll know it worked
Open a roster. Imported leave is already on the grid with a small HR marker, and a link above the grid shows when it last synced. The Readiness view shows who can do what on the swing.
Good to know
- Does this change anything in Employment Hero?
- No. The connection is read only, so nothing is changed in Employment Hero.
- How often does it update?
- Once a day, and any time you choose Sync now on the Employment Hero screen.
- What happens if leave is cancelled?
- The days go back to what was planned at the next sync.
- Can I still change a roster by hand?
- Yes. Your edit stands, and the next sync won't replace it.
- Will applying a swing pattern wipe imported leave?
- No. Imported leave stays in place, and the pattern updates what's planned underneath it.
- What do you store about leave?
- The dates and the leave type. We never bring across leave reasons, comments or attachments, such as medical certificates.
- What about certification documents?
- We bring across the name, number and dates. The files themselves stay in Employment Hero.
- Do workers see their tickets?
- Yes. A copy appears in their wallet marked From HR. It's theirs to keep, and it's only shared with a site if they choose to share it.
- Can we disconnect?
- Yes, any time, from the same screen. Your people and roster days stay. HR records and our access to Employment Hero are removed.