The Predictive Index can be integrated with 60+ different Human Resource Information System (HRIS) providers. Configure our integration with your HRIS software of choice, and ensure your PI data always stays up to date.
Note: PI’s HRIS integration is a premium add-on. Learn more.
How PI’s HRIS integration works
Our integration allows for a single source of truth between your HRIS and PI employee data. Any time you update employee records within your HRIS, those changes automatically carry over to PI during scheduled “syncs.”
These syncs are performed every 24 hours, based on the time of day you initially configured the integration. So, if your HR team makes an edit (or several), to your HRIS employee data, you’ll see that data reflected in PI by the next day.
Note: The integration syncs based on HRIS data, not PI data. If you make changes within PI (e.g., editing a person’s name or email address), it will be overwritten the next time the integration syncs. Instead, please make any employee data changes directly within your HRIS.
Why should I connect PI to my HRIS?
PI’s HRIS integration supports a variety of use cases, including:
New hires: If a candidate is hired and added to your HRIS, that new hire and their information will be synced to your PI employee directory.
Former employees: Likewise, if an employee is terminated within your HRIS, PI will archive that employee during the next sync.
Updated employee data: If an employee’s information is changed in the HRIS (e.g., date of hire, department, manager), those changes will be synced with PI.
In short, connecting PI to your HRIS allows you to update your employee data all in one place—saving you time, reducing upkeep, and ensuring your PI data is always up to date.
How to configure PI’s HRIS integration
The configuration process consists of three overarching steps:
1. Link your HRIS from PI.
First, you’ll need to initiate the configuration process within PI. To do so:
Log in to the PI software.
Click the gear icon in the top-right corner.
Select the Integrations tab.
Click “HRIS Integration” on the left-hand side.
(Optional) Toggle the checkboxes under "Confirm your integration settings."
Note: We recommend enabling these settings, as they make it easier for your organization and employees to get value from PI. (You can modify these settings later.)
Click the button titled “Link HRIS account.”
A pop-up will open prompting you to select your HRIS provider. Once you’ve found your specific provider, click on their icon to proceed.
2. Follow your HRIS setup instructions.
Once you’ve selected your provider, you’ll be presented with a series of instructions specific to your HRIS solution. These instructions vary by provider, but are generally designed to guide you along as quickly and as simply as possible.
Important: To complete these steps, you must be not only a PI org admin, but also an admin (or equivalent) with the highest possible privileges in whichever HRIS you use. This will ensure you have the access needed to authenticate the integration.
In the event your HRIS admin and PI org admin are not the same person, we recommend you promote your HRIS admin to the organization admin level within PI.
3. Troubleshoot any syncing issues.
Once you’ve completed the authentication process, you will see a message within PI indicating that your HRIS is successfully linked and that an initial sync is underway.
From the HRIS Integration page, you will see a summary that details:
The HRIS provider you’re currently linked with
The employee who configured the integration
Your “employee sync history”
At first, you will only see sync data for your initial sync. In the future, any time you make changes to an employee record in your HRIS, that data will sync with PI the following day.
Each new sync will show up as a unique line item in your sync history. For each sync, you’ll see the following information:
Sync date: The date the sync was performed
Status: Whether the sync was successful (a green checkmark denotes success; a red cross denotes failure)
Total: The total number of changes made to PI employee data since the last sync
New: The number of new employees added to your PI directory since the last sync
Archived: The number of employees archived by PI since the last sync
Updated: The number of updates made to PI employee data since the last sync
Failed: The number of employees who failed to sync with PI
If your initial (or future) syncs show success, you’re good to go. However, if you encounter a failed sync, please reach out to our support team for assistance.
FAQs
Which HRIS providers does PI support?
Which HRIS providers does PI support?
I’m having trouble finding my specific HRIS setup instructions. Where can I find them?
I’m having trouble finding my specific HRIS setup instructions. Where can I find them?
Here’s a list of each HRIS’s setup documentation:
What time does PI sync with our HRIS?
What time does PI sync with our HRIS?
The sync occurs every 24 hours and is based on the initial time the HRIS integration was set up.
Example: If the HRIS integration was set up at 2pm, then the data will sync each day at 2pm.
I have a failed sync. Are there ways for me to troubleshoot on my own?
I have a failed sync. Are there ways for me to troubleshoot on my own?
The troubleshooting process depends on your specific HRIS solution. Generally, however, we recommend the following steps:
Make another change to your HRIS to initiate a sync with PI.
Verify whether the next sync succeeds or fails.
If that sync fails, you’ll likely need help from our support team to identify the issue. Please reach out to us here.
My sync history only goes back a certain amount of time. Can I view older sync data?
My sync history only goes back a certain amount of time. Can I view older sync data?
For access to older sync data, please reach out to our support team.
Additional support