Automated Employee Provisioning
Automate the creation of employees in your customer’s HRIS and keep the employee details updated.
Think about your SaaS platform helping HR teams make onboarding easier by connecting to different HRIS systems. You want to make it simple to set up employee profiles, sync recruitment data, and upload important documents. However, working with multiple HRIS systems can quickly get complicated.
Each HRIS has its own way of handling data and different methods to keep things updated. Without a single solution to bring everything together, keeping employee records accurate across different systems takes a lot of time and effort. This can lead to messy data and extra work for HR teams.
Automate Employee Onboarding in Your SaaS: Key Steps and System Interactions
Enhancing your SaaS system with intelligent employee onboarding allows for seamless data transfer from recruitment platforms to HRIS providers, automating the creation of employee profiles, mapping of recruitment data, and uploading of essential documents. This enables HR teams to manage new hires more efficiently, reducing manual work and enhancing accuracy.
Steps for Automating Employee Provisioning in Your SaaS
Below are the steps to set up automated employee onboarding in your SaaS, allowing you to sync recruitment data, create employee profiles, and link onboarding documents efficiently.
Set Up HRIS Connector and Retrieve Metadata
Start by connecting to a HRIS (guide on making your first API request here) and enable admins to retrieve essential metadata to your dashboard.
This includes data such as employees, job roles, work locations, and document categories to ensure accurate mapping of recruitment data.
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API Endpoint: GET /hris/employees
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API Endpoint: GET /hris/jobs
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API Endpoint: GET /hris/groups/departments
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API Endpoint: GET /hris/locations
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API Endpoint: GET /hris/documents/employee_categories
Map Recruitment Data to HRIS
Allow admins to map each the key metadata such as job roles, teams, and other recruitment-specific data from the SaaS platform to the relevant fields in selected HRIS provider. This mapping step ensures data alignment between systems.
Provision New Hires in HRIS
After a candidate is hired in the recruitment platform, enable admins to create a new employee record in a selected HRIS by making a request to the Create Employee endpoint.
- API Endpoint: POST /hris/employees
Upload Required Documents
Allow admins to upload necessary documents such as the signed offer letter and proof of eligibility to the employee profile in a selected HRIS provider using using the employee id
of the newly created employee.
- API Endpoint: POST /hris/employees//documents/upload
Alternatively, allow admins to upload multiple documents, such as offer letters, eligibility proofs, and other onboarding files, in a single action for the given employee.
- API Endpoint: POST /hris/employees//documents/batch-upload
The diagram below illustrates the key steps in automating employee onboarding with StackOne, including retrieving HRIS data, setting up employee profiles, and uploading and syncing essential documents.
Conclusion
This walkthrough showed how StackOne makes employee onboarding easier by connecting your SaaS to multiple HRIS providers. With StackOne, you can sync recruitment data, set up employee profiles, and manage document uploads across different HRIS systems. This saves time, keeps data accurate, and gives your team the flexibility to work with various HRIS providers as needed.
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