Integrate ZenHR with Engagedly

Table of contents

1. Introduction
2. Integration process
3. Default field mappings
4. Set up ZenHR
   4.1. Enter connection details
   4.2. Authenticate
   4.3. Add organization branches
5. Add and sync employee accounts
   5.1. Add employees in ZenHR
   5.2. Automatic sync
   5.3. Manual sync
   5.4. Sync status and reports
6. Manage connection

1. Introduction

Integrating ZenHR with Engagedly allows admins to sync employee information from ZenHR directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and keeps employee records accurate and consistent across both platforms. It also reduces manual updates and minimizes data entry errors. Learn more in Overview of integrations.

Prerequisites

• Admin access to both ZenHR and Engagedly.
• An application created in your ZenHR account to generate a client ID and secret key.

2. Integration process

Contact our support team to enable ZenHR for your organization. Once enabled, the application status changes to "Available," allowing you to proceed with the connection.

Navigate to Settings > Integrations in Engagedly to verify the status.

In the "HRIS" section, ZenHR appears as an available option.

3. Default field mappings

Engagedly supports the following fields for the ZenHR integration:

4. Set up ZenHR

Before you connect ZenHR to Engagedly, create an application in your ZenHR account to generate a client ID and secret key.

4.1. Enter connection details

Navigate to Settings > Integrations in Engagedly.

1. Click ZenHR.

     2.   Click + Add Connection at the top right.

     3.   Enter a name for the connection.

     4.   Enter the ZenHR URL.

     5.   Enter client ID and secret key.

     6.   Click Save.

4.2. Authenticate

After you submit your connection details, Engagedly authenticates with ZenHR:

• If you are already logged in to your ZenHR account, the connection is established immediately.
• If you are not logged in, ZenHR prompts you to sign in.

1. Enter your email address and click Continue.
2. Enter your password and click Login.

After successful authentication, the connection is established.

4.3. Add organization branches

ZenHR organizes employees into branches, similar to departments or business units. After authentication, Engagedly lists all branches available in your ZenHR application.

1. Click Branches.
   All branches created in your ZenHR application are listed.
2. Select one or more branches to sync employees.
3. Click Save.

Only employees who belong to the selected branches sync to Engagedly. This allows you to maintain segregation of employees by branch.

After you save the branch selection, the “Sync Now” option becomes available.

5. Add and sync employee accounts

5.1 Add employees in ZenHR

Add a new employee in ZenHR before syncing.

Navigate to Employee > Employee Management > + Add Employee.

5.2. Automatic sync

Contact our support team to schedule employee data syncs and keep employee accounts up to date in Engagedly.

5.3. Manual sync

You can manually sync employee data at any time or configure scheduled syncs to run automatically.

To sync employees data after adding or updating employees in ZenHR:

Navigate to Settings > Integrations > ZenHR.

1. Click Sync Now.

A sync typically takes one to two minutes, depending on the volume of data.

During each sync, Engagedly automatically:

• Adds new employees.
• Updates existing employee records.
• Updates all mapped fields when their values change in ZenHR.

5.4. Sync status and reports

When the sync is initiated, you receive an email notification.

After the sync completes, whether triggered manually or automatically, you receive an email notification that includes:

• The number of employees successfully added or updated.
• Any errors encountered during the sync.

6. Manage connection

You can manage the ZenHR integration with Engagedly at any time.

Edit the connection

1. Click the Overflow Menu on the right.

2. Select Edit.

3. Make the necessary changes and save it.

Disable the connection

1. Click the Overflow Menu on the right.

2. Select Disconnect.

3. Click Disconnect again to confirm.

Repeat the setup steps to reconnect.