Enabling SmartHR as an External Data Source

As a Josys Administrator, you have the option of adding user profiles manually or importing them from a CSV file. However, you can also integrate SmartHR as an External Data Source in Josys to automatically add user profiles.

Prerequisites

To facilitate the SmartHR linking with Josys, ensure that you have:

• Integrated SmartHR. To learn about the integration process, refer to SmartHR Integration.
• A SmartHR admin account
• Unlinked existing External Data Sources (if any)

Linking SmartHR

Step 1: Log in to Josys using an admin account. Select External Data Sources from the Settings menu. Click the Link in SmartHR.

Step 2: Select a workspace and click Submit.

Step 3: Once SmartHR is linked, you will receive a confirmation message. Josys will start retrieving the user data from SmartHR and syncing it. You can click Refresh to update the User Profiles data.

Note: 
1. The refresh process takes some time to update the data.
2. When an existing user is synchronized through SmartHR, then such user profiles display the SmartHR icon.
3. You can link only one External Data Source at a time.

Note: You can link only one External Data Source at a time.

Step 4: After the data synchronization is completed, you can access the SmartHR user’s data from the User Profiles section. Here, all synchronized user profiles are displayed with a SmartHR icon. 

Open the User Profile to check the current status of user data.

Disabling SmartHR 

Step 1: Select External Data Sources from the Settings menu. Click Unlink in SmartHR.

Step 2: Click Unlink to disconnect the SmartHR.

Step 3: Once the SmartHR is unlinked, you can link other External Data Sources you can link other External Data Sources like Google Workspace or Microsoft 365 (Azure AD).