Managing stakeholders through an HR integration

Ledgy integrates with BambooHR and Personio. Users of these HR management platforms can easily import and adjust their stakeholder data with a couple of clicks.

 

    Connecting Ledgy with your HR management platform

    BambooHR

    1. Go to Company settings > General

    2. Click Update under HR System Integration section

    3. Select BambooHR from the HR system dropdown menu

    4. Retrieve the API key and web domain from your BambooHR account

      Note: On your BambooHR account, go to Settings > Account > Account Info. Your web domain is written under "Your BambooHR URL." To find your API key, click on your name in the upper right corner > API Keys. Click Add New Key, and name it any way you like (for example Ledgy). Proceed by selecting Generate Key button > Copy Key > Done.

    5. Enter the API key and web domain of your HR system to Ledgy

    6. Confirm by clicking Save

      Note: BambooHR integration will allow you to sync name, unique identifier, address, and e-mail only if the employee has a start/hire date.

    Personio

    1. Go to Company settings > General

    2. Click Update under HR System Integration section

    3. Select Personio from the HR system dropdown menu

    4. Retrieve your client ID and client secret from your Personio account

      Note: Within your Personio account, go to Settings > API. Clicking on Generate new credentials > Create will download a file with your client ID and client secret. Selecting Access tab allows you to choose the fields you wish to import to Ledgy.

    5. Enter your client ID and client secret to Ledgy

    6. Click on Load Personio Fields

    7. Choose Personio fields you wish to import, and map them to Ledgy fields

    8. Confirm by clicking Save

    Adding or editing stakeholders 

    1. Go to Company settings > General

    2. Clicking the Sync now button under the HR System Integration section will initiate a window with a preview of stakeholders to be added or updated

      Note: Ledgy matches the stakeholders by their unique identifier and by their name, or only by their name if the identifier is not provided.

    3. Select the wanted name format for new stakeholders

    4. Confirm the changes by clicking Sync now within the window

      Note: Ledgy might ask for your password to approve these changes.

    Removing a stakeholder

    Integration with an HR system is mainly designed to facilitate adding and updating of the stakeholders' data. As such, for now, if an employee is terminated on your HR management platform, Ledgy does not retrieve this information, and will sync the employee as if they were still employed.

    FAQ

    How does Ledgy match existing stakeholders with employees from the HR management platform?

    Ledgy matches the stakeholders by their unique identifier and by their name, or only by their name if the identifier is not provided.

    What happens when an employee is terminated on your HR management platform?

    When syncing Ledgy with your HR management platform, terminated employees that have not been imported to Ledgy will be recognized as new employees. Thus, these employees will be suggested as new stakeholders on Ledgy. You can either delete them from your HR management platform, or add them as stakeholders to Ledgy, and assign them to the group "Ex-employee", "Alumni" or similar.