How to Manually Link/Unlink HR Data

  • Updated

HR data will automatically link from your Human resource information system(HRIS) to your employees in Vanta based on matching email addresses. There may be some cases where the email address for an employee in your HRIS does not match their email address in Vanta. In this case, you can manually link the HR data to the employee.

You may see a banner at the top of the People page letting you know HR data cannot be matched for employees:

 

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Or a banner on your Integrations page:

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Prerequisites

Procedure

 

  1. Open the People page from the left-hand navigation menu

  2. Select More > Manage HR data

    Screenshot_2023-05-11_at_11.37.38_AM.png

  3. To link: The HR data for the employee will appear on the Unlinked tab, open the dropdown next to the appropriate employee.
    To unlink: The HR data for the employee will appear on the Linked tab, open the dropdown next to the appropriate employee.

    Screenshot_2023-05-11_at_11.38.57_AM.png

  4. To link: Select the employee record in Vanta that the HR data should be linked to.
    To unlink: Select "Clear" to remove the linked HR data.

    Screen_Shot_2023-02-24_at_1.12.09_PM.png

  5. After making changes, click the Save button at the bottom.

    Screenshot_2023-02-27_at_5.51.21_PM.png

 

Additional Resources

 

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