Are you planning to switch your HRIS system? To prevent interruptions or unwanted user duplications, here are the steps to follow when switching to your new HRIS system.
- Confirm that Vanta supports your new HRIS tool
- Ensure all employees have been set up in the new HRIS system (Ideally, the emails in the new HRIS match the employee's email in the identity provider)
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DO NOT disable your original HRIS account before disconnecting it from Vanta
- If the original HRIS account is disabled or terminated before being disconnected, Vanta will think all employees need off-boarding, and all users will get locked out. Please get in touch with support@vanta.com if this happens.
- If the original HRIS account is disabled or terminated before being disconnected, Vanta will think all employees need off-boarding, and all users will get locked out. Please get in touch with support@vanta.com if this happens.
- Delete integration with the original HRIS system from the Integrations page. Users will temporarily default to their status as per your IdP provider.
- Connect your new HRIS System.
- Review user matching after you successfully connect your new HRIS system. Users with emails that match between their user profile and the new HRIS should begin to automatically link, however some manual linking may required. To review the user matching, access the 'Manage HR Data' section from the people page. See Manually Link/Unlink HR Data
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