How to enable employee data forwarding

Employee Data Forwarding simplifies data management by linking integrations within the Humanforce Suite. This functionality ensures seamless data flow across Humanforce HR, Humanforce WFM, and Humanforce Payroll systems, reducing manual effort & risk and improving overall employee experience.

What You’ll Need

Before enabling Employee Data Forwarding, confirm the following requirements:

• Humanforce Products:
  • Access to Humanforce HR, Humanforce WFM, and Humanforce Payroll.
• Integrations:
  • Active Humanforce HR → Humanforce WFM integration.
  • Active Humanforce WFM → Payroll integration.
• Feature Activation:
  • Log a support ticket to enable the Employee Data Forwarding feature in your database.(integrations.3suite.enabled)

For assistance in setting up integrations, refer to:

• Humanforce HR Native Integration with Humanforce WFM
• Humanforce Payroll Native Integration with Humanforce WFM

Benefits

Employee Data Forwarding offers the following advantages:

• Automation: Automatically forwards updates across connected systems.
• Data Accuracy: Minimises the risk of inconsistencies by maintaining synchronisation between HR, WFM, and Payroll.
• Time-Saving: Eliminates the need for manual updates or approvals.
• Simplified Workflows: Streamlines processes by linking Humanforce HR, Humanforce WFM, and Humanforce Payroll systems.

How It Works

1. Enable the Feature:

   • Once enabled by Humanforce Support, new toggles will be available under the Humanforce HR and Humanforce Payroll integration setups in Integration Central.

2. Configure Settings:

   • Navigate to Integration Central:

     • Management > Advanced > Integration Central.

   • Configure the Integration Settings:

     • In the Humanforce HR integration setup:
       • Go to Configure > Employee Details.
       • Enable the toggle: "Push employee data to connected Payroll system."
     • In the Humanforce Payroll integration setup:
       • Go to the Employee Upload page.
       • Enable the toggle: "Push employee data to connected HR system."

3. Data Flow:

   • Updates made in Humanforce HR will automatically transfer into Humanforce WFM, based on the configured HR>WFM integration settings.
   • Once received in WFM, the data will automatically flow into Humanforce Payroll, following the WFM>Payroll integration rules—eliminating the need to manually trigger the update in WFM.

Limitations

• Only supported fields within the receiving system will be forwarded after the employee update has been successfully processed in WFM. Unsupported fields will be excluded during the process.
• Employees loaded to WFM using employee file upload is not be supported within this feature.
• This feature applies only to future updates after activation.

Best Practices

1. Validate Data: Ensure all employee records in Humanforce HR, Humanforce WFM, and Humanforce Payroll are accurate and complete before enabling the feature.
2. Match Unique Identifiers: Verify that unique identifiers, such as employee codes and payroll codes, are consistent across all systems to avoid duplication.
3. Test Before Rollout: Conduct a test phase with a small group of employees to verify the forwarding process.
4. Monitor Logs: Regularly review error logs in Integration Central to ensure data is being forwarded correctly.

Getting Started

This feature is currently in EARLY-ACCESS phase and during this phase to enable Employee Data Forwarding for your organisation:

1. Log a support ticket through the Humanforce Support Portal.
2. Once activated, follow the steps outlined in this article to configure your integration settings.

For further assistance, reach out to your account manager.