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Connect to your HRIS (Pyn 2)

Learn how to connect your HRIS and ATS integrations to sync employee data automatically into Pyn 2

Written by Dame Dingding

The instructions below are for Pyn 2. If you are using Pyn 1 (Classic) click here

Why connect to your HRIS?

The best way to fully leverage Pyn 2 is by ensuring you have accurate, up-to-date information about your employees in the platform. Connecting your HRIS powers your Employee Journey Maps, automates Flow triggers (such as start dates, promotions, anniversaries, and birthdays), and keeps your Directory in sync via hourly updates.

Supported HRIS & ATS Integrations in Pyn 2

  • BambooHR

  • Workday

  • ADP Workforce Now

  • HiBob

  • Greenhouse

  • Rippling

  • File Upload / CSV

Minimum Data & Permissions Required

To power your automated workflows and directory, Pyn needs read access to the following core employee attributes:

  • Directory Information: Work Email, Full Name, Preferred Name, Department, Division, Location, and Country.

  • Reporting Structure: Manager ID / Organization Chart.

  • Key Lifecycle Dates: Start Date / Hire Date and Termination Date.

  • Job Attributes: Job Title, Job Level, and Employment Type.

For a full breakdown of supported attributes, demographic groups, and optional fields (such as Birthday, Personal Email, or Time Zone), refer to the Pyn Data Dictionary.

How to Connect Your HRIS

To connect any integration, navigate to Settings (bottom left near your avatar) > Integrations > Available and click on your HRIS provider tile:

1. Connecting BambooHR (more details here)

  1. Click the BambooHR tile and select Connect Now.

  2. Enter your company's BambooHR subdomain (<subdomain>.bamboohr.com).

  3. Log in to BambooHR and click Allow Access to authorize Pyn's read permissions.

Permissions needed for your BambooHR integration (Fields)

supervisorEId

workEmail

firstName, lastName, fullName1, fullName2, fullName3, fullName4, fullName5

preferredName

country

state

city

status

homeEmail

eeo

jobTitle

department

division

location

hireDate

terminationDate

mobilePhone

exempt

employmentHistory, employmentHistoryStatus

birthday

2. Connecting Workday (more details here)

  1. In Workday, have your administrator create a custom report using Report-as-a-Service (RaaS) enabled as JSON.

  2. Ensure the report includes the standard fields (Employee_ID, WorkEmail, Hire_Date, Termination_Date, Manager_ID, Department_Name, Location, Time_Zone).

  3. Click the Workday tile in Pyn, enter your Username, Password, and Report URL, then click Connect.

  • Ideally the report they create should include these fields:

    • Active_Status

    • BusinessTitle

    • Department_Name

    • Employee_ID

    • Exempt

    • Hire_Date

    • Home_Email_Address (If Pre-Onboarding automation is active).

    • Job_Level

    • Location

    • Manager_ID

    • Preferred_Name

    • Termination_Date

    • Time_Zone (IANA format like Australia/Sydney)

    • Work_Country

    • WorkEmail

3. Connecting HiBob

  1. Generate a Service User ID and API Token within your HiBob settings.

  2. Click the HiBob tile in Pyn.

  3. Paste the Service User ID and API Token, then click Connect.

4. Connecting Greenhouse

  1. In Greenhouse, create OAuth credentials with Harvest API read scopes.

  2. Click the Greenhouse tile in Pyn.

  3. Paste your Client ID and Client Secret (or legacy API Key if not yet migrated to OAuth) and click Connect.

5. Connecting ADP Workforce Now (more details here)

  1. Create an API project in ADP API Central and grant the worker.read permission scope.

  2. Coordinate with Pyn support to complete the secure certificate and private key exchange.

6. Manual File Upload / CSV

  • If your organization does not connect directly via API, select File Upload under Settings > Integrations or import directly from the Directory tab using a CSV/XLS

  • Your spreadsheet can be simple - just three columns with "Email", "Name", and "Manager Email" as the column headings. The columns should have the following information:

    • Email - employee email address

    • Name - employee preferred name

    • Manager Email - employee's manager's email address (this column is optional)

    You can also choose to include employee start date and time zone information as well. This will help you to leverage Pyn's timing and automation features. For help with how time zones should appear in your spreadsheet, see this list of time zones for the timezone name to include. For date format, you can use YYYY/MM/DD (preferred), MM/DD/YYYY, or DD/MM/YYYY, and Pyn will automatically determine the date system you are using.

  • We have also provided a template you can use here.

What Happens Next?

  • Hourly Sync: Pyn runs automated checks on your connected HRIS every hour to pull new hires, updates, and departures into your Directory.

  • Directory Verification: Go to the Directory tab to verify that your active employee list, reporting lines, and demographic groups have populated accurately. For bigger organization, the sync time may be longer.

  • Activate Flows: Once employee records are synced, your scheduled Flows (e.g., Onboarding, First-Time Manager, Milestone Anniversaries) will automatically identify eligible recipients based on their lifecycle events.

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