Synchronizing your HR system
Why connect your HRIS
Synchronizing with your HRIS allows you to automate many tasks that take up your time on a daily basis, such as managing your arrivals and departures, your teams, and the equipment you provide them.
It allows Primo to receive:
- employee information you will need in managing your fleet (MDM installation, equipment delivery to employees, etc.),
- information about upcoming employee arrivals and departures as soon as they are entered in the HRIS, allowing you to anticipate
HRIS that can be connected to Primo
Primo connects to the most commonly used HRIS by companies:
The connection between your HRIS and Primo is made using Kombo.dev. Kombo is a tool that offers unified APIs that authenticate, normalize, and synchronize data between API providers so that SaaS (Primo) can easily offer multiple integrations (HRIS) to their end users (you).
Using Primo without connecting your HRIS
It is entirely possible to use Primo if you don't have an HRIS, if your HRIS is not on the list above, or if you don't want to connect it. You will simply need to import the list of employees and the information associated with each one.
Data security and confidentiality
Summary of data retrieved by Primo
The details of the information retrieved by Kombo at the time of connection with your HRIS are provided to you before you connect your HRIS. You have the option to select whether or not to read certain information.
| Data read by Primo | Object to authorize in the HRIS | Why |
|---|---|---|
| First name, last name, email, phone | "employee" object | To create the employee, keep them informed of orders, and register them in the MDM |
| Postal address | "employee" object | To easily send equipment to the employee |
| Position, team, manager | "employee" or "team" object | To apply certain settings or authorizations by team |
| Start date and end date | "contract" object | To anticipate onboardings and offboardings |
GDPR policy and data processing
For any information regarding Kombo's GDPR compliance, please refer to their website and especially their privacy policy.
User guide
Connecting your HRIS to Primo
Connecting your HRIS is done from the Settings of your Primo cockpit: click on "Connect" then follow the described connection steps.
Once the connection is made, the synchronization activates and employees appear in your "Employees" tab.
Once the connection is established
- Frequency of information updates in Primo: The information present in the HRIS is updated twice a day in Primo. This means that changes to information in the HRIS or the entry of new arrivals or departures will be reflected in Primo at the end of the morning or at the end of the afternoon.
- Managing employees who are not part of the company: The connection with the HRIS may show employees in your imported collaborators in Primo who are not part of your teams (external consultants, freelancers, accountants, HRIS administrators, etc.). If you do not wish to provide equipment to these people and do not want them to appear in the employees managed in Primo, you can hide them from your "Employees" tab. Click on the employee then on "Hide". This action is irreversible and will make the employee disappear from your list on Primo (but not from your HRIS).
Special cases
Particularities related to Payfit
When connecting Payfit x Primo, the account you want to connect may appear grayed out. If this is the case, it means that you are not logged in with your administrator account or that you do not have the administrator role allowing you to perform this action. Change accounts to log in to your administrator accounts or ask your administrator to give you the rights or to manage the connection to Primo directly.
Particularities related to Lucca
The Lucca x Primo connection requires the activation of criteria in your Lucca settings to make onboardings and offboardings appear in Primo. To do this, you must:
- Go to your Lucca administrator account > Settings > API Keys
- Access the space dedicated to modifying the rights associated with the API key
- Check "View future employees" and "View departed employees". These fields will allow you to bring down upcoming onboardings and offboardings in Primo.
Importing employees without connecting an HR system
Connecting the HRIS is not a condition for using Primo!
General information
If you don't use an HRIS, don't want to connect it, or if it's not on the list of connections that you can find here, you can import your employees via a CSV file.
Note that by importing your employees, it will be necessary to manually enter the arrivals and departures of your employees in Primo.
User guide
Here is the information you will be able to import into Primo and what your CSV file must contain to correctly import employees:
- First name *
- Last name *
- Professional email *
- Personal email (optional)
- Phone number (optional)
- Team (optional)
- Job title (optional)
You will find a template at the bottom of this page that you can download and complete to help you import your employees.
Importing your employees is done from your Settings:
- click on "Upload CSV or Employees"
- select the file you want to import
- match Primo's titles with those in your file
- verify the information and import
