Changing your MIS

If you are planning a change of MIS at your organisation, this guide will guide you through the steps you need to follow to ensure that your synchronisation continues with Every.

Every can synchronise with many MIS systems, including the examples below. Some synchronisations can be done directly with Every, while others are linked using a third party called Wonde.

When to contact Every Support

Before you get started with your MIS change, you will need to inform our Every Support Team which MIS system you currently use and which one you are moving to. They will be able to advise you about the best steps to take to ensure a smooth transition.

When to contact Wonde Support

If you are moving to an MIS which links to Every via Wonde, you will also need to reach out to the support team at Wonde to explain that your MIS is changing. You can contact them using the email: support@wonde.com.

Step One: Turning off synchronisation for your current MIS

Once you have spoken about your MIS change with Every Support, and the support team at Wonde (if applicable), then you can get started on changing your synchronisation.

The first step is to turn off the synchronisation for your current MIS.

To do this, your main Every HR administrator will need to log on to Every, expand the Admin menu and go to the MIS Integration page. They should then go to the ‘Integration Schedules’ tab and edit the current schedule by selecting the pencil icon in the action column on the right-hand side of the table.

From the popup on screen, untick the ‘Active’ checkbox and then click ‘Save’ to apply this change. Your previous synchronisation has now been deactivated ready for us to set up a new one.

Step Two: Integrating with your new MIS

The second step in the process depends on what switch you are looking to make. Please read through the scenarios below and expand the one that relates to your MIS change.

Scenario 1: We currently use Wonde, and so will our new MIS

In this case you will be able to continue using the same integration channel you set up to use Wonde with your previous MIS. To find this, expand the Admin area on Every HR and go to the MIS Integrations page. On this page, go to the ‘Integration Channels’ tab and find your current MIS integration with Wonde. If the table on this tab is empty, please speak with our Every Technical Support Team.

To do this, click the pencil icon to edit your existing integration channel.

We strongly recommend setting the channel name to feature ‘Wonde’ and the name of the MIS system you are moving to, for example ‘Wonde – Arbor’.

You should not need to change any of the other parameters, though you will need to liaise with Wonde to make the switch from your previous MIS to your new one.

Scenario 2: We currently link to our MIS directly, but our new MIS links via Wonde

If you link to your MIS directly (this would most likely be either iSAMS or Ed:Gen) and you are moving to a new MIS which links via Wonde, then please contact your Every implementation specialist and let them know.

Your implementation specialist will require the following information from you:

The name and address of your school.

The date you wish to backdate your information to.

Following this, Wonde will confirm with you if you are happy to establish the link between your new MIS and Every. Your Every implementation specialist will let you know once the integration channel has been set up on Every and the link has been established.

At this stage, your implementation specialist can then help you set up your new integration schedule, or you can do this yourself by following step three of this resource.

Scenario 3: We are moving to an MIS which links with Every directly

If you are moving to an MIS which links to Every directly (most likely either iSAMS or Ed:Gen), then you will need to set up a new channel for this integration. To do this, expand the Admin area on Every HR and go to the MIS Integrations page. On this page, go to the ‘Integration Channels’ tab and click the green ‘Create New Channel’ button below the table.

A window will appear where you can set the ‘Channel Type’ to whichever MIS you are changing to, and then set it a ‘Channel Name’, though by default.

The window also asks for a URL for your MIS, for example: 'EverySchool.isams.cloud'. This should be provided without the ‘https://’. You will then need to enter the ‘Client ID’ and ‘Client Secret Key’, both of which should be obtained from your MIS provider. Once completed, the ‘Property Name’ and ‘System’ fields will populate below.

Next, you will need to tick the checkbox next to ‘Enable Imports’ and select what it is you would like to import (employees, absences or both). You should then repeat this process for the ‘Enable Exports’ checkbox to the right.

The final step is to add your absence reasons by clicking the green ‘Add Reason’ button at the bottom of the window. Here you repeat the following steps three times for each of the following reasons:

For each of these you will need to choose a ‘Reason Name’, and then choose a relevant ‘Absence Type’ from the dropdown menu. You will then need to tick the ‘Default Reason For Absence Type’ checkbox. Then click the ‘Done’ button to apply the reason.

Once you have added all three absence reasons, click ‘Save’ to apply it and add it to the table.

Step Three: Synchronising your new MIS

Expand the Admin area on Every HR and go to the MIS Integration page. From here, choose the ‘Integration Schedules’ tab and click the green ‘Create New Schedule’ button below the table. A new window will appear with a few fields for you fill out.

You will need to select the ‘Integration Channel’ dropdown and choose the one you have created and identify the type of data you are transferring using the ‘Data Type’ dropdown. You will then need to select the ‘Integration Direction’ and set the ‘Maximum Records’ Every will import for you in each sync (this is limited to 1000 records at a time).

Once you have set this information you will then need to set up a schedule. To do this, you will firstly need to decide how often the synchronisation should take place from the three options available.

You will then need to set the ‘Start Date’ for when the first synchronisation will take place, and the ‘Start Time’. You may have some additional fields to set depending on which frequency option you have chosen.

Once you are happy, click ‘Save’ to apply this. You have now set up the integration schedule for this new MIS synchronisation to run and you will see your records begin to populate your Every HR.