Synchronise IRIS Financial Planner with Every HR By IRIS Staff Members

To synchronise Every HR By IRIS staff member details to IRIS Financial Planner: 

1. In Type select HR, and in System select Every.

2. Set the following fields:

   • Category — Select Staff
   • Sync By — Select Sync ID

   If synchronising for the first time or if the staff member is in Every HR By IRIS but not IRIS Financial Planner, in Sync By, select name.

3. Select the school.
4. When all the required information has been entered, select Refresh.
5. Select the staff members you want to synchronise.
6. To complete the synchronisation, select SYNC.