Integrate IRIS HR Professional with Synel

Screenshots are taken from a test system and may not match your system exactly.

Step 1: Initial Setup in IRIS HR Professional

1. Sign in to IRIS HR Professional.

2. In the API User topic, complete these sections, and return to this topic once complete:

   • Activate API functionality

   • Create your API user

Step 2: Update the API user's Set Rights permissions (optional)

3. Set Rights Set Rights are the system permissions you allocate to employees to control the information available to a user about other employees. define the level of access the API user has to system data. By default, the API user has full Set Rights permissions, but you may restrict access if needed.

   Ensure Absence When an employee or worker is absent from work. This can be for a variety of reasons. Home and Set Rights are always active.

   To update the API user's Set Rights permissions:

4. Go to System Tools > Utilities > Company > API Users. Find the required API user, choose the drop-down, and select Edit Set Rights.

   

5. On the Set Rights screen, select Advanced to configure the API user's Self and Team Rights.

• For this integration, set the following Self Set Rights permissions:

Personal

Contract

Payroll

Absence

Accidents

Benefits

Docum- ents

Equip- ment

Perform

Pro. Mem.

Tasks

Time

Training

Forms

View

Mandatory

Mandatory

Mandatory

Mandatory

Mandatory

Mandatory

Mandatory

Mandatory

Optional

Mandatory

Mandatory

Mandatory

Mandatory

Optional

Create

Mandatory

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Mandatory

Optional

Optional

Modify

Mandatory

Optional

Mandatory

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Mandatory

Optional

Optional

Delete

Mandatory

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Optional

Mandatory

Optional

Optional

Team Rights

• For the integration, set the following Team Rights permissions:

  Personal

  Contract

  Payroll

  Absence

  Accidents

  Benefits

  Docu- ments

  Equip-ment

  Perform

  Pro. Mem.

  Tasks

  Time

  Training

  Forms

  View

  Mandatory

  Mandatory

  Optional

  Mandatory

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Mandatory

  Optional

  Optional

  Create

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Mandatory

  Optional

  Optional

  Modify

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Mandatory

  Optional

  Optional

  Delete

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Optional

  Mandatory

  Optional

  Optional

Step 3: Enter API User Information in Synel

6. After setting up the API user, sign into Synel and enter the API user information. Then return to IRIS HR Professional and your create Time Type 1s.

Step 4: Create Time Type 1s in IRIS HR Professional

To ensure the sync works correctly:

7. Sign into IRIS HR Professional.

8. Go to System Tools > Lookup Tables > Time > Time Type 1.

   

9. Select Create New and add a Time Type 1 with the same name as used in Synel's TLW.

Step 5: Configure the Request/Approval Route

At present, only Support can configure the Request/Appoval route. Please contact them (opens in a new tab/window) to complete this section for you.

10. In IRIS HR Professional, go to System Tools > Utilities > Apps > Request/Approval.

    

11. Select Time and choose Create New.

12. In the Employee dropdown, choose the API user created earlier.

13. In the Stage field, enter the number 1. Leave other fields blank or at their default settings.

14. Select Save.

    Learn more about setting up the Request/Approval route for Time.

Step 6: Update employee Set Rights permissions

15. In IRIS HR Professional, ensure employees have the required Set Rights permissions:

    • In the Absence column of their self-rights, select Create.

    • In the Time column, select View and Create.

    This means in employees' Set Rights records, in their self rights, in the Absence columns, you must select the Create checkbox, and in the Time column, you must select the View and Create checkboxes.

    

If using Set Rights Roles, update the permissions for the Employee role and reassign it to relevant employees. Without Set Rights Roles, update permissions for an individual employee, then use the Copy Rights From dropdown to apply the updated permissions to other employees.