Connect HRIS

📌 Overview

Quinn allows you to connect your HRIS to automatically sync employee records and organizational structure. This helps keep members and groups up to date without manual imports.

✅ Step-by-Step Instructions

Step 1: Open HRIS Integrations

• Go to Settings.

• Select the Integrations tab.

• Click Connect HRIS.

Step 2: Select Your HRIS Provider

• In the HRIS provider dropdown, choose your HRIS system.

• A new window will open for the selected provider.

Step 3: Log In to Your HRIS

• Follow the on-screen instructions.

• Log in using your HRIS credentials to authorize the connection.

Step 4: Sync Company Data

• After a successful connection, your company data will appear on the page.

• Data syncing may take some time.

• When syncing is complete, you'll see a green "Synced" status.

Step 5: Map HRIS Groups to Quinn Groups

• In the Group Mappings section, click Create Group Mappings.

• Select an HRIS group from the dropdown.

• Choose the Quinn group you want to map it to.

• Click Add, then Save Changes.

Step 6: Review Synced Members and Groups

• All synced employees and groups will appear under the Members and Groups tabs in Quinn.

Step 7: Employee Account Setup

• Each employee will automatically receive a welcome email from Quinn.

• They can use the email to set up their account and start training.

Set Member Locations from an HRIS Group

By default, Quinn reads each employee's work location from your HRIS to set their location in Quinn. If your HRIS tracks locations as a group or department instead — a "Site", "Branch", or "Region" group, for example — Quinn can use that group as the source for member locations on your connection.

This is configured per HRIS connection by the Quinn team, so contact your Quinn contact to turn it on and tell them which HRIS group holds your locations. Once it's set up, locations come only from that group: employees whose group doesn't match one of your Quinn locations are left without a location rather than falling back to their work location, and only active employees receive one.

💡 Tips

• Initial sync may take a few minutes depending on company size.

• Group mappings can be updated at any time as your organization changes.

• HRIS sync helps ensure your training structure always stays aligned with your org chart.

• If your locations live in an HRIS group rather than a work-location field, ask Quinn to point the connection at that group so location-based rule-based groups stay accurate.