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  • Introduction
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HRMS Integration

Automating the onboarding process for your travel platform is easy with HRMS integration. New users are automatically assigned to specific groups, and policies are implemented seamlessly.

Introduction to HRMS Integration

On myBiz, one of the key focus areas is automating all the processes in an organisation's travel management system. One of the key areas of automation involves providing users who are onboarded in an organisation to get automatic access to the portal. To do so, we provide integrated HRMS through CSV file sharing over SFTP.

Most travel solutions with HRMS integration provide the capability to schedule file uploads at a particular location for changes in their HRMS system.

The myBiz HRMS integration solution offer HRMS integration through an SFTP Location. This SFTP should be residing in the client network. myBiz wont be giving any FTP servers. Steps involved in the same are:

Process of onboarding an organization on HRMS:

  • 1Organisation need to be divided into groups for HRMS integration with myBiz, based on their organisational travel policies.
  • 2The client needs to build a mechanism to upload a flat csv file in this FTP location. For example, one can use ddmmyy.csv. This name can be defined by the client as and when required. In case group mapping depends on the headers apart from the ones mentioned below, the client needs to send the new headers in accordance with the rule they have set.
  • 3This file format should have the following headers. There is no hard rule to have the same format, and clients can define formats independently. If the format is different, then we would need to create corresponding mappings (internally at myBiz) in the table.
    Bold nodes are mandatory fields. GroupName defines the mapping of the employee to the group created on myBiz. If the group name is not given, then employees will be mapped to the default group. Manager email is mandatory if an approval mechanism is present. Status header is the identifier for the active/inactive employee.

    • Sample employee data

    COPY
    Key
    Sample Value
    empId
    ABC10201
    fname
    aman
    lname
    jain
    email
    aman.jain@test.com
    Designation
    manager
    Department
    sales
    gender
    male
    groupName
    Level2
    phone
    9999911111
    location
    delhi
    status
    active
  • 4This file should only have delta information every day. The refresh schedule (time, frequency) can be defined at our end.

Checklist for onboarding HRMS

  • 1The client should have an SFTP location where they would be pushing employee data.
  • 2The details of SFTP, i.e. user-id, password, and FTP location, need to be shared.
  • 3The file format defined by the client should be dd_MM_yy OR ddMMyy.
  • 4The refresh schedule needs to be defined.
  • 5Mapping to myBiz headers based on client input needs to be done.
  • 6MMT IPs should be whitelisted at client’s end.
  • 7Sample file needs to be shared by client, if not using the default template

Example of the SFTP details to be shared by client:

Key
Sample Value
SFTP location
Sftp://test.sftplocation.com
Directory
/MMT-SFTP/
User-id
Abcd
Password
Abcd
File format
ddmmyy.csv
Refresh schedule in minutes
1440