If you’re switching to a new HRIS and your employee IDs are remaining the same, follow the below steps to successfully set up the new automated census file push to People Element.
Set up New Automation
Notify People Element of your HRIS switch prior to making the switch.
- What HRIS are you switching to?
- What is your timeline?
You’ll need to connect your new HRIS using the same credentials that the old HRIS used. If you can’t remember your credentials and are using:
- ShareFile (FTPS) automation, this article will help you locate your credentials.
- SFTP automation, reach out to People Element for your automation information.
Test New Automation
Work with People Element to select the testing option below that best fits your needs.
OneDrive/Email
- Send a small list to People Element via OneDrive or secure email.
- People Element will approve file format.
- Once approved, start your HRIS automation.
New Automation Server (ShareFile/FTPS or SFTP)
- Drop a small list off-cycle and email People Element once list is dropped.
- People Element will confirm receipt and approve file format.
- Once approved, start new HRIS automation.
Start New Automation & End Old Automation
Once your new HRIS automation is tested and approved, it’s time to cancel the old HRIS census file push and start the new.
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Confirm details of census file push (day, time, frequency).
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People Element will confirm the initial file receipt once automation is live.