How can I choose which employees will be synced into WiseStamp?
Employee sync is a useful and timesaving feature that automatically handles the task of importing employees and updating their details. However, sometimes it isn't practical or recommended to import all employees into WiseStamp. When you set up directory integration, you can therefore choose which departments, organizational units (OUs) or cost centers will be imported. After creating the initial setup, you can update sync settings (e.g., add / remove departments) at any time.
Configuring Selective Employee Import
Employee import settings are defined immediately after integration with your corporate directory. By default, all employees (users) are imported, as shown in the figure below:
If you prefer to import only selected groups of employees, follow these steps:
- Select the Import specific radio button. Then, open the Import specific user by dropdown list and select Department, Organizational Unit or Cost Center.
Important: Make this selection carefully, as you will not be able to update your choice from the app settings after the import. (If your needs change, please contact our team at email@example.com -they will be happy to help you!)
- Select the departments / OUs / cost centers to be included in the import. The choices displayed match how these entities are set up in your directory. For example:
- After making your selections, click Import.
The relevant employees are imported, and can be viewed in the Employees menu. For example:
Employee data will now be automatically synced with WiseStamp every 24 hours. New employees added to the selected departments / OUs / cost centers will be automatically imported with the daily sync.
Updating Employee Sync Settings
If you need to change the settings that you chose initially, you can easily do so at any time. To view your current selections, open the Domain Settings menu and scroll to the bottom of the page.
To add or remove departments / OUs / cost centers, simply select or clear the relevant checkboxes. Any directory components that have been added since your initial import will be available for selection (e.g., New department in the figure above).
To apply your changes immediately, open the Employees menu and click the Sync button (at the top of the page).
Discontinuing Selective Employee Syncing
If you no longer require selective syncing, you can choose one of the following options from the Domain Settings page:
- Sync all employees: Includes all employees in the daily sync, regardless of department / OU / cost center
- Don't sync: Stops ALL directory syncing (both automatic and manual)
Keep in mind that when you discontinue syncing, any employees that were previously imported will continue to be displayed in the Employees list, but their details will no longer be automatically updated.
Need more help?
If you have any additional questions or concerns about employee syncing, please reach out to firstname.lastname@example.org and we will be happy to assist you!