People import powered by Zapier

How to set up an integration which will allow you to import people into MyHR

To connect your MyHR account with another app, we use a third system, Zapier.

Connecting your app to Zapier and MyHR to Zapier means setting up a Zap with an app trigger and MyHR action. There are two parts to this set up: one in MyHR and one in Zapier.

This will allow you to transfer applicant information you've collected during the recruitment process into MyHR as a draft person record. Once you have a draft person in MyHR you can provide any extra information, then simply confirm that person to start accessing MyHR support. 

If you already have the connection set up, see How to Edit your Draft People and How to Confirm Draft People


READ: Part 1 - How to set up a Zapier integration in MyHR
READ: Part 2 - How to connect your account to your MyHR account 
READ: Data fields for draft person in MyHR

READ: Getting help with Zapier



Part 1 - How to set up a Zapier integration in MyHR

The following shows you how to set up a Zapier integration in MyHR. This is required for you to create a Zapier Zap and transfer person data to your MyHR account.
  1. Select "Manage Integrations" from the menu

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  2. Click "Add item"

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  3. Select the "Zapier" entry.
  4. Click "Authorise Zapier to access MyHR account".

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  5. You can now "copy your API key" and paste it into your Zapier account when connecting your Zap to MyHR. Click "Copy API Key" and then click "Open Zapier" and move on to Part 2 - How to connect your account to your MyHR account
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Part 2 - Set up your zaps to import people


These steps assume an understanding of creating a Zap in Zapier. If you have not already please read the article Create a Zap.
  1. Select the app which has the employee information that you want to import to MyHR. For example, JobAdder.

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  2. Choose the event which will trigger the data to be sent to Zapier, eg. "Placements - New or Status Changed".

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  3. You will then be asked to authorise the connection to Zapier from your app. If you are unsure seek advice from your IT / security professional.
  4. Once connected the account will show in the "Choose account" drop down.

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  5. Follow any remaining steps for your trigger. eg. selecting when to trigger.

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  6. Test your trigger.

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  7. Set up the action that will occur on MyHR: Start by choosing the MyHR app and then select the event eg. "Create NZ Draft Person" or "Create AU Draft Person"

  8. Map the fields from the app in your trigger to MyHR fields eg. 'Candidate - First name' to 'First Name'. You can also specify values that will be the same every time if there isn't a field from your trigger eg. specify WA in the 'Employment state' field.
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  9. Once you have both the Zap trigger and action set up it's time to publish your Zap.

Draft people will be automatically created in MyHR once your trigger event occurs. When you get an alert about a new draft person, log in to MyHR, update and confirm the employee details to start accessing MyHR support relating to your new employee.


Data fields for draft person in MyHR

When setting up your zap, you want to map as many fields as possible. The following shows which data fields are available to map for NZ and AU draft people in MyHR.

MyHR draft person fields

MyHR field description

First Name

(Required)

Last Name

(Required)

Email

(Required)

Gender

 

Title

 

Phone Number

 

Street address

 

Suburb

Suburb or second line of address

City

 

State (AU only)

State (full name or abbreviation eg. New South Wales, NSW)

Postcode

 

New or existing

Choose "existing" if you are entering a person that is already employed with you.

You can default this one to ‘New’ in your Zap

Start date

The employee's first day of work and the date this agreement comes into effect.

Contract start date

The date the contract comes into effect.

Visa type

For example, 'Student'.

Work visa expiry date

 

Birth date

 

Job description - Job title

 

Job description - Job purpose

A 1-2 sentence statement that sums up the main purpose of this job. Simple is better.

Job description - Job specific duties

The work done by the person in this job, it includes their responsibilities and can also include decision making authority. The quality of the input here will help with job clarity for the person.

Job description - Job education

 

Department

 

Manager name

 

Manager title

 

Type of employment

 

End date

This is the date the fixed term employment ends or is anticipated to end.

Reason for fixed term

The reason the term is fixed rather than permanent.

Maximum weekly hours of work

Maximum number of hours worked per week.

Weekly hours of work

 

Pay type

Values are: annual_salary, weekly_wage, hourly_wage

Pay rate

Dollar amount of pay

Pro-rata

Is the person’s salary pro-rated from a full time salary.

Values are: false, true

Pay period

How often does the payment occur.

Values are: weekly, fortnightly, monthly

Pay day

For example, this could be a day of the week.

Other pay or benefits

This can include an annual bonus, company car, mobile phone with personal use or anything over-and-above the salary or wage.

Notice period

This is the amount of notice that an employee must give if they resign, it is also the amount of notice you must give in some cases of termination, other than summary dismissal.

Primary work location

Address or city where the employee will mostly work.

Collective agreement

Is the employee part of a collective agreement.

Values are: false, true

Trading name

For example, a contractor's company name.

Bank name

Name of the employee's bank for payment.

Bank account number

Employee's bank account number for payment.

Bank account name

Name on the employee's bank account.

Emergency contact name

 

Emergency contact relationship

For example, 'spouse'.

Emergency contact daytime phone

 

Emergency contact after hours phone

 

Additional information

For anything else that has not been already included. This might relate to previous history, any special considerations for this employee etc.

Self-service 

This will enable the employee to use MyHR to view and e-sign their employment agreement, use the online leave scheduling tool and performance management module. To enable self-service we require a unique email address for each employee.

Values are: false, true

Performance reviews

Whether the employee will have performance reviews (defaults to yes).

Values are: false, true

Leave enabled

Whether the employee can request leave (defaults to no).

Employment state (AU only)

Employment state (full name or abbreviation eg. New South Wales, NSW) (Required)

IRD number (NZ) / Tax file number (AU)

 

Tax code (NZ) / Tax scale (AU)

 

Contractor business number (AU only)

Contractors only

Tax-free threshold claimed (AU only)

Has the person claimed the tax-free threshold for this employment

Values are: false, true



Getting help with Zapier

The MyHR Zapier app is available on Zapier.com. If you need any help, contact our customer success team.