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
- Select "Manage Integrations" from the menu
- Click "Add item"
- Select the "Zapier" entry.
- Click "Authorise Zapier to access MyHR account".
- 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
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.
- Select the app which has the employee information that you want to import to MyHR. For example, JobAdder.
- Choose the event which will trigger the data to be sent to Zapier, eg. "Placements - New or Status Changed".
- 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.
- Once connected the account will show in the "Choose account" drop down.
- Follow any remaining steps for your trigger. eg. selecting when to trigger.
- Test your trigger.
- 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"
- 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.
- 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) |
|
|
(Required) |
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Gender |
|
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Title |
|
|
Phone Number |
|
|
Street address |
|
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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 |
|
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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 |
|
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Emergency contact relationship |
For example, 'spouse'. |
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Emergency contact daytime phone |
|
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Emergency contact after hours phone |
|
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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) |
|
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Tax code (NZ) / Tax scale (AU) |
|
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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.