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      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. 

      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.