HRIS Connections in Assembly + Troubleshooting

NOTICE: If you are currently connected to our legacy Identity Manager (IM) providers, Slack/Google/Office365, on Monday, December 9, 2025, you will no longer be able to edit your connections. We are sunsetting support for these legacy providers and migrating all of our customers to our new HRIS connection experience, we have also emailed you about this update. If you have connected to Google or Microsoft Entra through our HRIS catalog, this does not apply to you.

For these legacy connections, your connection will not be interrupted, however you will no longer be able to edit your connection. You must instead reconnect through our HRIS catalog, which supports Google and Microsoft Entra. You will no longer be able to connect through Slack.

Connecting to an HRIS provider allows you to easily manage the members of your Assembly. You can add employees automatically to your Assembly from your HRIS, depending on how you configure your settings.

See below for an example on how to connect your Assembly to your HRIS:

Who can use this feature?

• Only Assembly admins can connect your Assembly to an HRIS. This Assembly admin must also be an admin within the HRIS to enable the proper permissions.

What to expect

• Only one HRIS can be connected at one time.

• Once you’ve connected to an HRIS, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.

• Once connected, anyone within the selected settings will automatically be added or removed from your Assembly when they join/leave the selected settings.

• When connected, we will import the following user details:

  • Avatar

  • First name, last name

  • Email

  • Employee ID

  • Manager/direct reports

  • Birthday, start date

  • Job title, department, office location, home location

See FAQ section below for more details on specific scenarios and troubleshooting issues with your HRIS connection.

Authorize connection

1. From https://admin.joinassembly.com/, click Users in the left sidebar.

2. Click HRIS connections.

3. Click “See all integrations” to view all other HRIS integrations.

4. Click the HRIS provider you would like to connect to

5. Enter the credentials required to connect

   1. If you do not know where to locate your credentials, click the link within the connection modal to help you find them

6. Click submit.

7. Upon successful connection, click “Finish” to return to completing the integration

8. Next step is to select people.

NOTE: Depending on the size of the connected HRIS account, the connection may take up to 30 minutes to complete. We will send you an email when the connection is complete and you can move onto the next step to finalize your integration.

Configure employee sync settings

Configure which employees you would like to sync with your Assembly. The employees included in your sync settings will be automatically added/removed from your Assembly when they are added/removed from your HRIS.

Sync settings: Everyone

If you select ‘Everyone’, then every employee in your HRIS will be added to your Assembly.

• You can exclude individual people by selecting them from the ‘Exclude these employees’ section; these employees will not sync with your Assembly even though ‘Everyone’ is selected

Sync settings: Custom

You can select specific groupings of employees to add to your Assembly if you do not wish to add every employee in your HRIS. You can combine these selections to target a specific group of employees in your organization.

1. Company/office

   1. Selecting specific companies or offices will sync all employees within those selected office(s)

   2. If you do not select any company/office, then all companies/offices will be included

   3. NOTE: depending on the HRIS, this may be called ‘company’, ‘office’ or something else; this usually maps to ‘work location’

2. Groups

   1. Selecting specific group(s) will sync all employees within those selected group(s)

   2. If you do not select any group(s), then all groups will be included

   3. NOTE: depending on the HRIS, this may be called ‘groups’ or something else; this usually maps to ‘departments’

3. Employment status

   1. Selecting specific employment status(es) will sync all employees within those selected employment status(es); like ‘full-time’, ‘part-time’, ‘contractor’

   2. If you do not select any employment status(es), then all employment status(es) will be included

   3. NOTE: depending on the HRIS, this may be called ‘employment status’ or something else

4. Exclude employees

   1. If you want to exclude specific employees from this sync, click ‘Add’ underneath the ‘EXCLUDE these employees’

   2. Select the employee(s) you wish to exclude

   3. These employees will be excluded even if they are included in the selected groupings above

Selecting ALL or ANY groupings

You can combine any of these options together for full customizability, but you must select whether the group members should match ALL of the criteria, or ANY of the criteria

1. For example: Matches ALL

   1. Office = Los Angeles, CA

   2. Department = Engineering, Product, HR

   3. Employment status = full-time

   4. This would result in syncing all full-time engineering, product, and HR employees in the Los Angeles office location

2. If you used: Matches ANY, for the same example:

   1. Office = Los Angeles, CA

   2. Department = Engineering, Product, HR

   3. Employment status = full-time

   4. This would result in syncing all employees in the Los Angeles, CA office, all employees in engineering, product, and HR across all office locations, and all full-time employees across all office locations

3. A better way to use ‘Matches: ANY’ would be if you only plan to use one category of groups to sync your employees

   1. Office = Los Angeles, CA; Barcelona, Spain

   2. This would mean you would sync all employees in both office locations (and not in any other office locations you may have)

Save & queue invites or save & invite now

Once you have configured your employee sync settings, you can choose to send the invitations later (queue them for invitation) or send the invitations now.

1. If you save & queue invites, all employees included in your sync settings will be added to the ‘queued’ tab on your manage users page

   1. Admins will need to manually invite these employees from this page once ready

2. If you save & invite now, all employees included in your sync settings will be sent invites and automatically activated in your Assembly

Invitation settings

This setting configure whether you want any new employees who join your HRIS (who are included in your employee sync settings) to require admin approval before inviting, or if you want them to automatically invited/activated in your Assembly.

1. If you select 'Admin approval required', then all new users who get added to the HRIS will not be automatically activated in your Assembly

   1. They will appear in the 'Requested' tab of the manage users page, and you will need to manually send the invitations from here to invite and activate them

2. If you select ‘Automatically approve new employees’, then all new users who get added to the HRIS will automatically be approved, and appear automatically in your ‘active’ tab

Edit connection

Edit connection

1. From https://admin.joinassembly.com/, click Users in the left sidebar.

2. Click HRIS connections.

3. Click Settings

4. If you wish to edit your employee sync settings, click ‘Edit’ under this section

5. Adjust your employee sync selections

6. Upon clicking save, depending on your invitation settings, any new employees will be queued or automatically invited/activated

NOTE: If you change your employee sync settings and select different selections than before, any employee who was previously part of the selection, but is not a part of the updated selection, will be automatically deactivated in Assembly

Disconnect your HRIS

1. From https://admin.joinassembly.com/, click Users in the left sidebar.

2. Click HRIS connections

3. Click Disconnect to disconnect directly from the connection card

4. OR, click Settings and then disconnect from there

Disconnecting your HRIS will:

1. Not remove any members from Assembly

2. Prevent any automatic updates to your members list through your HRIS

NOTE: if you disconnect from your HRIS, any member previously activated in your Assembly through the HRIS will not be removed. However, if you reconnect and your connection settings (i.e., selected group or company) does not include a specific user, they will be automatically deactivated upon connection.

Data synching

• For our HRIS connections, the data will automatically sync every 6 hours.

• The data will also sync whenever an update is detected in the HRIS.

• For all HRIS integrations, you can manually trigger a data sync by clicking 'Sync data' at any time.

Frequently asked questions and troubleshooting

Employee(s) are not getting automatically activated in my Assembly

Please check the following:

1. Is your HRIS connection invitation settings set to 'Admin approval required'?

   1. If so, check your 'Queued' section, any new user who gets added to the selected HRIS setting will automatically appear in 'Queued' and will never automatically be activated in your Assembly. You must manually send the invite, as you selected to have admins approve all new employees in your Assembly.

2. Was the user manually deactivated previously?

   1. You can check this by going to your 'Deactivated' tab and viewing the 'Deactivated by' column.

   2. If the user was manually deactivated (by a user), you will need to manually reactivate them.

3. Did you update your HRIS connection settings recently?

   1. If you changed your settings (i.e., changed the groups or companies that you selected to sync with Assembly), if the employee is not present in any of those selected groups or companies, they will not be automatically activated in Assembly.

   2. You will need to update your connection settings to include the group or company they are a part of; or you must ensure those employees are added to those groups/companies within your HRIS.

Employee(s) are not getting automatically deactivated in my Assembly

Please check the following:

1. Was the user manually deactivated previously?

   1. You can check this by going to your 'Deactivated' tab and viewing the 'Deactivated by' column.

   2. If the user was manually deactivated (by a user), you will need to manually reactivate them.

2. Did you update your HRIS connection settings recently?

   1. If you changed your settings (i.e., changed the groups or companies that you selected to sync with Assembly), if the employee is not present in any of those selected groups or companies, they will not be automatically activated in Assembly.

   2. You will need to update your connection settings to include the group or company they are a part of; or you must ensure those employees are added to those groups/companies within your HRIS.

3. Is the employee terminated or are they only on temporary leave?

   1. Each HRIS has various 'deactivated' statuses. Our HRIS integration cannot automatically differentiate between employees who are on leave and employees who are permanently terminated.

   2. By default, we do not deactivate employees who are on temporary leave. However, you can reach out to your account manager to manually update these employees' deactivated status so that our system can recognize both temporary and permanent leave.

What happens if I change my connection from one HRIS to another?

1. Upon disconnecting from the initial HRIS, any previous users added through that initial connection will remain active in Assembly.

2. When connecting to the new HRIS (or even if you connect back to the same one), if your selected settings (specific groups or companies) do not include all of the users who were previously added via the initial HRIS connection, then those users will be automatically deactivated.

   1. For example:

      1. user1@email.com was connected through HRIS 1

      2. HRIS 1 is disconnected

      3. You connect to HRIS 2

      4. You select Group A when connecting to HRIS 2

      5. user1@email.com is not a part of Group A, they are a part of Group B

      6. user1@email.com will be automatically deactivated

   2. However:

      1. If you add user1@email.com to Group A in the HRIS, they will be automatically reactivated in Assembly.

      2. OR, if you update your HRIS connection settings to include Group B, then user1@email.com will also be automatically reactivated in Assembly

What happens if I invite a user manually to my Assembly and then connect to an HRIS?

1. If you manually invite someone to Assembly and then connect to an HRIS, if that employee is a part of the connected group(s) then they will be synched with the HRIS.

2. If they are deactivated in the HRIS, then they will be automatically deactivated in Assembly

What happens if an employee's information is manually changed?

1. If you manually update any employee profile information, like name, birthday, hire date, etc., the profile information will NOT get updated when the HRIS syncs with Assembly

2. Right now we don't have a way of resynching the user, however we are working on this and this feature will be available in the future!