HRIS Connections: Connecting to Rippling

Connecting your Assembly to Rippling allows you to easily manage the members of your Assembly. You can add employees automatically to your Assembly from your Rippling, and customize your connection settings in Assembly.

See our demo video below for more guidance with your Rippling connection:

Who can use this feature?

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

What to expect

• Once you’ve connected to an Rippling, 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

  • Birthday, start date

  • Job title, department, office location, home location

  • Manager/direct reports

• These user details are used to populate your employees' profiles in Assembly.

  • This profile information is required to allow you identify and distinguish your employees from one another, as well as automating, sharing, and performing key actions within Assembly.

Connect

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

2. Click Manage.

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

4. Select Rippling.

5. Select Connect account.

   1. You may need to ensure the app is not already installed within Rippling itself, this may cause an error in the connection process.

   2. You must also ensure that the email you are logged into in Rippling is the same email that you are logged into in Assembly.

6. Choose 'I'm the Assembly admin' to continue installing it yourself.

   1. Or invite someone else to do the installation.

7. Click 'Authorize' after acknowledging all of the data Assembly imports through Merge.

8. Select whether you would like to include or exclude contractors within your Rippling organization when syncing with Assembly.

   1. We do not recommend selecting the manual option.

   2. Whatever you select in this step will be respected in the 'Select people' step below.

9. Select at which point new employees should be added or invited to Assembly.

10. Click Continue, then next.

11. Click Finish setup.

    1. At this point your connection is successful.

    2. You will then be prompted to configure SSO on the Rippling side

SSO configuration

Step 1/2: During rippling configuration

1. After completing the above connection steps, click Set up single sign on now.

2. Paste in your Assembly ID

   1. To find this, go to your admin panel.

   2. Click Security & Login.

   3. Click SAML Authentication.

   4. Copy your Assembly ID from the provider callback URL

   5. Click Move to the next step.

   6. Select whether to enable shared admin SSO with your employees (we recommend not enabling this).

   7. Click continue.

   8. Skip the group attribute step.

      1. This step is not necessary, the group attribute is already configured for your Assembly Select people and configure invites/create accounts

Step 2/2: After rippling configuration

To complete you connection in Assembly, you will need to configure who you want to automatically synch with your Assembly, and how/when you want invites to go to new employees.

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

NOTE: Employees will not receive invitations/get queued until their start date, or whichever timeframe you selected in the 'Connect' step above. So, even if you add them into Rippling before their start date, they will not synch with Assembly until the selected date.

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.

NOTE: if you selected to exclude contractors or to set custom rules in the 'Connect' step above, any applicable employee will be excluded from the synch in Assembly. They will not be added to your Assembly account.

FAQs and troubleshooting

For FAQs and troubleshooting, please see our general HRIS connection help article here: https://help.joinassembly.com/en/articles/9515558-hris-connections-in-assembly-troubleshooting