Humaans | Activating time off integration

This information applies to:
✔  EOR Team Members ✔ Payroll Team Members ✔ PEO Team Members

Prerequisites

Enable the time off add-on

 Note: If the time off add-on was enabled when the integration was connected, you can skip to the section Map the Oyster time off types to the Humaans time off types. 

  1. In the Oyster platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the Humaans integration.
Time off - Step 1.png
  1. Select the General tab.  
Time off - Step 4.png
  1. Scroll down and click Edit next to Integration Add-ons. 
Time off - Step 5.png
  1. Check the box next to Time off records and click Save changes.
Time off - Step 6.png

Map the Oyster time off types to the Humaans time off types

Mapping time off types ensures the data coming from Humaans is reflected correctly in Oyster.

  1. On the Humaans integration page, select the Mapping tab.
  2. Click Edit.
Mapping time off - Step 1.png
  1. For each time off type on Oyster, select the corresponding time off type(s) on Humaans using the dropdown. 

    💡 Vacation and Sick leave time off types get mapped automatically. You can adjust as necessary.

Mapping time off - Step 3.png
  1.  If there is no match, you can create a custom match only for the “Other (paid)” and “Unpaid leave” types in Oyster. Click Expand subtypes  for the corresponding type, scroll to the bottom and click Create custom subtype.
Mapping time off - Step 4.png
  1. Select the fields you’d like to setup a custom subtype for and click Create.

    🚨 Pay special attention to whether the custom subtypes are for the “Other (paid)” or “Unpaid leave” types. Creating a custom subtype for the incorrect type will lead to payroll error for your Team Members!
Mapping time off - Step 5.png
  1. Once you have mapped all the time off types, click Save changes.
Mapping time off - Step 6.png

You're done! When your Team Members request time off in Humaans, the request is automatically pulled into Oyster.

  • All time off requests must now go through Humaans.
  • The Oyster's Request time off button is hidden for both Team Members and Admins.
  • This integration only picks up PTO types from the requests from Humaans. If you have PTO types that aren’t represented in Oyster, it means Oyster doesn’t have a request of that type yet. When the integration gets a request with a new PTO type, it will be visible as “unmapped.” Learn more about resolving unmapped errors here.
  • Updates in Humaans are automatically pulled into Oyster (approvals, rejections, etc.).
  • All notification emails are sent by Humaans, Oyster will not send notification emails.
  • The integration currently does not support file transfers (medical notes). The process will remain manual for now where the Support team gets notified and will follow up if necessary.
  • If the time-off integration is switched off, Oyster will stop pulling time-off records from Humaans.
    • If switched back on, Oyster will sync with Humaans and pull only the requests that occurred while the integration was off. After the sync, balances will be up to date. Duplication of requests will not occur.

Was this article helpful?

0 out of 0 found this helpful