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Lucca | Syncing contract changes

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

Changing your Team Member's contract legally requires an amendment to the employment agreement to be processed in Oyster. Through the Lucca integration, this process is streamlined: changes made to a Team Member’s records in Lucca automatically trigger a contract change request on the Oyster platform.

Prerequisites

  • You have Admin access to your company's account.
  • You are logged in to the Oyster Platform with your admin credentials.
  • You have connected Lucca to Oyster.
  • The Team Member is linked in Oyster and Lucca (the same personal and/or work email address is used in both systems). This ensures the changes appear in Oyster. 

Enable the integration add-on

 Note: If the contract changes add-on was enabled when the integration was connected, you can skip to the section Next steps. 

  1. In the Oyster platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the Lucca integration.
Contract changes - Step 1.png
  1. Select the General tab.  
Contract changes - Step 4.png
  1. Click Edit next to Integration Add-ons. 
Contract changes - Step 5.png
  1. Check the box next to Trigger contract changes and click Save changes.
Contract changes - step 6.png

You're done! When your Team Member’s job title is updated in Lucca, this information is synced to Oyster on the effective date and allows you to initiate the appropriate contract change removing the need for double data entry between the two systems.

Next steps

Start by updating your Team Member’s job title in Lucca. Oyster detects the change and a notification is triggered prompting you to navigate to the Contract change logs tab under the integrations section.

Contract changes Next steps - Step 1.png

Under the Contract change logs tab you will find a history of all the changes made to your Team Members’ job title including the latest change.

 For changes to appear, make sure your Team Member is successfully linked, i.e. the same email address is entered in Lucca and Oyster. The changes will only appear here on the effective date. Click Sync all team member logs to trigger a manual sync.

Click on the three dots next to the specific change that you want to process for your Team Member and take any of the following actions:
Contract changes Next steps - Step 2.png

  1. Process this log as a contract change
     
    If you’re only looking to process a job title update, this is the fastest option. Start by entering the effective date and click Save. Once the date is entered, click Confirm.
    Contract changes Next steps - Step 3.png
    Make sure sure all information is accurate and click Confirm.
    Contract changes Next steps - Step 4.png
  2. Add more changes to this log and process it

    If you're looking to process additional changes, check the box Compensation, Bonus & commission and/or Allowances. The original job title change will be pre-filled. Enter the effective date of the changes and click Continue. 
    Contract changes Next steps - Step 5.png

    Confirm the new job title and review the job description. Click Continue. 

    Contract changes Next steps - Step 6.png

    Enter the new Compensation and click Confirm. 

    Contract changes Next steps - Step 7.png

    Once you click Confirm, Oyster will consider this data as the latest source of truth for the Team Member’s contract changes, and that log as well as any logs pulled previously will be discarded. Any future changes will still be pulled. After submission, a contract change process is successfully triggered.

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