Integrating FocusIMS with other software systems can deliver powerful benefits for businesses. Streamlining compliance and HR management is one of these key advantages. This high-tech integration simplifies workflows, enabling seamless data exchange between systems. The result? No more silos—just efficient reporting, improved compliance tracking, and enhanced HR processes.
In today’s digital world, integrating software is a valuable, cost-saving strategy. Connecting FocusIMS with EnableHR slashes redundancies and ensures consistent data across platforms. Integration can cut administrative workload and boost decision-making, improving your bottom line.
In this article, we’ll explore how to integrate FocusIMS with EnableHR. This integration reveals how to enhance workflows, save time, and maximise system functionality. This leads to optimal business performance.
Access the Integration Menu
We designed the layout of FocusIMS with user experience in mind. But, finding the integration settings may still need a bit of guidance.
- Log in to FocusIMS. Start by entering your login credentials and accessing the main dashboard.
- Locate the Main System Menu. On the left-hand side of your screen, you will see the vertical menu. Here you’ll find the list of key FocusIMS functions.
- Scroll to the Bottom. Scroll down to the bottom of the main menu. You should see the option labelled Integration Settings.
- Select Integration Settings. This will open the page where you can begin integrating FocusIMS with EnableHR.
If you’re unable to find the integration option, it may be due to permission settings on your account. You need administrative permissions to access certain system functions, including integrations.
Check with your system administrator to ensure you have the necessary permissions. Another potential issue could be that you have an outdated software version. FocusIMS releases regular updates that enhance integration capabilities.
To visualise the steps more clearly, refer to the video below:
If you continue to face issues, reach out to our support team for personalised assistance.
Connect to EnableHR
Select EnableHR from the list. The system will direct you to the EnableHR login page. At this point, you must enter your login credentials.
- Username and Password. On the EnableHR login page, enter your registered username and password.
- Multi-Factor Authentication (MFA). Follow the prompts to enter the security code sent to your phone or authentication app.
- Successful Login. Once you authenticate, FocusIMS will redirect you back. This confirms that we have established the connection to EnableHR.
This integration simplifies the management of HR processes. It also ensures that your compliance data in FocusIMS is accurate. This reduces the need for manual data entry.
Update and Sync Employee Records
Now, sync employee records between both platforms. This process is vital. It keeps your HR and compliance data consistent. It reduces manual entry errors. It ensures both systems have the latest info.
First-Time Setup for Syncing Employee Data
- Access the update employees menu. Go to the Employee Records under the Integrations menu. Select EnableHR Sync to begin the data-syncing process.
- Initial Data Mapping. FocusIMS will pull employee records from EnableHR. It will use first names and surnames as the main identifiers. This initial data mapping is vital. It will link the records in both systems.
- Verification. Review the synced data to verify that the employee records match. If there are discrepancies, you’ll need to adjust the entries to ensure consistency.
Adjusting Employee Data Mapping
To fine-tune the employee data mapping:
- Edit Employee Information. Fix employee data in the Employee Records tab if FocusIMS reports errors.
- Sync Confirmation. After the adjustments, run the sync process again. This will confirm that both systems are now aligned, ensuring seamless integration.
- Automatic Updates. After setup, FocusIMS will auto-sync employee records with EnableHR at regular intervals. Perform regular record check to ensure they’re current, particularly during onboarding.
Map Training Courses
Align courses to ensure consistent tracking and compliance in all employee development programs. Here’s a guide to integrating FocusIMS and EnableHR for easy training course management.
Update Training Records
The next step is to start mapping training courses. From here, you can view a list of all training courses currently tracked in the system.
- Initial Course Matching. FocusIMS compares the course names and descriptions with those in EnableHR. Review these matches and ensure alignment between the two platforms. This prevents discrepancies during employee compliance reporting.
- Mismatched or Missing Courses. If FocusIMS finds any mismatched or missing courses, fix them manually. For mismatched courses, edit the course details in either system to ensure alignment. For missing courses, FocusIMS allows you to send new course data to EnableHR. This enables the creation and synchronization of courses between the two systems.
- Reviewing Course Data. Double-check your mappings after matching all training courses. Mistakes here can lead to compliance issues or incomplete employee training records. Cross-check the course data in FocusIMS and EnableHR. This ensures that everything aligns before you finish the sync.
Automate Data Transfers
Automating data transfers between FocusIMS and EnableHR can boost efficiency. This automation syncs training and compliance data between systems. This reduces manual updates and data inconsistencies. This is vital for businesses with large workforces or complex compliance needs.
Here’s how to integrate FocusIMS with EnableHR and automate your data transfers:
- Initial Configuration. Adjust the frequency of the sync. Consider how often you update training records.
- Ongoing Automation. Once set up, FocusIMS will automate data transfers. Training completion dates, certification statuses, and compliance records will sync with EnableHR. The sync will follow the schedule you’ve established.
Conclusion
You now understand how to integrate FocusIMS with EnableHR. Connecting these two powerful platforms streamlines your HR processes and boosts operational efficiency. By following this guide, you will map employee records and training courses. You will also automate data transfers.
To summarise, the key steps in how to integrate FocusIMS with EnableHR include:
- Initial Setup. Log into FocusIMS, navigate to the integration menu, and select EnableHR. Follow the prompts to log into EnableHR and establish the connection.
- Employee and Training Data Sync. Map employee records and training courses between the two systems to ensure consistency. Adjust mismatched or missing records as needed.
- Automating Data Transfers. Configure the automated sync to keep both systems up-to-date without manual intervention. This will save time and reduce the risk of errors.
If you run into any issues during integration or need extra help, our expert support team is ready to assist. Don’t hesitate to reach out to us at mail@focusims.com.au or call our helpline at 1300 601 008.
