---
title: "Connection Page - HR Management Integrations"
slug: "hr-management-integration-connection-page"
description: "HR Management Integration Connection page reference: status, sync controls, and mapping links."
updated: 2026-07-06T21:27:59Z
published: 2026-07-16T08:00:00Z
canonical: "docs.restaurant365.com/hr-management-integration-connection-page"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connection Page - HR Management Integrations

The Integration Connection page contains the connection settings for an HR Management integration. This page has the same layout and options across all HR management integrations, including [Alliance](/doc/docs/alliance-hcm-integration-overview), [Workday](/doc/docs/workday-integration), [UKG](/doc/docs/ukg-integration-overview) and [Netchex](/doc/docs/netchex-integration-overview).

From this page, users can perform the following actions:

- Connect the HR Management Integration
  - [Connect a Workday Integration](/doc/docs/connect-a-workday-integration)
  - [Connect a UKG Integration](/doc/docs/connect-a-ukg-integration)
  - [Connect an AllianceHCM Integration](/doc/docs/connect-an-alliance-hcm-integration)
  - [Connect a Netchex Integration](/doc/docs/connect-a-netchex-integration)
- [Manually Sync the Integration](/doc/docs/manually-sync-a-workday-integration)
- [Disconnect the Integration](/doc/docs/disconnect-a-workday-integration)
- Access the [Integration Mapping page](/doc/docs/workday-integration-mapping-page) in order to:
  - [Map Legal Entities](/doc/docs/map-legal-entities-hr-management-integration) (AllianceHCM, Netchex, and UKG only)
  - [Map Locations](/doc/docs/map-locations-workday-integration)
  - [Map Jobs](/doc/docs/map-jobs-workday-integration)
  - [Map Employees](/doc/docs/map-employees-workday-integration)

---

## Security

**Users with one or more of the following permissions can access HR Management integrations:**

- Administration →Integrations →
  - 3rd Party HR View Only
  - 3rd Party HR Sync
  - 3rd Party HR Admin

| Integration Access Level |
| --- |
| **View Only** | Read-only access to HR integration cards. |
| **Sync** | Can trigger manual sync/polling operations. |
| **Admin** | Full admin access to connection settings. |

---

## Navigation

1. Open the [**Integrations page**](/doc/docs/integrations-menu)**.**
2. Under **Employee HR Management**, select the card for the **desired integration**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7NZJ26UG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A59Z&se=2026-11-10T18%3A09%3A59Z&sr=c&sp=r&sig=11ttRJLhWkrOy0ZRXGxaTrJrRHv832hX6bfR9lhlC%2Fo%3D)

---

## Connection Page Buttons & Fields

AllianceHCMWorkdayUKGNetchex

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TJFSILVG.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A59Z&se=2026-11-10T18%3A09%3A59Z&sr=c&sp=r&sig=11ttRJLhWkrOy0ZRXGxaTrJrRHv832hX6bfR9lhlC%2Fo%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Help Menu | Opens the [Help menu](/doc/docs/help-menus). |
| **2** | Close | Returns to the [Integrations page](/doc/docs/integrations-menu). |
| **3** | Connection Admin | User who can map synced data and who will receive alerts related to the integration. > Only users with the following permission can be assigned as a connection admin: > > - Administration → Integrations → 3rd Party HR Admin |
| **4** | Auto Create | Method by which data will be synced and new job and employee records will be created in R365. - **Manual** - Data sync is manually initiated. New job and employee records are manually created and mapped. - **Automatic** - Data is synced automatically. New job and employee records are automatically created and mapped. |
| **5** | Auto Create Job | Sets whether jobs will be created automatically when data is synced. - **Off** – Unmapped jobs must be created manually. Existing jobs will still be auto-matched. - **On** – Unmapped jobs are automatically created in R365. |
| **6** | Frequency | Frequency that data is synced: - **Daily** - Data is synced once per day. - **Every 2, 3, 6, 8, or 12 Hours** - Data is synced on the selected interval. > The Time setting (#6) defines when the first sync runs. Recurring syncs follow the selected frequency from that start time. > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **7** | Time | Determines the specific time of day when a daily data sync occurs, based on the configured sync frequency (#5). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **8** | Time Zone | Time zone associated with the Time setting (#6). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **9** | Apply | Saves changes to configuration settings. |
| **10** | Edit Account Mapping | Opens the [Integration Mapping page](/doc/docs/hr-management-integration-mapping-page), where legal entities, locations, jobs, and employees can be mapped. > This only appears when the integration is connected. |
| **11** | Disconnect | [Disconnects](/doc/docs/disconnect-a-workday-integration) the integration. > This only appears when the integration is connected. |

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KSSW5OC3.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A59Z&se=2026-11-10T18%3A09%3A59Z&sr=c&sp=r&sig=11ttRJLhWkrOy0ZRXGxaTrJrRHv832hX6bfR9lhlC%2Fo%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Help Menu | Opens the [Help menu](/doc/docs/help-menus). |
| **2** | Close | Returns to the [Integrations page](/doc/docs/integrations-menu). |
| **3** | Connection Admin | User who can map synced data and who will receive alerts related to the integration. > Only users with the following permission can be assigned as a connection admin: > > - Administration → Integrations → 3rd Party HR Admin |
| **4** | Auto Create | Method by which data will be synced and new job and employee records will be created in R365. - **Manual** - Data sync is manually initiated. New job and employee records are manually created and mapped. - **Automatic** - Data is synced automatically. New job and employee records are automatically created and mapped. |
| **5** | Auto Create Job | Sets whether jobs will be created automatically when data is synced. - **Off** – Unmapped jobs must be created manually. Existing jobs will still be auto-matched. - **On** – Unmapped jobs are automatically created in R365. |
| **6** | Frequency | Frequency that data is synced: - **Daily** - Data is synced once per day. - **Every 2, 3, 6, 8, or 12 Hours** - Data is synced on the selected interval. > The Time setting (#6) defines when the first sync runs. Recurring syncs follow the selected frequency from that start time. > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **7** | Time | Determines the specific time of day when a daily data sync occurs, based on the configured sync frequency (#5). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **8** | Time Zone | Time zone associated with the Time setting (#6). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **9** | Apply | Saves changes to configuration settings. |
| **10** | Edit Account Mapping | Opens the [Integration Mapping page](/doc/docs/hr-management-integration-mapping-page), where legal entities, locations, jobs, and employees can be mapped. > This only appears when the integration is connected. |
| **11** | Disconnect | [Disconnects](/doc/docs/disconnect-a-workday-integration) the integration. > This only appears when the integration is connected. |

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3DVHOWKZ.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A59Z&se=2026-11-10T18%3A09%3A59Z&sr=c&sp=r&sig=11ttRJLhWkrOy0ZRXGxaTrJrRHv832hX6bfR9lhlC%2Fo%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Help Menu | Opens the [Help menu](/doc/docs/help-menus). |
| **2** | Close | Returns to the [Integrations page](/doc/docs/integrations-menu). |
| **3** | Connection Admin | User who can map synced data and who will receive alerts related to the integration. > Only users with the following permission can be assigned as a connection admin: > > - Administration → Integrations → 3rd Party HR Admin |
| **4** | Multi-Rate | Sets whether employees in AllianceHCM use a single Base rate for jobs, or multiple pay rates per employee. - **Off** - Only the Base rate is imported and assigned to employee’s job. - **On** - The Base rate is **not** imported, and all other Rate Codes are imported as assigned within Alliance. Learn more about [configuring Rate Codes and jobs for Multi-Rate syncing](/doc/docs/alliance-hcm-integration-overview#alliancehcm-→-r365-data-sync). |
| **5** | Auto Create | Method by which data will be synced and new job and employee records will be created in R365. - **Manual** - Data sync is manually initiated. New job and employee records are manually created and mapped. - **Automatic** - Data is synced automatically. New job and employee records are automatically created and mapped. |
| **6** | Auto Create Job | Sets whether jobs will be created automatically when data is synced. - **Off** – Unmapped jobs must be created manually. Existing jobs will still be auto-matched. - **On** – Unmapped jobs are automatically created in R365. |
| **7** | Frequency | Frequency that data is synced: - **Daily** - Data is synced once per day. - **Every 2, 3, 6, 8, or 12 Hours** - Data is synced on the selected interval. > The Time setting (#6) defines when the first sync runs. Recurring syncs follow the selected frequency from that start time. > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **8** | Time | Determines the specific time of day when a daily data sync occurs, based on the configured sync frequency (#5). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **9** | Time Zone | Time zone associated with the Time setting (#6). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **10** | Apply | Saves changes to configuration settings. |
| **11** | Disconnect | [Disconnects](/doc/docs/disconnect-a-workday-integration) the integration. > This only appears when the integration is connected. |
| **12** | Edit Account Mapping | Opens the [Integration Mapping page](/doc/docs/hr-management-integration-mapping-page), where legal entities, locations, jobs, and employees can be mapped. > This only appears when the integration is connected. |

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LL24I5E3.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A59Z&se=2026-11-10T18%3A09%3A59Z&sr=c&sp=r&sig=11ttRJLhWkrOy0ZRXGxaTrJrRHv832hX6bfR9lhlC%2Fo%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Help Menu | Opens the [Help menu](/doc/docs/help-menus). |
| **2** | Close | Returns to the [Integrations page](/doc/docs/integrations-menu). |
| **3** | Connection Admin | User who can map synced data and who will receive alerts related to the integration. > Only users with the following permission can be assigned as a connection admin: > > - Administration → Integrations → 3rd Party HR Admin |
| **4** | Auto Create | Method by which data will be synced and new job and employee records will be created in R365. - **Manual** - Data sync is manually initiated. New job and employee records are manually created and mapped. - **Automatic** - Data is synced automatically. New job and employee records are automatically created and mapped. |
| **5** | Auto Create Job | Sets whether jobs will be created automatically when data is synced. - **Off** – Unmapped jobs must be created manually. Existing jobs will still be auto-matched. - **On** – Unmapped jobs are automatically created in R365. |
| **6** | Frequency | Frequency that data is synced: - **Daily** - Data is synced once per day. - **Every 2, 3, 6, 8, or 12 Hours** - Data is synced on the selected interval. > The Time setting (#6) defines when the first sync runs. Recurring syncs follow the selected frequency from that start time. > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **7** | Time | Determines the specific time of day when a daily data sync occurs, based on the configured sync frequency (#5). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **8** | Time Zone | Time zone associated with the Time setting (#6). > This field is disabled when the Auto Create setting (#3) is set to ‘manual’. |
| **9** | Apply | Saves changes to configuration settings. |
| **10** | Edit Account Mapping | Opens the [Integration Mapping page](/doc/docs/hr-management-integration-mapping-page), where legal entities, locations, jobs, and employees can be mapped. > This only appears when the integration is connected. |
| **11** | Disconnect | [Disconnects](/doc/docs/disconnect-a-workday-integration) the integration. > This only appears when the integration is connected. |