R365 automatically syncs with HR management integrations at regular intervals. However, when updated information is needed immediately, users can trigger a sync manually.
The manual sync process is consistent across HR management integrations and these steps can be used for Workday, UKG, Alliance, and Netchex.
When the integration Auto Create setting is set to manual, data is not automatically synced and must be manually synced.
Security
Only users with the following permission can manually initiate a data sync:
Administration → Integrations → 3rd Party HR Sync
Manual Sync Steps
Follow these steps to initiate a manual sync:
Click steps to expand for additional information and images.
1) Navigate to the Integrations page.
2) Under Employee HR Management, locate the desired integration.
3) Click Sync.
The Sync button is only displayed when the integration is connected.