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How Can I Import my BambooHR Users
Integrating with
BambooHR
We are natively integrated with
BambooHR
, allowing you to easily
import
users
into SkyPrep by following these steps… Deactivate existing
users
who no longer match
import
rules: When enabled, this option will disable the… Here you
can
choose which SkyPrep Property is linked to your
BambooHR
values
Importing
Users
with Existing Course Data
If you want to
import
both
users
and their course history, you
can
do so with a CSV file. This article covers the template changes required… We provide the option to
import
all of your
users
' previous course progresses, including the days they… You
can
also update your existing
users
' course progresses with this method -- just include their information
Adding
Users
There are several ways to add
users
in SkyPrep… The first method is used to add individual
users
… You
can
remove the sample data, but please do NOT change or remove the headers (e.g. first_name, role
Deleting
Users
If you want to delete a user, follow these steps. Only delete
users
if you are sure you will not need their course history in the future!… First, click on
Users
in the sidebar
Enabling Multifactor Authentication
Learn
how
users
can
enable SMS and email sign-in authentication… To set up multifactor authentication (2FA) on an account, click on your profile picture then on
My
Account
Integrating with ADP
We are directly integrated with ADP, allowing you to easily
import
users
from your ADP system into SkyPrep by following the steps shown here… Auto
Import
New
Users
: Automatically adds new
users
in ADP to your SkyPrep platform as long as they fall… Once your Data Mapping and
Import
Rules are set up, you should see
users
populate in the
Users
tab
Integrating with Deel
You
can
then set
Import
Rules to specify whether the user is added or skipped if they match the conditions… Select the Use
my
credentials (recommended) option… Finally, click on
Import
Rules
HRIS Data Mapping and
Import
Rules
This is the area where you
can
define which
users
are imported or skipped… If necessary, you
can
keep stacking rules to tailor the
import
behavior to suit your needs… to
import
based on those fields
Adding
Users
in Bulk
You
can
remove the sample data, but please do NOT change or remove the headers (e.g. first_name, role… You
can
remove the sample data, but please do NOT change or remove the headers (e.g. first_name, role… Lastly, click Upload
Users
. [Inline Video]
Deleting
Users
in Bulk
Click Delete
Users
. Alternatively, you
can
use the field right above the Delete
Users
button… Click Delete
Users
. Alternatively, you
can
use the field right above the Delete
Users
button… Once that's finished, click Delete
Users