HR systems

Learn how to set up your HR system integration with Swarmia.

Why should I link my HR system with Swarmia

Sync time off periods to get more accurate developer effort metrics.
Enhance Swarmia’s contributor data quality by syncing employee data.

Connecting HR systems to Swarmia

Prerequisites

You need to be a Swarmia admin for your organization
You need to be an admin for your HR system (See path 1) or have your HR system admin complete the setup (See path 2)

Swarmia uses Merge.dev to integrate with most of the common HR systems (see all supported systems).

Path 1: Setting up directly

Navigate to Settings > HR system.
Click Connect (you will need to be an admin in your HR system to complete this path).
Select your HR system and follow the instructions provided by Merge.dev to complete the integration.
Once complete, you’ll see a Connected indicator in the Swarmia settings.

Navigate to Settings > HR system.
Click the Share link below the Connect section. This will copy a unique link to your clipboard. The link expires in 7 days.
Share the link with your HR system administrator. The page will prompt them to select your HR system and follow the instructions provided by Merge.dev to complete the integration.
Once complete, you’ll see a Connected indicator in the Swarmia settings.

Ensuring HR system integration works

After connecting your HR system, you can verify the integration is working properly by checking the HR system settings page. This page displays the current sync status of your HR data.

Ensuring all your team members are linked

Once you’ve connected your HR system, Swarmia will automatically match your employees’ existing Swarmia profiles. You can navigate to Contributors under Settings > Team & Members to see how your employees have matched.

Each contributor matched with your HR system will have a corresponding logo below their name and email address.

When Swarmia isn’t entirely confident about the match, you may see suggestions to merge profiles from different systems. These suggestions will appear on the right side of the contributors table.

Checking HR system access permissions

Before connecting the HR system, it's important to understand what data will be accessed. This guide walks you through reviewing the permissions that will be requested during the setup process.

Navigate to Settings > HR system.
Click the Connect button.
Select your HR system.
Click the I am an admin button.
Review requested permissions.

Supported HR systems

What data Swarmia can access depends on how your HR system handles permissions. Some systems give you more control than others. Merge.dev documentation provides more details on each system.

Please let us know if you do not find your HR system in the list below.