About
Auditors often ask for proof of who works for a client, who has joined, who has left and what each person had to do. Connecting an HR system to ControlMap keeps that list of people up to date for you, so you don't have to put employee lists together by hand at audit time.
This article explains what syncing an HR system does and what it doesn't. For the setup steps, see the article "HR systems (overview)".
What syncing does
When you connect an HR system, ControlMap reads the employee records and keeps the client's People list in step with them:
- It creates a person for each employee it finds and updates that person when the HR system changes.
- The Provider column on the People tab shows which system each person came from.
- A person who disappears from the HR system is set to Terminated on the next sync. The record stays in the list, so the audit history is kept.
- Syncs run weekly. You can also start one yourself from the connection's page with Run Once.
What ControlMap collects
What comes across depends on the HR system. In general it includes:
- First and last name
- Email address
- Employment status
- Start date and end date
- Job title, where the HR system provides one
Which HR systems you can connect
In Monitor › Integrations, the HR cards are:
- HR System, which connects to one of 15+ supported HR systems. You choose your system and sign in during setup.
- Bamboo HR, which connects with an API key and your BambooHR site subdomain.
- Zoho, which connects to Zoho People after you pick your Zoho data center.
Identity providers such as Google Workspace, Microsoft, Okta and JumpCloud can also supply people. Their people also appear on the People tab.
What a synced person gets
Once a person is in ControlMap, the same things apply as for anyone you add by hand:
- Their group decides which onboarding and offboarding checklists they receive and which documents they must acknowledge.
- Their background check and security training status can be tracked on their record.
- They can be invited to My Compliance, where they see their tasks and documents and can acknowledge documents.
Some HR connections have a checkbox, Invite employees to Compliance Portal. When it's on, any new email address ControlMap finds is invited to My Compliance.
Do you have to connect an HR system?
No. You can also build the People list another way:
- Add people one at a time with Add person › Add manually.
- Import many people at once with Add person › Import from CSV.
With either of these, you update the list yourself when someone joins or leaves, for example by setting their Status to Terminated.
