User management through your HR system

Connecting your HR system to Pleo lets you easily invite employees without manually adding them, automatically remove users who leave the company, and mirror your org structure in Pleo so teams, reviewers, and team members stay up to date.

Set up the integration

1. Navigate to Settings
2. Access Integrations
3. Select your HR system
4. Click Connect
5. Follow the instructions
   
   

Once the integration is set up, users are automatically synced between Pleo and your HR system. Here is how this affects your users:

• Users in both systems
  They are linked automatically and will show an "added via…" label. If you remove them from your HR system, their access to Pleo is revoked automatically.
  
  
• Users only in Pleo
  Users who exist only in Pleo remain active and can only be deleted manually. To link these users to your HR system, ensure they use the same primary email address in both systems
  
  
• Users only in the HR system
  Users found only in your HR system appear on the Add people page. They do not have access to Pleo until you invite them.
  1. Go to People
  2. Click Add people
  3. Select the users you want to invite
  4. The users will receive an email invitation to accept

Set up team sync

Automates the creation and management of teams in Pleo based on the hierarchy you've already set up in your HR system.

1. In Pleo, navigate to Settings
2. Access Integrations
3. Select Settings
4. Click Setup team sync
5. Teams will be created based on your manager hierarchy in the HR system
6. Review the Unassigned Team 
7. Click Complete setup