Streamline workforce management by connecting Insightful to your HR tool. HRIS integrations are available on all plans.
To find them, go to Settings → Integration & System → Org Chart. This section is visible to Admins and Managers with the appropriate permissions.
Click Configure on an integration card to set it up directly. Once an integration is activated, it appears in the Active section at the top of the page. We support one active HRIS per account.
Click the "See More" button for quick access to details and settings.
Integrations in the Beta section require approval before activation. To request access, click Send Request on the integration card and complete the form. The integration will be enabled once your request is approved.
What Our HRIS Integrations Do
Insightful syncs automatically with your HR tool at regular intervals. Changes made in your HR tool appear in Insightful within 30 minutes, reflecting recent changes. You can also trigger a manual sync at any time.
1. It's one source of truth for employee data
Insightful uses each employee's work email to find a matching employee in your connected HR tool. Employees must already exist on the Insightful platform and have a matching email address in both systems to be matched.
Only matched employees have their data updated through the integration.
For these employees, your HR tool becomes the single source of truth for synced data. Make any changes in your HR tool, and Insightful will reflect them during the next sync. Synced fields can no longer be edited in Insightful.
When a new employee is added to Insightful, the next sync will try to match them with an employee in your HR tool using their work email.
The following personal data is synced for employees:
First and last name
Work email
Employment status
Job title
eID (optional, mapped to aliasID field)
Insightful also assigns each matched employee to the appropriate team based on data from your connected HR tool. If the team doesn't exist in Insightful, the integration creates it. In most HR tools, teams are mapped from the Department field.
You can exclude specific employees from mapping and syncing from the HRIS configuration tab. Their personal data will not be updated through the integration.
2. Keeps manager access aligned with your organizational structure
Insightful keeps manager access up to date by assigning matched employees and groups (coming soon) to the appropriate matched managers. Managers, in order to be matched and mapped, need to have the email address in both systems, same as employees.
Managers get scope access to employees who report to them directly or indirectly. For example, a sales lead can see the sales executives who report to them, while the VP of Sales can also see those employees through their reporting relationship with the sales lead.
Changes to team assignments and reporting relationships in your HR tool are reflected in Insightful during the next sync, keeping both employee placement and manager access up to date.
You can exclude specific managers from mapping and syncing from the HRIS Review Mapping tab. Their access scope will not be updated through the integration. You can also turn off syncing for all managers completely.
Coming soon: choose which additional HR grouping fields to sync. You'll be able to select which fields to include or exclude, with selected groupings synced into Insightful as org groups. For example, an employee on the SMB Sales East Coast team could also belong to the Sales, East Coast Sales, and New York Office org groups.
3. Makes it clear when employees are expected to work
Insightful imports approved Time Off entries from your connected HR tool into the dashboard's Schedules & Time Off section, so managers can see when employees are on leave and when they're expected to work, without entering the same data twice.
Time Off entries also adjust utilization goals, reducing them for partial-day leave or removing them entirely for full-day leave.
Insightful imports only approved requests for matched employees, covering up to 31 days in the past and all future dates, using each employee's last known time zone. A single synced Time Off entry can span a maximum of one year.
Time Off types from your HR tool are organized into Insightful's existing categories:
Paid time off
Unpaid time off
Holiday leave
Other
A custom Time Off type is created under the relevant category, using the same name as in your HR tool. For example, Jury Duty would appear under Other.
Admins and managers with the appropriate permissions can review these types in Settings → Custom Times → Time Off Types.
Synced entries are read-only and labeled as coming from your HR tool. Manual entries and CSV imports can still be used alongside them.
You can turn off time off sync from the HRIS configuration tab. All previously imported entries will be kept intact in Insightful.
To learn more, please review this article.
Okta, Entra, Google Workspace and JumpCloud are Identity providers and do not contain any time off data.
4. Easy offboarding
When a matched employee is offboarded in your connected HR tool, Insightful automatically deactivates them and stops tracking their data.
Check if it's right for you
One HR tool for one organization: Only one HRIS integration can be active per account. CSV upload is considered an HR tool, which means organizations can choose either CSV or the HR tool integration, but not both simultaneously.
Employees need to already exist in Insightful: Only employees who already exist in Insightful and have a matching work email in both systems can be matched and synced.
Still have questions? Send us a message in our help chat.
Frequently Asked Questions
How often does the integration sync?
Insightful syncs automatically with your HR tool at regular intervals, and changes made in your HR tool appear in Insightful within 30 minutes. You can also trigger a manual sync at any time by clicking Sync Now on the integration page.
What will happen to my existing data in Insightful after sync?
Once integrated, the integration will override existing data for matched employees. The integration will:
Update matched employee profiles in Insightful with information found in the HR tool
Assign matched employees to the right teams
Keep manager scope aligned with reporting relationships in your HR tool (if Manager Scope Sync is enabled)
Deactivate employees in Insightful who have been offboarded in the HR tool
Can I change the employee's details in Insightful after sync?
For matched employees, synced fields can no longer be edited in Insightful. If you need to change employee data, do so in the HR tool, and Insightful will update accordingly during the next sync.
Can I prevent certain employees from being synced with an HR tool?
Yes. Matching is done based on work email. You can exclude specific employees (and managers) from mapping and syncing from the HRIS configuration tab. Their data will no longer be updated through the integration, but the data already synced will remain.