HRIS Integrations (Workday, BambooHR & Rippling)
Connect Workday, BambooHR, or Rippling to Herd for read-only employment signals — pause outreach for people on leave, and keep hire dates and employment status current.
Overview
Herd's HRIS integrations pull read-only employment signals from your HR system once a day:
Leave of absence — employees on leave are automatically placed on the do-not-disturb list, so trainings, reminders, and nudges pause while they're out. When they return, they're taken off the list, their outstanding due dates shift by the time they were away (no pile-up of "overdue" work on day one), and Herd sends a single catch-up reminder for anything genuinely past due.
Hire date — kept current for onboarding and reporting.
Employment status & terminations — status stays current, and terminated employees are flagged.
Manager and department stay owned by your identity provider — the HRIS never overrides them. Herd never writes anything back to your HR system, and one HRIS connection is active per organization (connecting a second replaces the first).
All three integrations — Workday, BambooHR, and Rippling — live under Settings → Integrations, in the HRIS & ERP section.
Connecting Workday
Herd reads from a Workday custom report (RaaS) via a dedicated Integration System User. Expand Workday Connection Settings and provide:
Workday Tenant Base URL — your Workday RaaS base URL (HTTPS only), for example
https://wd2-impl-services1.workday.com/ccx/service/customreport2/acme.Report Path — the custom report's path relative to the base URL. Point it at a read-only report exposing leave status, hire date, and employment status.
Integration System Username / Integration System Password — a dedicated Integration System User (ISU) with read-only access to that report. The password is stored encrypted and never displayed again.
Click Save Workday Configuration to connect.
Connecting BambooHR
Expand BambooHR Connection Settings and provide:
Company Domain — just the subdomain:
acmeforacme.bamboohr.com.API Key — an API key created by a dedicated read-only BambooHR user. Stored encrypted and never displayed again.
Click Save BambooHR Configuration to connect.
Connecting Rippling
Herd connects to Rippling with a single credential — expand Rippling Connection Settings and provide:
API Token — a read-only Rippling API token with access to workers and leave requests. Stored encrypted and never displayed again.
There's no URL to configure — Herd talks to Rippling's fixed API endpoint. Click Save Rippling Configuration to connect. The sync is read-only and pulls employee records (including future hires), start dates, departments, managers, termination flags, and approved leave requests.
Future hires are handled sensibly. Workers created in Rippling ahead of their start date are matched but don't receive any training until their start date arrives — the hire date, not the employment status, gates delivery, so onboarding trainings follow your onboarding-delay setting from day one.
Monitoring the sync
Once connected, Herd syncs daily; use Sync now to pull immediately. The tile shows the last sync, its duration and status, and outcome counts: Matched, Updated, On leave (suppressed), Returned (cleared), Terminated (flagged), and Unmatched (rows Herd couldn't match to a user).
If the HRIS starts rejecting Herd's credentials, the tile shows an "Auto-sync paused" warning with the provider's error and the next automatic retry time. Once an admin fixes the missing permissions on the HR side, click Sync now to resume immediately — a successful manual sync clears the pause.
Disabling
Click Disable on the tile to stop the sync. Employment data already synced is kept, but leave-of-absence suppressions stop updating until you reconnect.
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