Introduction
After you've added a source system, you will need to make some configuration changes. These changes affect how data from the source system flows into HelloID. This article will cover the configuration and management options that are common to all source systems. It will lead you through how to make those changes, how to run a manual import, remove a system, and make global configuration changes. For information about a specific system, please see the other articles in this section or use the search functionality.
Manage Source Systems
Configure a source system
On the Source Systems Overview, find the source system that you wish to configure and click its wrench icon. This will take you to the configuration screen for that system.
The configuration screen is split up into several tabs, as detailed below. You can make changes in any of the tabs to affect how information from the system is imported and handled by HelloID.
General
This tab allows you to update the name and description of the source system.
System
Under the system tab, you can modify the specific details of HelloID's connection to the system. This is the same information that you provided in the Specific tab while adding the system. These details vary from system to system. For information about a specific system, please see the other articles in this section or use the search feature.
Person
The Person tab lets you configure how data from the source system is mapped onto fields within HelloID person records. Each field (A) can contain a Fixed (static) value, a Field value pulled from the source data, or a Complex value. Complex values are formed by JavaScript that is run during the import. Learn more about working with complex mappings here.
Additional fields can be added at the bottom of the pane (B). They are appended to the end of the field list.
You may get a preview of the the field mappings by selecting a person from the dropdown (C). Their details will be loaded according to the specified field mappings.
Contract
The Contract tab allows you to configure how employment and contract information from the source system is mapped onto fields in HelloID. Each field (A) can contain a Fixed (static) value, a Field value pulled from the source data, or a Complex value. Complex values are formed by JavaScript that is run during the import. Learn more about working with complex mappings here.
Additional fields can be added at the bottom of the pane (B). They are appended to the end of the field list.
You may get a preview of the the field mappings by selecting a person from the dropdown (C). Their details will be loaded according to the specified field mappings.
Raw data
This tab lets you see the data that HelloID is importing from the source system for every person, without any modifications, filters, or mappings. Such a view is useful during troubleshooting, as you can see the data in an untouched state. Like with other views, you may search for a person by any part of their display name.
Import schedule
This tab allows you to configure the system for automatic import according to a schedule. Here you may select an hour of the day within which HelloID will run the import. The specific time within the hour may vary. After the source system has been imported, its records will be run through all business rules for the configured target systems.
When you are finished making modifications to the source system, click the Save button to commit your changes.
Perform a manual import
On the Source Systems Overview, find the source system that you wish to configure and click its Start import button. This will initiate an import of the source system, but will not initiate processing and enforcement in target systems.
When the import is finished, a new audit entry will be added to the Latest imports section.
Delete a system
If you no longer need or want a source system in HelloID, you may remove it. On the Source Systems Overview, find the source system that you wish to delete and click its trashcan button. This will remove the source system from HelloID.
Once removed, the person records that were imported from that system will be orphaned and slated for removal on the next import.
Manage Global Source System Configurations
On the Source Systems Overview, you will find the Configuration pane. This area allows you to configure settings that apply globally across all source systems. To modify a configuration item, click its wrench icon.
Display Name
HelloID supports four different display name patterns for source systems. Each is denoted by one of the following abbreviations.
- B: Birth name
- P: Partner name
- BP: Birth name - Partner name
- PB: Partner name - Birth name
You may configure the contents of each of these patterns, or use the provided defaults. If you wish to customize a pattern, you can drag fields from the Person Fields section into any of the text boxes in the Format section, or provide static values Results can be seen in real time in the Preview section after selecting a person record.
When you are finished with your customizations, click Save.
Primary Contract
Because employees may work at more than one location at a time, or have more than one contract, it's important that HelloID be able to determine each person's primary contract. Information from this primary contract can be used a number of ways, such as determining which OU an account is created in, the value of a job title attribute, and more.
The screenshot below shows the default configuration for determining a primary contract in HelloID. If you need to change the logic, you may drag and drop fields or change their sorting order accordingly. For example, if you wanted start date to be the highest priority factor, you could drag it to the top of the list.
When you are finished with your customizations, click Save.
Primary Manager
This area allows you to change how HelloID looks for each person's manager. By default, the manager's information is taken directly from the person's contract record. However, you can configure HelloID to be more granular by getting the manager's information from the person's department, or the hierarchy of their departmental structure.
When you are finished with your customizations, click Save.
