What happens if I remove my HRIS Connection?
When does the Daily Sync between Float and my HRIS take place?
How are Suggested Users Populated?
Can I still edit user data manually if I have connected an HRIS integration?
What happens when a user is terminated in my HRIS?
Why isn't a Float user syncing with an HRIS user, when that individual is in my HRIS?
Why isn't a manager auto-syncing after I've connected my HRIS?
I am having trouble integrating Float with my HRIS, is there a guide I can follow?
Can I re-sync my HRIS connection?
What happens if I remove my HRIS Connection?
Admins can disconnect their HRIS connection from Float by going to Settings > HRIS > Disconnect. This will not remove any users that have already synced through to Float from your HRIS system. However, it will prevent any existing user profiles from being updated and stop new user profiles from syncing through and appearing in Float under the "Suggested Users" tab.
Does Float update my HRIS?
We have a read-only integration, which means that we will pull information from your HRIS to Float but won't push anything to your HRIS. As a result, once you connect the integration, you won't be able to update the names, job titles or managers of individuals that are linked from the HRIS through Float. Any updates to those fields have to be through your HRIS, and the changes will reflect in Float at your next daily sync.
When does the Daily Sync between Float and my HRIS take place?
HRIS connections with Float re-sync once every 24 hours from when it was first configured. The sync updates names, job titles, emails, managers, and profile pictures.
How are Suggested Users Populated?
Float syncs with your HRIS daily and finds users in the HRIS who don't have an account in Float based on a direct email match. Float will add those individuals, as well as any users who have a start date set in the future in your HRIS, to the Suggested Users tab in Float.
Float will also propose a role for all the suggested users based on if they have direct reports in your HRIS or not. You can change the proposed role of the users and assign them to a team before you invite them individually or invite them in bulk to Float.
If you have SSO/SAML set up, you will need to grant that individual access to Float through your SSO system.
Can I still edit user data manually if I have connected an HRIS integration?
If the Float user is linked with an HRIS user, you can’t edit their name, job title, manager or profile photo within Float. You can change their role (eg. spender, manager, administrator) within Float.
If the Float user is not linked with an HRIS user, you can edit their data within Float.
What happens when a user is terminated in my HRIS?
Employee Termination Date:
When an employee is marked as terminated in your HRIS, Float uses that same date to begin deprovisioning their account in Float.
For example, if an employee’s last day is two weeks from now and that date is entered as their "termination" or "last day" in your HRIS, Float will automatically notify the Primary Administrator and pause the user’s cards (if this setting is enabled) on that date.
Please note: After the user’s cards have been paused, an Administrator will need to manually delete the user from Float. For more information on deleting users, please review this article: Deleting Users in Float
Deprovisioning Settings in Float:
With an active HRIS integration, if you enable the pause card function under Settings > HRIS integration > Deprovisioning Settings, Float will pause all cards assigned to the user on the termination date set in your HRIS system.
Why isn't a Float user syncing with an HRIS user, when that individual is in my HRIS?
The Float email needs to be a direct match with the email in the HRIS. Once the email has been updated in your HRIS, any Administrator can change the user's email in Float so they will sync to your HRIS. Once the emails match, at the next daily sync between HRIS and Float, the user will sync correctly between both platforms.
For detailed instructions on updating emails in Float, please review this article: Changing a Float User's Email Address
Also, once the email is changed in Float, you will need to inform the individual that their Float email has changed and they need to use the updated email to log in to their account. Their password will not change and will remain the same as it was before the email change.
Please note: You cannot change the email of a Primary Administrator in Float. If you need to change a Primary Administrator email, please reach out to support@floatfinancial.com
If a user is promoted as a manager in my HRIS, will their role in Float automatically change to a manager role?
If a user is promoted to a manager in your HRIS, their role will not be automatically updated to a manager role in Float.
The Primary Admin will receive an email from Float on any weekday when a "role mismatch" is discovered. The email will instruct the Primary Admin to upgrade that user's role to a manager only if the user is currently a spender. If that user is an Admin in Float already, the Primary Admin will not get notified since that user will have more than sufficient permissions to be someone's direct manager in Float.
Why isn't a manager auto-syncing after I've connected my HRIS?
If a manager isn’t automatically being assigned to an employee during a sync, it is likely due to permissions. Only users with "Manager" or "Administrator" roles in Float will be assigned as the manager of their direct reports automatically. If the manager has "Spender" or "Bookkeeper" permissions, the sync won’t work.
To sync user-management assignments from your HRIS, ensure the managers have the Manager (or Administrator, if appropriate) role in Float. See: Assign or Update a Manager Role in Float
Another common issue is mismatched emails. The email address in Float must exactly match the one in your HRIS system for both the user and the manager. If there’s any difference, the sync will fail.
I am having trouble integrating Float with my HRIS, is there a guide I can follow?
If you are running into issues connecting your HRIS, you can see a full step-by-step guide for each HRIS integration we support here.
Can I re-sync my HRIS connection?
HRIS connections with Float re-sync once every 24 hours from when it was first configured.
If you wish to have your HRIS integration synced manually, please reach out to Float support via email at support@floatfinancial.com.