Import and Sync Employees automatically (HR-Sync)

The easiest way to create and maintain the organizational structure is through automatic synchronization with your HR software or Azure/Entra Identity Service.

To do this, select "My Company" -> "Employees" -> "Sync".

On the following page, you can access a variety of data sources under "Add" and follow the setup dialog (Note: Please be aware that administrative access rights/API data for the source system are required for configuration. Detailed instructions on how to integrate your HR system will be provided in the dialog based on your selection).

In the next step you can configure which fields should be read from your HR tool. Note: many HR tools also allow configuring this when creating credentials to access the data. Please ensure that all required data is available.

If you are not sure about how to configure your credentials you can access a connection guide for your selected HR tool in the next step.

After the integration is set up, you can use the filter icon to manage which employees will be synchronized to Equipme based on various criteria (e.g., locations/groups).

Once you have completed the filtering, you can start the synchronization, which will automatically run every 3 hours and maintain the system entities: locations, groups, and employees.