Skip to main content

Integrate Zenefits with Lattice

Sync your company's Zenefits employee information with Lattice Using Zenefits as your HRIS, you can easily set up your organization in La...

A
Written by Adam Kroboth

Sync your company's Zenefits employee information with Lattice

Using Zenefits as your HRIS, you can easily set up your organization in Lattice through our integration. To sync your Lattice account with Zenefits, you must be an admin in both Lattice and Zenefits.

What employee information will come over to Lattice from Zenefits?

If synced, Lattice will pull the following information from Zenefits:

  • Name

  • Email

  • Job Title

  • Start Date

  • Telephone Number

  • Gender

  • Department

  • Manager

Getting Started

  1. Navigate to Admin > Settings > Platform > Integrations.

  2. Click on Zenefits.

  3. Click Connect to automatically be taken to your Zenefits account.

  4. Select which employee type you want to pull into your Lattice instance. You can filter for employees using the attributes and filters available to you in Zenefits.

  5. Authorize the integration by clicking Authorize.

Screenshot in Zenefits when initially connecting from Lattice

Syncing options

Today, Zenefits has the option to:

  • Auto-sync your employees nightly (this will happen at 12 am PST)

  • Sync manually by clicking the blue Sync button

Even if you choose to auto-sync nightly, you will always have the option to sync manually during the day if needed. Please note that changes will take effect in Lattice on the effective date of the change in Zenefits.

Adding new users

As you are onboarding a new user into Zenefits, you will have the option to sync them to Lattice during the Integrated Apps step. To sync the profile over, check the checkbox for Lattice. The profile will be brought into Lattice on their start date.

Screenshot of Intgrated Apps steps in Zenefits when adding new users

The Zenefits import log

The import log contains information about each sync, including any errors that prevented the sync from occurring.

Learn more about the Import Log.

To disconnect your Zenefits integration, follow this.

Did this answer your question?