Carta integrations to HRIS (Human Resources Information System) Providers are now available to all users with HR Administrator or above Carta access. The HRIS Integrations we have today are one-way data synchs from either BambooHR, Namely, or Workday into Carta.
Who this affects:
HR Admins, Company Editors, and Legal Admins for all companies
Carta HRIS integrations are now available to users with HR Administrator, Company Editor, and Legal Administrator access. Carta HRIS integrations can:
- Flag Terminated Employees. Employee terminations made in the HRIS appear as pending termination events in Carta
- Flag Existing Stakeholder Updates. Employee profile updates made in the HRIS will appear as pending stakeholder profile updates in Carta
Carta HRIS integrations functionality can be enabled via the Company > Settings > Integrations page. The data pulled by the HRIS integrations is then shown in the Stakeholders > Stakeholder Updates page where, you can find:
1. Pending HRIS employee profile updates for stakeholder profiles that already exist in Carta
2. Pending terminations for employees who were terminated in the HRIS but not in Carta
Learn more about setting up each HRIS integration here:
Lastly, for Enterprise companies, Carta also supports flat file integrations with HRIS Providers that support automatic report uploads via SFTP. Contact your Carta Account Manager if you want access to the flat file integrations feature.