Humaans Integration

 

Benefits of Using Humaans and Expiration Reminder

• Consolidate employee records and compliance information in one place.
• Reduce manual data entry and the errors that come with it.
• Keep employee credentials, licenses, and training up to date effortlessly.

How the Integration Works

The Humaans and Expiration Reminder integration offers the following features:

1. Employee Syncing — Employees in Humaans are automatically synced to Expiration Reminder as contacts. This includes key details such as:
   • Employee name
   • Email address
   • Mobile phone number
   • Job title
   • Department and manager
   Any updates made in Humaans are automatically reflected in Expiration Reminder on the next scheduled sync.
2. Automatic Archiving for Departed Employees — If an employee is marked as terminated or deactivated in Humaans, they are automatically archived in Expiration Reminder. This ensures no notifications are sent to inactive employees, while their document history is kept for audits.
3. Streamlined Notifications — Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. Expiration Reminder then automatically notifies them when documents or certifications are nearing their due dates, ensuring timely renewals.

Before you begin: You will need admin access to both your Humaans account and your Expiration Reminder workspace to complete this setup.

Connecting Humaans to Expiration Reminder

1. Access the Integration Settings — Log in to your Expiration Reminder account, click the workspace settings menu (your name appears in the top-left corner), and click Integrations to view the available integrations.
2. Select Humaans — Scroll to the HRIS Integrations section and select Humaans.
3. Enter Your Credentials — When prompted, confirm that you have admin access. A connection window will open where you can enter your Humaans API token or account credentials.
4. Authorize Access — Follow the prompts to authorize Expiration Reminder to read employee data from Humaans. Review the information shared between the two applications and approve the connection.
5. Finalize the Connection — Once authorized, the system configures the connection and runs the first sync. Click Finish to complete the setup.

Configuration Options

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable employee syncing as needed.
• Trigger a manual sync at any time if you need an immediate update.
• Update settings to match your organization's workflow.

Frequently Asked Questions

How often does data sync between Humaans and Expiration Reminder?

Data syncs automatically every 24 hours. You can also trigger a manual sync from the Configure screen whenever you need an immediate update.

What happens to an employee's data when they leave the company?

When someone is marked as terminated or deactivated in Humaans, they are automatically archived in Expiration Reminder so they stop receiving notifications, while their records remain available for audits.

Do I need to be an administrator to set up the integration?

Can I sync only a subset of employees from Humaans?

Currently, the integration syncs all active employees from Humaans to Expiration Reminder. Filtering by department or team is not supported at this time. If you need to exclude specific employees, contact support.

Yes. You will be asked to confirm admin access when connecting Humaans, since the integration reads employee data from your account.