Connect your HRIS to Opus so your team's details in Opus stay accurate as your team changes.
Once it's set up, Opus regularly pulls key details (like who's hired, their Role, and their Location) from your HRIS, without extra admin work. As always, the Opus team is here to help at every step.
✅ Before you start: Admins connect an HRIS from People > HRIS in the dashboard.
Managers can only see the HRIS page if they've been given the Manage Org Integrations permission.
HRIS integrations aren't included in the Starter plan.
Before diving in, here are the most important things to know:
Integrating with your HRIS is not the only way of keeping your team's information up to date in Opus. Reach out to your Customer Success Manager or to support@opus.so to find the best option for your business.
Your team's data in Opus is only as good as what's in your HRIS. Make sure it's up to date before integrating.
Opus checks your HRIS for changes every hour. How soon a change appears also depends on how often your HRIS shares its data.
Even with an HRIS integration, no one is invited automatically. Team members still need to sign up and download the Opus Training app. Once they do, the integration helps
onboard your team,
manage deactivations,
and keep promotions, Roles, and Locations up to date.
Some integrations require manual work from your HRIS provider. Depending on their responsiveness, we've seen implementations take up to a few months to set up, and they may involve additional costs.
Table of Contents:
What Is an HRIS?
HRIS stands for Human Resources Information System. It's the platform where you manage your team's information. You might refer to it by another name, such as:
HRMS or HCM
Payroll system
HR software
Employee management system
If your business uses any of these, that's most likely your HRIS. Here's a list of HRIS providers we integrate with.
What Is SFTP?
SFTP stands for Secure File Transfer Protocol. It's a secure method some HRIS systems use to share your team's data with other platforms like Opus. Your HRIS regularly sends an encrypted file of your team's records to a secure server, where Opus picks it up and syncs the data.
❓ Does your HRIS support SFTP? Not all HRIS systems do. If yours doesn't, you may still be able to connect through a direct integration or CSV upload. Reach out to support@opus.so if you're not sure which option is right for you.
Do You Need to Integrate Your HRIS With Opus?
The short answer: No, an integration with your HRIS is optional. That said, connecting your HRIS can make a big difference as your team grows. It can help with:
Onboarding new hires: When a new hire is added to your HRIS, their Role, Location, and profile details come into Opus automatically. This gives them the right access and assigns them the Opus training relevant to them. Admins and Managers can also see which team members haven't been invited yet.
Managing Opus deactivations: When someone leaves your business and is removed from your HRIS, they're deactivated in Opus automatically.
Keeping up with changes: Promotions, Role changes, and Location updates sync from your HRIS into Opus automatically, so each team member can only access what they're permissioned to see.
Without the integration, an Admin or Manager makes these updates manually.
❓ Does the integration send invites? No. Team members still need to be invited to Opus, and they'll need to sign up and download the app before they can get started.
Before You Start
Your HRIS data is the foundation: whatever is in your HRIS is what Opus will reflect. If your team's records, Roles, or Locations are out of date, clean that up before connecting.
Take a few minutes to review:
Are all active team members listed with current Roles and Locations?
Have team members who left been marked as inactive?
Are Location and Role names consistent?
Getting this right upfront will save you cleanup later.
ADP and Paylocity: What to Know First
These two integrations have a different setup process than others. Read this before starting.
ADP
If you use ADP, you'll need to work directly with your ADP representative to complete the setup. To start, go to People > HRIS, click Add integration, select ADP, and click Generate Email. Add your ADP representative as the recipient and keep support@opus.so in CC.
Things to note:
There may be an added cost: Setting up and maintaining the ADP report may come with fees depending on your agreement with ADP. Opus has no control over this.
It can take a while: We've seen ADP integrations take up to three months to complete. The timeline depends on both ADP and your team's involvement. You may also need to get internal approval and sign additional work orders or agreements with ADP directly.
Paylocity
To start, go to People > HRIS, click Add integration, and select Paylocity.
Someone on your team will need the highest level of admin access in Paylocity to set up the required report. The Connect Paylocity window lists the permissions they need and where to check them in Paylocity.
Once confirmed, that person clicks Book Setup Call to book time with the Opus team, who will guide them through the setup.
💡 Need help? No matter which system you're integrating with, the Opus team is here to help. For any questions or troubleshooting, reach out to support@opus.so.
What Happens After You Connect
Once your HRIS is connected, here's what to expect:
Your team's data comes in: Names, phone numbers, Roles, and Locations are pulled from your HRIS.
You can see who still needs to be invited: Go to People > HRIS and filter by Link status > Not Linked. In the Opus Training app, you and your Managers can also see who at your Locations hasn't been invited yet.
Manual linking may be needed: If a name or detail doesn't match exactly between the two systems (like a middle name in one but not the other), you can link records manually in People > HRIS.
💡 Invite your team: Even after connecting your HRIS, team members still need to be invited to Opus and download the app to get started. Learn how to invite your team to Opus.
How to Connect Your HRIS
Read the step-by-step guide in HRIS Integration Overview.
💡 Supported systems: Opus supports integrating with many different HRIS systems. See the full list in HRIS Integration Overview.
Uploading via CSV Instead
If your HRIS isn't on our supported list, or you'd rather upload manually, you can import a CSV file instead.
➡️ Learn more:
HRIS Integration Overview: how to connect, invite statuses, and manual linking
How to Import a CSV from Your HRIS: required columns and upload steps
FAQ
Do I have to integrate my HRIS to use Opus?
No. The integration is optional, and many large customers use Opus without it. Without the integration, Admins and Managers handle onboarding, deactivations, and Role changes manually.
How long does setup take?
For most systems, you can set it up yourself in a few minutes. ADP is the exception: setup can take a couple of weeks to a few months due to third-party dependencies. Paylocity also requires some coordination with your team and Opus before getting started.
How often does the HRIS sync with Opus?
Opus checks your HRIS for changes every hour. How soon a change appears also depends on how often your HRIS shares its data.
What if a team member's profile doesn't match between systems?
An Admin can link them manually in People > HRIS. Click their name on the Employees tab, then click Link to opus user and pick the right team member.
Who can see the HRIS page?
Admins can. Managers can only see it if they've been given the Manage Org Integrations permission.
What if I need help during setup?
The Opus team is here to help. Email support@opus.so anytime.