Connect your HRIS to Opus to keep your team's Roles, Locations and status up to date automatically. An HRIS integration can:
Show which team members haven't joined Opus yet
Automatically deactivate team members who've left
Assign the right Roles and Locations when team members join Opus or get promoted
✅ Before you start: Admins find it under People > HRIS in the left nav. Managers need the Manage Org Integrations permission.
Table of Contents:
What is an HRIS?
HRIS stands for Human Resources Information System. You might also call it:
HRMS
HCM
Payroll system
HR software
Employee management system
People system
These are all names for the system where you keep your team's information.
Why Integrate Your HRIS?
Keep Data in Sync:
Your team's Locations and Roles come into Opus from your HRIS automatically
Link existing Roles and Locations between both systems
Keep your team's information current in both places
Auto-Assign Training:
When a new hire gets their Role from your HRIS, your Automations assign their training
When a team member is promoted, the training for their new Role is assigned automatically
Great for big rollouts like compliance training
No manual work needed
Manage Team Changes:
When a team member is marked inactive or on leave in your HRIS, Opus deactivates them automatically
Their training history stays saved
If they come back to the business, Opus reactivates them with their training history
How to Connect Your HRIS
The first time you open the HRIS page, Opus walks you through three steps: Connect, Verify and Activate.
In the left nav, go to People > HRIS
Click Add integration
Choose ADP, Paylocity or 7shifts, or click Explore 40+ integrations to find your HRIS
Follow the setup instructions for your HRIS (each system is a little different)
Click Next Step and check that your team's list looks right
Click Activate
Getting Your Team into Opus
After you connect your HRIS, you still need to invite your team to Opus. When a team member joins, Opus matches them to their HRIS record by phone number or name and applies their HRIS Locations and Roles.
To see who hasn't joined yet:
Go to People > HRIS and open the Employees tab
Filter by Link status > Not Linked
💡 Team members who leave: When a team member is marked inactive or on leave in your HRIS, Opus deactivates them automatically.
Understanding Link Status
The Opus user column on the Employees tab shows whether each HRIS record is linked to a team member in Opus.
Linked: Opus matched the HRIS record to the team member's Opus profile, and their name shows in the Opus user column.
Not Linked: Either:
They haven't joined Opus yet, or
Opus couldn't match their profile to the HRIS record (you can link them manually)
Managers also see a Not Invited count on their dashboard Home.
Manually Linking Your Data
Sometimes names, Locations or Roles don't match exactly between systems (for example, a middle initial in one place but not the other). When this happens, link them manually.
Linking Your Team:
Go to People > HRIS and open the Employees tab
Click the name in the list
In the sidebar, click Link to opus user and pick the right team member
Click Save
Linking Locations:
Go to People > HRIS and open the Locations tab
Click the Location name in the list
In the sidebar, click Link to opus location and pick the matching Location
Click Save
Linking Roles:
Go to People > HRIS and open the Roles tab
Click the Role name in the list
In the sidebar, click Link to opus role and pick the matching Role
Click Save
💡 See more details: Click a team member, Location or Role on the HRIS page to open a sidebar with more details, such as when it was first synced from your HRIS.
Which HRIS Systems Can Opus Integrate With?
Opus works with over 50 HR systems, payroll systems, and employee management platforms. Here are the systems you can integrate with:
A-C
7Shifts (for employee scheduling)
ADP Workforce Now
Altera Payroll
BambooHR
Breathe
Charlie
ChartHop
ClayHR
Crunchtime (direct integration)
D-E
Dayforce (formerly Ceridian Dayforce)
Deputy (direct integration)
F-H
Factorial
Freshteam (Freshworks is sunsetting this product, check with your rep for migration timing)
Google Workspace
Gusto
HR Cloud
HR Partner
Hibob
HotSchedules
Humaans
I-L
IntelliHR
JumpCloud
Justworks
Lano
Lucca
M-P
Microsoft Entra ID (formerly Azure Active Directory)
Namely
Nmbrs
Officient
Okta
OneLogin
Paychex
Paycor
Paylocity (direct integration)
PeopleHR
Personio
Proliant
Q-S
Qu POS (direct integration)
Rippling (via SFTP)
Sage HR
SAP SuccessFactors
Sesame
Square Payroll
T-Z
TriNet
TriNet HR Platform (formerly Zenefits)
UKG Pro
UKG Pro Workforce Management (formerly UKG Dimensions)
UKG Ready
Workday
❓ Don't see your HRIS? We're always adding more partners. Email support@opus.so to ask about it. We're working on adding new integrations all the time. You can also upload a CSV instead.
Uploading Team Data via CSV
If your HRIS isn't on the list, or you prefer to upload data yourself, use a CSV file from your HRIS instead of an integration.
What you need:
A CSV file from your HRIS
Required columns: Employee ID, Name, Phone Number and Termination Date
Optional columns: Role and Location
Quick steps:
Go to People > HRIS
Click Upload a CSV in the top right corner (during first setup, it's on the Connect step)
Choose your file
Match each CSV column to its Opus field (the column names don't have to match)
Click Next Step and check your active team (a blank termination date means the team member is active)
Review the summary and click Apply
➡️ Learn more:
How to Import a CSV from your HRIS: step-by-step CSV import, column formats and date formats
FAQ
What systems does Opus work with?
Opus works with over 50 HR systems, payroll systems, and employee management platforms. Check the list above to see if yours is there.
What happens when someone gets fired or quits?
When they're marked inactive or on leave in your HRIS, Opus deactivates them automatically. All their training history stays saved.
What if someone leaves and comes back later?
When they're active again in your HRIS, Opus reactivates them and their old training history comes back.
Why isn't someone showing up right in Opus?
Opus matches team members by phone number or name, so a different phone number or a middle initial can stop a match. Link them manually from the HRIS page.
Who can set up an HRIS integration?
Admins can. Managers need the Manage Org Integrations permission. For help with access, message our team through chat or email support@opus.so.
Does Opus work with scheduling software?
Yes. Opus works with scheduling systems like 7shifts, HotSchedules and Deputy.
What's the difference between "Linked" and "Not Linked"?
"Linked" means Opus matched the HRIS record to a team member in Opus. "Not Linked" means they haven't joined Opus yet, or Opus couldn't match them automatically.



