Custom Attributes
Syncing Custom Attributes with Leapsome
Setup with BambooHR
Setup with Personio
Setup with HiBob
Troubleshooting
You can synchronize custom attributes from Personio, BambooHR, or HiBob with Leapsome. This article will outline why this might be helpful and how you can add custom attributes to the synchronization.
Custom Attributes
When activating one of our HRIS integrations, Leapsome by default imports a set of basic information. This typically includes user data such as name, email address, manager, or work location. As each company may use their HRIS in different ways, there may be additional user attributes that you actively use, and would like to also send to Leapsome. This could include user data such as 'Employment type', 'Subcompany', or 'Squad'.
Syncing custom attributes from your HRIS allows you to have more detailed information about your employees in Leapsome. Like that, you can create an experience tailored to the needs of specific groups of employees. You no longer need to add and update this information on your own, as the integration will automate this process.
Your custom attributes from the HRIS can be used to populate the following fields in Leapsome:
- Teams
- Levels
- Leapsome custom attributes
- Additional Manager
If you want attributes from your HRIS to sync with Leapsome custom attributes, please create these attributes in Leapsome first. To reduce manual workload, please format Custom Attributes, that can have a large number of different values, as 'Text'. Learn more about setting up custom attributes in Leapsome in this article.
Syncing Custom Attributes with Leapsome
This guide will show you how to add your custom attributes to your existing integration with Personio, BambooHR, or HiBob. Learn how to set up an integration with an HRIS in this section.
Setup with BambooHR
Once you have successfully set up the BambooHR integration, you can activate the synchronization of custom attributes. To do that, visit the integration settings for BambooHR in Leapsome.
There, click on 'Sync custom attributes'. In the popup window, you get presented with all custom attributes from BambooHR that you can sync with Leapsome. For each attribute from BambooHR you want to sync, you have to select an attribute in Leapsome that it should represent. This could look as follows:
After you finish the mapping, confirm your settings by clicking 'Save and update'. After that, kick off the new synchronization by clicking 'Update & Synchronize'.
From now on, your selected custom attribute(s) from BambooHR should automatically be synced with Leapsome.
Setup with Personio
In Personio's API settings, make sure that the custom attributes you want to use in Leapsome can be accessed via the API. You can access these settings by navigating to Settings > Integrations > API Credentials in Personio. There, you can just tick any attributes you'd like to use in Leapsome in the list of readable employee attributes.
To activate the synchronization of custom attributes, an initial sync needs to be completed. Once your integration is set up, admins can select custom attributes to sync with Leapsome. To do that, visit the integration settings for Personio in Leapsome.
There, click on 'Sync custom attributes'. In the popup window, you get presented with all custom attributes from Personio that you can sync with Leapsome. For each attribute from Personio you want to sync, you have to select an attribute in Leapsome that it should represent. If you decide for your value to populate a custom attribute in Leapsome, please also select which one it should be. If there are values you do not want or need to show in Leapsome, just leave them 'Not mapped'. The result could look as follows:
After you finish the mapping, confirm your settings by clicking 'Save and update'. After that, kick off the new synchronization by clicking 'Update & Synchronize'.
From now on, your selected custom attribute(s) from Personio should automatically be synced with Leapsome.
Setup with HiBob
To allow Leapsome to read attributes that go beyond the attributes that are synced by default, you need to configure the API Token in HiBob accordingly. You can find the token by logging in as the user who initially created it, clicking on your profile in the top right corner and selecting 'API access'. In addition to the 'Full employee read', make sure to add 'Employee field read' as an Approved Scope.
To activate the synchronization of custom attributes, an initial sync needs to be completed. Once your integration is set up as described here, admins can select custom attributes to sync with Leapsome. To do that, visit the integration settings for HiBob in Leapsome. There, click on 'Sync custom attributes'.
In the popup window, you get presented with all custom attributes from HiBob that you can sync with Leapsome. For each attribute from HiBob you want to sync, you have to select an attribute in Leapsome that it should represent. If you decide for your value to populate a custom attribute in Leapsome, please also select which one it should be. If there are values you do not want or need to show in Leapsome, just leave them 'Not mapped'.
Once your mapping looks well, click 'Save and update'. This should trigger a new synchronization, that then will add the defined attributes to your users. You can double-check if this was successful by accessing 'My Company' > 'Employees'.
Troubleshooting
The custom attributes are not showing for all colleagues
If your HRIS seems to not populate the values within Leapsome, this can have two reasons. Please make sure that you properly define your Custom Attribute as the target attribute in the 'Sync custom attributes' menu within Leapsome's integration settings. In addition, please make sure that if you are using a 'Select' type custom attribute, you have set up all dropdown options in the same spelling as in your HRIS. Otherwise, your HRIS will not be able to assign these values to users. To reduce the workload caused by setting up all dropdown options manually, you can simply set your Custom Attribute up as 'Text' type. Like that, all values that are in your HRIS for that attribute will be displayed in Leapsome without any manual work needed.
The custom attributes are showing only for a part of our colleagues
Please check whether the affected individuals have been excluded from the integration. In that case, no updates, and therefore no new attributes from your HRIS, will be added to the profiles of the excluded individuals. You can find all defined exclusion criteria right at the beginning of the attribute list once you click on 'Sync Custom Attributes.'
If you are setting up the integration for the first time, please also ensure that your API Token (HiBob) or the person setting up the integration (Personio, BambooHR) has access to all employees in your HRIS who are supposed to be synchronized with Leapsome.