Who can sync employees from Simployer One to Employee Surveys?
Only an Owner can sync employees from Simployer One to Employee Surveys.
Where do I sync employees from Simployer One to Employee Surveys?
To open the export page for Employee Surveys, go to:
Performance > Surveys > Export in Simployer One.
How do I choose which employees are included in the Employee Surveys sync?
Use the Employee Surveys sync scope to decide which employees Simployer One exports.
1. Go to Performance > Surveys > Export.
2. Click Edit scope.
3. Choose Everyone at the company to include all employees, or choose Select specific groups or people to limit the export scope.
4. Use Excluded from the scope if you need to exclude specific people from the Employee Surveys sync.
5. Click Save.
Note: Inactive employees cannot be selected in the Employee Surveys sync scope.
How do I manually sync employees from Simployer One to Employee Surveys?
Use a manual sync when you have changed employees or organizations in Simployer One and want to export the current data to Employee Surveys.
1. Go to Performance > Surveys > Export.
2. Click Synchronize.
3. Check the result message on the screen. If the sync is successful, Simployer One shows Employees have been exported.
4. If Simployer One shows an error message, correct the employee or organization information in Simployer One and run the sync again.
Tip: Run a manual Employee Surveys sync every time you make a change related to employees or organizations in Simployer One.
How do I schedule employee syncs from Simployer One to Employee Surveys?
Use a scheduled sync when you want Simployer One to export employees to Employee Surveys automatically.
1. Go to Performance > Surveys > Export.
2. Click Schedule.
3. Add the day or days when the Employee Surveys sync should run.
4. Click Save.
Queued execution: When scheduled sync is enabled, the sync is queued and executed shortly after 06:00 CET on the selected sync day or days.
How do I set up notifications for scheduled Employee Surveys syncs?
Use Employee Surveys sync notifications to alert the right people if issues occur with a scheduled sync.
1. Go to Settings > Integrations > &frankly > Set notifications.
2. Choose whether to notify all Owners or add specific email addresses.
3. Choose the notification trigger.
4. Click Save.
Which employees are exported from Simployer One to Employee Surveys?
Simployer One exports users that are in the active state in Simployer One and included in the Employee Surveys sync scope. Inactive employees cannot be selected in the Employee Surveys sync scope.
Important: Work email is mandatory for the sync unless you activate the toggle Use private email as fallback when work email is missing.
Which employee fields are exported from Simployer One to Employee Surveys?
The Employee Surveys sync exports these employee fields from Simployer One.
Employee Surveys field | Simployer One field | Comment or example |
externalId | EmployeeId | Example: 6128e769ee5cac02018203f27 |
firstName | firstName | Mandatory. Example: John |
lastName | lastName | Mandatory. Example: Doe |
Work email | Mandatory unless private email fallback is activated. Example: john.doe@company.co | |
phone | Work Phone | Must be correctly formatted or left blank. Example: +461234567 |
timezone | Time Zone for user | Exported from the user time zone in Simployer One |
role | Role | Owners are exported as Administrator. All other users are exported as User |
accessInfo: memberOf | Connected groups | Includes Organization, Office, Department, Team(s), and Employment type |
Which groups are exported from Simployer One to Employee Surveys?
Employee Surveys reports are available for groups and teams that have been offered a pulse and meet the anonymity requirements set for the account. When Simployer One exports employees, it also exports the groups and entities those employees belong to.
Simployer One entity | Name in Employee Surveys | Description in Employee Surveys |
Organizations | Name of the organization | Users belonging to the [Name] Organization in Simployer One |
Offices | Name of the office | Users belonging to the [Name] Office in Simployer One |
Departments | Name of the department | Users belonging to the [Name] Department in Simployer One |
Teams | Name of the team | Users belonging to the [Name] Team in Simployer One |
Employment types | Name of the employment type | Users belonging to the [Name] Employment types in Simployer One |
Note: You can activate the toggle Sync manager groups to Employee Surveys if you want to sync manager groups to Employee Surveys.
Which custom attributes can be exported from Simployer One to Employee Surveys?
Simployer One can export selected custom attributes to Employee Surveys when those attributes are connected to exported users.
Attribute | Data in Simployer One | Comment |
City | Personal - City | Optional |
Country | Personal - Country | Optional |
Gender | Personal - Legal Gender | Needs to be created as a custom attribute with the label Gender. The options must be Male, Female, Non-binary, or Not-specified |
Birthdate | Birthdate | Required if active |
Employment date | Employee hire date, first employment date | Required if active |
How do I prepare attributes in Employee Surveys before syncing from Simployer One?
Before Simployer One can export attributes to Employee Surveys, you must add the attributes you want to sync in Employee Surveys. You only need to add the attributes you want to export from Simployer One.
1. In Employee Surveys, go to Account > User management.
2. For Country, City, Birthdate, and Employment date, click the + icon for the attribute you want to add.
3. For Gender, click Add an attribute.
4. Add these values for the Gender attribute:
Attribute: Gender
Name in results: Gender
Mandatory: Turn this toggle on if Gender must be filled in for every employee. Leave it off if Gender can be empty.
Type: Text
Allowed values: Male, Female, Non-binary, Not-specified
5. Click Add attribute.
6. Sync data from Simployer One to Employee Surveys after the attributes have been added in Employee Surveys.
What do Employee Surveys sync error messages mean?
If the Employee Surveys sync fails, use the error message to identify which data needs to be corrected before you run the sync again.
Error message | What it means | How to fix it |
validateThatPhoneNumberIsCorrect | One employee in the company has a faulty phone number. | Create an employee report and include Work Phone as one of the fields. Use the report to find and correct the faulty phone number, then run the sync again. |
validateNoPhoneDuplicates | One employee in the company has a work phone number that is already registered to a user in Employee Surveys. | Create an employee report and include Work Phone as one of the fields. Use the report to find and correct the duplicate phone number, then run the sync again. |
validateDuplicateMailInAnotherCompany | One employee in the company has a work email that already exists on a user in Employee Surveys. | Check the employee work email in Simployer One and correct it if needed. If the email belongs to an existing Employee Surveys user, resolve the duplicate before running the sync again. |
apiTokenValidation | The API token from Employee Surveys that was entered when activating the integration is not currently valid. | Enter a currently valid API token from Employee Surveys, then run the sync again. |
validateExternalProperties | Employee Surveys expects external properties to be sent, or Simployer One is sending external properties that are not activated in Employee Surveys. | Check that the attributes activated in Simployer One match the external properties activated in Employee Surveys. For example, if Simployer One sends Gender with the value Not-specified, the Gender attribute and the Not-specified option must also be configured in Employee Surveys. |
Tip: After you correct the data or integration setup, run the Employee Surveys sync again from Performance > Surveys > Export.
If the fix fails: Contact support and include the exact error message shown in Simployer One.
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