Available for the following plans: Plus, Unlimited HR, Elite, Unlimited HR+Payroll
Available for the following HR plan: Platinum
Available for the following User Access level: Admin
Software provisioning allows you to streamline the account creation process for employees and administrators. You can use software provisioning with Microsoft 365 to easily manage your employees' accounts in the Employment Hero Platform. The feature is currently in a trial period. Further details regarding the full release will be announced soon. You will need Microsoft 365 Business Plan or above to use software provisioning with the Employment Hero Platform.
Getting started
- Log into the Employment Hero platform.
- Click the Settings menu.
- Click the Add-ons sub-menu.
- Click the Sign in with Microsoft button.
- Log in using your Microsoft credentials.
- Click the Accept button.
- Log into the Employment Hero platform.
- Select the People menu.
- Select the Employee List sub-menu.
- Select the employee that you would like to view.
- In the Employee Records section, select the Account Provisioning option.
- Click the Three Dots button.
- Click the Create Account button.
-
Complete the following fields:
- Assign username.
- Send immediatly.
- Date.
- Time.
- Update employees company email to email above.
- Click the Create button. You will receive confirmation that the account has been created, and that an email has been sent to the employee.
- You can also see your list of employees via your Microsoft 365 Admin Centre.
Syncing Manager Relationships
When you create a new Microsoft 365 account for an employee, their reporting line (manager relationship) will automatically sync to Microsoft 365. For the sync to be successful, the assigned manager must already have a Microsoft 365 account. If the manager does not yet have an account, the reporting line will sync automatically once their account is provisioned or linked.
Daily activities
- Log into the Employment Hero platform.
- Select the People menu.
- Select the Employee List sub-menu.
- In the Employee Records section, select the Account Provisioning option.
- Click the Three Dots button.
- Click the Link Existing Account button.
When linking an existing Microsoft 365 account to an Employment Hero profile, the manager relationship set in Employment Hero will be applied to the Microsoft 365 account. Employment Hero serves as the source of truth; any existing manager data in Microsoft 365 that differs from Employment Hero will be updated to match.
While the Microsoft 365 integration is active, any manager updates made within Employment Hero—including those made via CSV import or bulk updates—will automatically sync to the Microsoft 365 org structure.
Changes made while the integration is disconnected are not automatically synced upon reconnection. To manually trigger a reconciliation of all reporting lines from Employment Hero to Microsoft 365, use the 'Sync reporting lines' option found under the integration actions.
- Log into the Employment Hero platform.
- Select the People menu.
- Select the Employee List sub-menu.
- In the Employee Records section, select the Account Provisioning option.
- Click the Three Dots button.
- Click the Unlink Existing Account button
- Log into the Employment Hero platform.
- Select the People menu.
- Select the Employee List sub-menu.
- In the Employee Records section, select the Account Provisioning option.
- Click the Three Dots button.
- Click the Resend button
Remove data
- Log into the Employment Hero platform.
- Select the People menu.
- Select the Employee List sub-menu.
- In the Employee Records section, select the Account Provisioning option.
- Click the Three Dots button.
- Click the Deactivate Account button
- The employee's status in your Microsoft 365 Admin Centre will also state that their sign-in is blocked.
Helpful Hint
The account of any employee added through the software provisioning tab will not be deactivated when you disconnect your Microsoft 365 account. You will need to remove that account manually.
- Log into the Employment Hero Platform.
- Select the Settings menu.
- Select the Add-ons sub-menu.
- Click the Actions button.
- Click the Disconnect button.
Further Information
There are three statuses that can apply to an account:
- No access: Employee has no known access to the connected application.
- Active: Employee currently has an active account with the connected application.
- Deactivated: Employee has an account with the connected application, but it is currently deactivated/inactive/suspended.
Yes, manager relationships automatically sync to Microsoft 365 when accounts are created, linked, or updated within Employment Hero.
Please note that Microsoft 365 currently only supports one manager per person. Because of this, only the Primary Manager set in Employment Hero will sync. Secondary managers and indirect reporting lines (such as a manager's manager) are not included in the sync.
When a Microsoft 365 account is connected to an employee in Employment Hero (EH), the following data is captured:
| Microsoft 365 Data. | Employment Hero (EH) Data. |
|---|---|
| Display Name. | Full Name. |
| First Name. | First Name. |
| Last Name. | Last Name. |
| Job Title. | Current Job Title. |
| Department. | Group. |
| Sign-in method - Email. | Personal email. |
| Manager. | Primary Manager. |
ⓘ Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to Microsoft 365 provisioning with Employment Hero today.
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