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Link Microsoft 365 software to Employment Hero

Updated

Available for the following plan: Employment Unlimited
Available for the following User Access level: Admin    

Manage your Employment Hero HR Platform accounts directly from the Microsoft 365 Admin Centre using our software provisioning integration. This feature streamlines and automates the account creation process for your entire team.

To get started, you will need Microsoft 365 Business Plan or above to use software provisioning with the Employment Hero.

 

Getting started

Connect Microsoft 365 to Employment Hero
  1. In Employment Hero, click on Settings  .
  2. In the Security and Access Control section, click the Add-ons link.
  3. Click the Sign in with Microsoft button.
  4. Log in using your Microsoft credentials.
  5. Click the Accept button.
     
Create an account for an employee
  1. Click on People, then select the Employee List sub-menu.
  2. Select the employee that you would like to view.
  3. In the Employee Records section, select the Account Provisioning option.
  4. Click the Three Dots button.
  5. Click the Create Account button.
  6. Complete the following fields:
    • Assign username.
    • Send immediatly.
    • Date.
    • Time.
    • Update employees company email to email above.
  7. Click the Create button. You will receive confirmation that the account has been created, and that an email has been sent to the employee.
  8. You can also see your list of employees via your Microsoft 365 Admin Centre.
     

Daily activities

Link to an existing account
  1. Click on People, then select the Employee List sub-menu.
  2. In the Employee Records section, select the Account Provisioning option.
  3. Click the Three Dots button.
  4. Click the Link Existing Account button. 
Unlink an account
  1. Click on People, then select the Employee List sub-menu.
  2. In the Employee Records section, select the Account Provisioning option.
  3. Click the Three Dots button.
  4. Click the Unlink Existing Account button 
Resend a Notification
  1. Click on People, then select the Employee List sub-menu.
  2. In the Employee Records section, select the Account Provisioning option.
  3. Click the Three Dots button.
  4. Click the Resend button 

Remove data

Suspend access for employees
  1. Click on People, then select the Employee List sub-menu.
  2. In the Employee Records section, select the Account Provisioning option.
  3. Click the Three Dots button.
  4. Click the Deactivate Account button
  5. The employee's status in your Microsoft 365 Admin Centre will also state that their sign-in is blocked.
     
Disconnect your Microsoft 365 account

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.

  1. Log into the Employment Hero HR Platform.
  2. Select the  Settings menu.
  3. Select the Add-ons sub-menu.
  4. Click the Actions button.
  5. Click the Disconnect button.
     

Further Information

What are the three statuses that can apply to an account?

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.
Can manager data from Employment Hero (EH) be synced to Microsoft 365?

No, we currently cannot sync manager data from EH to Microsoft 365 when creating or linking an account in Microsoft 365.

What data can be captured when a Microsoft 365 account is connected to an employee in Employment Hero?

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. Team.
Sign-in method - Email. Personal email.

ⓘ Don't have access to this feature? Contact our friendly sales team if you’d like to upgrade your account to gain access to Microsoft 365 provisioning with Employment Hero today.

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