Automate spend management with HRIS integrations on Brex
Automate spend management with HRIS integrations on Brex
Overview
In this post, we will outline:
1. Insights from customers and why we prioritized building HRIS integrations
2. Which HRIS integrations we offer and how easy they are to set up
3. Why HRIS integration provides immense value to your spend management experience.
First, we start with you, the customer:
Customer insights
After we worked with our customer DoorDash to set up HRIS for them, their admin said that once they set up their Workday integration in Brex, it made setting up expense approval chains a breeze.
"When employees get a new manager, the Brex and HRIS integration also makes it easy to see the new reporting chain, so the approval process for expenses and requests is uncomplicated by manager changes."
Brex’s HRIS integrations
Highly integrated with all of Brex: Configuring an integration unlocks the ability to bring even more customization to the spend management experience - seamlessly integrating with Brex budgets, accounting, travel, and more.
Ease-of-use: Setting up an HRIS connection in Brex is quick and intuitive, such that any admin in your organization can get you up and running within minutes.
Security: We understand that employee data is sensitive. Our integrations are reliable and secure, so you don’t have to worry about any data being compromised.
Data: We only sync user data attributes necessary for customizing your Brex experience, such as name, manager, legal entity, and department, enabling quick user provisioning and customization of spend management.
The value of HRIS: Integrating with other Brex products
Budgets: After you sync your HRIS, create budgets to automatically provision spend to users based on different attributes like department, location, cost center, and legal entity.
Accounting: Connect both your HRIS and your ERP to automate the process of month-end close in Brex. After connecting both integrations, go to the Accounting tab in your Brex dashboard to create a 1:1 mapping of fields synced in Brex via your HRIS <> ERP. This enables data related to expenses that an employee incurs to be continuous between both systems. For example, mapping a Workday department to a NetSuite department can help ensure that expenses are properly categorized and accounted for in your ERP.
Reports: Get spend reports based on user attribute data to see how spend differs across your organization.
Travel: Customize travel groups and automatically configure trips for departments with HRIS user data.
Multi-Entity: Once you connect HRIS to Brex, we sync your organization’s legal entities, automatically configuring key global processes such as multi-entity billing.
Conclusion
Get started with our HRIS integration guide or reach out to your Empower Consultant to learn more!