How do I invite or remove users in bulk via HRIS?


Brex’s Human Resource Information System (HRIS) integration helps to manage your Brex users from within your HRIS rather than from within the Brex dashboard. Follow steps in How do I connect my HRIS to Brex? to make sure your integration is set up before managing users, then follow the relevant steps below.

Inviting users

After receiving the email letting you know that the sync was successful, you can invite your team from the Brex dashboard. Follow the steps below to invite employees individually or in bulk.

Step 1: Go to Settings > Company.

Step 2: Under HRIS, click Manage.

Step 3: Select whether you want to invite certain individuals or all employees.

Note: if you select Invite all users, any new full-time employees added to your HRIS in the future will automatically be invited to your Brex account.

Step 4: Select the role and limits for the invited employees, and send the invites.

To invite users as they are added to your HRIS, turn on automatic invites by following these steps:

Step 1: Go to Settings > Company.

Step 2: Under HRIS, click Manage > Configure.

Step 3: Turn on automatic invite.

Terminating/removing users

After employees are terminated in your HRIS, they’ll become available for removal in the Brex HRIS settings. You will always have control over when to remove an employee. By default, access to Brex is not automatically revoked when an employee gets terminated in your HRIS.

Step 1: Go to Settings > Company.

Step 2: Under HRIS, click Manage.

Step 3: There will be a selection to remove terminated employees and you can select which employees you want to remove. The list of employees to remove is based on their status within your HRIS. If the employee is marked as inactive or terminated, they will appear in this list.

Step 4: Confirm the selection and the employee will be suspended on Brex.

To disable/suspend users as they are terminated from the HRIS, you can turn on automatic removal by following the below steps:

Step 1: Go to Settings > Company.

Step 2: Under HRIS, click Manage > Configure.

Step 3: Turn on automatic offboarding.


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