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HRIS (Human Resources Information System) is a software solution that helps organizations manage and streamline their HR processes. Today, Brex supports 40+ HRIS integrations that customers can connect with — a list which we’re continually adding to. Supported providers include Workday, Gusto, and BambooHR. The entire list can be found at the bottom of this article.

We sync information from your HR system at least 4 times per day to keep full-time, active employee information synced in your Brex account. Once the integration is enabled, these fields will be populated using the data in your HRIS, if the data is available:

  • HRIS employee identifier

  • Work email

  • First name

  • Last name

  • Job title

  • Employment type (e.g., full-time, part-time)

  • Employment status (e.g., active, inactive)

  • Manager ID

Benefits

Account and card admins can use the HRIS Integration to invite users to their Brex accounts manually or automatically. You’ll be able to:

  • Quickly preview employees to select which ones should be brought into Brex.

  • Automate onboarding to seamlessly add employees to your Brex account.

  • Automate offboarding to have employees’ Brex accounts disabled when their status changes to terminated in your HRIS.

Follow this guide to set up and manage your HRIS integration.

Step 1: Set up the integration

Account and card dmins can sign in to the Brex dashboard and follow steps in How do I connect my HRIS to Brex? to complete the setup process.

Step 2: Invite employees

After you sync your HRIS, you can invite employees to Brex individually or as a whole.

  • Select individual employees: Invite a subset of employees to Brex.

  • Invite your entire organization to Brex: Any new employee added to your HRIS going forward will automatically be invited to Brex.

Follow instructions in How do I invite or remove users in bulk via HRIS? to send invitations manually or automatically.

Step 3: Terminate employees

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

Follow instructions in How do I invite or remove users in bulk via HRIS? to remove users manually or automatically.

Step 4: Manage settings

You can manage your HRIS settings in the Integrations tab of the Brex dashboard.

If we don’t support your HRIS or you would prefer to manually invite your employees to Brex, please follow the steps in How do I invite new users in bulk via CSV?.

Supported HRIS providers

Adp Workforce Now, AlexisHR, Altera Payroll, BambooHR, BizMerlinHR, Breathe, Ceridian Dayforce, Charlie, Charthop, Freshteam, Gusto, Hibob, HR Cloud, HR Partner, HumaansIO, IntelliHR, Justworks, Lano, Lucca, Namely, Nmbrs, Officient, Paychex, Paylocity, PeopleHR, Personio, Proliant, Sage HR, SAP SuccessFactors, Sapling, Sesame, Square Payroll, Trinet, UKG Pro, UKG Ready, Workday and Zenefits.

This article references a feature that may be limited to customers on the Empower platform. If you would like to learn more about this feature, have an account or card admin reach out to Brex Support by clicking on Support in the dashboard.

Brex Plus HRIS (Human Resources Information System) is a software solution that helps organizations manage and streamline their HR processes. Today, Brex supports 40+ HRIS integrations that customers can connect with — a list which we’re continually adding to. Supported providers include Workday, Gusto, and BambooHR. The entire list can be found at the bottom of this article.

Connecting an HRIS software can help you automate the process of user and spend management as you scale. In terms of user management, HRIS integrations allow you to automate the act of adding, inviting, updating, or deactivating users and user details. HRIS integrations also help you with your spend management, by automating budget assignment, syncing entities, providing insights into spending patterns, and connecting with your ERP.

Key HRIS features

  • Add first, then invite: Sync your HRIS once, add users to budgets, and then choose who to invite when you’re ready.

  • Configure access management settings

    1. By default these settings are OFF when you sync your HRIS initially. After initial sync configure these settings to your needs.

    2. Auto-deactivate: Users are removed from Brex the moment they are removed from your HRIS. Terminates cards and revokes login access.

    3. Auto-invite: Users are invited to Brex the moment they are added to your HRIS. Choose a role default of Employee with Card and Reimbursement access or an Employee with Reimbursement only access.

  • Automated user updates: User information in Brex is automatically updated the moment your HRIS syncs, ensuring accurate and timely information and reducing manual overhead.

Fields available to sync

When you sync up your organization to Brex via HRIS, we can store all of the following data attributes:

  • Email

  • First name

  • Last name

  • Title

  • Employment Types (e.g. Full time, intern, contractor, freelance)

  • Manager ID

  • HR Systems Employee identifier

  • Department

  • Location

  • Cost center

  • Legal entity

Note: Data attributes available to sync might be limited depending on what HRIS you use.

Anything marked 'if available,' means that the ability to sync this data varies depending on your HR system and integration provider. If you don’t have the field added in your upstream HR system, you can add it to unblock the benefits in Empower.

If your integration provider doesn’t support mapping for a particular attribute, you can manually add the attributes after connecting your HRIS. This is done by using a CSV to bulk update user details.

Connect to HRIS

Before you get started, you’ll want to make sure that you have the appropriate account/card admin access in both your HRIS and Brex account. Once you’ve confirmed that, follow the steps below.

Step 1: In your Brex dashboard, go to Teams, where you’ll have two options. Either click Connect in Manage Team Access or click Connect to HRIS under Add Team.

Step 2: You’ll be prompted to sign in with your HRIS login credentials. Enter these and follow the on-screen instructions to complete the connection process.

Step 3: On the Team page, you’ll see that your HRIS integration is syncing your data. This should take no longer than 30 minutes. Once the sync is complete, you’ll receive an email notification.

If you encounter any issues during the connection process, please reach out to Brex support for assistance.

Step 4: Once connected, you’ll have the option of managing your HRIS integration by clicking on Manage under Manage team access. Here, you’ll be able to auto-invite and auto-deactivate users to Brex.

When you sync your legal entities, you’ll receive an email prompt to match the legal entities synced from your HRIS with the legal entities in your Brex dashboard. You can do this by clicking on Map on the Manage page for your HRIS, where you’ll find HRIS-synced entities on the left and Brex-created entities on the right. You’ll want to map each HRIS-originated entity to a Brex entity, either by choosing one that exists or creating a new one (which will take you through entity verification).

Note: Users associated with unverified legal entities cannot be invited to Brex until they’ve passed the verification. ADP is not supported for entity sync.

Invite users

After you sync your HRIS, you can invite employees to Brex individually or in groups.

  • Select individual employees: Invite a subset of employees to Brex.

  • Select based on filters: Filter by attributes to do phased rollouts of invites.

Follow the instructions in How do I invite or remove users in bulk via HRIS? to send invitations manually or automatically.

Supported HRIS providers

ADP Workforce Now, AlexisHR, Altera Payroll, Azure Active Directory, BambooHR, Breathe, Ceridian Dayforce, Charlie, ChartHop, Deel, Factorial, Freshteam, Google Workspace, Gusto, HR Cloud, HR Partner, Hibob, Humans, IntellilHR, JumpCloud, Justworks, Keka, Lano, Lucca, Namely, Nmbrs, Officiant, Okta, OneLogin, PayCaptain, Paychex, Paylocity, PeopleHR, Personio, Proliant, Rippling, SAP SuccessFactors, Sage HR, Sapling, Sesame, Square Payroll, TriNet, UKG Dimensions, UKG Pro, UKG Ready, Workday, and Zenefits.

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