> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getprimo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up HR Sync

> Connect your HR system to Primo to automatically sync employee data, trigger onboarding and offboarding workflows, and keep your employee directory up to date. If you don't use an HR system, you can import employees via CSV.

Syncing your HR system with Primo lets you automate onboardings and offboardings, build IT policies based on HR data (teams, roles, entities), and keep your employee directory accurate without manual work.

## Connect your HR system

You can connect one or several HR system sources to the same Primo account — useful if your organization uses different HR tools by country or legal entity.

<Steps>
  <Step title="Go to Settings > Employee Sync" />

  <Step title="Select your HR system provider" />

  <Step title="Select which data to sync">
    Primo needs a few core fields to function — first name, last name, professional email, start/end dates, team, manager, etc.

    You can turn off synchronization for the following fields if you prefer not to share personal data:

    | Field                   | Used for                           | Can be turned off? |
    | ----------------------- | ---------------------------------- | ------------------ |
    | Personal email          | Alternative contact for enrollment | ✅                  |
    | Personal phone          | Alternative contact                | ✅                  |
    | Personal postal address | Shipping equipment to employees    | ✅                  |
  </Step>

  <Step title="Apply filters">
    You can restrict which employees are synchronized:

    * Selected legal entities
    * Specific contract or employment types
    * Selected teams

    Filters help ensure only relevant employees are managed.
  </Step>

  <Step title="Follow the authentication steps" />

  <Step title="Launch the first synchronization" />
</Steps>

Once connected, employees sync into Primo with their associated metadata (contract dates, teams, roles). Data is refreshed automatically every hour.

## Connection guides

<Info>
  Primo uses [Kombo](https://www.kombo.dev/) to connect to HR systems. If you're looking for a step-by-step connection guide for your specific provider, Kombo maintains detailed guides for every supported integration at [help.kombo.dev](https://help.kombo.dev/hc/en-us/sections/14349683218961-Connection-Guides).
</Info>

Direct links to the most commonly used providers:

* [BambooHR](https://help.kombo.dev/hc/en-us/articles/17797240347921-BambooHR-HRIS-How-do-I-link-my-account)
* [BoondManager](https://help.kombo.dev/hc/en-us/articles/25156761925137-BoondManager-How-do-I-link-my-account)
* [CezanneHR](https://help.kombo.dev/hc/en-us/articles/23272427261713-CezanneHR-How-do-I-link-my-account)
* [Lucca](https://help.kombo.dev/hc/en-us/articles/19686865697681-Lucca-HRIS-How-do-I-link-my-account)
* [Payfit](https://help.kombo.dev/hc/en-us/articles/20233940964241-Payfit-How-do-I-link-my-account#h_01GZ1PZGF5SW8EVSHF2B1T9X5D)

## Synchronization frequency & modes

Once connected, data is automatically synchronized every hour. No manual action is required.

For each synchronized field, you can choose:

* **Import once** — the field is set on first sync and can then be managed manually.
* **Continuous synchronization** — the field stays in sync with the HR system and cannot be edited manually.

Examples:

* Contract start and end dates → continuous synchronization (required for automated offboarding)
* Job title → import once, then maintain manually

<Info>
  For automated offboarding to work correctly, the departure/contract end date field must be set to **Continuous synchronization**.
</Info>

### Handle external employees

Some HR systems include individuals outside your core workforce (contractors, consultants). To exclude them from your employee directory:

1. Open the employee profile and click **Hide**.
2. If they appear in the Onboardings list, you can also **Ignore** the onboarding — this hides the employee without fully deleting the record.

Hidden employees are excluded from employee management workflows.

## Troubleshoot HR sync

### Investigate a missing onboarding employee

1. Verify the employee exists in your HR system with a **start date** set.
2. Check both active employees (including hidden) and the Onboardings list — remove all filters.
3. Review what Kombo has retrieved: Go to **Settings > Employee Sync > \[your HR system] > Update settings > Employee filtering > Preview**.
   * **Included** — the employee is in the sync. Search by last name in active employees, onboardings, and offboardings.
   * **Excluded** — Kombo shows the reason (often a filter). Update filters to include the employee.

### Investigate a missing offboarding employee

If an employee doesn't appear in the Offboardings view:

1. Go to **Settings > Employee Sync**.
2. Review the **offboarding or contract end date** field configuration.
3. Ensure it is set to **Continuous synchronization** (not Import once).