How do I use HRIS data in my Pairing Algorithm?

Article author
Joey
  • Updated

Before you can leverage your organization's HRIS data, the HRIS integration must be set up. 

 

Once the integration is set, go to your Registration Setup > Plan Registration: Set Up Pairing Algorithm. Click on + Add Rule.

 

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A new rule will be added. Click on Mentee's Response To to select a different source. Select Mentee's Directory Field.

 

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Next, click on Select a field to choose the data you would like to draw from.

 

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For example, if you want to restrict users from pairing if their Roles are the same in the HRIS, you would create this rule. Be sure to add a Rule Name and click Save.

 

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