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Integrating Data from a New HR Software into Reflect

A step-by-step guide on how Reflect team works to standardize the connection to a new HR software.

Virginie Huaranca avatar
Written by Virginie Huaranca
Updated over 3 months ago

πŸ’‘ Reflect can integrate data from any payroll or HRIS software, even if it does not have an API. In this guide, we explain how to collaboratively build a standardized, reliable, and automatable export format.

Objective and General Principle

The purpose of data integration is to allow Reflect to automatically receive HR data from your software on a daily or monthly basis, in order to update HR dashboards without manual intervention.

Our team of Data Engineers adapts the integration to your environment :

  • If your software has a REST API or native connection, Reflect connects to it directly.

  • If not, we work with you to define a standardized export to be generated from your software.

In both cases, the objective is to automate data transmission without manual intervention.

⚠️ The files produced must not be opened or modified. This ensures the absence of data entry errors and the reliability of HR indicators.

Expected transmission mode

  1. You (or your integrator) generate the files in a standardized format defined with Reflect.

  2. You upload the files to an SFTP server.

  3. Reflect connects to this SFTP to retrieve files according to the agreed frequency.

⚠️ Reflect does not create/manage SFTP. We connect to the existing SFTP on the client or editor side.

The standard Reflect model

To facilitate the structuring of standardized exports from the new software, we provide you with an Excel template file called :

β€œReflect Custom Data - Template V3.xlsx” containing seven tabs, each representing a type of HR data:

  • Employee : Employee demographic data.

  • Contract : Contractual data (job title, contract dates, etc.).

  • Career : Organizational data (division, department, etc.).

  • Management : Hierarchical data to identify managers.

  • Salary : Theoretical/contractual salary data.

  • Absence: Absence data.

  • Payroll : data corresponding to the pay slip.

This basic template is here to help you! It may not necessarily represent the exact standard expected for your new software.

We prefer to keep the original column names from the new source software. Furthermore, as some of the columns mentioned are not mandatory, the columns may change (some may be removed and others added) depending on the data that can be exported from the new source software.

πŸ’‘ Please note that this template can also be used directly as a CUSTOM Spreadsheet data source in Reflect, as long as it strictly respects the defined templates. You can find more details on this topic in this article.

Details of tabs and columns in the standard format

Each column in the template corresponds to a piece of expected data. It is essential to uniquely identify an employee using one of the following options :

  • An Employee ID, or personnel number

  • A professional email address

  • A combination of Last Name / First Name / Date of Birth, which may not be unique in certain rare cases

The following is a description of the fields in each tab:

Employee

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Local Employee Number

Another local staff number

❌

Last Name

Last Name

βœ…

First Name

First Name

βœ…

Gender

Gender

  • M for Male

  • F for Female

  • O for Other

❌

Nationality

Nationality

❌

Birth Date

Date of birth

❌

Phone

Phone number

❌

Contract

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Legal entity / Parent company

βœ…

Professional Email

Professional email

❌

Effective Date

Effective date of the contract information change

βœ…

Contract ID

Unique contract identifier (especially in case of multiple contracts)

❌

FTE (HR)

Contractual FTE (Full-Time Equivalent). Figure between 0 and 1.

For example, for a part-time employee: 0.5

βœ…

Job Title

Job title

βœ…

Employment type

Contract type: Permanent, Fixed-term, Internship, etc.

βœ…

Professional Category

Socio-professional category

❌

Original Arrival Date

Initial date of entry into the organization (if left then returned or if mobility)

❌

Arrival Date

Latest date of entry into the company or legal entity

βœ…

Contract Start Date

Start date of the current contract

βœ…

Contract End Date

End date of the current contract

(Blank in the case of an ongoing Permanent contract)

❌

Hire Reason

Hiring reason

❌

Departure Reason

Departure reason

❌

Departure type

Normalized departure type:

  • Regretted: departure desired by the company

  • Not regretted: departure not desired by the company

❌

Trial Period 1 End Date

End date of the first trial period

❌

Trial Period 2 End Date

End date of the second trial period (if renewal)

❌

Remote Status

Remote work status:

  • Full remote: fully remote

  • Hybrid: remote work authorized

  • Full office: mandatory in-office presence

❌

Employee Status

Employee status (optional)

  • Active: active

  • Inactive: inactive

❌

Career

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Effective Date

Effective date of the career information change

βœ…

Department

The employee's department (or the closest equivalent).

This field can be renamed in Reflect.

βœ…

Group X

Free fields for anything related to the employee's organizational place.

These fields can be renamed in Reflect.

❌

Location Office

The employee's workplace (or the closest equivalent).

This field can be renamed in Reflect.

❌

Location X

Free fields for anything related to the employee's location.

These fields can be renamed in Reflect.

❌

Career Stage

Career level / seniority / grade

❌

Sub Career Stage

Sub-level (if relevant)

❌

Management

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Effective Date

Effective date of the management information change

βœ…

Manager ID

Unique HR identifier or Staff number of the manager

βœ…

Manager Email

Professional email of the manager

❌

Manager Last Name

Last name of the manager

❌

Manager First Name

First name of the manager

❌

Salary

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Effective Date

Effective date of the salary information change

βœ…

Planned Fixed Salary

Amount of the theoretical annual or monthly fixed salary - Base salary

βœ…

Fixed Payment period

Associated payment period: Year: annual salary Month: monthly salary

βœ…

Planned Variable Salary

Amount of the theoretical annual or monthly Variable salary type

❌

Variable Payment period

Associated payment period: Year: annual salary Month: monthly salary

❌

Planned Bonus Salary

Amount of the theoretical annual or monthly Bonus salary type

❌

Bonus Payment period

Associated payment period: Year: annual salary Month: monthly salary

❌

Currency

Currency Code: EUR / USD / GBP...

βœ…

Absence

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Leave Start Date

Start date of the absence

βœ…

Leave End Date

End date of the absence

βœ…

Amount

Number of days of absence.

For a half-day absence: indicate 0.5

❌

Leave type

Normalized absence type:

  • Planned: Planned in advance

  • Unplanned: Not planned in advance

    Used for calculating absenteeism. It can also be normalized in Reflect.

❌

Leave Category

Reason for absence in full: Paid leave, Sickness, etc.

βœ…

Payroll

Column

Description

Mandatory

Legal Entity

Legal entity / Parent company

βœ…

Employee ID

Unique HR identifier or Staff number

βœ…

Professional Email

Professional email

❌

Effective Date

⚠️ Date of the month concerning the payroll. In case of delayed payroll, you can choose to enter the previous month.

βœ…

Pay Amount

Amount of a payroll line item

βœ…

Pay type

Normalized pay type:

  • Base

  • Variable

  • Bonus

    It can also be normalized in Reflect.

❌

Pay category

Detail of the payroll line items

βœ…

Pay subcategory

Detail of the payroll line items (if more precise)

❌

Currency

Currency Code: EUR / USD / GBP...

βœ…

Customer Use Case Examples

Here are concrete cases where we have applied this method:

  • Internal HR Hub: Some of our clients use an internal HR hub which is not a standard tool. The data was integrated as a custom source, following our model.

  • Talentia: Working with the source software's internal teams, we adapted the exports to the Reflect model while keeping the original column names from the source software.

  • Cegedim: The software's native exports were combined with customized, tailor-made queries to adhere to our structure.

Download the Reflect template

Click here to download the β€œReflect Custom Data - Template V3.xlsx” template.

Best practices

  • Never open or manually modify generated files.

  • Always include all defined columns in order, even if some values are empty.

  • Follow date formats (ISO: YYYY-MM-DD), currency codes, etc.

  • Use stable unique identifiers (not just names or emails).

  • If in doubt: contact the Reflect team to validate the format before sending.

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