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Setting up Evidence Source: HRIS

Chelsie
Updated

Automated Evidence Collection (AEC) supports a variety of HRIS systems (see our website for the full list > filter by Integration Type: Evidence Sources), including BambooHR, Workday, and more. With this feature, you can automatically pull HRIS data—such as current employee lists, terminated employees, or new hires—on demand or on a recurring schedule.

Connect to an HRIS Source

Follow these steps to connect your HRIS source to Risk Cloud for automated evidence collection:

  1. Navigate to Compliance > Evidence Sources.

  2. Scroll to the HRIS Sources section and click Add HRIS Source. A marketplace window will appear.

  3. Search for the HRIS provider you’d like to connect (e.g., Workday).

  4. Follow the on-screen instructions to authenticate with your credentials.

    • During setup, you will be prompted to review and acknowledge the access permissions being granted.

    • Risk Cloud only requires read-only access to HRIS data.

  5. Once setup is complete, the connected HRIS source will appear with an Enabled status.

    • Use the gear icon to disable, delete, or relink the integration at any time.

 

Set up AEC using the HRIS Source

Additional filter options coming soon!

  1. Once your HRIS source is connected and enabled, navigate to the Parent Record (e.g., an Evidence Requirement) where you want to create AEC.

  2. Open the Create New Automation modal under Evidence Collections Automations Section.

    • You MUST be the Assignee of the Parent Record to create or edit AEC Automations.

  3. Under Where is the evidence coming from, select your HRIS source (e.g., BambooHR).

  4. Choose the type of HRIS evidence to collect, including: 

    • All Employees

    • Current Employees, 

    • Terminated Employees, or 

    • Recently Hired Employees

  5. Apply additional filter, such as Hire Date or Termination Date. Options include last 30 days, 90 days, last year, or a custom date range.

  6. Review the default values pre-populated by Risk Cloud and adjust as needed.

  7. Click Save to enable the automation. It will appear in the automation list with an Enabled status.

  8. Click Run Now to test the automation.

    • Once collected, evidence files will appear under the Last Evidence column.

    • You can view or download attachments, or open the evidence tracker linked to the Parent Record.

  9. At any time, you can edit Automation Names, evidence artifact, or filters for an existing automation.

    ⚠️ The evidence source itself cannot be changed once the automation is created.

 

✅ Congratulations! You’ve successfully set up Automated Evidence Collection using an HRIS source.

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