Moss connects to all the main HR systems. Connecting your HR system to Moss keeps your employee data, team structure and access rights in sync automatically, so you spend far less time on manual user management.
This guide walks you through the full setup, from connecting your HR system to inviting your team and fine-tuning how Moss keeps everything in sync.
Specific HR system guides
Personio: see the dedicated instructions here.
AFAS: see this article by “Kombo” for help generating your credentials.
What connecting your HR system does for you
Once connected, Moss keeps your workspace aligned with your HR system so you do not have to:
Sync employees and reporting lines. Employee records, team allocations and direct managers are imported and kept up to date automatically, so expenses are routed through the right approvals.
Set up teams and departments without manual work. Create new teams and departments with just one click from the ones Moss finds in your HR system.
Pre-fill bank details for reimbursements. Moss pulls the employee banking details it needs to make reimbursing your employees fast and hassle-free.
Revoke access when employees leave. When someone is deactivated in your HR system, Moss can deactivate their account automatically, with an optional grace period.
Detect absences and route approvals to a substitute. When an approver is away, Moss can keep tasks moving by delegating to someone else.
Time estimate: around 20 minutes to complete the full setup.
Before you start
Before you connect, make sure your HR system is set up with the required API credentials and that you can access employee, team, department, manager, and reporting line data. For a complete sync, access to leave data and bank details is also recommended.
Keep these permissions active after connecting, as changing them may affect the sync. If you're unsure how to create API credentials, ask the person who manages your HR system.
Step 1: Connect your HR system
Go to ‘User management’ and open the ‘HR Software’ tab.
Click ‘Connect HR system‘.
Read through the checklist and confirm you have everything from the ‘Before you start‘ section. Tick the ‘Permissions and sync dependency‘ acknowledgement, then click ‘Continue‘.
Select the HR system you use from the list (for example Personio, HiBob, SAP SuccessFactors). You can search to find yours quickly.
Follow the connection steps for your provider. For Personio, this means entering your Personio domain (for example your-company.personio.de) and granting Moss the read permissions it needs.
Moss starts the initial sync and imports your employees and organisational structure. You can leave this page, the sync continues in the background. Once it is done, click ‘Continue to HR setup‘.
Step 2: Set up your teams
Moss shows every team found in your HR system and tries to match each one to an existing Moss team automatically.
Teams that Moss matched are marked Auto linked.
Teams with no match are marked New. You can create these as new teams in Moss directly from this screen, or map them to an existing Moss team.
Use the All / New / Linked filters to review them, adjust any mapping in the Linked Moss team column, then click ‘Continue‘. You can map several HR teams to the same Moss team if that suits your structure.
Step 3: Set up your departments
Departments work the same way as teams. Moss lists every department from your HR system, auto-links the ones it can match, and flags the rest as New so you can create or map them.
Review the Linked Moss department column, make any changes, then click ‘Continue‘.
Step 4: Invite your team to Moss
Moss does not invite your employees automatically, you stay in control of who gets access.
On the Users step, you will see every employee found in your HR system.
Use the Search field and the All / Not yet in Moss / Already in Moss filters to find the people you want.
Select the employees to invite. Each row shows their email, the role they will have in Moss and whether they are already in Moss.
Click ‘Continue‘. Moss sends invitations to everyone you selected.
Because of the team and department mapping you set up earlier, invited employees are automatically placed in the correct team and approval workflows.
Step 5: Resolve data conflicts
If Moss finds differences between a record in your HR system and the same record in Moss, it lists them here so you can decide which value to keep. Conflicts can be about an employee’s manager or their team.
You have two options:
Resolve everything at once. Click Apply to all to keep the value from your HR system for every conflict.
Resolve conflicts individually. For each person, pick the correct value, for example choosing the right manager from the Manager in Moss dropdown.
Where an employee is assigned to a different team in Moss than in your HR system, Moss highlights it with the message “This user has a different team assigned in Moss” so you can choose the right team before saving.
When you are done, click ‘Save & Continue‘.
Step 6: Choose your user deactivation settings
This is where you decide how Moss handles people who leave.
Turn on ‘User deactivation sync‘ so that when an employee is marked inactive in your HR system, their Moss account is deactivated automatically. Activation and all other data continue to sync normally either way.
Then choose the deactivation behaviour:
Delayed (recommended): set a grace period, for example 3 days, before deactivation is finalised. During this time the user keeps full access, which gives you time to reassign critical subscriptions or cards before they are cancelled. Moss emails you when users are scheduled for deactivation.
Immediate: the account is deactivated as soon as the employee is marked inactive in your HR system.
Step 7: Select absence types
Finally, Moss detects the absence types in your HR system (such as home office, paid holidays, parental leave and sick days). Toggle on the ones you want Moss to sync so it can automatically delegate approvals when an approver is away.
Click ‘Finish‘ to complete the setup.
That is it. Your HR system and Moss are now connected and will stay in sync. You can revisit any of these settings later from ‘User management‘ > ‘HR Software‘.