Cloverleaf and HRIS integration
HRIS updates and insights from market-leading assessments automatically inform coaching for your entire organization.
Built on 13 market-leading assessments. Delivered in the flow of work. Proven across 45,000 teams.
Your HRIS is current. Is your coaching?
Someone gets promoted. A team gets a new manager. A reorg changes who works with whom. Your HRIS has the updates, but your coaching program can still lag behind the change.
Cloverleaf automatically syncs role and reporting changes from your HRIS daily, so coaching reflects who people work with and what they’re taking on.
How Cloverleaf uses your HRIS data
Make coaching specific to your reporting relationships
Cloverleaf uses reporting lines, job titles and departments to understand each person’s role in the organization. Managers get coaching on working with their own direct reports, while employees get guidance on communicating and working with their manager.
Support people through role and team changes
A promotion, manager change or team move brings new expectations and relationships. Cloverleaf uses those HRIS updates to guide coaching for the people affected, whether they’re learning to delegate to former peers or preparing to work with a new manager.
Keep accounts current as people join and leave
Cloverleaf creates accounts when employees join and removes them when they leave, using daily updates from your HRIS. HR manages those changes in the system they already use, and Cloverleaf stays in sync.
COMPATIBILITY
Connect Cloverleaf to the HRIS you already use.
Cloverleaf connects with Workday, SAP SuccessFactors and other supported HR systems through Merge, an integration provider. Your admin configures an existing connection, with no custom integration to build. Explore the Workday page for features and setup details specific to Workday.
REPORTING
Reporting that follows your org chart.
See what each department is working on and where people report growth. Cloverleaf uses the teams, departments and locations synced from your HRIS to organize Reporting. When people move and those changes sync, the reporting groups update too, without HR rebuilding them by hand.
Help people adjust when roles and teams change
Cloverleaf uses daily HRIS updates to tailor coaching to the new responsibilities and relationships each change brings.
A new hire gets to know their team.
An employee becomes a manager for the first time.
A team adjusts to a new manager.
A manager takes on new direct reports.
Someone settles into a different department.
A reorg changes who works with whom.
There was a lot of us-versus-them mentality across departments. By implementing Cloverleaf people were able to not only understand themselves better, they were able to understand their colleagues better."
- Christy Cole,
COO
How Cloverleaf’s HRIS integration works
1
Connect your HRIS
Cloverleaf integrates with 70+ HRIS systems including Workday and others through Merge.
2
Keep roles and reporting relationships current
Syncing to update employee details, roles, departments and reporting lines.
3
Coach people through what changes
Tailor coaching to new responsibilities and working relationships.
Security, privacy, and compliance standards
Built to clear security, privacy, and AI governance.
Why teams love Cloverleaf
Increase in
team performance
Coaching questions
about another person
People change behavior from Cloverleaf coaching
Frequently asked questions
No. The connection brings employee and organizational updates into Cloverleaf. It doesn’t edit your HRIS records or send changes back.
The default sync includes names, email addresses, roles, managers, departments, employment status, start and end dates, and work locations. These details help Cloverleaf manage accounts and tailor coaching to working relationships. Performance ratings, compensation, payroll and benefits are excluded.
Cloverleaf syncs with your HRIS daily. A new hire, manager change or department move is picked up during the next sync, keeping coaching aligned with your organization as it changes.
Cloverleaf supports Workday, SAP SuccessFactors and other HR systems through Merge. Contact us to check compatibility with your system. If it isn’t supported, we can discuss requesting an integration.
Not currently. Each company can connect one HRIS to Cloverleaf. If your organization uses several systems, contact us to discuss your setup.
The integration syncs data in the background, so your team can continue using your HRIS while it connects to Cloverleaf.