Pre-requisites

To establish the connection, you will need a Rippling admin user.

Setup steps

This setup guide will walk you through the step by step to:

• Create a report in Rippling

• Setup the integration in Aleph

• Automate the delivery of the report on a daily basis from Rippling to Aleph

This integration contains 2 different tables: Heacount and Payroll. You will have to set up 2 integrations in Rippling and in Aleph.

Rippling Headcount

Create a new report in Rippling

Navigate to the reports section within Rippling and select Start from scratch

For Rippling Headcount, create a report with at least the following columns:

• Employee > Employee Personal Information > Full Name

• Employee > Employment information > Department

• Employee > Employment status > Start date

• Employee > Employment status > Projected end date

• Employee > Compensation > Total Annual Compensation

Feel free to add any additional columns: these will be added to the final report. Once you are done click on Continue

Download the report in format csv. This file will be necessary during the integration's setup

Save the report and add a name to the report

Setup integration in Aleph

Create a new Rippling | Headcount integration in Aleph

Getting Started

1. First go to the Aleph web app on the left hand side panel you will find Integrations , click on it

2. Go to the top right corner and click + Add Integration

3. Type Rippling | Headcount on the search box and select the option from the results list

Setting up the right permissions for your Aleph users

In this step, you can grant the desired permissions to your user groups by selecting between the following options in the drop-downs: Edit, View, and None. To learn more about groups and permissions, please visit the📄 Users, Permissions, and Groupssection.

Integration name

Next, select a name for your CSV integration and click Set up.

Generate an email address and set up the basic configuration

Make sure to copy the auto-generated email address at the top of this page to a safe place for future reference as you will need it for our schedule reporting in Rippling.

Please go through these configurations:

1. Change the file type to CSV

2. Click on the toggels to deactivate Skip header lines and skip bottom lines

Send CSV file to the generated email address and finish the setup

Open your email account and send your CSV file to the email address copied from the previous step. After sending the email, wait 1-2 minutes to allow the software to process the file.

Once completed, go back to the previous screen and click Save & test and wait for the tests to run.

Once the tests are complete, you will be automatically redirected to Aleph's integration page and from here click Save on your integration.

Aleph will start processing the CSV files sent via email and create/update the table. Once Aleph is done processing the file (about 10-15 minutes), the status will change from Refresh Pending to Success.

Now you have to go back to Rippling to set up an automated process to send the report daily.

Set up a scheduled report in Rippling

Go to Tools on the left side menu and click Workflow studio

Click on Create workflow and you will be moved to a new screen

On the searchbar, type schedule report and then select the option of schedule report

Give a name to the workflow and set a frequency for emailing this report. Suggested inputs:

• Name: Headcount Aleph

• Frequency: Daily at 6AM

Go to the box named Send a report and click on Please select the report

Use the searchbar to find your report and select it

Click on recipients and check Add external emails as To recipients. Paste the email generated on the step before and save

Click on Done and it will take you to the workflow builder screen. Once you finish, click on create workflow and you will be done with the setup process!

Rippling Payroll

Create a new report in Rippling

Navigate to the reports section within Rippling and select Start from scratch

For Rippling Payroll, create a report with at least the following columns:

• Employee > Employee Personal Information > Full Name

• Employee > Employment information > Department

• Time & Attendance > Shift Payroll details > Pay period start

• Time & Attendance > Shift Payroll details > Pay period end

Feel free to add any additional columns: these will be added to the final report. Once you are done click on Continue

Download the report in format csv. This file will be necessary during the integration's setup

Save the report and add a name to the report

Setup integration in Aleph

Create a new Rippling | Payroll integration in Aleph

Getting Started

1. First go to the Aleph web app on the left hand side panel you will find Integrations , click on it

2. Go to the top right corner and click + Add Integration

3. Type Rippling | Payroll on the search box and select the option from the results list

Setting up the right permissions for your Aleph users

In this step, you can grant the desired permissions to your user groups by selecting between the following options in the drop-downs: Edit, View, and None. To learn more about groups and permissions, please visit the📄 Users, Permissions, and Groups section.

Integration name

Next, select a name for your CSV integration and click Set up.

Generate an email address and set up the basic configuration

Make sure to copy the auto-generated email address at the top of this page to a safe place for future reference as you will need it for our schedule reporting in Rippling.

Please go through these configurations:

1. Change the file type to CSV

2. Click on the toggels to deactivate Skip header lines and skip bottom lines

Send CSV file to the generated email address and finish the setup

Open your email account and send your CSV file to the email address copied from the previous step. After sending the email, wait 1-2 minutes to allow the software to process the file.

Once completed, go back to the previous screen and click Save & test and wait for the tests to run.

Once the tests are complete, you will be automatically redirected to Aleph's integration page and from here click Save on your integration.

Aleph will start processing the CSV files sent via email and create/update the table. Once Aleph is done processing the file (about 10-15 minutes), the status will change from Refresh Pending to Success.

Now you have to go back to Rippling to set up an automated process to send the report daily.

Set up a scheduled report in Rippling

Go to Tools on the left side menu and click Workflow studio

Click on Create workflow and you will be moved to a new screen

On the searchbar, type schedule report and then select the option of schedule report

Give a name to the workflow and set a frequency for emailing this report. Suggested inputs:

• Name: Payroll Aleph

• Frequency: Daily at 6AM

Go to the box named Send a report and click on Please select the report

Use the searchbar to find your report and select it

Click on recipients and check Add external emails as To recipients. Paste the email generated on the step before and save

Click on Done and it will take you to the workflow builder screen. Once you finish, click on create workflow and you will be done with the setup process!