When you need this
You want SprintSuite and Greentree to keep staff records aligned: pulling Greentree employees into SprintSuite, creating new employees in Greentree from SprintSuite, and sending staff changes and terminations to Greentree.
Staff sync is switched on per company by SprintSuite. If you don't see Enable staff sync on the Staff tab, ask your SprintSuite contact. Without it, you can still link staff manually.
Before you start
Greentree is connected and the Company code is set.
Profit Centres and Branches are synced, and departments are mapped to profit centres. Staff sync won't run until they are.
Employee Types exist, if you'll create JC Employees.
Your role has Integrations tab: Read & Write.
Steps
1. Turn it on and pull employees
Open Settings → Integrations → Greentree → Staff.
Turn on Enable staff sync.
Click Sync from Greentree. It pulls HR employees, then JC employees, then employee types. Watch progress in the Background Jobs tray.
During the pull, SprintSuite links a Greentree employee to a SprintSuite staff member automatically when the employee code already matches, or when exactly one unlinked staff member has the same email.
2. Choose your options
Setting | What it does |
Create staff on sync (off by default) | Greentree employees with no SprintSuite match become new staff, if their email isn't already used |
Invite users on sync (off by default) | Staff created this way also get a login and setup email. Seat limits apply. |
Next staff profile number | The next HR Person code to use when SprintSuite creates an employee in Greentree |
Extra GreenTree sync notification email | Also notified when an invited user completes their profile |
3. Link the rest
Manually: click Link to Greentree on the row, choose Link existing, and pick the employee. You can attach a JC Employee at the same time.
By CSV: export the template (Code, Name, Staff email), fill in the SprintSuite Staff column, import, check the preview and confirm. This links records in SprintSuite only and sends nothing to Greentree.
Do not link: use this for staff who should never sync. They're skipped by auto-linking, creating and pushing.
4. Create new staff in Greentree
New SprintSuite staff aren't created in Greentree automatically.
After adding a staff member, use Set up in Greentree on their profile, or Link to Greentree → Create on the Staff tab.
Fill in anything listed as Missing: Title (Mr, Mrs, Ms or Miss), Start date, Branch, and a department mapped to a profit centre.
Optionally create the JC Employee too. It needs an Employee Type.
What updates automatically
For linked staff, saving changes on Basic Info or the Greentree Details tab sends them to Greentree. The details tab button reads Save and sync with Greentree.
Terminating a linked staff member marks them inactive in Greentree with today's termination date.
Bank and super details aren't sent to Greentree.
What success looks like
Staff rows show Synced to Greentree, with the JC pill showing Linked where needed.
New employees appear in Greentree with the next profile number.
If it fails
Problem | Fix |
Staff sync refuses to run | Sync Profit Centres and Branches first |
Missing: Title, Start date, Branch or Profit Centre mapping | Fill it on Greentree Details, or map the department on Profit Centres |
Duplicate employee code | The person already exists in Greentree. Link the existing employee instead. |
Employee already linked to another staff member | Unlink the other profile first |
Status Partial: HR worked, JC failed | Click Retry JC on the Staff tab |
A change didn't send | Use Retry Sync on the staff profile |
A pulled employee wasn't created | Their email is already used. Link them manually. |