How to review updates to stakeholder information from your HRIS integration
Setting up an HRIS integration provides a logical solution to streamlining HR processes, allowing you automatically update stakeholder information, track changes, and unlock the power of Carta Total Compensation. When changes to stakeholder information are brought in from your HRIS, a company admin has the chance to review flagged discrepancies and pending terminations before changes go into effect on Carta.
How data flows between HRIS and stakeholder changes in Carta
📌 If you have an active HRIS integration, your HR system is considered the source of truth for employee data.
For employees:
If you change employee data directly in Carta (manually or via bulk upload), the next HRIS sync will:
Flag the discrepancy for review if “Auto updates” is turned off (date of birth, email, first name, and last name are not eligible for automatic updates and must be manually reviewed in the Stakeholder changes page), or
Overwrite the Carta value with the HRIS value if “Auto updates” is enabled.
Historical values (such as past job titles) are kept for your records, but the current value in Carta will match the HR system after each sync.
For non-employee stakeholders:
HRIS syncs do not update data for advisors, investors, founders, or contractors. Changes for these roles should be made directly in Carta.
To learn more about managing stakeholder changes with an HRIS Integration, click on a topic below.
