Prerequisites:
You must be subscribed to Rippling's paid Identity and Access Management package. The integration will not work without this.
You must be on Pulley's Growth or Custom subscription plan.
Steps to Integrate:
Navigate to the Stakeholders Tab: Log into your Pulley account and click on the "Stakeholders" tab in the left-hand navigation bar.
Manage Integrations: Within the Stakeholders tab, locate the "Manage Integrations" section or “Connect Now” button (depending on whether a connection with an HRIS provider already exists or you are connecting for the first time). Click on it to access the integration settings.
Select Rippling: Choose "Rippling" from the list of available HRIS providers.
Connect Your Rippling Account: Enter your Rippling credentials and authorize the connection between Pulley and Rippling. Follow the steps as seen in the images below
Sync Your Data: After successfully connecting, you'll see a "Sync Now" button. Click this button to initiate the initial data synchronization.
Important: You must manually sync data each time you want to update stakeholder information in Pulley. There is no automatic syncing. Return to the Stakeholders tab and click "Sync Now" to refresh the data.
Review and Manage Stakeholders: Once the sync is complete, Pulley will display a list of stakeholders on which to take a variety of actions as described below:
Import: New stakeholders from Rippling that need to be added to Pulley.
Merge: Stakeholders with updated information in Rippling that needs to be merged into their existing Pulley profiles.
Terminate: Stakeholders terminated in Rippling, allowing you to easily reflect their termination in Pulley.
Process Terminations (if applicable): Select the stakeholders you wish to terminate in Pulley. Click the "Terminate Stakeholders" button.
Finalize Termination Details: You'll be directed to a termination page where you can specify:
Last Date to Exercise: The final date the stakeholder can exercise their options.
Last Date to Repurchase/Insecurities: The last date the company can repurchase securities (if applicable).
Termination Date: The official date of termination.
Vesting Stop Date: The date vesting stops.
That's it! You've successfully integrated Pulley with Rippling HRIS. Remember to manually sync your data regularly to keep your cap table current and accurate.