Category: External Integrations

External system integrations are generally assigned in the personnel  record under the System Integrations tab, however, they can also be managed in the Integration Assignments section found by clicking on the Go To Integration Assignments button at the bottom of the full personnel listing.  To assign an integration to a group of people, follow these steps:

1. Use the Advanced Search or Quick Search feature to find the group of people who you want to assign to a system integration.
2. Select the System from the dropdown list in the top right corner of the page.
3. Click on the Add All to Selected System button found at the bottom of the page in the middle.
4. If needed, you can manually add others to the selected system integration or remove people from the list on the right.

To review what integrations have been set for what people, click on the Exception Report or Integration Summary report buttons.  For more information, click here.

To utilize your data more efficiently, PeopleWerksHR provides data integration opportunities with other external systems.  Contact PeopleWerksHR Support to configure the system integrations that you need.  Once configured, you have complete control over whose data should be either imported or exported to other systems.

To do this, select the System Integrations tab in the personnel  record.

The external systems configured for you will show in a list on the left side of the screen.  Simply click on the Assign icon in order for it to show in the list on the right.

Most integrations are set to run on a nightly basis.

The integrations are automatically removed from the employee record when the employee’s status is changed to one of the termination type statuses.  (These statuses are established in the Employment Settings found in the Admin/Config menu.)

Integrations can also be assigned in mass for a select group of people.  For more information, click here.