Professional Development System Integration

An integration is available with PublicSchoolWORKS to keep staff rosters in sync.  An export file from PeopleWerksHR can be transmitted to PublicSchoolWORKS for employees who the district wishes to allow access.  This integration requires district intervention to contact PublicSchoolWORKS for the proper credentials for sending the data.  Contact PeopleWerksHR Support to configure the integration.

Employment Application System Integration

If you use Frontline Hiring for your employment applications, PeopleWerksHR can import basic information from that system when you are adding new employees into PeopleWerksHR.

To implement this integration, send an e-mail to support@frontlinetechnologies.com requesting the Partner Access Key and District ID in order to integrate with PeopleWerksHR.  They need to see this “official” request coming from you, as their client.  Forward the information to PeopleWerksHR Support and they will configure the integration for you.

ODE Education License Integration

Manually updating employee’s license information for Ohio is not necessary with the implementation of the system integration to the ODE License database.  Updates from the ODE License database are available on a weekly basis and can be set to run automatically.  In addition, if you need license information immediately for a new hire, you can click on Add Ed Credential and the system will look up their licenses and add them for you, provided that you entered their State ID first (in the Employee Name and Demographics section) and you have added them to the list for the system integration.

Please note that the ODE database is provided once per week to PeopleWerks (Sundays).  Systems are automatically updated on Monday nights.  If you have been given a license that was only issued on a Monday, for example, and you are looking for it on Friday, you will not see it in PeopleWerksHR until the following Tuesday due to the timing of the updates.

 

System Integration Assignment Reports

There are two types of reports found in the System Integration Assignments section in the Admin/Config menu that show who has what integration assignments and who does not have the integration assignment set.

Use the Quick Search or Advanced Search to find the group of people you want to review.

To see all the integration assignments for the selected people, click on the Integration Summary button and the report will show you the assignments by system.

If you want to see if everyone has an integration assignment for a particular system, select the system from the System dropdown list at the top right and click the Exception Report button.

Assign External Integrations to Personnel

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.

Systems Integration Overview

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.

 

 

Can I assign system integrations for a group of people?

Use the System Integration Assignments section found in System Administration of the Admin/Config menu.

  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.

How do I assign an external system integration to a person?

Identifying personnel whose data is to be sent to other external systems or received from external systems is managed by the user.

In the System Integrations section of the personnel record, there will be a list on the left of available external systems that have been configured for your organization.  Simply click on the Assign icon to select the system that is required for that person.  If and when you want to de-activate the integration with a particular system, then click on the Remove icon in the list on the right.

When you change the status of a person to one of the “end of employment” type statuses, the system will automatically de-active/remove the integration assignments for that person.  To see what statuses are set up as “end of employment”, go to the Employment Settings section.

 

Is there a report to show which external system integrations are assigned to staff?

The external system integration assignments for staff can be reviewed and managed in the System Integration Assignments section of System Administration in the Admin/Config menu.

There are two reports – an exception report and an integration summary report.

For the exception report, select the external system from the System dropdown box at the top right.  If you want the report for just a certain group of people like your teaching staff, then use the Quick Search or Advanced Search to enter your criteria.  Then run the report.  This report will show you all your selected people and whether they have the integration assignment set for the selected system.

The Integration Summary report shows all your selected people and the integration assignments that have been set for them.  This report is sorted by external systems.