Matching, importing and exporting employees with integrated platforms

Here we describe how to match employees for 2 way sync, and export / import employees to and from integrated apps

3 min read

Getting Started

Worknice integrations operate on a person to person level. This enables the ability to match, import and export the people you want, and exclude the people you don’t want. You have full control of this.

Here are some use cases:

Contractor - Don’t add them to payroll

Full time employee - Don’t add them to rostering

All employees - Add all to communications apps.

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Not sure where to find integrations? Go to Apps and Integrations on your left hand menu

Matching existing employees in Worknice to an integrated platform

In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees from the integrated platform to employees in Worknice. Follow the steps below;

  1. Next to an employee you want to match in Worknice, click Connect and choose the option Connect to an existing person
  1. Find the associated person in the list of Worknice employees. The name in Worknice does not need to match the name in integrated platform. Yay!
  1. The person connection between the integrated platform and Worknice will update to status = Matched (pending)
  1. Connect other people as desired
  1. Click the Sync button to begin the free flow of data between the systems for all matched people. Their status will change to Matched

Importing employees from an integrated platform to Worknice

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You may have employees in an integrated platform that are not yet in Worknice. Sync them across!

In the integration view, you will now have a list of Remote records. This is a list of all people found in your integrated platform. At this point, you can map employees to employees in Worknice. Follow the steps below;

  1. Next to an employee you want to import to Worknice, click Connect and choose the option Create a new person.
  1. Repeat this step for all employees you wish to import
  1. Click the Sync button for the integration
  1. These records are now created in Worknice AND connected for 2-way sync

Exporting employees from Worknice into an integrated platform

To complete this process, you will need to go to the person’s profile in Worknice and connect them to the connected platform from there.

  1. Click the People menu on the left Admin menu.
  1. Find the person you wish to sync and access their person profile by clicking on their display name
  1. Select the settings tab and then find the Integration Connections card. Click  'Connect' next to the integration you want to add them too.
  1. On the next Sync of the integration (you can do this manually or wait for it to auto-run overnight) the employee will be added to that platform.

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Please note an integration automatically syncs every 24 hours, but in cases you want a sync to happen immediately, run a manual sync.

You're all done!

If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.

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