CatalystOne
The integration with CatalystOne is a one-way-synchronization that updates employee and organizational data in Winningtemp from CatalystOne.
Prerequisities:
- API endpoints must be configured in CatalystOne
- Employees
- Organizations
- Secrets to the API endpoints must be shared with Winningtemp
By default, data is synchronized once a day at 01:00 UTC, but can be configured to be synchronized at any interval down to 15 min. After each sync, a summary can be configured to be sent to a specific email. The summary contains all the actions taken by the sync and logs any warnings or errors.
For building the organization structure in Winningtemp, two scenarios are supported:
- RECOMMENDED: Building it from the organization chart, this will build an organizational chart in Winningtemp based on the organizational chart in CatalystOne (available from the Organizations endpoint)
- Building it from a reporting chain, this will build an organizational chart in Winningtemp based on the reporting chain (manager -> employee)
Employees
All employees configured to be included in the employees endpoint will be available for sync with Winningtemp. By default only primary profiles are synchronized. For each employee the following standard fields are included, but this can be customized per integration:
- External Id (id: 0)
- First name (id: 2)
- Last name (id: 3)
- Email (id: 7)
- Username (property)
- Gender (id: 19, alternative export value)
- Date of birth (id: 21)
- Start date (id: 37)
- End date (id: 38)
- Group
- If option is to build from org chart: Organizational field (id: 8)
- If option is to build from reporting chain: Manager field (id: 9). This option will also apply the manager as a group administrator for the group generated from the reporting chain
- Segments
- Country (id: 24)
- Job role (id: 15)
- Job location (id: 14)
- Job family (id: 43)
Organizations
This endpoint is only used if building from organization chart is configured in the integration. For each group in the organization chart the following standard fields are synchronized:
- External Id (property, uuid)
- Name (id: 400)
- Parent group: (id: 401)
- Group manager: (id: 406)
Updated 5 months ago