CatalystOne
The integration with CatalystOne is a one-way-synchronisation that updates employee and organisational data in Winningtemp from CatalystOne.
Prerequisites:
- API endpoints must be configured in CatalystOne
- Employees
- Organisations
- Secrets to the API endpoints must be shared with Winningtemp
By default, data is synchronised once a day at 01:00 UTC, but can be configured to be synchronised 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 organisation structure in Winningtemp, two scenarios are supported:
- RECOMMENDED: Building it from the organisation chart, this will build an organisational chart in Winningtemp based on the organisational chart in CatalystOne (available from the Organisations endpoint)
- Building it from a reporting chain, this will build an organisational 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 synchronised. For each employee the following standard fields are included, but this can be customised 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)
- Team
- If option is to build from org chart: Organisational 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 organisation chart is configured in the integration. For each team in the organisation chart the following standard fields are synchronised:
- External Id (property, uuid)
- Name (id: 400)
- Parent team: (id: 401)
- Manager: (id: 406)
Updated 3 days ago