Summary
My Effectory allows you to save time and effort by synchronizing your employee data directly from your HR-information system through integration. We offer both native integrations and an integration through SFTP connection. My Effectory guides you through the first steps of setting up an integration. In this article you will learn how to go through the set-up process.
If you want to set-up a data integration, or if you are curious weather this would be a suitable solution for your organization make sure to contact your customer success manager.
When you are ready to set up the integration, go to the "Organization" tab and klik on "HR system integration"
Select an option for integration
Download the instruction manual to learn more about when and why to integrate employee data, and how it works with AFAS.
Step 1: Download the GetConnector template & import to AFAS
Download the GetConnector and import it to AFAS. The GetConnector contains all essential employee fields. Note: Some additional fields might be needed depending on your organization's listening landscape.
Once downloaded, click "Continue" to go to step 2.
Step 2: Fill in Environment ID & API token
Fill in your environment ID and API token retrieved from AFAS (see instruction manual).
Step 3: Download and review data
When the connection is setup, you can download the dataset that My Effectory has received from your AFAS account.
Make sure to check if all needed data categories are included, if the data is correct, and the content of the columns are valid.
Step 4: Send integration request
After downloading and checking the data, click "send request". Our team will take it over from there to complete the set-up.
Download the instruction manual to learn more about when and why to integrate employee data, and how it works with Personio.
Step 1: Configure Personio for My Effectory, by following the steps below.
To integrate Personio with My Effectory, you must first start configuring My Effectory in your Personio environment.
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- Step A: Log in to Personio > go to Settings > click on “API credentials” > click on “Generate new credential.
- Step B: Choose a credential name > select Effectory from the dropdown menu.
- Step C: Select the “Employees” endpoint > click on “Readable employee data attributes” and select additional attributes you want to use in My Effectory
- Step D: Click on “Generate new credential.”
- Step E: Copy the generated Client ID and Client Secret and go to step 2: Provide integration credentials.
The steps are also explained in My Effectory, see screenshot below.
Step 2: Provide integration credentials
Connect Effectory with Personio by filling in your company name, paste the Client ID and Client Secret you have copied from Personio. This information is confidential. Keep in mind that you are responsible for providing it in a secure way. Click on “continue”.
Step 3: Double-check the received data
After establishing the connection, your employee data file will be generated. Click “Download and review data” to verify that your data matches the listed checkpoints. Is all information needed for surveying available in this dataset? If not go back to Personio and add more data fields. If yes click on continue and send in a completion request. You can consult your customer success manager at Effectory for support.
Step 4: To finish up, click “Send request,” and we will pick it up from there.
We will work on finalizing your integration and activate it for you shortly after!
The set-up page for SFTP connection will be available soon. Contact your CSM to set up an SFTP-connection.
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