edays' absence management system is purpose-built to deal with all your absence, sickness and leave types. With one configurable system, edays reduces admin costs through automated processes, helps you gain actionable people insights, and empowers you to leave the spreadsheets behind.
edays has built a native integration that is available for users of both edays and intelliHR, ready to plug and play. The integration is designed to transfer user and job data from intelliHR to edays upon using the user sync button that is available in edays once the integration is live and active.
This article covers:
- What does the integration do?
- How do I get started with this integration?
- How do I sync user data between the two systems?
What does the integration do?
✅ This integration takes new hires from intelliHR and creates a new user in edays; thus eliminating doubling handling of employee data. This push of information happens when the User Sync button is utilised within the edays platform.
✅ The integration is also capable of pulling across updates to personal information to existing staff members in intelliHR and edays. Again, the trigger for this activity is via the use of the Use Sync button in edays.
- Several edays-specific custom fields will be created automatically in the intelliHR tenant to ensure all available data can be captured and sent across to edays.
- User data pulled from intelliHR encompasses the edays Data Capture form, so no manual updates to users should be necessary in edays for new users added from IntelliHR.
- Users in intelliHR are integration into edays, but not the other way around. I.e. this is a one-way integration, with intelliHR as the source of truth for user data.
The Integrations with edays page provides an overview of all available integrations and their setup options. This page is accessible via the Global dropdown in the Admin panel, under Additional settings. If that option is not visible, the page will need to be enabled via the Master Admin setting.
Initial intelliHR Set-up
When the integration is first enabled, you will need to enter valid API credentials before any user data can be retrieved from the intelliHR system. To create API keys within intelliHR, check out our Public API Access Keys article to assist you with this step. Once valid credentials have been entered and saved, a message will be shown briefly to inform that the connection to intelliHR's API was successfully established.
When an intelliHR integration successfully connects for the first time, a number of edays-specific custom fields are created automatically within the connected intelliHR system. This allows system administrators to record additional information about users and their jobs in fields that are not available by default in intelliHR. These custom fields include the below (check that they are automatically created, if they haven't contact Support straight away):
Job Custom Fields:
- edays: Hours Per Day (Text)
- edays: Rota (Text)
- edays: Time Unit (Single Select)
- edays: User Template (Text)
Profile Custom Fields:
- edays: Continuous Start Date (Text)
In addition to custom fields, webhooks are also set up automatically once an IntelliHR integration successfully connects for the first time. These webhooks allow us to automatically create or update users in edays as changes occur within intelliHR.
The Sync users button allows all intelliHR users to be imported into edays. This will only include users whose employment status equals either 'Current Staff', or 'Exiting Staff' (leavers who have not yet left).
Within the setup tab, further user exclusions can be applied based on groups that exist within intelliHR. Checking the 'Exclude users by group' option will reveal the available group exclusion options.
As long as the integration is successfully connected, these dropdowns will be populated with data fetched from intelliHR. Multiple selections from each dropdown may be applied.
Users can also be excluded by their intelliHR ID as pictured above under the Users by group option. Both exclusion options can also be used in tandem.
The History tab is where detailed information about intelliHR processes can be found. Here you can see what type of operations have been triggered and by whom, as well the current status of each operation. Clicking the Show logs button in the rightmost column will show a detailed log of the processes that took place for each operation.
Regular edays admin account will not, but developer accounts will have access to a Diagnostics tab in the User sync section. This is where any intelliHR-specific troubleshooting tools will live, including a monitor of all currently enabled webhooks, a button to recreate them if necessary, and a way to manage the Interface Manager configuration.
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