When setting up a basic integration that can sync employees, you will need to do the following to set up the Company:
See wfhapi Swagger page for details.
|Create a Company||For initial creation of a Company
You will need the partnerProductLevelId to create a company. You can use the Get Partner Product Levels endpoint to get this.
|Update a Company||If you need to update the Company after creating it, use this endpoint.||Update Company|
|Set up Organizations||There are three supported Organization Levels: Department, Location, and Position. Use the Upsert endpoints to create new, or update, entries for these organization levels.
You will need the organizationLevelId for an Organization Level to add an Organization to it. If you don’t know the organizationLevelId, you can obtain it through the Get Company Organization Levels endpoint.
|Upsert Company Organization
Get Company Organization Levels
|Create Employee Types||Create or update Employee Types (e.g., seasonal, full-time, part-time, etc.)||Upsert Company Employee Types|
|Create Employees||Create or update Employees
If you need the Employee schema, call the Get Company Employee Scheme endpoint.
If you need information on managers to assign a manager to an employee, call the Get Company Managers endpoint.