Integrating your HR system with Operating

Overview

We offer an out-of-the box integration with HiBob directly in Operating in settings. Try that if you are using HiBob as your HR system.

Otherwise, you can use this document to guide you on building your own integration using the Operating API.

From a HR system, typical data to import into Operating includes:

1. employee information
2. sites, groups, roles and skills
3. time off

You should first set up integration for all of the organisational structure related things: sites, groups, roles and skills. After that you can import people, and as the last step you can set up import of time off from your HR system into Operating, or from Operating into your HR system.

When importing data into Operating using the API, you can in most cases add external identifiers to the created records to help with your integration. See the guide on External identifiers in Operating API for reference on using them.

Importing organisational structure

As the first step of the integration, you can import your organisational structure from your HR system into Operating.

Refer to our Admin Guide for more thorough details on what options you have for setting up your organisational structure in Operating.

Import sites

Sites represent the geographical locations of your employees. Every employee belongs to one site which defines their default weekly working hours and holiday calendar, if applicable. See the Admin Guide section on sites for more details.

If everyone in your organisation belongs to only one site, you can skip also the site import and instead assign every person in Operating you create to the default site.

Import them using the Sites endpoints.

Import roles and seniorities (optional)

Roles are the top level of your competence split of you organisation. See the Admin Guide section on roles for more details.

Import them using the Competence Roles and Competence Role Seniorities endpoints.

Groups (optional)

Operating allows you to replicate your organization structure to the extent that it matters. You don’t have to add all teams, hierarchies and reporting structures, but if you want to see the reports in that way, please do so. The groups allow you to set up this. See the Admin Guide section on groups for more details.

Import them using the Groups endpoints.

Import skills (optional)

If you manage your employees skills in your HR system, you can import them directly into Operating. Import first your skills and if you use them, levels and feelings using the relevant endpoints: Skills, Skill Assignment Levels and Skill Assignment Sentiments.

For more details on skills, see our Admin Guide page on skills:

Managerial relationships (optional)

You define who manages who when importing people using the reportsToPersonId field.

Importing people

After your organisational structure is imported, you can import people with their employment and managerial information, and automatically assign them to the correct site, roles, groups and skills.

The first step is to create the person themselves using the Persons endpoints. After the person has been created, you can add assignments and individual working hours for them: Person Group Assignments, Competence Role Assignments, Person Individual Working Hours, Person Skill Assignments.

Importing time off (optional)

Optionally, you can also import time off either from your HR system into Operating, or from Operating into your HR system. For that, refer to Importing time off work efforts to Operating.