Automate gifts and messages

HRIS
Automate gifts and messages for employees based on start date, birthday, departments, and more

1. Authentication and connection

Your users authorize your product to access their HRIS platform by going through an authorization flow using Merge Link.

If there are custom fields that your customer would like to sync specifically related to gifting or related information, they can map a specific Remote Field within the Merge Link UI.

Field Mappings in Merge Link to capture additional custom fields.
2. Retrieve data from HRIS

Utilize GET Employees, to retrieve basic employee information such as an employee’s full name, work email, and employment status.

If you’d like to designate gifts based on groups/departments, you can leverage GET /Groups.

If you’d like to mail gifts directly to employee’s homes or workplaces, you can leverage GET /Location to pull employee work location, and home location.

3. Reference stored data within Merge

Implement logic to reference stored data per employee such as start_date, date_of_birth to build out automations around messaging / gifting for celebrations such as birthday and work anniversaries!

Implement logic to disable employee profiles when they return an employment status of Inactive

4. Surface celebrations in your product

Surface automated messages and gifting directly to your customers in your product with the power of HRIS integrations!

Automatically assign trainings to employees with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.
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Key models & fields
loction_type
name
street_1
street_2
city
state
zip_code
country
first_name
last_name
work_email
employment_status
date_of_birth
start_date
name
type
Typical sync frequency
Daily
Industries
Employee Engagement Software