Merge Docs

Onboard and Offboard

HRIS

Automate bringing an employee population into your application, and keep their profiles up-to-date as they change

1. Onboard your user

Your user signs into your app, and navigates to the screen to initialize the onboarding employees function through your integration with Merge. Merge begins syncing Employee data.

Configure Field Mappings in Merge Link (end-user) or Merge Dashboard to bring in custom fields relevant to an an end-user, if needed.

Before your user Links, use Scopes in the Dashboard to configure what information Merge and your app is able to access from a third-party platform.

2. Pull employee data from Merge

Your app is able to get the data it needs with:

Use GET /Employees to perform an ingest of an end-user's current employees, and onboard them onto Center's platform.
Use endpoints like GET /Groups, GET /Locations , GET /Employments to understand additional dimensions about employees for grouping in your product, or auto-provisioning.

3. Refresh data regularly to track joiners and leavers

After your initial sync, regularly call the GET /Employees endpoint using the modified_after query parameter to track employees joining & leaving, as well as changes to existing employees to keep user tables up to date.

The fields status, start date, and termination date will all allow you to precisely track joiners and leavers.

4. Give users value, faster

With onboarding handled automatically, allow your users to access the parts of your application they drive value from.

Get started onboarding Employees with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.

Was this page helpful?

Still running into issues? Visit our Help Center.

Share your feedback:

Optional

Related Use Cases

Career development

HRIS

Track and show employee career development, based on past Employments and potential career tracks

Org chart

HRIS

Track employee promotions, give org level visibility, and create employee rosters and directories by location and department

Auto-provision and de-provision

HRIS

Automatically assign employee permissions, such as software seats, billing controls, or corporate cards, based on their department, team, or other factors. Revoke access if those parameters change.