Check the integration status of an individual record

When data is shared with other systems, this is generally called an "integration". Each integration has an "integration provider"—these are the payroll, HRIS and on-site systems. Each time data is shared, this is called an "integration event". Inside each event is data called a "record" made up of "fields" which are the values that are shared. Each field will have different values, and there are rules around that data that may mean it succeeds or fails.

General integration rules

PICMI is a system of record making it the source of the original data, but it does not attempt to maintain data over time and keep the two systems synchronised.

• only accepted, completed or terminated applications can be integrated
• only send data (which means make a new record) in the integration if no record exists
• do not update existing records
• updates to records must be done manually in the system itself with a person authorised to make the changes

Show integration providers that are already active

1. Go to Jobs
2. Locate the job row
3. Click ⋮ (vertical dots) to open the menu
4. Select Edit
5. In the Edit pane, Integrations section, select Sync Settings
6. Locate the Integration Providers list and confirm you provider is in the list

To add an integration, please reach out to our support team via the Contact Us or send an email to hello+support@picmi.io.

Show fields to be sent

1. Go to People
2. Locate the application row
3. Click ⋮ (vertical dots) to open the menu
4. Select Integrations
5. Choose which integration to show fields
   • Select integration name
   • Select Employee (show)
   • Click Submit
6. In the Events section, locate the person record by date and Show and integration name
7. Locate the field by name and check its value

Show events detailed view (result of attempt to send data)

1. Go to People
2. Locate the application row
3. Click ⋮ (vertical dots) to open the menu
4. Select Integrations
5. In the Events section, locate the person record by
   • Date
   • Create
   • Integration name
6. Locate the event phase and confirm status (see below)

Show events quick view

1. Go to People
2. Select Customise Columns
3. Locate Integrations section
4. Select any of the phases to view as new column titles:
   • Completed
   • Queued
   • Error
5. Click Save when you're done
6. Locate the application row
7. Confirm by the integration name under each of the column titles

Phase and status of an integration event

Phase	Description	Status	Notes
Queued	the sharing request has been sent off for processing
In progress	the sharing request is currently talking with the other system
Complete	the sharing request has no more work to do (and may have a status as next)	201	successfully created
		204	employee already exists. No changes made.
Error	the sharing request has errored (and will have a status and message as next)	400	failed with error that should be seen beside it

note

CSV integrations will only show a limited set of phases because the data is directly downloaded to the user

Create an employee manually (send data per employee)

1. Go to People
2. Locate the application row with status Accepted, Completed or Terminated
3. Click ⋮ (vertical dots) to open the menu
4. Select Integrations
5. Choose which integration to show fields
   • Select integration name
   • Select Employee (create)
   • Click Submit
6. In the Events section, locate the person record by date and Create and integration name
7. Locate the field by name and check its value
8. Locate the event phase and confirm status (see above)

Setup an automatic create-employee event (sending of data on accepted application)

1. Go to Jobs
2. Locate the job row
3. Click ⋮ (vertical dots) to open the menu
4. Select Edit
5. In the Edit pane, Integrations section, select Sync Settings
6. In settings section, confirm integration provider does not already have settings by using the search filter
   • Select Active filter
   • Select Integration provider filter
   • Select Apply on each to change setting shown
7. Click the Add/Change Setting
8. In Add new setting section
   • Select On
   • Select Integration Provider
   • Click Change Setting when you're done

note

Use the same process by select OFF at Add new setting setup

FAQs

The application is not in Accepted, Completed or Terminated, how can I send data?

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See integration troubleshooting.