What does the managed integration with Worknice do?
This integration populates Tribal Habits with new and updated users from Worknice, including:
New users (Active and/or Onboarding in Worknice) are created in Tribal Habits
Updated users are updated in Tribal Habits
User data is populated (e.g. position, location, start date) including tags
Manager data is populated (including email)
Deactivated users (Terminated in Worknice) are deactivated in Tribal Habits
THIS FEATURE REQUIRES A BUSINESS 50 PLAN OR LARGER. This integration is not available on smaller plans (such as Lite) or legacy plans (older monthly plans). Please contact our team at [email protected] if you would like access to this integration but it is not activated in your portal.
What are the benefits of this managed integration with Worknice?
What is a 'managed integration'? This integration is managed by Tribal Habits. This means we build and manage the integration on your behalf. The integration can be customised for data mapping, user inclusion/exclusion, notifications and more, allowing us to create a bespoke integration to suit your requirements.
Reduced administrative workload
First, this integration reduces the workload for your Tribal Habits administrators by automating user creation. New users will be automatically populated in Tribal Habits from Worknice. Users can also be deactivated based on data from Worknice.
Data consistency
Second, the integration eliminates data inconsistency. Users are updated automatically from Worknice, ensuring that your Tribal Habits data matches your Worknice data. This allows your organisation to use Worknice as a single source of truth for user data.
Improved reporting
With more (and more accurate) user data, your Tribal Habits reporting and administration is also improved.
What’s required to set up the integration with Worknice?
The integration is managed by Tribal Habits. Our team will set up the integration and manage it on your behalf. Error messaging for a failed user sync can be enabled and sent to a specified email address at your organisation, allowing your Worknice or Tribal Habits administrators to be immediately notified if user data is incorrect or inconsistent.
The integration requires no set-up or preparation work by your team. Our support team will organise the entire integration. Once the integration is ready, we will require a small amount of time from your Worknice or Tribal Habits administrators to finalise testing.
1 – Kick-Off Call
We begin with 30 minute kick-off call with your team to discuss your integration.
First, we will determine the appropriate 'user name' for your users in Tribal Habits. This will be either the Employee Code or User ID in Worknice or the work (profile) email address of the user in Worknice.
For organisations using Single-Sign-On (SSO), this will typically be the work email address of your employees. This is usually because your SSO platform will typically use work email as the user name field, and we need to match that field between SSO, Worknice and Tribal Habits.
For organisations without Single-Sign-On, and perhaps with employees who use personal email addresses, we typically use the work (profile) email, Employee Code or User ID from Worknice. Users will login with their email address in all instances, so this is more of a technical decision we will discuss with you.
Second, we focus on the additional fields of user data you may want to sync from Worknice into custom fields in Tribal Habits. We typically sync each user's position, location, start date, employment basis, employee code and tags.
We can also discuss the load of your initial users, which can also be completed through our integration (to initially load all your existing users and their data into your Tribal Habits platform).
2 – Integration Preparation
Our team then prepares the integration, which typically takes just 1-2 days.
3 - Set-up Call
We then organise a second call with your team for the authorisation process. We require one of your Worknice administrators for approximately 30 minutes to complete an authorisation process and then test the integration with our team.
NOTE: Your Worknice administrators will need to obtain an API key from Worknice. Our team will step your administrator through the process, which is easy to follow and requires no IT experience. 😀
4 - Go Live
Once your integration is tested and ready to go, we can activate the integration when your team is ready! We actively monitor your integration for the first few weeks to ensure its all working as intended, or to fine tune any requirements. Your integration is then all set and will create, update and deactivate your users from that point.
FAQ: What user data is typically synced from Worknice?
We can customise the user data synced from Worknice. This can include position, location, start date, employment basis, employee code and tags.
FAQ: How quickly does information sync from Worknice?
For User Data (to sync users from Worknice to Tribal Habits), the sync is a scheduled update - this means the update occurs on a fixed schedule. We can agree this schedule with you, depending on the frequency of changes in your organisation and the required timeliness of those changes. For most organisations, an update every few hours during work days is sufficient, but we can increase or decrease the frequency as required.