Gusto is a modern HR platform that helps your business manage all the records in one place
Following are the default fields that can be synced from Gusto to Engagedly:
Note:
Once you have provided your credentials, you need to authorize the integration process
Manual Synchronization
You can synchronize users manually from Gusto to Engagedly by following these steps:
Automatic Synchronization
In case of automatic synchronization:
After every successful synchronization, the user who has initiated the process will receive an email notification.
After every successful synchronization (both for creating and updating), a status report will be sent via email to the user who have initiated the synchronization.
Updating user demographics can only be done through the Engagedly application at the moment. Follow the instructions here to update user demographics for individuals or a number of users at one go.
These are the field mappings in the current system. However, the field mappings can be implemented based on client requirements later.
Along with the field mappings, the client has to provide the settings like whether they want to
Note:
Based on these details from the client, the engineering team will integrate the process of syncing all the Employee accounts from Gusto to Engagedly. A CRON job will be implemented on a daily basis. So that, the Employee accounts in Gusto will be up to date in the Engagedly application.
If an admin changes or token is invalid, then in that case, the user can follow the below steps to re-connect between Engagedly and Gusto.
If the user wants to stop the syncing process between Engagedly & Gusto, the user can follow the below steps.
1. An employee exists on Engagedly with the following information:
2. The employee is then created on Gusto by the following information:
In the above scenario, neither a name nor email match would be found.
At the time of creating an organization, we can select either Employee ID or EMAIL ID as the Unique identifier to identify the users for the sync process.
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