Integrations
Start with the information you already have.
Bring existing information into your training workflow. Check the mapping, responsibilities and import results with the people who manage the source.
- Information to bring in
- Mapping to check
- Import results to review
01
Give data a clear path.
Upload supported files, map the information and review proposals. Applying authorised changes is a separate step, followed by checking the result.
See the practical steps02
Keep the connection to the source.
Define the linked companies and review the source settings. Dedicated guides cover configuration and monitoring, keeping the origin of data clear.
03
Prepare document requests with the right context.
Review the template, its version and the branding in use. Follow the request detail to check its state and availability.
From context to practice
Your next step, explained.
DocumentsRequest and download documents from authorised dataRead request state and permissions before waiting for or downloading a document.DocumentsVersion templates and adopt document brandingDistinguish template version, current branding and explicit adoption.Imports and integrationsAcquire, review and apply an importSeparate import acquisition, mapping, review and data application.Imports and integrationsConfigure HR sources, credentials, mapping and monitoringPrepare a source within the authorised scope and read its states.Access and securityTest, activate and recover company sign-inTest company sign-in in its intended scope and read recovery limits.
Practical help for your next task, in Italian and English.