Automate gifts and messages
1. Authentication and connection
Your users authorize your product to access their HRIS platform by going through an authorization flow using Merge Link.
If there are custom fields that your customer would like to sync specifically related to gifting or related information, they can map a specific Remote Field within the Merge Link UI.
Field Mappings in Merge Link can capture additional custom fields.
2. Retrieve data from HRIS
Utilize GET /Employees, to retrieve basic employee information such as an employee’s full name, work email, and employment status.
If you’d like to designate gifts based on groups/departments, you can leverage GET /Groups.
If you’d like to mail gifts directly to employee’s homes or workplaces, you can leverage GET /Location to pull employee work location, and home location.
3. Reference stored data within Merge
Implement logic to reference stored data per employee such as start_date, date_of_birth to build out automations around messaging / gifting for celebrations such as birthday and work anniversaries!
Implement logic to disable employee profiles when they return an employment status of Inactive.
4. Surface celebrations in your product
Surface automated messages and gifting directly to your customers in your product with the power of HRIS integrations!
