How to set up a CharlieHR integration

In this article, we’ll run through how you can seamlessly integrate your CharlieHR system to provision and de-provision users on Reward Gateway.

How to enable the CharlieHR integration?

To enable the CharlieHR integration, log into the Reward Manager portal, go to the Integration tab on the left and search for “CharlieHR” under the ”Explore Integrations” tab. 

Click on the integration icon which will lead you straight to the Initial Setup.

Setting up CharlieHR for Reward Gateway

Step 1: Initial Setup

Select the import frequency, date format and whether you wish to send Welcome communication to newly added members. We recommend ticking the Welcome e-mail option, as this provides easy first-time access to the platform to new users and allows them to set up a password. 

Step 2: Authorize the CharlieHR Account

Before Reward Gateway can access your CharlieHR data, you must authorize Reward Gateway to access your CharlieHR account. To do this, click the "Authorize" button. 

This will open a modal window where you will need to enter your CharlieHR account details. 

Click on ‘How do I find my OAuth credentials?’, if you’re not sure where to find them.

After entering the credentials and see the confirmation message, click ‘Finish Setup’ and then ‘Save’.

Step 3: Mapping

Before Reward Gateway can sync your CharlieHR directory, you need to map the fields which are going to be synced. To do this, use the mapping stage of the setup and use the fields displayed. Once ready, click ‘Save’.

By default, Reward Gateway maps the Employee ID to uniquely identify a member. Any other additional mapping fields can be mapped during this stage, however, the Email Address field must be mapped as it is a mandatory field to create an account with Reward Gateway.

Once you are happy with the mapping, you can proceed to the next step.

Step 4: Review and Publish

At this stage, you can review the details and if you’re happy, publish the connection. This will make the integration live on the platform and Reward Gateway will start syncing the data based on the frequency selected at the Initial step.

How will you monitor when your CharlieHR data syncs?

Every time your CharlieHR data is synced, Reward Gateway sends an email to the user who set up the integration with details on how many accounts it has impacted.

You also have the option of going to the integration Dashboard and selecting the "Import History" option to see a log of all data syncs that have been performed on your platform.

If there were any issues with your data sync, you’ll be able to download a file containing all of the errors.

How will your employees get onboarded once your CharlieHR data has been synced?

If it's a new employee record that is synced from CharlieHR, Reward Gateway will create a new account for this employee based on the information mapped and will send them an invitation to join the program. 

If it's an existing employee whose data has already been synced, Reward Gateway will not issue any communication and will update their information to match their CharlieHR information.

How will the employee data be removed once an employee is removed from your CharlieHR directory?

Reward Gateway syncs your full directory every time. This means that if there is an employee missing from your CharlieHR directory but has an account on Reward Gateway, they'll be marked as an account to be removed. 

The employee's account will then follow Reward Gateway's standard account close down procedures. Read more in the article What happens if an employee is revoked?. 

How can you trigger your membership provisioning imports on demand?

You have the option to trigger the import on-demand from 'Import data now' link in the tools dropdown. This will redirect you to the import page where you can start the process. Once started, a progress bar will be presented and when the upload is completed, you will be able to download any warnings and see the impact on your programme.