Automating your members eligibility
What do we mean by a Provisioning Integration?
In order to allow users to register on the platforms, we need some of their details on the system. As well as the manual upload we also have a range of integrations that once set up can do this all for you saving you time and potential errors.
How can we make it easier?
Setting up your new integration. Once you’ve identified which integration will support you best there are a few considerations to think about before we start the setup.
Things to consider when setting up integrations
Excluding BambooHR and SCIM what System is best to use?
Where is your employee data held?
Can this system generate a report with all the details needed for your eligibility file?
If not, how many other systems do you need to get data from?
Would you combine the data manually?
Once completed can the system send a file via sFTP?
If not, will this be placed on the server by someone?
Who will set it up?
Where setting up any of the integrations who is best placed to do this?
If it is someone external, have they been notified?
When using sFTP how often do you want to update?
Will you be using an adding and removing members separately?
How many new starters do you have per week?
How many leavers do you have per week?
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