You must be running Synergetic version 71.64 or greater in order to use the Martian Logic/Synergetic integration.
Go to Integrations -> Setup -> New Integration Action
Then select Synergetic as the vendor and Create/Update Employee Details as the Action.
Then provide the required credentials (Base URL, Client ID and Client Secret) and click save.
Then you can setup the Create/Update Employee Details Synergetic action. You will need to map existing fields in your Martian Logic account to the Create/Update Employee Details Action. If you require assistance with this contact support@martianlogic.com or your Martian Logic account manager.
Then you can make the action live when you're ready to start using it.
You can now configure that Create/Update Employee Details Action against your Pack Templates. Go to Packs -> Pack Templates. Since this is a Create/Update Employee Details Action we will want to include this on our New Employee Onboarding pack.
Then go to the Integrations tab and click Add Integration.
Then give the integration automation a name in this case "Create Employee" seems sensible. Then select Synergetic as the vendor and the Create/Update Employee Details action we setup previously.
When finished you should see the create employee integration automation set against your pack.
Now when an employee completes that pack with the new integration automation setup against it the system will automatically attempt to send them to Synergetic you can see a record of this and all integrations in the Events page.
In my case something has failed during the automatic Sync with Synergetic so we can edit the integration.
And then submit it like any other form. In my case my applicant didn't have a Campus Code or Year Level Code set which is mandatory when creating new employees in Synergetic.
You can also configure the Employment Changes/Crossboard and Off boarding integrations.
Navigate to Integrations -> Setup -> New Integration Action
Then select Synergetic as the vendor and Employment Changes/Crossboard or Off boarding as the Action.
Then you can setup the Employment Changes/Crossboard or Off boarding Synergetic action. You will need to map existing fields in your Martian Logic account to the Action. If you require assistance with this contact support@martianlogic.com or your Martian Logic account manager.
Then you can make the action live when you're ready to start using it.
We can now configure this Action to trigger automatically when a workflow finishes.
Navigate to your account name in the top right, and select Account Settings.
Then, navigate to Job -> Approval Workflows and select either the Offboard or Employment Changes/Crossboard workflow type.
Once in the workflow setup screen, scroll to the bottom to the Configure integration automations area. Select Add Integration Automation.
You will then need to configure the automation. Name the automation to suit your organisation. The Trigger Actions dropdown contains two options, Effective Date Met should be selected to avoid pushing data too early in the process. A delay can be set to this. Select Synergetic as the Vendor. When clicking the dropdown on the Action field, select Employment Changes/Crossboard or Off boarding, depending on which workflow you are working on.
Click create when all fields have been filled.
