To connect your PrismHR data to the HelloTeam platform, a user must be set up with API access to the fields listed below.
To set up a PrismHR user account:
Open the Users form (found in the Back Office menu under System|Change)
In the User ID field, enter the user ID with exactly the same spelling as the web services user ID.
Select Service Provider from the User Type drop-down.
Enter the user’s Name and Email Address.
Enter the appropriate Client Access Group, which determines the client companies that the user can access.
Enter one or more appropriate User Roles Each role determines what forms and fields the user can access in PrismHR.
Ensure that Active User is selected.
You can enter the other information, but it is optional.
Click Save.
Step-by-step instructions can be found here: https://api-docs.prismhr.com/intro/using-divider/webserviceuser
Endpoints that HelloTeam will call for the integration are listed below:
Fields Required:
First Name
Last Name
Preferred Name
Position Title
Department
Location
Date Hired
Employment Type
Email
Reports To
Termination Date
Termination Type
Termination Reason
Inputting the Credentials into HelloTeam
Under System Management on the left-hand menu, scroll down to Import Data
Select the PrismHR logo
Click on Manage Credentials
Enter in your PrismHR username, password, User ID & Client ID
Click the blue Save button
