1. HRMS with Org Chart
  2. Integrations and handoffs
Reference

Integrations and handoffs

Decide where signatures, calendars, payments and learning completion are recorded.

  • HRMS with Org Chart
  • Signature service
  • Calendar
  • Banking and payment
  • Learning system
  • Tax filing channel

Systems to connect

  • Signature service. Return the accepted offer result and signing date to the matching offer.
  • Calendar. Coordinate interview appointments around the recorded scheduled date and interviewer.
  • Banking and payment. Reconcile the payroll run’s Paid status with the external payment result.
  • Learning system. Return completion information for the matching course enrollment and training record.
  • Tax filing channel. Keep filing confirmation with the jurisdiction and due date on the tax filing record.

How connections are governed

Name the owner of each handoff, the matching identifier and the event that counts as completion. Reconcile duplicates against the source record before applying a result. Keep payroll, candidate and employee information within the configured role scope. Test a delayed response and a corrected response during implementation.

Prepare the rollout.

Set up HRMS with Org Chart your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started