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Get startedAPI referenceImplementation
Get startedAPI referenceImplementation
    • Overview
    • Introduction
    • Unified API
    • Linked Account
    • Merge Link
    • Use cases
      • Analyze compensation
      • Analyze payroll runs
      • Analyze project status
      • Analyze spend
      • Assign trainings
      • Auto provision
      • Automate gifts
      • Candidate journey recruiters
      • Candidate journey
      • Candidate matchmaking
      • Career development
      • Collect security evidence
      • Contact information
      • Create invoices
      • Create purchase orders
      • Customer payment reconciliation
      • Deal notifications
      • Employee analysis (GRC)
      • Enrich compliance data
      • Financial analysis
      • Forecast revenue
      • Headcount planning
      • Historical payroll
      • Internal database
      • Onboard and offboard
      • Opportunity recommendations
      • Org chart
      • Sales rep performance
      • Share specific documents
      • Source candidates
      • Source leads
      • Surface open jobs
      • Surface screening questions
      • Sync customers or suppliers
      • Sync expenses
      • Talent pool visibility
      • Track compliance
      • Track contracts
      • Track security controls
      • Train AI accounting
      • Train AI ATS
      • Train AI CRM
      • Train AI HRIS
      • Train AI ticketing
      • Upload contracts file
      • Vendor reconciliation
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
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Use cases

Assign trainings

Assign employees certain learning or training tracks based on their department, location, tenure, or team

Key models and fields

EmployeesGET
first_name
last_name
work_email
employment_status
date_of_birth
GroupsGET
name
LocationsGET

Typical sync frequency
Daily

Industries

Employee Engagement Software
Learning/Training Platforms
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Analyze spend

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Auto-provision and de-provision

Built with

1. Authentication and connection

Your users authorize your product to access their HRIS platform by going through an authorization flow using Merge Link.

If there are custom fields that your customer would like to sync specifically related to training information, they can map a specific Remote Field within the Merge Link UI.

Frontend interact with Merge

Field Mappings in Merge Link to capture additional custom fields.

2. Retrieve data from HRIS

Utilize GET /Employees, to retrieve basic employee information such as an employee’s full name, work email, and employment status.

You can also expand the groups field within the Employee object to identify the specific department an employee is in to designate specific team-related trainings.

If you’d like to assign trainings based on specific office locations, you can expand the work location field within the Employee object.

Third-party and Merge

3. Reference stored data within Merge

Implement logic to assign trainings based on key fields returned from Merge such as an employee’s start date, department, location, etc.

Implement logic to disable employee profiles when they return an employment status of Inactive.

Products backend

4. Surface assigned trainings in your product

Surface automated assigned trainings to employees in your product to your customers with HRIS integrations!

Products frontend
Automatically assign employee trainings with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.


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