For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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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

Career development

Track and show employee career development, based on past Employments and potential career tracks

Key models and fields

EmployeesGET
name
email
location
group
status
EmploymentsGET
start_date
pay_rate
title
GroupsGET

Key features

  • Field Mappings

Typical sync frequency
Highest

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Candidate matchmaking

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Collect security evidence

Built with

1. Authentication and connection

Use Merge Link to authorize an HRIS integration in a seamless end user experience.

Products backend

2. Complete an initial employee import

GET /employees, /employment, and /groups to pull the roster of current employees and their managers, locations, departments, and job titles.

Backend interact with Merge

Use Scopes to limit what employee fields are being synced.

3. Track employee changes over time

Use webhooks or the Merge API to track changes to an employee over time.

Backend interact with Merge

4. Display insights to customers

Using Merge data, generate insights to employee retention, churn, and promotion.

Products frontend

5. (Optional) Survey terminated employees

If authorized, reach out to offboarded employees with a survey about their employment experience.

Products frontend

Related use cases

HRIS

Onboard and offboard

Automate bringing an employee population into your application...