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
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Use cases

Org chart

Track employee promotions, give org level visibility, and create employee rosters and directories by location and department

Key models and fields

EmployeesGET
name
EmploymentsGET
GroupsGET

Key features

  • Field Mappings

Typical sync frequency
Daily

Industries

Access Management Platforms
Compensation Management
Learning/Training Platforms
Artificial Intelligence (AI) Software

See this use case in action:

Ramp logo
Case study

How Ramp saves countless engineering hours with Merge

Assemble logo
Case study

How Assemble Uses Merge to Power Total Compensation Benchmarking

TeamOhana logo
Case study

TeamOhana Revolutionizes Headcount Management with Real-time HR and ATS Data

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Opportunity recommendations

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Sales rep performance

Built with

1. Previous use case

You have already followed the Onboard Employees use case to ingest Employee data into your system. This will assume Employee data from Merge is being synced in your backend. You will also want to ensure you have data for Groups, Departments, and Employments into your backend. The next step will discuss how those models are used.

Products backend

Merge supports Webhook Emitters and Receivers for certain HRIS platforms. You can configure these webhooks to send your app real time updates about Employment statuses or Manager changes.

2. Pull relevant employee data

In your backend, write logic to pull employees based on their related fields. The Employee Object features the reference field Manager which points to another Employee object. This allows you to assign hierarchy to employees.

The Employments Object, which stores the employee’s current job title also references the Employees object.

Backend interact with Merge

3. Develop org chart UI

Develop proper components and UI to fit your product’s specification, leveraging up to date employee data.

Products frontend

4. Leverage org data for better outcomes

With an automatically up to date org chart, your customers are able to communicate and make decisions with the right stakeholders, better plan headcount, and understand their organizations.

Products frontend
Get started surfacing org structures 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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Related use cases

HRIS

Onboard and offboard

Automate bringing an employee population into your application...

HRIS

Auto-provision and de-provision

Automatically assign employee permissions, such as software seats...