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      CatalystOne

      This article will outline our CatalystOne integration for user provisioning.

      Connecting Eletive to CatalystOne will allow for automatic provisioning of your employee data.

      Data Mapping

      Standard Fields

      The standard fields when synching users between CatalystOne and Eletive are shown in the table below and these will be synced automatically. The language will be set to English by default when the user is created. After that, the language can be changed within Eletive without being overwritten. 

      Field - Eletive Field - CatalystOne
      First name First Name
      Last name Last Name
      Email E-mail
      External Id Internal ID

       

      Note: Please note that all standard fields, First Name, Last Name and  Internal ID are mandatory to make the user syncable. Users without First Name, Last Name or Internal ID in CatalystOne will NOT be synced. 

      Attributes

      To sync attributes, first, create the proper attributes in Eletive, and then connect with CatalystOne and perform the attribute mapping. Other fields in CatalystOne that can be interesting to include can be Job role, Job location, Date of Birth, etc. If needed, you can read more about adding attributes and the different types of attributes in Eletive here. 

      To build the organizational structure in Eletive, our automatic hierarchies feature can be used. CatalystOne contains a field called "Manager", this can be mapped to a User type attribute in Eletive to get the organization hierarchy, as the manager field in CatalystOne contains an unique ID.  

      Example mappings:

      Attribute - Eletive Field - CatalsytOne
      Manager (Needs to be created) Manager
      Date of Birth (Standard Attribute) Birth Date
      Employment Date (Standard Attribute) Hire Date
      Gender (Standard Attribute) Gender

       

      Connect

      After the proper attributes have been created in Eletive, proceed with this guide.

      CatalystOne

      In order to synch users between the platforms an API client needs to be created in CatalystOne. Please reach out to your CatalystOne contact to have this created on your behalf. When doing this you'll also have to specify: 

      • which fields from CatalystOne you wish to expose to Eletive.
      • filter criteria on which users that are going to be synched to Eletive.
        • By default Eletive will synch users with Employment Status "Employed",  additionally there's an opportunity to select users based on which Organization they belong to. If you prefer additional filter criteria these needs to be specified to your CatalystOne contact. 

      Disclaimer: Eletive will not cover any additional costs that may arise from your HRIS vendor enabling an integration. 

      Eletive

      1. Navigate to Settings -> Integrations -> CatalystOne
        1. If this is not enabled navigate to "Settings -> Features" and turn on the "Integration" toggle 
        2. Follow up by turning on the toggle for CatalystOne.

      2. Add your "Client ID" and "Client Secret", this will be provided by CatalystOne
      3. Add your organization domain at CatalystOne, for example, if your domain is: https://eletive.catalystone.com/ , then you should input "eletive"
      4. Press connect
      5. Change settings
        1. Users with the Employment status "Employed" in CatlystOne will be synched to Eletive. Additionally, select which users that will be synched based on "Organizations" in CatalystOne. Available Organizations will be available in a drop-down.
          1. NOTE: If you select an Organization that has sub-organizations these will be synched as well. By excluding an organization will make sure they are not included in the synch. 

        2. Continue to map your Eletive attributes with CatalystOne fields. To map a new field press "Map more fields". Available CatalystOne fields and Eletive attributes will also be available in a drop-down.
      6. Once finished
        1. Press "Save & Test" to put the integration in Test Mode. This way you can view the results/effects of turning on the integration without having to enable it. 
        2. or Press "Save & Enable" to enable the integration 

      Sync intervals and information

      The sync will be performed once every hour.

      Users managed by the CatalystOne integration will have their External Id prefixed with "catalystone-" followed by their Internal ID.