Integrations (HRIS Data Feed / Single Sign on)

Customer Success Updated by Customer Success

INTEGRATIONS

Single Sign-On Settings

Performance & Talent can be setup so that users access it via 'Single Sign-On' instead of entering their email address and password. To discuss using Single Sign-On, please contact Performance & Talent customer support.

If you are not using Single Sign-On, you must not change these settings.

Click here to learn more about setting up Single Sign-On.

SFTP User Data Upload Password

You can automate user data imports from your HR software using FTPS or SFTP (if your HR system supports this).

Learn how to setup SFTP imports by clicking here

Microsoft OneDrive Integration

The employees can add context to Check-ins and Objectives by uploading files and images to their OneDrive account, direct from Performance & Talent, and have the link or image displayed in Check-In Notes and Objective comments. This is useful for showcasing proof of achieving objectives and for capturing whiteboard photos or notebook photos from conversations.

Learn how to setup Microsoft OneDrive by clicking here

Microsoft 365 Integration for Conversations

We have extended our integration with MS Office by enabling employees and their line managers to amend or delete Conversations directly via Outlook 365 or add a Teams meeting link to a Check-in or Conversation. Any changes made in Performance & Talent will be reflected in Outlook, and vice versa, all in real time.

To learn more about activating this feature, find our "How to Guides" below.

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Microsoft One Drive Integration - Admin Configuration

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