Workelo 🤝 An employee onboarding and offboarding solution

Connector operation and setup with Workelo

This integration has been developed by Workelo

How the integration works

      • Solutions involved: Core HR
      • Type of integration: API (Paid service - request a quote from Workelo)
      • Integration direction: Lucca to Workelo for creating users / Workelo to Lucca for updating onboarding data
      • Integration frequency: daily, at 9am The frequency can be changed upon written request to your Workelo Account Manager
      • Setting up the integration: you are not free to activate the connector. You will need to contact the help desk at Workelo

To find out more about this publisher, visit their Marketplace sheet

Synchronized data

As part of the data synchronization process, Workelo shall retrieve the following data:

    • Employee name
    • Employee’s first name
    • Contact email address
    • Job title
    • Associated establishment
    • Manager's name

Depending on your API key settings, Workelo can update Lucca with the data retrieved during the employee's onboarding.

Setting up the integration in Lucca

⚠ Legal entities, departments and primary role are mandatory data to create the employee. If you do not know this when creating the employee in Lucca, so as not to block the creation of the employee, you will have to configure default values in the HR file.

To set up integration, go to your Lucca space:

  1. Click on the little rocket at the top right of your Lucca space
  2. Select the "🔌Integrations" field
  3. Search for the relevant application
  4. Follow the instructions to create your pre-configured API key
    The technical contact must be the e-mail address of your contact at the publisher.
    The API key will be created automatically with the permissions required to set up the integration.

     
  5. Send the generated API key and URL to the publisher, following the steps below

If the install button doesn't appear in step 4, it's probably because you don't have Lucca's “Application administration” permission. Please add it or ask Lucca support for help.

đź“– If you want to test, you can generate a key on your test base by following the same procedure. Please contact your publisher to discuss how to organize tests and integrate them into your Lucca environment.

đź’ˇIf integration allows, it is possible to, it is also possible to retrieve custom data from the HR file. To do this, you will have to create a section with the relevant data and, in the API key permissions add:

  • Consult Hr files > select relevant section

Connection steps to be completed in Workelo

To set up the connector, you need to contact your Workelo representative

DPAE (Declaration prior to recruitment)

It is now possible to automate the pre-employment declaration (DPAE) process in Lucca directly from Poplee Core HR. To activate the automation, you'll need to follow these two steps: 

  1. Modify the HR file so that it is suitable for the DPAE. Certain prerequisites are necessary to ensure that the DPAE functions correctly in Poplee Core HR.
  2. Create a DPAE setup.

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