Integration with SuccessFactors (via API)

Important: this article is intended for Endalia HR users with an Administrator profile.

The following article aims to describe the sequence of API calls necessary for integrating Endalia with SuccessFactors, in a scenario where SuccessFactors acts as the master data source and Endalia as the integration slave (with the objective of conducting payroll calculations).

In this article:

• Mapping of parameters
• Employee creation process
• Employee update process
• Contractual data update process
• Process to update bank accounts
• Process to update additional information
• Process to update cost centers of employees
• Process to update salary information

1. Mapping of parameters

The integrator must provide a mapping with the master parameters of Endalia required for integration. If not all are present, integration APIs will result in errors.

The outbound APIs for these parameters are: 

• Document type identifier - APIs: Details - Endalia HR API 
• Enterprise - APIs: Details - Endalia HR API 
• Work center - APIs: Details - Endalia HR API 
• Contribution account - APIs: Details - Endalia HR API 
• Municipality - APIs: Details - Endalia HR API 
• Province - APIs: Details - Endalia HR API 
• Country - APIs: Details - Endalia HR API 
• Nationality - APIs: Details - Endalia HR API 
• Agreement - APIs: Details - Endalia HR API 
• Professional category - APIs: Details - Endalia HR API 
• Cost center - APIs: Details - Endalia HR API

2. Employee creation process

To create an employee, follow these steps with all the data you want to integrate:

1. Employee hiring - APIs: Details - Endalia HR API 
2. Employee data load, in case an additional field is needed that is not in the employee creation - APIs: Details - Endalia HR API 
3. Load of variations of additional information, for customizable fields in the employee card. These fields must be created before they can be completed - APIs: Details - Endalia HR API 
4. User creation - APIs: Details - Endalia HR API  
5. Employee salary creation - APIs: Details - Endalia HR API  
6. Launch of employment registration request for Payroll: it must be launched every time a new registration is made in Endalia - APIs: Details - Endalia HR API

3. Employee update process

Once the employee is created, the following APIs should be called to update the data:

1. Employee data load: to fill or change certain fields on the employee's record - APIs: Details - Endalia HR API 
2. Bank data update - APIs: Details - Endalia HR API

4. Contractual data update process

1. Contract load: to create or update the contract - APIs: Details - Endalia HR API 
2. Modification of variations: each variation is modified with its own API:

1. Enterprises - APIs: Details - Endalia HR API 
2. Work centers - APIs: Details - Endalia HR API 
3. Contribution account - APIs: Details - Endalia HR API 
4. Percentage of workday - APIs: Details - Endalia HR API 
5. Agreement - APIs: Details - Endalia HR API 
6. Professional category - APIs: Details - Endalia HR API 
7. Contribution group - APIs: Details - Endalia HR API

c. Launch request for employment leave for payroll: when a contract is concluded, the employment leave request must be launched - APIs: Details - Endalia HR API 

d. Launch request for contract novation for payroll: when changing the contract from temporary to permanent or partial retirement, the contract novation request must be launched- APIs: Details - Endalia HR API

5. Process to update bank accounts

1. In the following link: APIs: Details - Endalia HR API

6. Process to update additional information

1. Click here: APIs: Details - Endalia HR API

7. Process to update cost centers of employees

1. Go to this link: APIs: Details - Endalia HR API

8. Process to update salary information

1. Here: APIs: Details - Endalia HR API