What is Leavers & Starters Automation?
Title:
About the “Integrations” option in Settings
Summary:
This article explains what the fourth option in the Settings menu does and how it can help connect Click Learning with your HR system.
Steps:
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Go to the Settings menu in Click Learning.
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Select the fourth option, which allows you to set up a simple connection between Click Learning and another system.
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Use this option if you want to update your learners automatically without complex system development.
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Ask your HR system provider if they can create a spreadsheet of new starters and leavers.
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Check whether they can produce the spreadsheet in the same format as the Click Learning import template.
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If they cannot, you can use a service such as Microsoft Azure to create a small application that converts the spreadsheet into the correct format.
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The application can then send the updated spreadsheet securely to Click Learning, where it will be processed automatically.
• Many HR systems charge extra for full system integrations, so this “low-code” option is often a simpler and cheaper alternative.
• Make sure the spreadsheet format matches the Click Learning import template to avoid errors.
• You may need help from your HR provider or your IT team to set up the export and automation.