Workable Integration
- Gabrielle Pollack
Overview
Workable Software is a software-as-a-service that provides an applicant tracking system and recruitment software to support and manage the hiring process.
Experience.com’s Workable integration solution allows enterprise customers to automatically send surveys to employees during and after key moments in the hiring & onboarding process, like post-hire questionnaires, onboarding check-in surveys, 30-60-90-day check-ins, and more. The Workable integration allows you to:
Ingest employee milestones from Workable into Experience.com.
Map ingested data to campaigns within the account
Automate campaigns and surveys to employees based on roles, milestones, anniversaries, or other events.
Experience.com integrates with Workable via direct API access or Zapier. Both options are available in the ingestion configuration panel. Although, configuration via direct API access will be instructed in this document.
Transactions ingested from Workable into the XMP are labeled as verified transactions.
Prerequisites for Configuring a Workable Integration
Experience.com offers a direct API integration between the XMP and Workable. To facilitate the configuration of this connection, you will need:
An Access Token from your organization’s Workable instance.
To generate an API key for your organization, follow these instructions provided by Workable: https://help.workable.com/hc/en-us/articles/115015785428-How-do-I-generate-or-revoke-an-API-key-access-token-
Once you have obtained an API Key and details from your Workable account, you may proceed with the configuration process in the XMP.
Configuring the Workable Integration
To configure the integration between Workable and Experience.com, you will need to create an ingestion configuration in your enterprise account ingestion setup using the credentials obtained in your Workable account.
Take the following steps to get started:
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Scroll to find and click Workable, and then click the blue “New Connection” button.
Once the connection is created, some information is required to verify and activate it. First, select API as the Connection Type. Then, enter the required information and click anywhere in the white space to allow the system to begin validating the information provided.
Give the connection a name.
Provide the Access token from the API details you obtained in Workable.
With a validated connection, the integration panel expands, providing a total display of all pertinent details in the Workable integration. During this setup, it is essential to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.
Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns, ensuring precision in customized campaigns for every journey moment.
Upon saving and activating the integration, your selected employee milestone data is seamlessly ingested from Workable to the XMP. This automated process not only streamlines but enhances your employee experience campaigns and surveys, marking a significant step toward a more efficient and insightful approach to fostering a positive workplace culture.