Evidence back to the HR system

Where: Menu → Manage → Integrations → Evidence back to the HR system

Completed trainings of people who come from your HR system can go back there, so the personnel file shows them. It works with Personio, Factorial, HiBob, Odoo and Frappe HRMS; for other systems use the webhooks or the n8n node.

How to

1. Switch on “Send completed trainings”, and choose whether the certificate goes along as a PDF and whether only required trainings count.
2. Personio: choose the document category for certificates (the API credentials need write access to documents).
3. HiBob: create a custom table in Bob first, for example with columns for course, completion date and valid until, give the service user write access to it, then choose the table and its columns here.
4. Factorial: each course becomes an external training with the person’s completion day. For the PDF, enter the email of the person in Factorial shown as author of the documents.
5. Odoo and Frappe HRMS need nothing more: Odoo gets a résumé line and the certificate as an attachment, Frappe a comment and the certificate on the employee record.

Tip

• Trainings completed from the day you switch it on are sent, about every hour. Earlier ones are not sent late.
• Only people the HR sync has linked are sent. A failed transfer is tried again four times; then it shows here with the HR system’s answer and can be retried.