Sapling - Peakon Integration Guide

Introduction

The Sapling and Peakon integration links a company’s performance management software with their human resource information software (HRIS).

In a few simple steps inside the Peakon application, an administrative user can link the two accounts and import the company’s employees and management structure into Peakon. The schedule runs automatically so that the two systems are updated with the latest employment changes.

This article covers the following topics:

• How It Works
• Setting up the Integration
• Data Flow Overview
• Overview
  • Integration Fields
  • Key Factors to be aware of
    • Field Names in Sapling & Peakon
    • Filters in Sapling
• 💡Looking to do more?

 

How It Works

Setting up the Integration

 

Data Flow Overview

 

Overview

Peakon is firmly in the Leaders category for employee engagement software on G2Crowd. Peakon gathers employee feedback, analyses it, and provides the insights you need to improve your business in real-time.

Integration Fields

Sapling is continually expanding the number of fields that sync between Sapling and Peakon.

• Here is a full list of Sapling and Peakon Integration Fields.

Key Factors to be aware of

Field Names in Sapling & Peakon

• To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Peakon.

• For the Fields to sync correctly, the naming conventions must match between Sapling and Peakon.

• Sapling sends over 'Job Title' info to Peakon but it has to be named 'Title' in Peakon.

Filters in Sapling

Sapling supports filtering, and allows you to identify what users you want to keep synced based on the following:

• Location

• Department

• Employment Status

💡Looking to do more?

• Check out our API 
• Check out our Customer Success Stories.