To integrate 7Shifts into your SkyPrep platform, click on the Settings button, then on Integrations.
Find 7Shifts in the list and click Add to SkyPrep.
Click Link 7Shifts (Enterprise).
Before you continue, make sure you have:
Administrator access in your company’s 7shifts instance
Permission to access Developer Tools in 7shifts and create an access token
Click I am an Admin and continue the linking process.
In 7Shifts, navigate to Company Settings, then Developer Tools. Find your Company ID and paste it in the linking flow in SkyPrep:
Back in 7Shifts, navigate to Company Settings, then Developer Tools. Under the Access Token section click Create Access Token. Give your access token a descriptive name. Copy the access token and add it to the linking flow:
7Shifts is now connected to your SkyPrep platform!
Back in SkyPrep, set the integration to Enabled.
Termination Date Action lets you decide what happens if a termination date is added to a user's profile in Ceridian Dayforce. If Reactivate terminated users in the LMS that are no longer terminated in 7Shifts is turned on, user will be reactivated if the Termination Date was removed.
This setting requires something to be mapped to Termination Date field in the Data Mapping tab. It can utilize both a date or a truthy/falsey (true/t/y/1 vs false/f/n/0) parameter. If using a date and the termination date is earlier than the current date, the user will be disabled if the setting is enabled. If using a truthy/falsey parameter, the user will be disabled if the mapped parameter is truthy.
Enable Email Notifications on New User Creation will enable email notifications for accounts that are created via the integration.
Remove users from groups they are no longer a part of in 7Shifts will unenroll users from Groups they are removed from in 7Shifts. This will also unenroll them from any courses and Learning Paths they are enrolled in via that Group.
Deactivate users in the LMS that are no longer in 7Shifts will disable removed users, preventing them from being able to log in while retaining all of their training records.
Deactivate existing users who no longer match import rules: When enabled, this option will disable the accounts of users who were previously imported via the integration but no longer match the rules in place. This will prevent them from logging in and from being updated further by the integration.
Update the profiles of existing disabled users: When enabled, disabled users will still have their profiles updated by the integration. This overrides the standard behavior of not updating disabled users.
Next, click on the Data Mapping tab.
Here you can choose which SkyPrep Property is linked to your 7Shifts values. The Primary Value is what will be used first, with Secondary Value being used if the Primary value is blank in a user's profile.
You can add additional SkyPrep Properties by adding additional Custom Labels in your Platform Settings area.
Finally, click on Import Rules. This area allows you to set rules to determine which users are added to your platform. To add a rule, click on Add Rule.
You can then set a rule and specify whether the user is added or skipped if they match the conditions.