How do I integrate with Peopleware Workforce Management?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Integrations |
| Enables the Integrations menu and the WFM Integrations tab where Peopleware appears |
Required Permissions:
Manage Integrations (
admin.integration.settings) β to authenticate and configure the Peopleware integrationView My 1-to-1s β to confirm Peopleware Plan Schedules are appearing in the calendar after setup
Setup
Go to Conversations > Integrations > WFM Integrations tab > select the Peopleware tile.
The Peopleware integration enables you to view your Plan Schedule in evaluagent and set up 1-to-1 sessions in evaluagent. You will need a user with admin access to Peopleware to complete this configuration. Users in Peopleware will be matched with users in evaluagent using email address β both platforms require an email address to authenticate.
There are 3 steps in the integration process:
Set up Peopleware to support API access
Configure the evaluagent Peopleware integration
Confirm that everything works within the evaluagent platform
Step 1: Set up Peopleware to Support API Access
Set up an API token to authenticate access to the Peopleware API. Log in to the Peopleware platform with an admin user, then go to https://www.injixo.com/personal-access-tokens to create a new Personal Access Token.
Click Add new token, give it a descriptive name, and click Generate new token.
The token will only be available once, so take a copy for the next step in the configuration. Click Done.
Step 2: Configure the evaluagent Peopleware Integration
Using the Peopleware tile, set up evaluagent to fetch Peopleware user Plan Schedules and synchronise matching users using their email address.
Paste the Personal Access Token from Step 1 into the Bearer Token field and click Authenticate.
evaluagent will start synchronising users on a regular (typically hourly) cycle.
Step 3: Confirm Everything Works from the evaluagent Platform
Log in to evaluagent with a user who has 1-to-1 permissions. Go to Actions & 1-to-1s > click My 1-to-1s. Using the dropdown in the Calendar view, select an evaluagent user that is also a Peopleware user.
If the calendar is populated with that Peopleware user's Plan Schedule, the integration is working as expected.
