Workforce One Integration Basics 🔗
Canyou connects to Workforce One so the people you place are checked and cleared to work in Canyou, then land in Workforce One without anyone retyping their details.
What the integration does
Once your Workforce One account is connected, Canyou can:
- Sync users to Workforce One. Add a Sync to Workforce One task to a workflow and Canyou creates the employee in Workforce One, or updates them if they've been synced before. Learn how to add the task to a workflow.
- Upload documents to Workforce One. Set up a document rule with Workforce One as the destination, and completed workflows, tasks and approved certifications are saved as PDFs to the employee's documents in Workforce One.
- Show the Canyou dashboard inside Workforce One. Your team can see onboarding progress from within the Workforce One portal, signed in as the Canyou member they're linked to.
What you'll need
- Admin access to your business in Canyou.
- Your Workforce One Portal URL, API URL and consumer name (CName). Workforce One support can confirm these if you're unsure.
- An OAuth client ID and client secret from the Application Register in Workforce One.
- The login for a Workforce One API user, to approve the connection. A standard Workforce One user can't approve it.
A few things to know
- Each Workforce One account (consumer name) can only be connected to one Canyou business.
- Documents for a user are only uploaded once they have a Workforce One employee ID, which Canyou saves the first time the user is synced.
- If you disconnect Workforce One, your user links are cleared and any document rules sending to Workforce One are paused until you reconnect.
Ready to connect? Follow our guide to connecting to Workforce One.