Shireburn Indigo integration

Talexio Support
Talexio Support
  • Updated

Overview

Talexio allows you to integrate with Shireburn Indigo in order to keep the data on Talexio updated.

 

Permissions

In order to set up the Indigo/Talexio integration, please reach out to us on support@talexio.com in order to enable this integration option for you. You will also need the Manage Client Settings permission on a Global Level.

 

Obtaining an Indigo API Key

  1. Open your Indigo portal
  2. Go to View profile
  3. Click Create API Key
  4. In the Description add “Talexio” and click Create API Key
  5. Copy the API Key generated and add this to Talexio

 

Obtaining the Company Code

On your Shireburn Indigo account, go to Administration > Companies and get your Company Code.

 

Updating details on Talexio

On Talexio, go to Settings > Integrations and input the relevant details in the Shireburn Indigo section, and click Save changes.

Please reach out to us on support@talexio.com in order to enable this integration option for you.

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Syncing employee data

Data is synced every 12 hours. Employee and position data will sync from Shireburn Indigo to Talexio as follows.

Indigo Talexio Result of sync
Employee created with employee code No employee created yet

Employee profile and data synced on Talexio.
Employee created with employee code Same employee manually created without employee code

Match any employee that does not have employee code on Talexio by checking the following in this order:

  • ID CARD match
  • WORK EMAIL + FIRST NAME + DATE OF BIRTH
  • If these are not available, match on PERSONAL EMAIL + FIRST NAME + LAST NAME
  • Update EMPLOYEE CODE in Talexio.
Employee created with employee code Same employee manually created with employee code Since employee already exists on Talexio, no update to data is done on sync.
Employee created with employee code. Another profile is then created for the same person with a slightly different employee code (ex. 12345 and 12345A) First employee profile with original employee code, already created on Talexio The first employee profile is already created on Talexio using the original employee code. When the new profile for the same employee is created, this is not synced on Talexio. Any updates to the position history must be done manually.

 

Syncing leave data

  • Data is synced every 12 hours.
  • Leave on Indigo must be booked using the Leave Type option OR the Leave Group option.
  • When using the Leave Type method for booking leave on Indigo, the data synced on Talexio will also include the Pay type - this indicates whether the leave was booked/approved at Full pay, Half pay or unpaid.
  • When using the Leave Group method for booking leave on Indigo, the data synced on Talexio will not include the Pay type. All leave synced on Talexio will be marked as Full pay pay type.
  • Leave is booked on Talexio based on the job schedule that is set on Talexio (ex. 40hr/5days per week = 8 hrs/day). Job schedules on both systems should match, however if they are different, and a "full day" of leave is booked, the full day equivalent is based on the Talexio job schedule. 
  • Leave which is denied in shireburn will not be synced to talexio.
  • Approved leave in shireburn will continue to be updated in talexio as changes are made in shireburn, this includes cancellations made in shireburn. 
  • Leave which is pending approval in shireburn will be added to talexio as a change request pending approval. This can be approved of in talexio, however, since we cannot update shireburn with the changes made in talexio it is advised that if the leave is approved in talexio that you also approve it in shireburn immediately to prevent any possible issues that can arise from having taken different actions between the two systems.
  • Regardless of the number of profiles a person has in Shireburn and on which one leave is booked, the one they have in Talexio will always be the one that gets updated. It is important that you never have more than 1 profile in Talexio for the same person.

 

Leave data will sync from Shireburn Indigo to Talexio as follows.

Indigo Talexio Result of sync
Employee leave is booked and approved on Indigo

Employee profile with the same employee code, exists on Talexio.

Leave type exists on Talexio.

Employee leave is booked on Talexio showing as FULL Pay leave. Leave is deducted from the balance of the relevant Leave Type.
Employee leave is cancelled on Indigo

Employee profile with the same employee code, exists on Talexio.

Leave type exists on Talexio.

Employee leave on Talexio is updated with any leave cancellations on next sync.
Employee leave is booked and approved on Indigo

Employee profile with the same employee code, exists on Talexio.

Leave type does not exist on Talexio.

Before the leave booked is synced, the leave types on Indigo are checked and any missing ones which are not on Talexio, are created. The leave booked which is linked to these new leave types, is then synced as well.

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