OrgChart Now Help Guide

Table of Contents

PeopleHR Connector Setup (Workbench)

Audience

Audience: Administrator Users Edition: Team

Overview

PeopleHR is a web-based Human Resource Management software. OrgChart Now directly connects to PeopleHR. The following article provides step-by-step instructions for setting up a PeopleHR connector in OrgChart Workbench. Reference the PeopleHR Connector Setup (Viewer) article for more information on setting up a PeopleHR connector in OrgChart Viewer.

Setting up a PeopleHR Connector
  1. Log into OrgChart Now Workbench.

  2. Select the Import icon under the Home ribbon.

    Workbench_Import_Highlight.png
  3. Select the PeopleHR icon from the list of available connectors and then click Configure.

    PeopleHR_Connector_Workbench.png
  4. Enter the following information into the corresponding text boxes:

    • API Key - The API Key copied to your clipboard (in step 9 of the PeopleHR Configuration article)

    • Query Name - The API Key name (defined in step 5 of the PeopleHR Configuration article)

    • Report ID - Enter 0 for basic, and 1 for extended.

    • Use Query Checkbox - Check to query data outside of the Employee Table.

    • Append Greenhouse ATS Data checkbox - Check to append Greenhouse ATS data

    PeopleHR_ConfigWorkbench.png
  5. Select OK.

  6. Select Import.