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Capabilities

Connector actions

Connector actions are custom capabilities that extend C1 automations with app-specific operations. You can use connector actions in the Perform connector action automation step. Supported values for field_name:

Gather PrismHR credentials

Configuring the connector requires you to pass in credentials generated in PrismHR. Gather these credentials before you move on.
A user with Back Office menu access in PrismHR must perform this task.

Create a PrismHR web service user

The Web Service User you create must be able to call the following Methods (or Endpoints):
  • ClientService.getClientCodes (The “Location”, “Department”, “Status”, “Job”, and “PositionClass” options must be allowed)
  • ClientService.getClientList
  • ClientService.getClientMaster
  • EmployeeService.getEmployee (The “Person” and “Client” options must be allowed)
  • EmployeeService.getEmployeeList
  • EmployeeService.getManagerApproverName
  • EmployeeService.updateEmployeeFields (required for attribute push)
  • EmployeeService.updateEmployeeClientInfo (required for attribute push)
  • LoginService.createPeoSession
  • PrismSecurityService.getEmployeeClientList
1
In the PrismHR Back Office menu, navigate to System|Change > System Parameters.
2
Click the Actions menu and select Web Service User.
3
Enter a User ID. If a PrismHR user account is associated with this web service user, make sure both user IDs are the same.
4
Enter a User Name. This can be the same as the user ID.
5
Enter a Password.
6
Enter any Contact Information for this user.
7
If you need to restrict access to certain clients, methods, or IP addresses, use the other fields on the form to configure this.
8
Click Save. Make a note of the web service user’s username, password, and PeoID.
Done. Next, move on to the connector configuration instructions.

Configure the PrismHR connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in C1
  • Access to the set of PrismHR credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for PrismHR and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
Enter the Base URL of the PrismHR API (ends with /services/rest) in the PrismHR instance URL field.
9
Enter the PrismHR web service user’s credentials into the Username, Password, and PeoID fields.
10
Click Save.
11
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
Done. Your PrismHR connector is now pulling access data into C1.