How to access employees and users
June 25, 2024
How do you get information on a customer account's users and employees?
Unified.to returns a customer account's users and employees through the HR & Directory API's Employee endpoints, on HR integrations and on many CRM, ticketing, accounting and collaboration integrations that list employees, such as HubSpot, Zendesk, QuickBooks and Microsoft Teams. This is achieved using the HR Get Employee and List Employees API endpoints.
GET /hris/{connection_id}/employee
GET /hris/{connection_id}/employee/{id}
The Employee endpoints are available on most of Unified.to's 829 HR & Directory integrations.
Employee/User IDs in all unified data models
Here is a list of different objects across all our unified API categories that link back to an HR Employee via their IDs. Note: We use the terms 'employee' and 'user' interchangeably.
| Category | Data Model | Field | Description |
|---|---|---|---|
| ATS | Activity | user_ids | The recruiters associated with this activity |
| ATS | Candidate | user_id | The recruiter or hiring manager associated with this candidate |
| ATS | Document | user_id | The user who created this document |
| ATS | Interview | user_ids | The employees that were in this interview |
| ATS | Job | recruiter_ids | |
| ATS | Job | hiring_manager_ids | |
| ATS | Job | user_id | The job owner |
| ATS | Scorecard | interviewer_id | |
| ATS | Company | recruiter_ids | |
| Call Center | Call | user_id | The agent |
| CRM | Company | user_id | The salesperson that is responsible for this company/account |
| CRM | Contact | user_id | The salesperson that is responsible for this contact |
| CRM | Deal | user_id | The salesperson that is responsible for this deal/opportunity |
| CRM | Event | user_id | |
| CRM | Lead | user_id | The salesperson that is responsible for this lead |
| CRM | Lead | creator_user_id | The user that created this lead |
| HR | Employee | manager_id | This user's reporting manager |
| HR | Group | user_ids | The group's members |
| HR | Group | manager_ids | The group's managers |
| HR | Payslip | user_id | The employee that this pay slip pertains to |
| HR | Timeoff | user_id | The employee that this time off request pertains to |
| HR | Timeoff | approver_user_id | The employee that approved this time off request |
| KMS | Space | user_id | The creator of this space |
| KMS | Page | user_id | The creator of this page |
| Messaging | Message | author_member.user_id | |
| Messaging | Message | destination_members.user_id | |
| Messaging | Message | hidden_members.user_id | |
| Messaging | Message | mentioned_members.user_id | |
| Storage | File | user_id | The owner of this file/folder |
| Tasks | Project | user_ids | The users that belong to this project |
| Tasks | Task | assigned_user_ids | |
| Tasks | Task | creator_user_id | |
| Tasks | Task | follower_user_ids | |
| Ticketing | Note | user_id | The user who created this note |
| Ticketing | Ticket | user_id | The user who created this ticket |
| Some uses of the Employee endpoints outside HR: |
Onboarding: read new employees from the HR system and add them to your task-management or training product, so new hires have access from their first day.
Assigning Leads and Deals: Assign newly created leads and/or deals to a specific sales-rep using their user ID
Notify Hiring Managers: When adding a new candidate and their job application, notify the hiring manager by retrieving their information and emailing them
By integrating employee data across multiple SaaS platforms, organizations can improve operational efficiency, enhance data accuracy, and provide a better employee experience.