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Import roles
Manually
Go to Job matrix - Job profiles and press New job - Import via API. This retrieves roles that are in the personnel administration system, but not yet in Learned. As soon as you press Confirm the roles are added to Learned.
❗️Note: Only the names of the roles are imported. The employees associated with this role are synchronised via the Employee synchronisation API.
Automatically
After you have done a manual synchronisation of the roles and are sure that the integration is working properly, you can set the synchronisation to 'automatic'. New roles in your personnel administration system are automatically added to Learned every day. The automatic synchronisation occurs once a day and is set to (UTC +0) 22:00 for teams, 22:20 for roles and 22:40 for users.
Synchronising roles
Manually
Go to Job matrix - Job profiles and press New job - Synchronise via API. Retrieves roles that have been renamed in the personnel administration system but not yet modified in Learned. As soon as you press Confirm, the names of the roles will be changed.
❗️Let note: Only role names are imported. Employees associated with this role are synchronized via the Employee Synchronization API.
Automatically
After you have done a manual synchronisation of the roles and are sure that the integration works properly, you can set the synchronisation to 'Automatic'. Name changes in your personnel administration system are automatically processed in Learned. The automatic synchronisation occurs once a day and is set to (UTC +0) 22:00 for teams, 22:20 for roles and 22:40 for users.
Deleting roles
Manually
Go to Job matrix - Job profiles and press New job - Cleanup via API. This will mark roles that have been deleted in your HR system but still exist in Learned for removal. As soon as you press Confirm, the roles are also removed from Learned. Only the role profiles are deleted. The accounts of the employees associated with the roles are not deleted.
Automatically
After you have done a manual cleanup of the roles and are sure that the integration is working properly, you can set the cleanup to 'Automatic'. Roles that you remove in your personnel administration system are automatically removed from Learned. The automatic synchronisation occurs once a day and is set to (UTC +0) 22:00 for teams, 22:20 for roles and 22:40 for users. Only the role profiles are deleted. The accounts of the employees associated with the roles are not deleted.
FAQ
Do manually created roles also sync with the API?
No manually created roles in Learned are not connected to your API. You can tell by the label "manual". You can delete the manually created role and then re-import the role from the integration. The role is then set to "Integration" and will be synchronised.
I can't import a role because it already exists. How is this possible?
If a role with the same name already exists in Learned, it cannot be imported. Please delete the manually created role and try again.