This article covers the Integrations tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records


The 'Integration' tab consists of the 'Integration IDs' section, which displays all the Locations where this Employee Record has been linked to a POS Employee.


Integration IDs Section



1) Location - Drop-down list of Locations
 

2) + Add - Click to add the selected Location (#1) to the Integration ID list.


3) Search - Filters the list for Integrations that contain the entered search term in any column.

 

4) Filter - Click to filter any of the available columns 

  • To add a new filter - Click '+Add Filter' to add a new filter and enter the filter parameters. 
  • To remove a filter - Click the trashcan icon associated with the filter, or click 'Clear All' to clear all filters.  
  • To apply filters - Click 'Apply' to apply the filters to the Integrations List.
    Graphical user interface, application Description automatically generated

5) Columns - Click to show or hide the following columns:

  • External System - The POS system for the Integration ID
  • Location - Location associated with the POS Integration ID
  • External ID - The POS Integration ID
  • Linked Record - The POS Employee Record linked to the Employee Record

 

6) External System Details - Details for the POS Integration associated with the Employee