Talent & Learning Data Sync

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The Talent & Learning Data Sync enables ClearCompany to act as the System of Record for user data and default group configuration, seamlessly syncing foundational employee and organizational information to the Learning platform. This article outlines the benefits of the data sync, provides prerequisites, notes key considerations, and answers frequently asked questions. 

In this article:
How the Integration Works
Benefits of this Integration
Prerequisites
Key Considerations
F.A.Q. 

How the Integration Works

When a new user is created or updated in ClearCompany, their information is automatically transmitted to the Learning platform to create or update the corresponding user in the Brainier system. Similarly, any changes to offices, departments, or roles within ClearCompany are reflected in the Learning platform through automatic synchronization.

Benefits of this Integration

  • Single Sign-On (SSO): Simplifies the user experience with seamless access across systems.
  • Data Consistency: Ensures consistent employee and foundational data between ClearCompany and the Learning platform.
  • Integrated Access: Users can access learning resources and the Learning platform directly within ClearCompany.

Prerequisites

To utilize this integration, the following requirements must be met:

  • At least one ClearCompany core module (ATS, ONB, PnG) must be in use.
  • A closed Salesforce opportunity for the addition of the LMS Module is required.*

Key Considerations

The Learning platform can be purchased as a standalone module or as part of an additional feature set. However, the Talent & Learning integration is only available to clients who purchase or already use a ClearCompany core module (ATS, ONB, PnG).

If the Learning platform is purchased as a standalone module, organizations will integrate directly with the Learning platform using their System of Record instead of ClearCompany.

Data Sync Fields

ClearCompany Field LMS Field Description
Person ID Username Unique identifier for the user
First Name First Name User’s first name
Last Name Last Name User’s last name
Email Address Email User’s login and communication address
Supervisor Name Primary Group Name Determines manager hierarchy
Supervisor CC GUID Primary Group Code Unique supervisor reference
Job Title Job Title Displays user’s job title in Learning
Phone Phone Optional user contact field
Language ID Language ID Determines interface language
Department Name Optional Group Name 1 Mirrors department grouping
Department CC GUID Optional Group Code 1 Department identifier
Office Name Optional Group Name 2 Mirrors office grouping
Office CC GUID Optional Group Code 2 Office identifier
Role Name Optional Group Name 3 Mirrors role grouping
Role CC GUID Optional Group Code 3 Role identifier
CC User ID User ID Internal ClearCompany reference
Has Learning Permission User Auxiliary Field Indicates if user can access Learning
Is In Payroll User Auxiliary Field Flags whether the record syncs from payroll
Start Date User Auxiliary Field Most recent hire date
Is Rehire User Auxiliary Field Flags rehires if hire dates differ by 90+ days

 


F.A.Q.

What is a Learning Management System (LMS)?

A Learning Management System (LMS) is a software application used to administer, document, track, report, and deliver educational courses or training programs.

How do I get these features enabled?

To enable these features, please contact the Learning platform team: support@clearcompany.com 

Can I customize the learning experience for different users?

Yes, Brainier allows you to create personalized learning environments to different user groups, including employees, customers, or external partners. Custom branding and content delivery options are also available.

What permissions does a user need to access the Learning platform?

Users need the Learning permission.

What types of training can be delivered through the Learning platform?

The Learning platform supports various training formats, including onboarding, compliance training, professional development courses, and custom training programs designed to meet organizational needs.

When can users access assigned training?

New hires can access the Learning platform and associated training upon reaching their "Start Date," as specified in their Onboarding packet.

What if my organization uses a different system of record?

Using a different system of record does not affect how users log into ClearCompany.

Can the connector be turned off after the fact? If so, what are the repercussions of doing so?

Yes, the connector can be turned off. However, doing so will stop data synchronization and the creation of new users or groups.

Can the mapping be adjusted after the connector is already running?

Yes, mapping adjustments can be made after the connector is enabled.

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