Admin Settings (Indigo: V3)
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      Overview of integrations

      Table of contents

      1. Introduction
      2. User sync (HRIS)
      3. Single Sign-On (SSO)
      4. Learning Experience Platform (LXP)
      5. Goal tracking tools
      6. Workspace channels
      7. Calendar tools
      8. Enable an integration
      9. Disable an integration

      1. Introduction

      Engagedly’s integration capabilities allow admins to connect external applications to streamline processes, sync data, and enhance platform functionality. These integrations improve efficiency and reduce manual effort by enabling seamless information flow between Engagedly and other systems.

      Based on your subscription, integrate applications for:

      Integrate and enable applications on Engagedly based on your subscription, or disable them when required.

      2. User sync (HRIS)

      Integrate with HRIS platforms such as BambooHR, ADP, Namely, Gusto, or Paychex to automatically sync employee data. Updates made in your HRIS are reflected in Engagedly, ensuring up-to-date information without manual entry, saving time and effort.

      3. Single Sign-On (SSO)

      Integrate with identity providers such as AD FS, Microsoft Entra (Azure AD), Okta, and Google for secure, centralized authentication. This allows employees to access multiple applications with a single set of credentials.

      4. Learning Experience Platform (LXP)

      Integrate with providers such as Udemy, LinkedIn Learning, Go1, BizLibrary, OpenSesame, and Learning Planet to import and publish courses in Engagedly for employees to access and enroll in.

      📒Note: Engagedly Academy is available at no additional cost. Contact our support team to enable it.

      5. Goal tracking tools

      Sync goal progress from platforms like Salesforce, Jira, or Google Sheets. Updates in these tools are automatically reflected in Engagedly’s Goals module.

      6. Workspace channels

      Integrate Slack or Microsoft Teams to deliver Engagedly notifications, such as feedback, goals, and reminders, in real time within collaboration tools.

      7. Calendar tools

      Integrate with Google Calendar or Microsoft Outlook Calendar to sync meetings and manage schedules directly from Engagedly. This includes performance reviews, 1:1s, and other activities, helping teams save time and stay aligned with better visibility.

      8. Enable an integration

      Prerequisites: Contact our support team to initiate integrations for your account.

      After integration is set up, enable applications in Engagedly.

      Navigate to Settings > Integrations.

      1. Click the application you want to enable.
      2. Toggle the button to enable it and click SAVE.

      Once enabled, the application is available to all employees.

      9. Disable an integration

      1. Click the enabled application.
      2. Toggle the Enabled button to disable it and click SAVE.

      Engagedly integrations simplify workflows, streamline administrative processes, and help create a cohesive work environment tailored to your organization’s needs. Learn more to integrate different applications.