Prerequisites
You need to have an “Owner” role in your Alexis HR instance to be able to generate new Access Tokens and set up new third party integrations. You will be able to identify whether you have the correct role by heading to your ‘Profile’ in the top right of the screen and checking what your account is tagged with.
If you do not have this role please reach out to your company’s System Admin who will be able to give you the correct access.
Step by Step Integration Instructions
Step 1 - Start the Ravio Onboarding Process
On the Ravio onboarding screen, select Connect your HR system and choose AlexisHR.
Step 2 - Create a new Access Token in Alexis
In Alexis HR, go to “Settings” in the menu on the left of the homepage and select “Access Tokens”. This is where you generate the credentials for Ravio to be able to integrate.
At the top of the page there should be two text boxes. This is where you create the credentials. Enter the Name, Description and make sure Type = Public. Then hit save.
The Access Token will then pop up in a window on your screen. Please make sure you copy and save this token somewhere. This is the only time you can see this token!
Step 3 - Add the token details into Ravio
Head back to the Ravio onboarding flow. This process may ask whether you are connecting a Sandbox or Production account. You should be integrating a Production account!
If you are integration a non-production account please let your Ravio contact know ASAP.
Once you have chosen ‘Production’ you will be prompted to enter the API Key that you saved in the previous step. Copy and Paste the token into Ravio & Submit.