Follow this guide to set up an integration with MyTimePlan (MTP) in Journeys
Authentication
First, contact MTP and ask them for:
Your company subdomain (if you don't know it already)
API key
Also, if you do not already have the MTP integration template in your Journeys account, contact the 50skills team to have it copied for you.
Once you have your API key, your subdomain, and the MTP integration template, find the template in the integration list in Journeys and open it by clicking on it.
Then, click Authenticate to open the authentication sidebar.
In the authentication sidebar, fill in the following fields:
Authentication type: API key
Header key: X-Auth-Token
API key: your API key from MTP
Then click Save in the bottom right corner.
MTP integration setup checklist
Before the MTP integration can be used in journeys, the following things need to be configured:
1. Change the URL of the endpoints
In the MTP integration template, all endpoints will have a URL that contains the subdomain "mtpintegration".
You will need to change this to your company subdomain in order for the endpoint to work.
The endpoint URL can be changed by clicking the three dots to the right of the endpoint, clicking Edit, and editing the URL field before saving.
2. Make sure the authentication works
To make sure the authentication has been correctly set up, you can test-run any GET endpoint (for example "Sækja allar fyrirtækjaeiningar", which fetches all company units).
💡 Side note: Make sure to change the endpoint URL before testing
If the test response is successful, the authentication is connected! 🎉
3. Decide which "create a user" endpoint should be used
The MTP integration template will include the following three endpoints to create a user in MTP:
Add employee based on
accounting idAdd employee based on
external idAdd employee based on
position id
In order to create a user, all your units in MTP need to either have a unique accounting ID, external ID, or position ID.
It is up to your company to decide which ID type to use as the unique identifier for your MTP units. For example, if you choose external id, please make sure that no two MTP units have the same external id.
3.1. How to check what IDs are currently assigned to your MTP units
To check what IDs your units have in MTP, please follow the following instructions:
Log into MTP as an admin user.
In MTP, click on "Stillingar" (Settings) in the top right corner.
Next, in the top right corner, click "Skipurit" (Hierarchy).
You will see a list of all your top-level company units. To see units that are nested inside a parent unit, you can click the chevron on the left to expand/collapse the list.
Note that "Bókhaldsnúmer" is the unit's
accounting idand "Ytra auðkenni" is the unit'sexternal id. If a unit doesn't have any ID, we cannot automatically add an employee to it.
To see the position ID of a unit, or to change an ID, click the unit name in the list to open the unit's settings page.
From the unit's settings page, locate and click on "Accounting". You might have to scroll down to find it.
You will see fields called Accounting Id, External Unit Id, and Position Ids. Here, you can see the IDs currently assigned to the unit and change the IDs if needed.
When done, click Vista (Save) to save any changes made to the IDs.
Repeat this process for every unit that is either missing an ID, does not have a unique ID, or has the incorrect ID according to how your company prefers to identify units.
Once you have completed these three steps, you are ready to add MTP integration actions to your journeys 🚀
Adding MTP integration actions to a journey
The MTP integration template contains various endpoints that can be used to automate your HR processes in MTP.
Create a user in MTP
In order to properly create a new employee in MTP, you will need to add the following three MTP integration actions to your journey:
Bæta starfsmanni við út frá accounting/external/position id
Gefa starfsmanni samning
Gefa starfsmanni vinnuskyldu
All three actions are included in the MTP integration template and must be added to the journey in this order.
Also make sure you have enabled "Velkomin til starfa" email notifications in MTP. Those emails contain the password for the new employee to be able to sign in.
Change work percentage
Use the "Breyta starfshlutfalli" action from your MTP integration template to update an existing employee's work percentage after the employee has already been created in MTP.
