This guide has been created to help you seamlessly generate an Insight Web Service Report from CoreHR and use the extracted data within Workbloom.
This guide has been created to help you seamlessly generate an Insight Web Service Report from CoreHR and use the extracted data within Workbloom.
The purpose of this manual is to provide clear, step-by-step instructions to ensure that you can confidently access, export, and utilise your HR data to support your campaigns and reporting within Workbloom. By following this guide, you will be able to:
Generate the required Insight Web Service Report from CoreHR
Understand the structure and key data fields within the report
Prepare and transfer the data correctly into Workbloom
Avoid common issues and ensure data accuracy throughout the process
This document is designed for users of all technical levels. Whether you are new to CoreHR reporting or already familiar with the platform, the instructions provided will guide you through the process in a straightforward and efficient manner.
If you require additional support at any stage, please contact your Workbloom representative or support team.
1. Create the Insight Web Service Report
Go to Insight → Web Services → Create Web Service.
Build a report that includes the following fields:
Employee name
Work email
Start date
Birth date
Reporting manager
Manager email
Apply filters so the report returns only current employees for a specific company, location etc.
2. Test the Report
Run the report to confirm:
Fields are correct
Employee list is accurate
No restricted views are used
Note when run in Portal the report can only return a max of 250 rows. This is for testing purpose when run as an API a max of 250k rows can be returned.
3. Generate the API Endpoint
From the "…" menu on the right side of the report, select Generate Endpoint.
Provide the Endpoint Name to us.
4. Provide API Credentials
Go to Security → Web Service Apps → XD-Evo-Insight and share the following:
Tenant
Client ID
Client Secret
Insight Endpoint Name
This is the information you should see.
Application Name: **********
Application ID: **********
Application Secret: **********
5. Ensure CI User Access
Confirm the CI User has access to:
All data views used in the report
All employees included in the report
6. Enable Additional Views (if needed)
In Insight Configuration → Views, toggle WS Active for any required additional views.
7. Maintain the Report
Keep the report updated when new org units or employee structures are added.
In conclusion what we will need in order to proceed with the integration (after the report is completed and API generated):
Tenant
Client ID (Application ID)
Client Secret (Application Secret)
Insight Endpoint Name
8. Report visibility on Workbloom
Once the above details are taken, the following fields need to be filled, so the details to be upload to the platform:
Report Name – Add a unique name for your report. This will help you when multiple reports are uploaded within the platform.
Insight Endpoint Name = Insight Endpoint Name from the report details
Client Secret = Application Secret from the report details
Tenant = Tenant from the report details (use lowercase letters)
Client ID = Application ID from the report details
County = Add a country the report is for (ex: All employees are located and working under Ireland jurisdiction, hence adding Ireland).If the customers are located in multiple countries, different report based on the country should be done.
Select Validate to check if all details are populated correctly.
Once done select Save and waits until the details are updated within the Recipients menu. A notification will appear in the notification bar.
