Best Practices

  1. Select the primary source as the one which is your source of truth for employee data. I.e. the system where the user account data is updated first when a new employee joins or leaves the organisation (i.e. HRMS or SSO)

  2. Some of the data points can be maintained in multiple ways in a system (for example some organisations maintain their department-related information in org units in Google Workspace while some organisations maintain it in a user profile field in Google Workspace). Please select the right path, in this case, in the interface.


  1. Please reach out to your designated Customer Success Manager if you wish to fetch the information from any other integrated applications or custom fields from existing options.

  2. Please make sure that the primary sources for all data are set properly and reflect on the platform accurately before generating any reports or creating any workflows/automation rules.

Can’t find what you are looking for? Let us help you!

Best Practices

Modified on Fri, 30 Dec 2022 at 11:20 PM

  1. Select the primary source as the one which is your source of truth for employee data. I.e. the system where the user account data is updated first when a new employee joins or leaves the organisation (i.e. HRMS or SSO)

  2. Some of the data points can be maintained in multiple ways in a system (for example some organisations maintain their department-related information in org units in Google Workspace while some organisations maintain it in a user profile field in Google Workspace). Please select the right path, in this case, in the interface.


  1. Please reach out to your designated Customer Success Manager if you wish to fetch the information from any other integrated applications or custom fields from existing options.

  2. Please make sure that the primary sources for all data are set properly and reflect on the platform accurately before generating any reports or creating any workflows/automation rules.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article