Thrive TRM

Audience: Administrators

 

Overview

Thrive TRM is a Talent Relationship Management software. OrgChart can pull employee records directly from Thrive TRM. The following article is a list of frequently asked questions pertaining to Thrive TRM's compatibility with OrgChart.

FAQ

1. Q:How do I set up my connection to Thrive TRM?

   A: Reference the Thrive TRM Connector Setup below to learn how to set up your Thrive TRM Connector in OrgChart.

2. Q: Can I limit the fields that an OrgChart administrator is able to pull from Thrive TRM?

   A: Yes. Reference the Limit Fields Import Filter article for more information.

3. Q: What fields can I pull from Thrive TRM?

   A: OrgChart can pull most fields associated with an employee from Thrive TRM Contacts Resource.

4. Q: Can I merge data from a secondary source with Thrive TRM data?

   A: Yes.

5. Q: Can I embed org charts (generated from Thrive TRM data) into my intranet?

   A: Yes.

6. Q: Can I add open requisition from Thrive TRM into my org charts?

   A: Not at this time.

   You are welcome to run an Excel export of your recruitment data from Thrive TRM, and append it to your main data source. Reference the Flat File Prep article and Append Data Connector articles for more information.

7. Q: Can I filter which records are included in my org charts?

   A: Yes. Reference the Import Filters article for more information.

Setting up a Thrive TRM connector

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. The Data sources panel is displayed. Under the Main data sources heading click on the connector icon and then click on Thrive TRM.

2. Enter the following information into the corresponding text boxes:

• Resource - Name of the Thrive TRM resource where employee data is stored (i.e contacts)

• API Key - API Key generated in Thrive TRM

3. Click on Save, and then Refresh.