Set up Integration Notifications

Set up notifications for your integrations to ensure you get notified as updates are reflected in Maxwell Health. This is especially important when integrations sync information automatically. If there’s a change between systems, you can ensure the right person is notified.

In this article, you'll learn about:

Before you start, please note that setting notifications can only be done once the integration has been added into your integrations area. Be sure to review the setup process for the specific integration you are working with before setting up integration notifications. 

Types of Integration Notifications

Maxwell provides several integration notification types that can be helpful as you manage one of the specific integrations below:

Please note: When adding notifications, do not select "All Integrations" as a notification type. This functionality is not supported in the below integrations. This will not enable any of the below notifications. You must set up each notification type individually in order to enable it.

BambooHR Integration Notifications

  1. New Hire- Notifies when an employee has been added to Maxwell by the BambooHR integration and is within the “New Hire” range (has a Date of Hire within 123 days).
  2. Terminated Employee - Notifies the appropriate person when a Termination has occurred in BambooHR, and needs to be updated and reflected in Maxwell.
  3. Updated Employee - Notifies the appropriate person when an existing employee’s information has been updated in BambooHR and is now updated in Maxwell. This will also include information on which fields specifically have been updated.

Paylocity 360 API Integration Notifications (In Beta)

Note: This functionality is currently in beta and only available for a limited number of clients. If you’re interested in the upcoming 360° API Paylocity integration and would like to be notified of updates or want additional information, reach out to Kaylie Bryslawskyj, Sr. Product Marketing Manager, at kaylie@maxwellhealth.com!

 

  1. New Hire - Notifies when an employee has been added to Maxwell by the specified integration and is within the “New Hire” range (has a Date of Hire within 123 days).
    • A New Hire event will be opened automatically for the employee in Maxwell.
    • You will still need to email the employee to inform them of the new hire enrollment process through Maxwell.
    • The notification includes a link to a pre-built Maxwell email template for you to send.
  2. Terminated Employee - Notifies when a Termination has occurred in the connected system. You will still need to complete the termination workflow in Maxwell.
  3. Updated Employee - Notifies when an existing employee’s information has been updated in the connected system and is now updated in Maxwell. This notification will include which fields have been updated.
  4. Employee Add - Notifies when an employee has been added to Maxwell by this integration, but is not within the “New Hire” range (has a Date of Hire over 3 months old).
    • A New Hire event will not automatically be opened for this employee.
  5. Rehire - Notifies when an employee has been rehired in the connected system.
    • A rehire event will be opened for the employee in Maxwell but you will still need to email the employee to inform them of the enrollment process in Maxwell. The notification includes a link to a pre-built Maxwell email template for you to send.
  6. Update Failure - Notifies when an employee cannot be synchronized from one system to the other. Details will be provided in the notification modal.
    • While there are several possible reasons for this type of notification, the most likely is simply due to invalid data. The issue can typically be cleared by updating data to a valid value.

Set up integration notifications 

Follow the below steps to set up integration notifications:

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