Bring what happens in support conversations into the check-ins and goals your managers already run.
Get more done with Tidio and SAP SuccessFactors integration
Answer employee questions in Tidio with the SAP SuccessFactors record in view.
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Integration availability depends on your Tidio plan.
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Category
Human Resources
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and SAP SuccessFactors
Answer leave questions
Balances and pending requests from SAP SuccessFactors end the question in one message.
Submit a request
Dates agreed in chat become a real request in the approval workflow.
Answer org questions
Manager and department data settles who somebody should be asking.
Chase a learning assignment
Course progress explains why a compliance reminder keeps arriving.
Overview
SAP SuccessFactors is the system of record for the employee: the job, the manager, the leave, the review cycle, the learning. An internal desk fielding questions about any of that is either logged into it or guessing. Reading SAP SuccessFactors into Tidio means the person answering sees the record, and a leave request or a learning enrollment gathered in chat can be submitted properly. Approvals stay in the platform.
Key features
- Employee record in the chat Job, manager and department from SAP SuccessFactors.
- Leave balances and requests Answer time off questions with the real numbers.
- Requests submitted properly A leave request reaches the approval workflow.
- Compensation stays put Pay and review content are not exposed to a chat.
SAP SuccessFactors
Human Resources
Tags
Team Collaboration
Workflow Automation
How it works
Connect SAP SuccessFactors in minutes
1
Connect SAP SuccessFactors and Tidio
Zapier, Integrately or Make links the two, or a service reads it and posts to the Tidio API.
2
Set a strict field list
Leave, org data and learning progress. Compensation and review content stay out.
3
Route approvals properly
Requests enter the SAP SuccessFactors workflow, where managers already approve them.
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Answer people questions in chat with the employee record already in front of you.
Turn chat questions into training, and keep learner progress next to the conversation.
Answer time-off and policy questions in chat, with the employee's own record in view.
Answer course, deadline and grade questions in chat, with the Canvas record behind the reply.
Answer shift, timesheet and leave questions in chat with the Deputy record behind them.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the SAP SuccessFactors integration
How do we keep this safe?
A short field list, a chat behind your own sign-in, and a lookup keyed on the person who is signed in. Leave balances and org data are things employees can already see about themselves. Compensation, performance content and other people's records should be unreachable.
Can managers approve from the conversation?
Notify in chat, approve in SAP SuccessFactors. Approvals affect payroll and carry a record, so they belong in the workflow built for them. The conversation is useful for gathering the request and confirming the outcome once it exists.
Is the SAP SuccessFactors integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the SAP SuccessFactors integration.