PerformYard icon

PerformYard Integration

Configurable performance-review cycles with continuous feedback and OKR tracking. Keep PerformYard people data consistent across the systems your organization relies on. Start from Watch Employees and automatically continue with Get a Goal or Get a Report.
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Supported triggers and actions for PerformYard integration

Triggers can detect changes in PerformYard and run actions that can create, search or modify data inside PerformYard automatically [3] — exactly how you set them.

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    Watch EmployeesTriggers when a new employee is added.
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    Watch GoalsTriggers when a goal is updated or achieved.
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    Get a GoalRetrieves a specific goal.
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    Get a ReportRetrieves a report from the service.
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    Get an EmployeeRetrieves a specific employee.
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    List Employee Data FieldsRetrieves a list of employee data fields.
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    List EmployeesRetrieves a list of employees from the service.
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    List Goal CategoriesRetrieves goal categories.
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    List Goal OutlooksRetrieves goal outlooks.
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    List GoalsRetrieves a list of goals.
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    List ReportsRetrieves available reports.
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    List Review TemplatesRetrieves review templates.
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    List ReviewsRetrieves a list of reviews.
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    Add an Employee to a Review CycleAdds an employee to a review cycle.
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    Create a GoalCreates a new goal.
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    Create a ReviewCreates a review for an employee.
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    Create an EmployeeCreates a new employee in the system.
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    Make an API CallPerforms an arbitrary authorized API request.
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    Update a GoalUpdates an existing goal.
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    Update an EmployeeUpdates an existing employee.

How to integrate PerformYard in automation workflow?

3 simple steps to make your PerformYard connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How PerformYard connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever PerformYard app is called in workflows. That allows your hr automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that PerformYard supports.

The following table illustrates what fields PerformYard integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how PerformYard is connected in WEXTL builder.

Video slide demonstrates how PerformYard is connected in WEXTL builder [4].

FieldTypeHelp
API KeyRequired
password

Log in to your → Administration → Authentication → API Key.

APP IDRequired
password

Log in to your → Administration → Authentication → APP ID.

Connect PerformYard to popular apps on WEXTL

Enter a name of the other app you want to sync with PerformYard below. Click on selected app to explore integration options with PerformYard. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with PerformYard integration

Select Watch Employees trigger from PerformYard - this will be a starting point in your automation. Whenever event happens in PerformYard, workflow will start [7] from Watch Employees node.

Search for Add an Employee to a Review Cycle, connect it as the next step of integration sequence. You can use filters between Watch Employees and Add an Employee to a Review Cycle, so only important data pass from Watch Employees to the next step. WEXTL gives you full control over the process of PerformYard automation. All parts of workflow are visible on the canvas [4].

PerformYard on WEXTL has 22 modules for combining hr automations. Explore PerformYard documentation for more.

Video slide demonstrates how Watch Employees and Add an Employee to a Review Cycle nodes are used in PerformYard workflow.

Video slide demonstrates how Watch Employees and Add an Employee to a Review Cycle [6] nodes are used in PerformYard workflow.

Frequently asked questions

Common questions about automating PerformYard in your workflows.

Try PerformYard on WEXTL®

Claim your 3-day trial to build PerformYard integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the PerformYard integration.

  1. PerformYard integration source code, module specs and credentials implementation.
  2. Internal PerformYard integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official PerformYard vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® PerformYard App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation