EPMS Integrations and API Guide

Technical Guides For All Users Performance Management
Last updated: January 26, 2026 β€’ Version: 1.0
Table of Contents

EPMS Integrations and API Guide

Overview

This technical guide covers all integration options for the Employee Performance Management System (EPMS), including HRIS synchronization, Learning Management System connections, Single Sign-On configuration, and API development. Learn how to connect EPMS with your existing technology ecosystem for seamless data flow and enhanced functionality.

Who this is for: System Administrators, IT Integration Specialists, Developers, and Technical Project Managers implementing EPMS integrations

Prerequisites: Administrative access to EPMS, API authentication credentials, and technical knowledge of integration platforms

Integration Architecture Overview

EPMS Integration Ecosystem

graph TD A[EPMS Core] --> B[HRIS Integration] A --> C[LMS Integration] A --> D[SSO/Authentication] A --> E[Payroll Systems] A --> F[BI/Analytics Tools] A --> G[Communication Platforms] B --> B1[Employee Data Sync] B --> B2[Org Structure Updates] B --> B3[Role Management] C --> C1[Course Catalog Sync] C --> C2[Completion Tracking] C --> C3[Skills Validation] D --> D1[User Authentication] D --> D2[User Provisioning] D --> D3[Permission Mapping] E --> E1[Merit Matrix Data] E --> E2[Compensation Updates] E --> E3[Bonus Calculations] F --> F1[Performance Analytics] F --> F2[Talent Dashboards] F --> F3[Executive Reporting] G --> G1[Notification Delivery] G --> G2[Feedback Alerts] G --> G3[Reminder Systems] style A fill:#e1f5fe style B fill:#e8f5e8 style C fill:#fff3e0 style D fill:#f3e5f5 style E fill:#fce4ec style F fill:#e3f2fd style G fill:#f0f4c3

Integration Methods

Real-Time Integrations:

  • API Webhooks: Immediate data synchronization for critical updates
  • Single Sign-On (SSO): Seamless user authentication and session management
  • Real-Time Notifications: Instant communication through Slack, Teams, or email

Batch Integrations:

  • Scheduled Data Sync: Daily, weekly, or monthly data synchronization
  • File-Based Import/Export: CSV, JSON, or XML data exchange
  • ETL Processes: Extract, Transform, Load operations for complex data mapping

HRIS Integration

Employee Data Synchronization

Core Employee Information

HRIS Integration Configuration:

{
  "integration_type": "hris",
  "sync_frequency": "daily",
  "sync_time": "02:00 UTC",
  "data_mapping": {
    "employee_id": "hris.employee_number",
    "first_name": "hris.first_name",
    "last_name": "hris.last_name",
    "email": "hris.work_email",
    "department": "hris.department_code",
    "job_title": "hris.position_title",
    "manager_id": "hris.supervisor_id",
    "hire_date": "hris.start_date",
    "employment_status": "hris.status"
  },
  "webhook_url": "https://your-epms.workforce.mangoapps.com/api/v1/webhooks/hris",
  "authentication": {
    "type": "oauth2",
    "client_id": "your_hris_client_id",
    "client_secret": "your_hris_client_secret"
  }
}

Organizational Structure Sync

Department and Hierarchy Management:

// Example HRIS Organizational Data Structure
{
  "departments": [
    {
      "department_id": "ENG001",
      "department_name": "Engineering",
      "parent_department": null,
      "department_head": "john.smith@company.com",
      "cost_center": "CC-ENG-001"
    },
    {
      "department_id": "ENG002", 
      "department_name": "Platform Engineering",
      "parent_department": "ENG001",
      "department_head": "sarah.jones@company.com",
      "cost_center": "CC-ENG-002"
    }
  ],
  "reporting_relationships": [
    {
      "employee_id": "emp_12345",
      "manager_id": "emp_67890",
      "effective_date": "2024-01-01",
      "relationship_type": "direct_report"
    }
  ]
}

Common HRIS Integrations

Workday Integration

Workday Configuration Example:

<!-- Workday Web Service Configuration -->
<workday_integration>
  <endpoint>https://services1.workday.com/ccx/service/tenant_name</endpoint>
  <username>integration_user@tenant</username>
  <password>secure_password</password>
  <report_url>/customreports/report_name</report_url>
  <sync_fields>
    <field workday="Worker_ID" epms="employee_id"/>
    <field workday="Legal_Name_First_Name" epms="first_name"/>
    <field workday="Legal_Name_Last_Name" epms="last_name"/>
    <field workday="Primary_Work_Email" epms="email"/>
    <field workday="Organization" epms="department"/>
    <field workday="Business_Title" epms="job_title"/>
    <field workday="Manager_Worker_ID" epms="manager_id"/>
  </sync_fields>
</workday_integration>

BambooHR Integration

BambooHR API Configuration:

# BambooHR Integration Example
import requests

class BambooHRIntegration:
    def __init__(self, api_key, subdomain):
        self.api_key = api_key
        self.base_url = f"https://api.bamboohr.com/api/gateway.php/{subdomain}/v1"
        self.headers = {"Accept": "application/json"}
        
    def get_employee_data(self, employee_id=None):
        endpoint = f"{self.base_url}/employees/directory"
        auth = (self.api_key, "x")
        
        response = requests.get(endpoint, headers=self.headers, auth=auth)
        return response.json()
    
    def sync_to_epms(self, epms_webhook_url):
        employee_data = self.get_employee_data()
        transformed_data = self.transform_bamboo_to_epms(employee_data)
        
        # Send to EPMS webhook
        requests.post(epms_webhook_url, json=transformed_data)

Learning Management System (LMS) Integration

Course Catalog Synchronization

Training and Development Integration

LMS Integration Framework:

{
  "lms_integration": {
    "provider": "cornerstone_ondemand",
    "sync_type": "bidirectional",
    "course_catalog_sync": {
      "frequency": "weekly",
      "include_categories": ["leadership", "technical", "compliance"],
      "sync_enrollments": true,
      "sync_completions": true,
      "sync_scores": true
    },
    "skill_mapping": {
      "enable_skill_validation": true,
      "course_completion_credits_skills": true,
      "certification_tracking": true
    }
  }
}

Skills Development Tracking

Course Completion to Skills Mapping:

// Example Skills-Course Mapping Configuration
{
  "skills_course_mapping": [
    {
      "skill_id": "leadership_communication",
      "course_completions": [
        {
          "course_id": "LDR-101",
          "course_name": "Effective Communication for Leaders",
          "skill_credit": 0.8,
          "proficiency_increase": 1
        },
        {
          "course_id": "LDR-201", 
          "course_name": "Advanced Leadership Communication",
          "skill_credit": 1.2,
          "proficiency_increase": 2
        }
      ]
    },
    {
      "skill_id": "project_management",
      "certification_requirements": [
        {
          "certification": "PMP",
          "skill_level": 4,
          "auto_update": true
        },
        {
          "certification": "Agile Certified Practitioner",
          "skill_level": 3,
          "auto_update": true
        }
      ]
    }
  ]
}

Cornerstone OnDemand

Cornerstone API Integration:

class CornerstoneIntegration:
    def __init__(self, client_id, client_secret, base_url):
        self.client_id = client_id
        self.client_secret = client_secret
        self.base_url = base_url
        self.access_token = self.get_access_token()
    
    def get_course_completions(self, employee_id):
        endpoint = f"{self.base_url}/services/api/x/transcript"
        headers = {"Authorization": f"Bearer {self.access_token}"}
        params = {"userId": employee_id}
        
        response = requests.get(endpoint, headers=headers, params=params)
        return response.json()
    
    def sync_development_plans(self, epms_api_endpoint):
        # Sync individual development plans from Cornerstone to EPMS
        pass

Coursera for Business

Coursera Integration Example:

{
  "coursera_integration": {
    "enterprise_id": "your_enterprise_id",
    "api_key": "your_coursera_api_key",
    "course_sync": {
      "include_specializations": true,
      "track_certificates": true,
      "map_to_skills": true
    },
    "learner_sync": {
      "track_progress": true,
      "sync_scores": true,
      "completion_webhooks": true
    }
  }
}

Single Sign-On (SSO) Integration

Authentication Providers

SAML 2.0 Configuration

SAML SSO Setup:

<!-- SAML 2.0 Configuration for EPMS -->
<saml_configuration>
  <entity_id>https://your-epms.workforce.mangoapps.com/saml/metadata</entity_id>
  <sso_url>https://your-idp.com/sso/saml</sso_url>
  <slo_url>https://your-idp.com/slo/saml</slo_url>
  <certificate_file>path/to/idp-certificate.pem</certificate_file>
  
  <attribute_mapping>
    <attribute name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress" 
               maps_to="email"/>
    <attribute name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname" 
               maps_to="first_name"/>
    <attribute name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname" 
               maps_to="last_name"/>
    <attribute name="http://schemas.microsoft.com/ws/2008/06/identity/claims/groups" 
               maps_to="roles"/>
  </attribute_mapping>
</saml_configuration>

OAuth 2.0 / OpenID Connect

OIDC Configuration Example:

{
  "oidc_config": {
    "issuer": "https://your-identity-provider.com",
    "client_id": "epms_client_id",
    "client_secret": "epms_client_secret",
    "redirect_uri": "https://your-epms.workforce.mangoapps.com/auth/callback",
    "scopes": ["openid", "profile", "email", "groups"],
    "claim_mapping": {
      "email": "email",
      "given_name": "first_name", 
      "family_name": "last_name",
      "groups": "roles"
    }
  }
}

User Provisioning and De-provisioning

Automated User Management

SCIM 2.0 Integration:

{
  "scim_endpoint": "https://your-epms.workforce.mangoapps.com/scim/v2",
  "authentication": {
    "type": "bearer_token",
    "token": "your_scim_api_token"
  },
  "user_provisioning": {
    "auto_create_users": true,
    "auto_update_users": true,
    "auto_deactivate_users": true,
    "role_mapping": {
      "EPMS_Employee": ["employee"],
      "EPMS_Manager": ["employee", "manager"],
      "EPMS_HR_Admin": ["employee", "manager", "hr_admin"],
      "EPMS_System_Admin": ["employee", "manager", "hr_admin", "system_admin"]
    }
  }
}

EPMS REST API

API Authentication

API Key Authentication

API Key Setup:

# Generate API Key
curl -X POST https://your-epms.workforce.mangoapps.com/api/v1/auth/api-keys \
  -H "Authorization: Bearer YOUR_ADMIN_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Integration API Key",
    "permissions": ["read:employees", "write:performance", "read:analytics"],
    "expires_at": "2025-12-31T23:59:59Z"
  }'

# Use API Key
curl -X GET https://your-epms.workforce.mangoapps.com/api/v1/employees \
  -H "X-API-Key: YOUR_API_KEY"

OAuth 2.0 Client Credentials

OAuth Client Setup:

import requests

class EPMSAPIClient:
    def __init__(self, client_id, client_secret, base_url):
        self.client_id = client_id
        self.client_secret = client_secret
        self.base_url = base_url
        self.access_token = None
        
    def get_access_token(self):
        auth_url = f"{self.base_url}/oauth/token"
        data = {
            "grant_type": "client_credentials",
            "client_id": self.client_id,
            "client_secret": self.client_secret,
            "scope": "read:performance write:goals"
        }
        
        response = requests.post(auth_url, data=data)
        token_data = response.json()
        self.access_token = token_data["access_token"]
        return self.access_token

Core API Endpoints

Employee Performance Data

Performance Reviews API:

# Get Employee Performance Reviews
GET /api/v1/employees/{employee_id}/performance-reviews
Authorization: Bearer {access_token}

Response:
{
  "employee_id": "emp_12345",
  "reviews": [
    {
      "review_id": "rev_67890",
      "review_period": "2024-Q1",
      "status": "completed",
      "self_rating": 4.2,
      "manager_rating": 4.0,
      "goal_completion": 0.85,
      "skills_assessment": {
        "technical_skills": 4.1,
        "leadership": 3.8,
        "communication": 4.3
      },
      "development_priorities": [
        "Public speaking",
        "Strategic thinking",
        "Team leadership"
      ]
    }
  ]
}

Goals Management API

Goals CRUD Operations:

# Create Goal
POST /api/v1/employees/{employee_id}/goals
Content-Type: application/json
Authorization: Bearer {access_token}

{
  "title": "Improve Customer Satisfaction Scores",
  "description": "Increase team customer satisfaction from 4.2 to 4.8",
  "category": "performance",
  "priority": "high",
  "target_date": "2024-12-31",
  "success_criteria": [
    {
      "metric": "customer_satisfaction_score",
      "target_value": 4.8,
      "current_value": 4.2
    }
  ]
}

# Update Goal Progress
PATCH /api/v1/goals/{goal_id}/progress
{
  "progress_percentage": 75,
  "notes": "Implemented new customer feedback system",
  "obstacles": [],
  "support_needed": false
}

Skills and Development API

Skills Assessment Endpoints:

# Get Employee Skills Profile
GET /api/v1/employees/{employee_id}/skills

Response:
{
  "employee_id": "emp_12345",
  "skills_assessment": {
    "core_competencies": [
      {
        "skill_id": "communication",
        "skill_name": "Communication",
        "proficiency_level": 4,
        "self_rating": 4,
        "manager_rating": 4,
        "last_assessed": "2024-01-15"
      }
    ],
    "technical_skills": [...],
    "leadership_skills": [...]
  },
  "development_plan": {
    "plan_id": "dev_plan_789",
    "goals": [...],
    "learning_activities": [...]
  }
}

Webhook Integration

Real-Time Event Notifications

Webhook Configuration:

{
  "webhook_config": {
    "endpoint": "https://your-system.com/epms-webhooks",
    "secret": "webhook_signing_secret",
    "events": [
      "performance_review.completed",
      "goal.created",
      "goal.updated", 
      "skill_assessment.completed",
      "development_plan.approved"
    ],
    "retry_policy": {
      "max_retries": 3,
      "retry_delay": 300,
      "exponential_backoff": true
    }
  }
}

Webhook Event Examples:

// Performance Review Completed Event
{
  "event_type": "performance_review.completed",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "review_id": "rev_67890",
    "employee_id": "emp_12345",
    "manager_id": "emp_54321",
    "review_period": "2024-Q1",
    "completion_date": "2024-01-15T10:30:00Z",
    "overall_rating": 4.1,
    "goal_completion": 0.87
  }
}

// Goal Created Event
{
  "event_type": "goal.created", 
  "timestamp": "2024-01-16T14:20:00Z",
  "data": {
    "goal_id": "goal_98765",
    "employee_id": "emp_12345",
    "title": "Complete AWS Certification",
    "category": "development",
    "target_date": "2024-06-30",
    "status": "pending_approval"
  }
}

Business Intelligence and Analytics Integration

Data Export and Reporting

Analytics Data Export

Performance Analytics Export:

class EPMSAnalyticsExport:
    def __init__(self, api_client):
        self.api_client = api_client
    
    def export_performance_data(self, date_range, departments=None):
        endpoint = "/api/v1/analytics/performance"
        params = {
            "start_date": date_range["start"],
            "end_date": date_range["end"],
            "format": "json",
            "include_details": True
        }
        
        if departments:
            params["departments"] = ",".join(departments)
            
        return self.api_client.get(endpoint, params=params)
    
    def export_skills_matrix(self, organization_level="all"):
        endpoint = "/api/v1/analytics/skills-matrix"
        params = {"level": organization_level, "format": "csv"}
        
        return self.api_client.get(endpoint, params=params)

Power BI Integration

Power BI Connector Configuration:

{
  "powerbi_integration": {
    "data_source": {
      "type": "rest_api",
      "base_url": "https://your-epms.workforce.mangoapps.com/api/v1",
      "authentication": {
        "type": "oauth2",
        "client_id": "powerbi_client_id",
        "client_secret": "powerbi_client_secret"
      }
    },
    "datasets": [
      {
        "name": "Employee Performance",
        "endpoint": "/analytics/performance",
        "refresh_schedule": "daily"
      },
      {
        "name": "Skills Assessment",
        "endpoint": "/analytics/skills",
        "refresh_schedule": "weekly"
      },
      {
        "name": "Goal Achievement",
        "endpoint": "/analytics/goals",
        "refresh_schedule": "daily"
      }
    ]
  }
}

Communication Platform Integration

Slack Integration

Notification and Bot Configuration

Slack App Configuration:

{
  "slack_integration": {
    "bot_token": "xoxb-your-slack-bot-token",
    "webhook_url": "https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK",
    "notifications": {
      "performance_review_reminders": {
        "channel": "#hr-notifications",
        "enabled": true,
        "template": "⏰ Performance review reminder: {employee_name}'s review is due in {days_remaining} days"
      },
      "goal_completions": {
        "channel": "#achievements",
        "enabled": true,
        "template": "πŸŽ‰ {employee_name} completed their goal: {goal_title}"
      },
      "feedback_requests": {
        "direct_message": true,
        "template": "Hi {recipient_name}! You've received a feedback request from {sender_name} in EPMS"
      }
    }
  }
}

Microsoft Teams Integration

Teams Bot Setup:

// Microsoft Teams Bot for EPMS
const { TeamsActivityHandler, MessageFactory } = require('botbuilder');

class EPMSTeamsBot extends TeamsActivityHandler {
    constructor() {
        super();
        
        this.onMessage(async (context, next) => {
            const userText = context.activity.text;
            
            if (userText.includes('my goals')) {
                const goals = await this.getEmployeeGoals(context.activity.from.id);
                const goalsCard = this.createGoalsCard(goals);
                await context.sendActivity(MessageFactory.attachment(goalsCard));
            }
            
            await next();
        });
    }
    
    async getEmployeeGoals(teamsUserId) {
        // Integrate with EPMS API to fetch goals
        const epmsUserId = await this.mapTeamsUserToEPMS(teamsUserId);
        return await epmsAPI.getEmployeeGoals(epmsUserId);
    }
}

Security and Compliance

Data Security Best Practices

API Security

Security Configuration:

{
  "security_config": {
    "api_rate_limiting": {
      "requests_per_minute": 100,
      "burst_limit": 200,
      "throttle_message": "Rate limit exceeded"
    },
    "ip_whitelisting": {
      "enabled": true,
      "allowed_ips": [
        "192.168.1.0/24",
        "10.0.0.0/8"
      ]
    },
    "data_encryption": {
      "in_transit": "TLS 1.3",
      "at_rest": "AES-256",
      "key_rotation": "quarterly"
    },
    "audit_logging": {
      "log_all_api_calls": true,
      "include_request_body": false,
      "retention_period": "7_years"
    }
  }
}

Compliance Considerations

GDPR/Privacy Compliance:

  • Data Minimization: Only sync necessary employee data
  • Consent Management: Track and manage data processing consent
  • Right to Erasure: Implement data deletion workflows
  • Data Portability: Provide data export capabilities
  • Audit Trails: Maintain detailed access and modification logs

Summary

EPMS integrations enable seamless connectivity with your organization’s technology ecosystem, providing:

  • HRIS Synchronization for accurate employee data and organizational structure
  • LMS Integration for comprehensive skills development tracking
  • SSO Authentication for secure, seamless user access
  • API Connectivity for custom integrations and data exchange
  • Analytics Integration for comprehensive business intelligence
  • Communication Platform integration for enhanced user engagement

Successful integration implementation requires careful planning, security consideration, and ongoing maintenance to ensure optimal performance and data integrity across all connected systems.

For setup guidance and specific configuration requirements, see our EPMS Setup and Configuration Guide and API Authentication documentation.

Article ID: epms_integrations_guide