Customizations

Options for integrating Skills Base with other systems



Manual export

If your needs are infrequent and of a "batch" nature, a manual export of data is a simple but effective way of importing Skills Base data into another system, which requires no setup.  Skills Base offers a number of out-of-the-box CSV exports that can be found in the Reporting menu, as well as the more comprehensive "Report Builder" tool that allows construction of an export consisting of the the specific fields and filters that you require.


For more information on Data Exports see: https://support.skills-base.com/kb/articles/11000025204-data-exports


For more information on Report Builder see: https://support.skills-base.com/kb/articles/11000025203-report-builder


Scheduled batch file

Certain Skills Base licenses include the ability to set a schedule for a CSV export such that they will be run automatically at a predefined interval that you specify.  For example, you can set up an export to run monthly, on the 15th of each month whereby each month, on the 15th day, Skills Base will generate and save the export on the server-side and send an email to the scheduler informing that the report is ready to download.  Stored reports do not expire, so it's possible to download them at any time.  


For more information on Scheduled Reports see: https://support.skills-base.com/kb/articles/11000032857-scheduled-reports


REST API 

For fully autonomous machine-to-machine integration needs, Skills Base includes a comprehensive REST API which provides both read and write access to virtually any data in the system.  The REST API integration is ideal for circumstances where data currency is important and you require a real-time integration.  You can pull data from Skills Base via the API in bulk on an interval, or pull specific records as required throughout the day.  It's also possible to build tools external to Skills Base that interact directly with the data.  For example, you could build a mini version of the People Finder tool which interfaces with the People Finder REST API endpoint in order to provide employees with the ability to find skilled people directly within the organization's web portal.


The REST API is only available with certain Skills Base license. Note that API integrations require software development/integration capabilities on your side.  Skills Base does not typically provide integration services since they require specialist knowledge of and access to your organizational systems and IT landscape, however we are always glad to help where we can.


For more information on the REST API see: https://support.skills-base.com/kb/articles/11000025172-api


Single Sign On attribute pass-through

This option provides a convenient pass-through of employee attributes at the time of sign on.  When Single Sign On integration is enabled between your organization's Identity Provider (IdP) and Skills Base, it is possible for attributes (such as the employee's role, location, or even Employee ID) to be populated into their Skills Base record at the time of sign on.  This can be a convenient way to synchronize your employee directory with Skills Base without requiring additional integrations or manual work.  However, it's important to note that because this mechanism relies on employee sign on, the data is only updated whenever an employee signs into Skills Base.  As such, any employees that have not signed in yet for any reason, or have not signed in for extended periods of time, may have outdated attributes recorded in Skills Base.  One counter-measure is to have supervisors in the system review employee records from time to time, manually updating fields as required.


Single Sign On is only available with certain Skills Base licenses.  For information on setting up SSO attribute pass-through, speak with a Skills Base Support member.


For more information on Single Sign on see: https://support.skills-base.com/kb/articles/11000025183-single-sign-on


Employee self-update

One way of keeping Skills Base data in sync with organizational systems is to simply allow employees the ability to update their own data. This is not a machine-level integration, but can leverage the person-power of the workforce to efficiently conquer a larger-scale task.  The specific fields that an employee can update is decided by the organization, and can be restricted to a desired set.  We find employees generally want to see correct information associated with their profile and so are generally motivated to make corrections where they see required.


For information on configuring permissions see: https://support.skills-base.com/kb/articles/11000025185-configuring-permissions


Instructions for employees on editing their own information are available here: https://support.skills-base.com/kb/articles/11000025512-editing-your-own-information