Here is a complete guide, structured by main user story, with all the required API calls in order (including prerequisite calls to retrieve IDs).
π To get started with the API, please refer to the dedicated documentation first.
1. Manage your employee directory π₯Β
Retrieve the required IDs
β Retrieve the user_role_id corresponding to the desired role (colleague, manager, hr...) :
GET /user_roles
β Retrieve the id of the organization to assign the employee to:
GET /unit_organizations
β Retrieve the identification_resource_id of available custom fields (badge, employee ID, etc.):
GET /identification_resources
Create the employee
POST /employees
{
"first_name": "Marie",
"last_name": "Dubois",
"email": "marie.dubois@company.com",
"job_position": "Manager",
"external_id": "EMP-001",
"unit_organization_id": 5,
"user_role_id": 234
}Add custom identification fields
POST /employees/{employee_id}/identifications
{
"identification_resource_id": 5,
"value": "BADGE-001"
}View / Update the employee
GET /employees/{id}
PUT /employees/{id}
GET /employees?role=manager β list by role
GET /employees?external_id=EMP-001 β find by external ID
2. Manage your organisational structure π’
Understand the existing hierarchy
β List the levels (e.g. Division, Department, Site):
GET /level_organizations
β List the units of a given level:
GET /unit_organizations?level_organization_id={level_id}Create a new organization
POST /unit_organizations
{
"external_id": "IT-001",
"name": "IT Department",
"level_organization_id": 2,
"parent_id": 15,
"language": "en"
}Manage an employee's scopes (access scope)
GET /employees/{employee_id}/unit_organization_managements
POST /employees/{employee_id}/unit_organization_managements
{ "unit_organization_id": 42 }
DELETE /unit_organization_managements/{management_id}3. Create a journey π€οΈ
Prerequisites β retrieve the required IDs
β unit_organization_id of the employee's organization:
GET /unit_organizations
β id of the manager, HR, buddy, etc.:
GET /employees?role=manager GET /employees?role=hr
β id of the templates to apply:
GET /templates?mobility=onboarding&unit_organization_id={id}
Create the journey (draft status)
POST /tracks
{
"mobility": "onboarding",
"start_date": "2026-06-01",
"end_date": "2026-09-01",
"employee": {
"first_name": "John",
"last_name": "Martin",
"email": "john.martin@company.com",
"job_position": "Developer",
"unit_organization_id": 5
},
"implications": {
"hr_id": 101,
"manager_id": 202,
"buddy_id": 303
},
"template_ids": [999056]
}Launch the journey and send invitations
PUT /tracks/{id}/start
{
"invite_at": "2026-05-28" β optional: employee invitation date
}4. Monitor and track journeys π§
List and filter journeys
GET /tracks GET /tracks?status=in_progress GET /tracks?status=draft
Available statuses: draft, invitation_sent, scheduled, in_progress, closed, cancelled
View journey details (with live metrics)
β Returns journey health, progression, action availability rate, number of completed actions:
GET /tracks/{id}Update a journey (dates, stakeholders)
PUT /tracks/{id}
{
"start_date": "2026-06-15",
"apply_on_actions": true, β automatically shifts actions
"implications": {
"manager_id": 205
}
}5. Manage administrative tasks πΒ
List the forms of a journey
GET /tracks/{track_id}/forms
GET /tracks/{track_id}/forms?status=opened β awaiting completion
GET /tracks/{track_id}/forms?status=missing_validation β awaiting HR validationView details and entered data
β Returns all paperworks with their filled-in values:
GET /forms/{id}Update a field value
PUT /paperworks/{id}
{ "value": "New value" }Manage files uploaded in a form
GET /paperwork_files/{id} β retrieve a file
POST /paperwork_files β upload a file
{ "paperwork_id": 456, "file": "..." }List available form resources
GET /paperwork_resources GET /paperwork_resources?type=selection β dropdown lists GET /paperwork_resources?type=date
List the documents of a journey
GET /tracks/{track_id}/documentsStatuses: supplying (being prepared), receipting (available), finalized (completed)
Download a file (base64)
GET /attachments/{id}List available document resources
GET /document_resources GET /document_resources?type=sign GET /document_resources?type=download
6. Manage dropdown option lists π½
List the options of a resource
GET /collection_values?resource_type=PaperworkResource&resource_id={paperwork_resource_id}Uselimit/offsetpagination for large lists.
Create a simple option
POST /collection_values?resource_type=PaperworkResource&resource_id={paperwork_resource_id}
{
"value": "Permanent contract",
"external_id": "contract_permanent",
"position": 1
}
Create an option with a parent (dependent list)
POST /collection_values?resource_type=PaperworkResource&resource_id={paperwork_resource_id}
{
"value": "Paris 1st",
"external_id": "75056",
"position": 1,
"parent_id": 1001
}
Theparent_idis theidof the parentcollection_value(e.g. the postal code75001).
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Update an option (label, position, or parent)
PUT /collection_values/{id}
{
"value": "Paris 1st Arrondissement", // update the label
"position": 2, // change the order
"parent_id": 1050 // move to a different branch
}
Existing valuesΒ in journeys retain their previous valueΒ (no cascade update).
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7. Generate a secure access link (Magic Link) π
GET /user_magic_links/{employee_id}
GET /user_magic_links_by_email/{email}
GET /user_magic_links_by_external_id/{external_id}β±οΈ Links expire after 2 hours and only work if the employee has an active journey.
8. Analyse and audit activity πΒ
GET /logs
GET /logs?event=user_creation&from=2026-01-01&to=2026-05-26
GET /logs/{uuid}
9. View assigned actions (stakeholders) βοΈΒ
β Retrieve the stakeholder's id:
GET /employees?role=manager
List a stakeholder's actions
GET /owners/{owner_id}/actions
GET /owners/{owner_id}/actions?limit=20&offset=0
π Visual summary
| User Story | Main calls |
|---|---|
| Create an employee |
GET /user_roles β GET /unit_organizations β POST /employees
|
| Enrich a profile |
GET /identification_resources β POST /employees/{id}/identifications
|
| Manage organizations |
GET /level_organizations β POST /unit_organizations
|
| Create a journey |
GET /unit_organizations + GET /employees + GET /templates β POST /tracks
|
| Send the invitation | PUT /tracks/{id}/start |
| Track journeys |
GET /tracks β GET /tracks/{id}
|
| Update a journey | PUT /tracks/{id} |
| Administrative forms |
GET /tracks/{id}/forms β GET /forms/{id} β PUT /paperworks/{id}
|
| Documents |
GET /tracks/{id}/documents β GET /attachments/{id}
|
| Magic Link | GET /user_magic_links/{id} |
| Stakeholder actions |
GET /employees β GET /owners/{id}/actions
|
| Logs & audit | GET /logs |
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