Plan how Zolio fits your existing workflow.

Start with the systems and data your team already uses. An integration review establishes the connection options, prerequisites and work needed for your chosen Zolio products.

Keep ownership clear.

Zolio is a Talent Intelligence Platform for evaluation, skills, staffing and knowledge continuity. Your ATS, HR or learning system may remain the system of record; establish that boundary in the integration review.

Bring the names and versions of your systems, the product you want to evaluate and the records you need to exchange. Availability and scope should be confirmed for that combination.

Data to discuss by product

Start from the work, then map the systems.

Use these product contexts to define the data flow your organisation needs.
Confirm the available connection method as part of the proposed scope.

Zolio Hire

Applicant tracking and recruitment systems

Role requirements, candidate information and evaluation results

Which records need to enter Zolio, and which results need to return to the hiring workflow?

Discuss Hire integration requirements

Zolio Skills

Learning, student and employee systems

Participant groups, assessment scope and readiness reporting

How should people and cohorts be identified, and where will assessment results be reviewed?

Discuss Skills integration requirements

Zolio Workforce

HR and project-planning systems

Employee skills, project requirements and capacity information

Which system owns each record, how current must it be and who can use it for staffing decisions?

Discuss Workforce integration requirements

Zolio Continuity

Knowledge and collaboration systems

Role knowledge, handover material and access requirements

What information can be captured or shared and how should access and ownership be preserved?

Discuss Continuity integration requirements

Integration review

A concrete scope before a rollout plan.

  1. 01

    Map the workflow

    Identify the source systems, product, business owner and intended output. Begin with one use case rather than an unspecified full-system connection.

  2. 02

    Confirm the connection approach

    Review whether an existing connection, API or file-based process is appropriate and available for the proposed scope. Confirm prerequisites and any work needed.

  3. 03

    Agree data and access rules

    Specify record identifiers, fields, direction, update frequency, permissions, retention and error handling. Involve the owners of the source systems.

  4. 04

    Define a bounded validation

    Agree representative data, acceptance criteria, responsibilities and a timeline based on the work identified. Validate before extending the scope.

What to ask for in the review.

  • The supported connection method and its current availability.
  • The records, fields and directions included in the proposed scope.
  • Required permissions, licences, setup and customer responsibilities.
  • Validation criteria, error handling, ongoing ownership and commercial terms.

Ready to scope the connection?

Describe the systems and business workflow in your enquiry. Keep credentials and personal records out of the form.

Discuss integrationsReview security and data questions