Please note: that only the Admin on the account will be able to enable the integration.
How to integrate the systems:
Step 1 - Create your Rotacloud API key
In RotaCloud – Go to Settings > API keys > click blue + to add >name your
API (breatheHR) > create.
Step 2 – Enable the breatheHR API
Under Configure > Settings > API setup > enable API.
It will be the production API that you will require when linking the systems.
Step 3 - Link the systems
In breathe – Go to Configure > Settings > RotaCloud > enter RotaCloud API key > Update key > Enable:
In Rotacloud - Go to the Settings > Integrations > breatheHR > link accounts > enter our production API key > Link accounts:
All breathe employee information should pull through to your RotaCloud account.
If there are any issues with pulling the data across into RotaCloud, you should disable and then re-enable the API key in breathe under Integrations.
Managing the systems
What should I do in breathe and what should I do in Rotacloud?
You should manage your rota shifts, the creation and allocation of RotaCloud locations and roles within RotaCloud itself.
All other functions, like holiday management should be performed in breathe.
Please note: that the integration has been built to ignore all other functionalities within RotaCloud and so no other data entered into RotaCloud will pull through to your breathe account.
When approving leave requests in breatheHR, the system will display all the other leave requests and rotas surrounding the dates of the new request so an informed decision can be made by the holiday approver:
Excluding employees from Rotacloud
Employees can be excluded from RotaCloud by going into the employee’s profile in breathe > more > permissions > tick ‘exclude from RotaCloud’:
Other Useful Information:
It is possible to bulk delete employees from the RotaCloud system. However, you will not be able to delete out the admin user.
You will not be able to delete your breathe account unless the RotaCloud integration is disabled.
When you delete an employee in breathe, this will also delete the employee from your Rotacloud account.
Here is a definitive list of data that will go across to your Rotacloud account:
level (if admin)
roles (if they have any rotacloud roles and the employee has any)
locations (if they have any rotacloud locations and the employee has any)