{"id":5840,"date":"2021-09-23T08:00:38","date_gmt":"2021-09-23T08:00:38","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/watershed\/"},"modified":"2024-03-07T11:31:31","modified_gmt":"2024-03-07T11:31:31","slug":"watershed","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/watershed\/","title":{"rendered":"Watershed + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9875\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Watershed-03.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>To truly measure how effective your company&#8217;s learning program is, it&#8217;s not enough to only collect analytics that directly relate to learning activities \u2014 you also need to consider peripheral factors. How efficient is your <a href=\"https:\/\/www.process.st\/new-employee-onboarding-process\">onboarding process<\/a>, for example? Are your employees hitting snags that stop them from getting started or hold them up along the way?<\/p>\n<p>Making optimizations to company learning will be difficult without reports that tell the whole story, but it can be hard to pull together data from different sources and get the full picture.<\/p>\n<p>This article will highlight a <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">Zapier<\/a> integration between <a href=\"https:\/\/www.process.st\">Process Street<\/a> and <a href=\"http:\/\/watershedlrs.com\/\">Watershed<\/a> that you can use to push data from your processes into the same Learning Record Store (LRS) as your learning analytics.<\/p>\n<p>Checked off tasks in any specified Process Street workflow can be sent to Watershed as an <a href=\"https:\/\/en.wikipedia.org\/wiki\/Experience_API\">xAPI<\/a> statement to give you a holistic activity log that combines records from any number of sources.<\/p>\n<h3>Use case<\/h3>\n<ul>\n<li>You use Watershed to collect and collate learning data<\/li>\n<li>You use Process Street to assign and track your employee onboarding process across multiple employees<\/li>\n<li>You combine data from the onboarding process \u2014 both learning and non-learning activities \u2014 in one convenient dashboard<\/li>\n<\/ul>\n<p><em><strong>Plan: This integration is available to customers on <a href=\"https:\/\/www.process.st\/pricing\/\">all plans<\/a>.<\/strong><\/em><\/p>\n<p><em><strong>Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n<h3>Process overview<\/h3>\n<ul>\n<li>As an employee is being onboarded, their manager uses a Process Street employee onboarding workflow run to record data and ensure the process is followed closely<\/li>\n<li>Zapier is triggered when tasks are checked off in the workflow run, and sends progress updates as statements to Watershed<\/li>\n<\/ul>\n<p>This data helps the L&amp;D team diagnose bottlenecks in the training and onboarding stage and provides line managers with a single source of truth.<\/p>\n<p>Let&#8217;s take a look at how to set this up.<\/p>\n<h2>Storing Process Street events in Watershed<\/h2>\n<p>To set up this integration, you\u2019ll need:<\/p>\n<ul>\n<li>A Process Street account<\/li>\n<li>A Zapier account<\/li>\n<li>A Process Street account<\/li>\n<li>A Watershed account<\/li>\n<\/ul>\n<h3>Setting up the process in Process Street<\/h3>\n<p>The first step is to add an employee onboarding workflow to your Process Street account. Click &#8220;I want this for my business&#8221; to add the workflow below to your account; you can customize it as you like.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\" width=\"100%\" height=\"600\"><\/iframe><\/p>\n<p>In task 5, you&#8217;ll see there are <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\">form fields<\/a> for recording employee information. In the screenshot below, you&#8217;ll see we&#8217;ve added some sample data and checked off the task so Zapier can use that data to test the integration is working.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2483\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/image3.png\" alt=\"\" width=\"1434\" height=\"763\" \/><\/p>\n<h3>Configuring the Zapier integration<\/h3>\n<p>We use Zapier to connect Process Street with Watershed and over 1,000 tools in Zapier\u2019s list of supported services.<\/p>\n<p>Create a new zap. After configuration, you\u2019ll have the option to specify the workflow and task you want this integration to run on:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2484\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Zapier-Process-Street-Watershed-2.png\" alt=\"\" width=\"1433\" height=\"708\" \/><\/p>\n<p>Most of this zap has already been set up for you, so once you have specified the task and workflow you can keep hitting \u201cContinue\u201d until you get to here:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2480\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Zapier-Process-Street-Watershed-1.png\" alt=\"\" width=\"1433\" height=\"708\" \/><\/p>\n<p>On this screen, use the \u201cInsert field\u201d button and select \u201cName\u201d. This sets the task in the Watershed statement to match the name of the workflow run item in Process Street.<\/p>\n<p>Complete the zap, and send a test to Watershed.<\/p>\n<p>Now Watershed is logging all instances of the \u201cPrepare paperwork\u201d task being checked off, and storing them as statements for analysis.<\/p>\n<h3>Configuring reports in Watershed<\/h3>\n<p>You can configure Process Street data to get insights into a wide range of areas, including:<\/p>\n<ul>\n<li>How many people completed each onboarding task?<\/li>\n<li>What is the average time between completing sequential steps of the onboarding process?<\/li>\n<li>What time of day or day of the week are people more likely to complete certain onboarding tasks?<\/li>\n<\/ul>\n<p>One common use of Process Street data in Watershed is for line managers to keep track of where people are in the process. Watershed\u2019s Program report facilitates this by keeping track of an employee\u2019s progress through milestones and displaying assessment scores. Watershed&#8217;s granular permission control allows managers access to data about their own people, while managers higher up the hierarchy can be allowed greater visibility.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2482\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/image2.png\" alt=\"\" width=\"1193\" height=\"1132\" \/><\/p>\n<p>See Watershed\u2019s <a href=\"https:\/\/watershedlrs.zendesk.com\/hc\/en-us\/articles\/211535483-Program-Report\">Program Report help guide<\/a> for a guide on configuring the Program Report, and check the screenshot above for an example of how the report might look.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To truly measure how effective your company&#8217;s learning program is, it&#8217;s not enough to only collect analytics that directly relate to learning activities \u2014 you also need to consider peripheral factors. How efficient is your onboarding process, for example? Are your employees hitting snags that stop them from getting started or hold them up along [&hellip;]<\/p>\n","protected":false},"author":5,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[280,356],"class_list":["post-5840","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-integration","ht_kb_tag-watershed"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5840","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/5"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5840\/revisions"}],"predecessor-version":[{"id":5841,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5840\/revisions\/5841"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5840"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5840"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}