Kallidus Integration
Kallidus (previously known as Sapling) is a cloud-based human resource management tool that helps you manage people, payroll, and performance management.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any of the required information needs to be updated to ensure compliance framework requirements are met.
Sprinto checks for Kallidus
Here's a list of Sprinto checks available for Kallidus integration, along with reference procedures on how to fix them:
Staff role should be assigned
All in-scope staff members must have an assigned staff role.
Staff role should be assigned
All in-scope staff members should have an assigned reporting manager.
Note: Top management roles like CEO, CTO, etc. are exceptions.
Staff role should be assigned
Define the joining date for all newly onboarded staff members.
Before you begin
Log in to Sprinto as an administrator.
You must have a paid account on Kallidus to access API for the integration.
Ensure you have "Admin" access on the Kallidus account you want to integrate.
Integrate Sprinto with Kallidus
Follow the below steps to integrate Kallidus account on Sprinto:
Get the API key from your Kallidus account.
Log in to your Kallidus account using your credentials.
Copy the subdomain of your Kallidus account from your web browser address bar. Note: Do not copy the {companydomain}.saplingapp.io.
Click on the Integrations icon and select the API keys tab.
Click Create new key to generate a new API token.
Enter the name for the API token and Click Save.
Copy the API key and save it securely. You will need this API key later to build integration.
Integrate to Kallidus on Sprinto.
Go to Security Hub > Settings > Integrations > Active integrations, then click Connect next to Kallidus.
On Integration page, select the acknowledgment checkbox and click Connect to Kallidus. Note: Ensure you have a pop-up window enabled on your browser.
On Kallidus window, enter the Kallidus account subdomain you copied from Step 1.
Enter the API key you have copied from Step 1. Note: This completes the integration of your Kallidus account on Sprinto. Follow step 3 to configure your account.
Configure Kallidus on Sprinto.
Go to Security Hub > People > Configuration, and click Manage.
On Staff information provider page, click Add Staff.
On Add staff member page, select Add staff from HRMS, then click the details button next to Kallidus.
On Add Kallidus as a Provider page, click Add Kallidus. Note: You should see “Connected” highlighted next to Kallidus. This means the Kallidus account is connected and ready for Syncing information.
Final step
Note: After completing Step 3, wait 15 to 20 minutes to let Sprinto finish the data syncing process. Sprinto takes up to 24 hours to evaluate the synced data and activate the relevant Sprinto checks.
If required, go to Security hub > People > Configuration, click Manage, and then click Sync next to Kallidus to refresh the synced information.
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