# Sage HR Integration

Sage HR is a cloud-based Human Resource Management System (HRMS) tool for people management operations. Sage HR comes with tools such as employee profiles, performance reviews, feedback, goals, time tracking, etc.

### How does this integration help Sprinto <a href="#how-does-this-integration-help-sprinto" id="how-does-this-integration-help-sprinto"></a>

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 required information needs to be updated to ensure compliance framework requirements are met.

#### Sprinto checks for Sage HR <a href="#sprinto-checks-for-sage-hr" id="sprinto-checks-for-sage-hr"></a>

Here's a list of Sprinto checks available for Sage HR integration, along with reference procedures on how to fix them:

<table><thead><tr><th width="165.9453125">Sprinto check</th><th width="398.4140625">Check description</th><th>Reference procedure</th></tr></thead><tbody><tr><td>Staff role should be assigned<br></td><td>All in-scope staff members must have an assigned staff role.</td><td><br><a href="../../data-library/people/dashboard-actions/manage-staff-and-organisational-configuration">How to fix</a></td></tr><tr><td>Staff role should be assigned<br></td><td><p>All in-scope staff members should have an assigned reporting manager.</p><p><strong>Note</strong>: Top management roles like CEO, CTO, etc. are exceptions.</p></td><td><br><a href="../../data-library/people/dashboard-actions/manage-staff-and-organisational-configuration">How to fix</a></td></tr><tr><td>Staff role should be assigned<br></td><td>Define the joining date for all newly onboarded staff members.</td><td><br><a href="../../data-library/people/dashboard-actions/manage-staff-and-organisational-configuration">How to fix</a></td></tr></tbody></table>

### Before you begin <a href="#before-you-begin" id="before-you-begin"></a>

* Log in to Sprinto as an administrator.
* Ensure you have a paid account on Sage HR to access API for integration.
* Ensure you have "Admin" access on the Sage HR account you want to integrate.

### Integrate Sprinto with Sage HR <a href="#integrate-sprinto-with-sage-hr" id="integrate-sprinto-with-sage-hr"></a>

* Log in to your Ceridian Dayforce account with your credentials or the available Single Sign-On option.
* Go to System Admin > User, then select the user you want to update.
* Click on your desired user and select the checkbox for “Is default”.

1. Get the API key from your Sage HR account.<br>
   * Log in to your[ Sage HR account](https://sage.hr/signin) using your credentials.<br>
   * Copy your Sage HR account's subdomain from your browser's address bar. Refer to the image below; in this case, the subdomain is example11.<br>

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077513160/original/cvghWnnnb2KoOiLhg-6splTd0Cbm6nhV5Q.png?1702459110" alt="" width="563"><figcaption></figcaption></figure>
   * Now, click on your profile icon and select Settings.<br>

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077513337/original/90pjT2vYBAD7o1untO2WWwDluF8bHkkc4Q.png?1702459134" alt="" width="563"><figcaption></figcaption></figure>
   * On Settings page, expand the Integrations menu and click API.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077513493/original/Jea7nl3fPxivBMc47RV3vcQjnkPetReXKw.png?1702459156" alt="" width="375"><figcaption></figcaption></figure>
   * Copy the API key and save it securely. You will need this API key later to build integration.<br>

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077513796/original/GP7s212EHKYHUEc1wliXthGYGnxRk8FJ8w.png?1702459193" alt=""><figcaption></figcaption></figure>
2. Integrate Sage HR on Sprinto.<br>
   * Go to **Settings** > **Integrations** > **Available** tab, then click Connect next to Sage HR.

     <figure><img src="https://3220032727-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEsyn5VMU6e0OyGjRtKgx%2Fuploads%2FcfrYrGTdp6Nn50T8X08Z%2FScreenshot%202025-09-25%20at%2014.19.34.png?alt=media&#x26;token=5ef372a1-060d-44ae-83e2-628aedb16b67" alt="" width="563"><figcaption></figcaption></figure>
   * On Integration page, select the acknowledgement checkbox and click Connect to Sage HR.\
     Note: Ensure you have a pop-up window enabled on your browser.
   * On Sage HR window, enter the Sage HR subdomain you’ve copied from Step 1, then click Submit.
   * Enter the API key you’ve copied from Step 1, then click Submit.\
     Note: This completes the integration process. Follow the next step to configure the account on Sprinto.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077514202/original/c_-aQGtShDGTDbu7RlsIgAQF4vp0J3zsvg.png?1702459245" alt="" width="375"><figcaption></figcaption></figure>
3. Configure Sage HR on Sprinto.
   * Go to Data Library > People > Configuration, and click Manage.
   * On Staff information provider page, click Add staff.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077514570/original/aKIzF2I_4GS--T0_BSLzvHOtsOfabMo72g.png?1702459291" alt="" width="375"><figcaption></figcaption></figure>
   * On Add staff member page, select Add staff from HRMS, then click the details button next to Sage HR.

     <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077514817/original/yLAzpm-3R_DJJ2a2gNSH_23rUE2gzxTo_g.png?1702459323" alt="" width="563"><figcaption></figcaption></figure>
   * On Add Sage HR as a provider page, click Add Sage HR.\
     Note: If you have performed the integration step correctly, you will see "Connected" highlighted next to Sage HR.

### Final step <a href="#final-step" id="final-step"></a>

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 Data Library > People > Configuration, click Manage, and then click Sync next to Sage HR to refresh the synced information.

  <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72077514996/original/nZQJHoRUuheiYwcNhqM1RGPFc5-Z0bz0lA.png?1702459347" alt="" width="563"><figcaption></figcaption></figure>
