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
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
Here's a list of Sprinto checks available for Sage HR 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.
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
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”.
Get the API key from your Sage HR account.
Log in to your Sage HR account using your credentials.
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.
Now, click on your profile icon and select Settings.
On Settings page, expand the Integrations menu and click API.
Copy the API key and save it securely. You will need this API key later to build integration.
Integrate Sage HR on Sprinto.
Go to Security Hub > Settings > Integrations > Active integrations, then click Connect next to Sage HR.
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.
Configure Sage HR 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 Sage HR.
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
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 Sage HR to refresh the synced information.
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