In this article you will find:
Before you begin
The Org and Sapling Permissions:
You must have a valid The Org login.
You must be a member of your organization on The Org in order to configure and sync to Sapling
What data is collected from the HRIS import?
When integrating The Org and your HRIS, you’ll be able to import all your employees directly into your org chart. The only data collected from your HRIS import is:
This data is collected to automatically build out the org chart and set up profiles for your colleagues. No other data or information is imported and published from your HRIS.
Please note that it may take some time for the data to be imported to The Org. Sync time can vary depending on the size of your organization. We’ll send you an email when the import is done.
The Org automatically syncs with Sapling every 6th hour. Click the “sync” button to have changes reflected quicker at The Org.
Find your API key on Sapling
This guide outlines how to find and copy the API Key Authentication from Sapling. Please note that Sapling API keys expire after 90 days, which means that you have to renew your key through the above steps and re-integrate on The Org.
Step 1 - - Log in to Sapling and go to the Integrations page in the sidebar
Step 2 - - Click the API Keys tab and choose to Create New Key
Step 3 - - Name your API key 'The Org', so you can find it later. Copy and store the API key to a safe location. You will need to enter the API key on The Org.
Step 4 - - Once you have the API key copied, log into The Org.
Connect The Org and Sapling
Step 1 - - Go to your Company dashboard
Step 2 - - Go to the Org chart page and click on the Integrations tab, and then click on the Human Resource Information System banner
Step 3 - - Select Sapling by clicking on the Sapling logo
Step 4 - - Enter your subdomain. Your subdomain URL is the unique subdomain you use to sign in to Sapling. For example, if your login URL is https://yourcompany.saplingapp.io, then your subdomain would simply be "yourcompany."
Step 5 - - Input the previously copied API Key and click Submit
Step 6 - - When prompted, select Finish set up to automatically start importing colleagues to the org chart
Step 7 - - Once the import is successfully done, it’s time to build your org chart