In this article you will find:


Before you begin

The Org and SageHR 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 SageHR


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:

  • Name

  • Picture

  • Title

  • Email

  • Manager

  • Start date

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.


Sync times

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 SageHR every 6th hour. Click the “sync” button to have changes reflected quicker at The Org.


Find your API key on SageHR

To connect SageHR and The Org you need an API key. Your API is located on SageHR, and you’ll find it by:

Step 1 - - Log in to SageHR

Step 2 - - Click Settings under your profile drop-down in the main navigation bar on top of the page

Step 3 - - Under General, open the Integrations drop-down and select click API

Step 4 - - Copy the API key

Step 5 - - Once you have the API key copied, log into The Org.


Connect The Org and SageHR

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 - - Choose SageHR in the Select Integration modal

Step 4 - - Enter your subdomain. For example, if you sign in to Sage HR with "acme.sage.hr", then “acme” is your subdomain

Step 5 - - Authenticate by using your API key

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

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