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:
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 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