Configure life cycle management for Sage HR

About Sage HR

Sage HR is a cloud-based HRM solution for streamlining HR processes through various features, including employee self-service, absence management, performance tracking, recruitment, and payroll. Sage HR enables HR teams to manage employee data, track attendance, provide real-time insights, and ensure compliance with required laws and regulations.

By integrating Sage HR with ManageEngine Identity360, you can enable the following life cycle management capabilities:

Provisioning features supported

• Modification: Modify the user attributes in Sage HR, as and when their profiles get modified in Identity360.

The following steps will help you configure the supported life cycle management capabilities for Sage HR from Identity360.

Prerequisites

1. Log in to Sage HR as an admin or as a user with admin privileges.
2. Copy the Sub Domain name from the URL, which will be used during the Connection configuration in Identity360. For instance, if the URL is maple.sage.hr, then maple is the subdomain name.
3. Click the Profile icon and select Settings.
   The portal view of Sage HR.
4. Navigate to Integrations > API. Click the Enable API access button.
   Enabling API access in the Sage HR portal.
5. Copy the API key.
   Generating an API key in Sage HR portal.

Identity360 configuration steps

1. Log in to Identity360 as an Admin, Super Admin, or Technician with a role that has Application Integration permissions.
2. Navigate to Applications > Application Integration and click Create New Application.
3. Select Sage HR from the applications displayed.
   Note: You can also find Sage HR using the search bar located at the top.
4. Under the General Settings tab, enter the Application Name and Description, if necessary.
5. Under the Choose Capabilities section, select the capabilities you wish to enable, and click Continue.
   General settings of LCM configuration for Sage HR.
   Note: If you select Provisioning or Access Management, the Import/Sync option will automatically be enabled. This is because the data imported or synchronized from an application is used for provisioning and access management capabilities.
6. Under the Integration Settings tab, select a suitable connection for Sage HR from the drop-down under the Application Connection section. If there are no preconfigured connections, click Create New Connection to set up a new connection.
7. Click Save to complete configuring Import/Sync, Provisioning, or Access Management for the application.

Application connection

An application connection is a link established between Identity360 and Sage HR to automate the process of updating user accounts in Sage HR. This ensures that user accounts and roles are consistently managed and synchronized between Identity360 and Sage HR.

Steps to create a connection with Sage HR

1. After giving application-specific details, navigate to the Integration Settings tab and click Create Connection.
   Note: Alternatively, you can create and manage application connections by navigating to Applications > Application Connection > Create New Connection > Choose Sage HR from the Application drop-down.
   Creating a new application connection for Sage HR.
2. In the configuration pane, enter the Connection Name.
3. Paste the Subdomain name copied from step 2 of the prerequisites in the Sub Domain field.
4. Paste the API key value copied during step 5 of the prerequisites in the API Key field.
5. Click Authorize. In case of any issues with establishing the connection, follow the steps for resolution here.
   Configuring a connection for Sage HR.
6. You can test if the connection is active by clicking Test or reestablish the connection by clicking Reconnect.
   Testing the connection to Sage HR.
7. Click Save to complete the application configuration.