Configure source credentials for an HR management system

Configure the source credentials for the third-party HR management system so that it can be accessed for integration. If needed, you can also configure the source properties, additional inputs, and source versions.

Before you begin

Create a user account that has administrative privileges on the third-party HR management system. You must provide:

  • Endpoint URL
  • Inbound user name and password
  • Outbound user name and password

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > Sources.
  2. Click New or open a record.
    If you are using a preconfigured integration, open the applicable record for editing.
  3. Fill in the fields on the form.
    Note: If you are using SOAP services with your integration, provide the credentials in the specified fields. If you are using REST services, provide the credentials when later configuring your HR web service.
    Table 1. HR Integrations Source form
    Field Description
    Name Name of the third-party system.
    Endpoint URL (SOAP only) Instance URL of the third-party system.
    Note: Data that is transferred between the customer instance and the third-party system is secured through standard SSL. For a secure connection, provide an encrypted HTTPS link.
    Inbound Username (SOAP only) User name for inbound data pull.
    Inbound Password (SOAP only) Password for inbound user name.
    Active Check box to activate the HR integrations source for use.
    Outbound Username (SOAP only) User name for outbound data push.
    Outbound Password (SOAP only) Password for outbound user name.
    Use session token (SOAP only) Check box to enable the use of session tokens.
  4. Right-click the form header and click Save.
  5. In the HR integrations source properties related list, you can turn on or off the following source properties.
    Property Description
    sn_hr_integrations.debug Enables the debug log to display responses from the third-party system. Turn on to troubleshoot and debug the integration on an as-needed basis.
    • Type: true or false
    • Default value: false
    • Location: Navigate to HR Integrations > Logs to view the development logs.
    sn_hr_integrations.dryrun Enables a dry run of the integration, where data is pulled into the staging tables but not into the target tables. Turn on to validate integration data on an as-needed basis.
    sn_hr_integrations.enable_auto_update (Outbound integration for HR management systems only) Enables automatic updates of employee profile records in the third-party system. Use with the sn_hr_integrations.enable_push property.
    • Type: true or false
    • Default value: true
    sn_hr_integrations.enable_push (Outbound integration for HR management systems only) Enables data push to the third-party system. Use with the sn_hr_integrations.enable_auto_update property.
    • Type: true or false
    • Default value: true
    sn_hr_integrations.future.lookahead (Inbound integration for Workday service only) Sets the number of days to look ahead for upcoming onboarding and offboarding events.
    • Type: integer
    • Default value: 28
  6. If the third-party system requires additional information (for example, the company ID, parent account, and so on), add the additional inputs as key and value pairs in the HR Integrations Additional Inputs related list.
    Note: Make sure to update the corresponding HR web services.
  7. If different XPaths must be used with different versions of the third-party system, add one or more source versions to be applied to the HR schema mappings in the HR Integrations Source Versions related list.
    Note: Make sure to update the corresponding HR schema mappings.