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Configure source credentials for an HR management system

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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

So the third-party HR management system can be accessed for integration, you must provide:

  • SOAP or REST credentials, including the endpoint URL, user name, and password

Role required: sn_hr_integrations.admin

Procedure

  1. Navigate to HR Integrations > Sources.
  2. Click New or open a record.
    Note: If you are using a preconfigured integration, open the applicable record for editing.
  3. Fill in the fields on the form.
    Table 1. HR Integrations Source form
    Field Description
    Name Name of the third-party system.
    SOAP Check box to enable the use of SOAP services. If you are using SOAP services with your integration, make sure the box is selected and provide the SOAP credentials to use in the SOAP credentials related list.
    REST Check box to enable the use of REST services. If you are using REST services with your integration, make sure the box is selected and provide the REST credentials to use in the REST credentials related list.
    Active Check box to activate the HR integrations source for use.
    Use session token Check box to enable the use of session tokens.
  4. If you are using SOAP services with your integration, provide the credentials to use in the SOAP credentials related list.
    Field Description
    Endpoint URL Endpoint 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 User name for inbound data pull.
    Inbound Password Password for inbound user name.
    Outbound Username User name for outbound data push.
    Outbound Password Password for outbound user name.
  5. If you are using REST services with your integration, provide the Basic authentication profile credentials to use in the REST credentials related list. You can:
    Note: In the corresponding HR REST service, you must provide the endpoint URL of the third-party system.
    OptionDescription
    Create a new Basic authentication profile To create a new profile to use with your integration:
    1. In the Basic auth profile list field, click the Unlock icon.
    2. Click the Lookup button, and then click New.
    3. In the Basic Auth Configuration form, provide the profile name, user name, and password.
    4. Click Submit.
    Note: In the corresponding HR REST service, you must provide the endpoint URL of the third-party system.
    Update an existing Basic authentication profile To update an existing profile to use with your integration:
    1. In the Basic auth profile list field, click the Unlock icon.
    2. Select the profile to update, and then click Preview and open the record.
    3. In the Basic Auth Configuration form, provide the user name and password.
    4. Click Update.
    Note: In the corresponding HR REST service, you must provide the endpoint URL of the third-party system.
  6. Right-click the form header and click Save.
  7. 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
  8. 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.
  9. 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.
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