User Management via HRMS Systems

Selecting Your HRMS Provider

Step 1:
Log in as a Client Admin.

Step 2:
Navigate to: User Management → Users→ HRMS Integration.

Step 3:
From the list of supported HRMS platforms (e.g., SageHr, Oracle HCM), select your preferred provider.

Completing HRMS Connection

Step 1:
Enter the required connection details:

• API Key or Token
• Tenant or Company ID
• Base URL / Endpoint

Step 2:
Click “Test Connection” to validate the credentials.

Step 3:
If successful, click “Save & Connect”.

Syncing Employee Data

Once connected, you can sync user data from the HRMS into the IAM system.

Available Sync Options:

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This is dependent on the details available for Sync on the selected HRMS

• Basic Details: Name, Email, Department, Job Title
• Employment Status (active/inactive)
• Start and End Dates

Configuring Sync Frequency

You can choose how and when data should be synced.

To configure:

Go to HRMS Integration from the User submodule of the User Management Module. You'll see the integrated HRMS system.

On the Action menu on the Tab, select the 'Edit Connection' Option

Select the preferred sync option

Options:

• Automatic Sync: Choose frequency (e.g., Hourly, Daily, Weekly)
• Manual Sync: Run the sync anytime via the “Re-Sync” button on the Action menu of the HRMS tab

Viewing Sync Logs and Audit Trails

Every sync action is logged and auditable.

To view logs:

Navigate to Audit Logs → General Audit → HRMS Activities Logs

Use filters to find logs by status, source, or event type

Click on a record to view details such as:

• Sync time
• Records synced
• Success or failure status
• Error messages (if any)