{"id":3370,"date":"2024-05-23T10:13:18","date_gmt":"2024-05-23T09:13:18","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=3370"},"modified":"2024-05-23T10:15:11","modified_gmt":"2024-05-23T09:15:11","slug":"setting-up-sage-hr-integration","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/setting-up-sage-hr-integration\/","title":{"rendered":"Setting Up Sage HR Integration"},"content":{"rendered":"<p><strong>Integrating Sage HR with My.Drewberry enables your employee data to sync automatically. Instead of manually adding realms of data, integrating saves a lot of time and effort.<\/strong><\/p>\n<p>See how the Sage HR integration works and check if it fits your data management needs in My.Drewberry.<\/p>\n<h2>Check Your Employee Data<\/h2>\n<p>Before you integrate with our My.Drewberry platform, check your employee data is correct in Sage HR.<\/p>\n<p>This includes:<\/p>\n<ul>\n<li>Employment Start Date<\/li>\n<li>Name<\/li>\n<li>Address<\/li>\n<li>Date of Birth<\/li>\n<li>Gender<\/li>\n<li>Salary<\/li>\n<li>Location\/Site<\/li>\n<li>Employee Type<\/li>\n<li>End Date.<\/li>\n<\/ul>\n<p>If you want to sync data from a specific category, such as the type of employment, we can limit the data we retrieve from Sage HR. We will gather the data based on the categories you requested.<\/p>\n<p><img class=\"alignnone size-full wp-image-3260\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-Sync-Filter-Intro.png\" alt=\"\" width=\"1862\" height=\"938\" \/><\/p>\n<h2>How Does Sage HR Integration Work?<\/h2>\n<p>By integrating Sage HR with My.Drewberry, it will:<\/p>\n<ul>\n<li>Update any employees who currently exist in data from Sage HR as per the data fields included above<\/li>\n<li>Add any employees who are in Sage HR, but not in My.Drewberry based on the People Sync filter in our integration<\/li>\n<li>Move any employees past their end date to the leavers section and trigger the removal of these individuals from their benefits.<\/li>\n<\/ul>\n<p><strong>NOTE<\/strong>: Any changes made in Sage HR will override changes manually made on My.Drewberry.<\/p>\n<h2>New Joiners From Sage HR<\/h2>\n<p>When we configure your My.Drewberry platform, we select an employee category which ensures the right employees are enrolled in their eligible benefits. This feature is unique to Drewberry, meaning the category is not set when new joiners are uploaded via HRIS sync.<\/p>\n<p>After adding a new employee, you will be assigned a task to add them to the correct employee category in My.Drewberry. See the <a href=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/how-to-manage-employee-no-category-task\/\">No Employee Category<\/a> guide on the hub for more details.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3261\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png\" alt=\"\" width=\"1024\" height=\"626\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-300x183.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-768x470.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-480x293.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-553x338.png 553w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-580x355.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/No-Employee-Category-Set-466x285.png 466w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2>Connecting Sage HR To My.Drewberry<\/h2>\n<p>Integrating Sage HR with My.Drewberry is quick and easy to do. See it in action below \ud83e\udd29<\/p>\n<h3>1. Go To The \u201cManage Employees\u201d Tab In The Admin Centre<\/h3>\n<p>Click the \u201cIntegrate HRIS\u201d icon to start the process.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3262\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png\" alt=\"\" width=\"1536\" height=\"406\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-300x79.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-1024x271.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-768x203.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-480x127.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-730x193.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-580x153.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Integrate-HRIS-Icon-665x176.png 665w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/p>\n<h3>2. Ensure Your People Sync Settings Are Correct<\/h3>\n<p>If there is a location or category of employee you want to sync, our People Sync function enables the data to be filtered from Sage HR. By specifying the sites\/locations, for example, we\u2019ll limit the data retrieval to those categories.<\/p>\n<p><strong>NOTE<\/strong>: If you leave the People Sync blank, all employees from Sage HR will sync.<\/p>\n<p><img class=\"alignnone size-full wp-image-3260\" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/People-Sync-Filter-Intro.png\" alt=\"\" width=\"1862\" height=\"938\" \/><\/p>\n<h3>3. Add New Integration<\/h3>\n<p>After you\u2019ve double checked your People Sync settings are correct, click \u201cAdd New\u201d to begin the integration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3263\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png\" alt=\"\" width=\"1024\" height=\"298\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-300x87.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-768x224.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-480x140.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-730x212.png 730w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-580x169.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Create-New-Integration-665x194.png 665w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h3>4. Search For The Sage HR Integration<\/h3>\n<p>From the list of integrations, search for Sage HR. You will be prompted to add a Base URL and API Key.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3372\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API.png\" alt=\"\" width=\"1600\" height=\"1057\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API.png 1600w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-300x198.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-1024x676.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-768x507.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-1536x1015.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-480x317.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-512x338.png 512w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-580x383.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-API-431x285.png 431w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h3>5. Head To Sage HR<\/h3>\n<p>Log into your company\u2019s Sage HR account and head to Settings &gt; Integrations &gt; API. Copy the API Key and keep it safe.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3373\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find.png\" alt=\"\" width=\"960\" height=\"512\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find.png 960w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-300x160.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-768x410.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-480x256.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-634x338.png 634w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-580x309.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/API-Key-Find-534x285.png 534w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3374\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API.png\" alt=\"\" width=\"485\" height=\"512\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API.png 485w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API-284x300.png 284w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API-455x480.png 455w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API-320x338.png 320w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API-384x405.png 384w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Find-API-270x285.png 270w\" sizes=\"auto, (max-width: 485px) 100vw, 485px\" \/><\/p>\n<h4>Your Base URL<\/h4>\n<p>Your Base URL is \u201chttps:\/\/{subdomain}.sage.hr\u201d without a trailing slash. Replace the text within {subdomain} with your subdomain. For example, if your company name is Drewberry, your subdomain would be Drewberry.<\/p>\n<h3>6. Set Up The Integration<\/h3>\n<p>Go back to your My.Drewberry tab and enter the Base URL and API Key into the fields. Make sure to save your data entry. Sage HR will begin to integrate with My.Drewberry once you\u2019ve clicked save.<\/p>\n<h3>How To Know The Integration Is Set Up<\/h3>\n<p>Your integration with My.Drewberry has been successfully set up when you can see the Sage HR card on the HRIS integration tab (see image below).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3375\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card.png\" alt=\"\" width=\"525\" height=\"383\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card.png 525w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card-300x219.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card-480x350.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card-463x338.png 463w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2024\/05\/Sage-HR-Card-391x285.png 391w\" sizes=\"auto, (max-width: 525px) 100vw, 525px\" \/><\/p>\n<h2>After Setting Up The Integration<\/h2>\n<p>Congrats\u2013your Sage HR account is integrated with My.Drewberry \ud83e\udd73 Your employees\u2019 data will sync at 15:00 (BST) each day. Sage HR will become your source of truth for your essential employee data.<\/p>\n<p>Any changes you make in My.Drewberry to any of the employee data we sync will be overwritten by the data in Sage HR the next day.<\/p>\n<h2>How To Disable Your Integration<\/h2>\n<p>If you need to disable your integration, go to the integration section under \u201cManage Employees\u201d in My.Drewberry. Click \u201cManage\u201d. You can disable the connection here.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrating Sage HR with My.Drewberry enables your employee data to sync automatically. Instead of manually adding realms of data, integrating saves a lot of time and effort. See how the Sage HR integration works and check if it fits your data management needs in My.Drewberry. Check Your Employee Data Before you integrate with our My.Drewberry &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[],"class_list":["post-3370","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=3370"}],"version-history":[{"count":10,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3370\/revisions"}],"predecessor-version":[{"id":3606,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/3370\/revisions\/3606"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=3370"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=3370"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=3370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}