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Sapling - Deputy Integration Guide

Bolaji Elusogbon
Updated

Introduction

The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience,  retention, and creating an amazing culture for the most successful teams.

Our Deputy integrations allow you to link your Sapling and Deputy accounts to help manage onboarding and offboarding. When you update your data in Sapling, we will automatically be able to keep your Deputy data up to date.

With the Deputy Integration, we can:

  1. Create Users: When a user is onboarded in Sapling, they will automatically be created in Deputy.

  2. Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Deputy will automatically be updated (This is a 1-way sync from Sapling to Deputy).

  3. Deactivate Users: When a user is offboarded in Sapling, the corresponding user in Deputy will automatically be terminated.

  4. Link Users: Link all existing Sapling team members to a user account in Deputy based on Company Email

This article covers the following topics:

How It Works

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Setting up the Integration Step by Step

*Note: you have to be a Super Admin in Sapling and Deputy to enable the integration.

Step #1. Create an OAuth Client In Deputy

  1. Navigate to https://once.deputy.com/my/oauth_clients (it will prompt you to log in to Deputy account if the session isn't active).

  2. Click on "New OAuth Client"

  3. Enter the details:

  4. Click "Save This OAuth Client" (You should then see your Client ID & Secret appear and you will copy it.)

Step #2. Enable the Deputy Integration in Sapling

  1. Under Administration Tools, navigate to Integrations and enable the Deputy integration
  2. Paste your Deputy client ID and client secret and enable the optional user creation and user deletion features if you'd like
  3. Specify which Location, Department, and Employment Statuses the integration applies to, and click "Next"
  4. Click "Connect" to log into your Deputy admin account and authorize the integration - you'll have to specify which particular instance you'd like to integrate with
  5. Once redirected back to the Integrations page in Sapling, you're all done! 

Overview

Deputy is a cloud-based human resource management (HRM) solution that caters to businesses of all sizes across various industry verticals and provides them employee management and scheduling functionalities.

Integration Fields

Sapling is continually expanding the number of fields that sync between Sapling and Deputy. Here is a full list of Sapling and Deputy Integration Fields.

Fields supported

  • First name

  • Last name

  • Email

  • Role

  • Location

  • Gender

  • Date of Birth

  • Start Date

  • Mobile Phone Number

  • Salary

  • Street Address

  • City

  • State

  • Postal Code

  • Country

  • Emergency Contact Name

  • Emergency Contact Phone Number

Key Factors to be aware of

Employee & Field Names in Sapling

  • To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Deputy.

  • For the Fields to sync correctly, the naming conventions must match between Sapling and Deputy.

Employee Invites

  • When a new user is onboarded in Sapling, you have the options to send them an invite to Deputy.

Rehire Users Management

  • When a user is rehired in Sapling, the corresponding user will be automatically be reactivated in Deputy (The user has to have a profile in Deputy and this can be enabled in in the configuration stage and not required).

Delete Users Management

  • When a user is offboarded in Sapling, the corresponding user will be deleted in Deputy (This can be enabled in the configuration stage and not required).

Filters in Sapling

Sapling supports filtering, and allows you to identify what users you want to keep synced based on the following:

  • Location

  • Department

  • Employment Status

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