Integrate Sage HR

The Scrut - Sage HR integration seamlessly syncs employee data from your Sage HR account to Scrut so that you can easily access crucial employee details in the People → Employees module in Scrut. This article provides a step-by-step guide for integrating your Sage HR account with Scrut.

Prerequisites

Before you begin the integration, make sure to have the following permissions for your Sage HR account:

• Account Information: Login credentials

• Access Level: Admin access to Sage HR

• API enabled for your organization’s Sage HR account

  • To enable the Sage HR API key, navigate to Profile → Settings → Integrations → API → Enable API Access in your Sage HR account.

• Permissions: Scrut requires read access to the following data:

  • Read: user_profile

  • Read: employment_info

  • Read: manager_info (wherever applicable)

  • Read: leave_dataAccess to your organization’s Sage HR account

Pro Tip!

We recommend logging into your Sage HR account before beginning the integration to avoid doing so later.

How to Connect Sage HR With Scrut

Step 1: Navigate to Integrations in Scrut

1. Log in to Scrut and click Integrations on the left panel.

2. Click the Integrations Library tab at the top, and in the Categories section, click Human Resources Information Systems.

3. Locate the Sage HR card, or use the search bar at the top of the page to find it, and click the Integrate button.

Step 2: Connect Your Sage HR Account

1. Click the Connect button on the top right of the Sage HR integration page.

   

2. In the pop-up window, enter the following details.

   

3. Enter the subdomain for your Sage HR account.

   • For example, if you sign in at “scrutautomation.sage.hr”, scrutautomation is your subdomain.

4. Enter your Sage API key.

   • To find the API key, log in to your Sage HR account and go to Settings → Integrations → API to generate the key.

     

5. Click Submit to complete the integration.

   

Watch for the success notification that indicates the integration is complete.

The employee details fetched from your Sage HR account will now be visible in the People → Employees module in Scrut.

Synchronization Details

• Initial Sync: Upon completing the integration, Scrut will immediately sync employee data from your Sage HR account.  

• Recurring Sync: After this, Scrut performs the sync every 24 hours to fetch incremental data.

• Manual Sync: You can also initiate a manual sync by clicking the Sync Now button on the Sage HR integrations page.

Data Fetched From Sage HR

Scrut fetches the following employee details from Sage HR:

• Employee Name (First and Last Name)

• Email Address

• Employment Start Date

• Date of Exit (if applicable)

• Reporting Manager Email

• Start and End Dates of Employee Leaves

Viewing Sage HR Data in Scrut

To view Sage HR data in Scrut:

1. Go to People → Employees → All Employees.

2. Click on any employee to view their details, including name, email, joining date, reporting manager, and more.

If you encounter any difficulties connecting your Sage HR account with Scrut, please contact our support team at scrut@support.io for assistance.