Introduction

The integration between Sapling and Deputy allows 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, Sapling will:

  1. Create Users: When a user in onboarded in Sapling profile, they will automatically be created in 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 email address (On the basis of work email and personal email address).

How It Works

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. Navigate to the Integrations → Time and Attendance → Deputy

  2. Enable the Deputy Integration

  3. Enter your Client ID and Secret

Step #3. Confirm the Integration settings

  1. Review the integration filters and settings and make your selection

  2. Click "Next" and on the next page, review the info and click on "Connect".

  3. It will take to you a new page and will ask for authorization, then click "Authorize"

  4. Save changes and that’s it! To confirm, click on the "Deputy" icon to open and check the status "Connected".

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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