Introduction

Okta allows you to provide secure identity management and single sign-on to any application, whether in the cloud, on-premises or on a mobile device for your employees, partners and customers.

With Sapling’s integration with Okta, you can:

  • Launch Sapling from Okta's single sign-on (SSO) portal

  • Sign into Sapling using Okta credentials / authentication

  • Automatically provision new hire accounts in Okta

*Important to note: Currently Sapling does not support a Sapling <> Okta data sync for existing employee attributes. We can only sync data for new employees who have been onboarded via Sapling.

To work around this:

  • Setup a custom report on field changes that you care about being updated in Okta, and have IT check in on that report to confirm changes in Sapling took effect in Okta

How It Works

Setting up the Integration

*Please note that for this walkthrough we used the Sapling HR app. When enabling the integration, search for Sapling App and use that option. This will ensure you can successfully enable the integration.

Data Flow Overview

Overview

Sapling can also provision Okta accounts for new hires. Here is a breakdown of how this happens:

  1. New Hire data imported into Sapling

  2. People Operations starts the new hire onboarding process in Sapling

  3. Sapling provisions the initial account in Okta (sends attributes to Okta)

  4. IT sets-up up all connected systems of new hire accounts (including gsuite, slack, jira/confluence, etc)

  5. IT triggers email invitation to new hire for Okta

Integration Fields

When a Sapling Admin completes the onboarding flow, the new hire account is set up by Sapling with the following attributes:

  • ​First Name

  • Last Name

  • Nick Name (Preferred name)

  • Email (Company Email)

  • Secondary Email (Personal Email)

  • Title (Job Title)

  • Manager ID

  • Manager Name

  • Primary Phone Number (Home Phone Number)

  • Secondary Phone Number (Mobile Phone Number)

  • Department

  • Division

  • Street Address ( Line1 + Line2)

  • City

  • State

  • Zip code

  • User Type (Employment Status)

Sapling also supports updates made on Sapling profiles to update Okta profiles for the above attributes (assuming company email address is available in both systems).

💡Looking to do more? Check out our API or Check out our Customer Success Stories.

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