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 in to Sapling using Okta credentials/authentication

  • Automatically provision new hire accounts in Okta

  • Sending user data changes from Sapling to 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 g-suite, slack, Jira/confluence, etc)

  5. IT triggers email invitation to new hire for Okta

*Please note if the invite email is sent immediately, then the Okta account is created immediately. If an invite email is scheduled, then the Okta account will be created while triggering the invite email.

Integration Fields

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

Sapling Field Name

Okta Field Name

First Name

firstName

Last Name

lastName

Company Email or Personal Email

email

Personal Email

secondEmail

Title

Title

Preferred Name + Last Name OR First Name + Last Name

displayName

Preferred Name

nickName

Home Phone Number

primaryPhone

Company Email or Personal Email

login

Mobile Phone Number

mobilePhone

Employment Status

userType

manager_id

managerId

Manager First Name + Last Name

manager

Home Address Line 1 + Home Address Line 2

streetAddress

Home Address City

city

Home Address State

state

Home Address Zip

zipCode

Sapling Field Name

Okta Field Name

Notes

Team Name

division

If company department value is Division

Division

division

If company department value is not Division

Sapling Field Name

Okta Field Name

Notes

Team Name

department

If company department value is Department

Department

department

If company department value is not Department

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