Streamlining HR processes with integrations
Learn about the integrations available to you at Perkbox, as well as some new updates that make the process quick and easy!
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We have two types of integrations: Single Sign-On (SSO) and Human Resource Information Systems (HRIS) or People directory.
In just under a year, we’ve gone from having no integrations to having over 30. This list is growing as well!
We support all the main SSO and HRIS providers, and add new ones when we hear that many of our customers use a specific provider we don’t integrate with.
How SSO integrations can make your life easier
This integration allows users to log in to multiple platforms using the same login details. If you don’t have a HRIS integration enabled, this will also automate the process of adding new users to the Perkbox platform, but not removing inactive users.
Why is it important?
Many of our customers find SSO a critical requirement when choosing various providers. There are multiple reasons for this:
- It saves time resetting passwords and creating new users
- It makes the login experience smoother for employees and therefore increases engagement with the platform
- The login process is more secure when SSO is used
Need more information? Check this Help Centre article.
How HRIS integrations can make your life easier
This integration enables us to automatically add and remove users. This means you’ll no longer have to do this manually.
Why is this important?
This is guaranteed to save you time when employees join and leave your company. It will also remove the chance of human error, for example entering a wrong email or name, or forgetting to add a new joiner.
This will also improve the onboarding experience of your people, as they’ll get instant access to the Perkbox platform and the benefits you provide them with. The moment they’re added to your People Directory, they’ll receive a welcome message — now that’s a great start to life at a new company!
A few things to note
The information this integration uses are:
- User name
- User email address
- User’s active or inactive status
What to do if you use multiple systems?
We can only integrate with one People directory at a time. If you have stand-alone subdivisions running on separate HRIS, please let our team know.
What to do if your integration is not on the list?
Please reach out to our team with information on the system that you use. Once we get enough requests in, we’ll be able to prioritise expanding our list to make sure your system is supported in the future.
Need more information? Check out this Help Centre article.
How to get started with integrations
Setting up an integration is easy.
In many cases, you’ll probably need some help from your IT team. They will help you figure out how to get an API key that the system will ask you to provide, and will be able to offer expertise throughout the process. Feel free to share this article with them.
So how do you get started?
- In Admin hub, select ‘Integrations’ in the navigation bar, or follow the prompts from the admin homepage
- Pick the integration you’d like to start and click ‘learn more’
- To explore the process in detail and help you save time during the integration, review the checklist by clicking ’View checklist before you integrate’
- Have everything you need? Click ‘Get started with WorkOS’ and you’ll be taken to our partner site for a step-by-step process. Depending on your provider, you might need to provide different information. We’ve collated a few of the most popular guides here:
NEW! Don’t have all the information? You can now generate a link that you can share with your IT team, so they can take over the process on your behalf. The link is valid for 8 hours.
Link timed out? No problem, you can generate a new one at any time.