Overview

To authenticate with Sage People, you need:

1. Sage People API User - A user account with the necessary API permissions to access Sage People data.

This guide will walk you through creating a user with the necessary permissions and connecting to Sage People.

Prerequisites:

• You must have an account with Sage People and the Sage People API package installed, which is normally done on your behalf by Sage People support.

Instructions:

Step 1: Create a Sage People API User

To access the Sage People API, you need to create a user with the correct permission sets.

Creating the User

1. Go to Setup > Administration > Users
2. Click New User
3. Fill in the required user information:
   • First Name: Enter the user’s first name
   • Last Name: Enter the user’s last name
   • Email: Enter a valid email address
   • Username: Create a unique username
   • Nickname: Enter a nickname (optional)
   • Leave the other fields default as they are.
4. Click Save

Set Required Permissions

After creating the user, we will now edit the Permission Set Assignments and set the required

**permissions** based on the API endpoints you plan to use:

Assign Permission Sets

1. Go back to Setup > Administration > Users
2. Select your API user from the list
3. Scroll down to the Permission Set Assignments Related List
4. Click Edit Assignments
5. Select the appropriate permission sets based on the API endpoints you need
6. Click Save

Important Note on Permissions

In the Object Settings of a permission set, note the difference between:

• Read permission: User can view records they created and records shared with them
• View All permission: Ignores sharing rules and allows access to records across the organization

Step 2: Connect to Sage People

1. Open the form where you need to authenticate with Sage People, click Connect.
2. Enter the credentials for the API User you created in Step 1.
3. Click Login and you should be successfully connected to Sage People.

Baseline Fields that will be Synced:

• Baseline fields are the standard fields across all HRIS integrations. This helps with demographic charts, exit surveys, and pushing data back accurately.
• exception: any field with pay or salary info will NOT be pulled in and is excluded.

SagePeople Specific Fields