Sage People is a cloud-based global HRIS based on the Salesforce SaaS platform. Transform your HR and employee experiences with a configurable, end-to-end people solution. The product capabilities of Sage People helps you to deliver powerful people insights and watch your people thrive.
Sage People's integration with Greenhouse will transfer the successful candidate's details and documents along with the approved Role information into Sage People, creating Team member, Employment and Compensation records instantly.
Configure the integration
Configuration of the Greenhouse Integration into Sage People Org will be completed by Sage Expert Services or an Implementation Partner of theirs. As a standardized integration offering customizable field mapping, this is a very quick installation process for all parties. The installation will follow these steps:
- Customize the Setting post installation
- Create a Greenhouse Integration User and Assign Permission Sets
- Provide Integration URLs and Credentials to the Greenhouse Administrator
- Map Integration Fields (see below)
- Configure Data Translation (Optional)
Please contact your Sage People Customer Success Manager, Support Team or Implementation Partner for more details or to request the integration.
Create a webhook
To integrate Sage People with Greenhouse Recruiting, you need to create the Sage People Webhook OAuth Credentials.
- Select Dev Center on the Configuration cog
- Select the 'Webhooks' link toward the bottom of the page
- Select the 'Webhook OAuth Credentials' option
- Provide a name for the credential (e.g., 'Sage People')
- Complete the following details with values provided to you by Sage People or your implementation partner
- OAuth Token URL
- Client ID
- Client Secret
- Change the Grant Type to Client Credentials
- Click the Create Webhook OAuth Credential button
Follow the steps in this article to create your webhook. Use the values listed below to configure the webhook:
- Name: A descriptive name for your integration. Most customers choose 'Sage People integration'
- When: 'Candidate has been hired'
- Endpoint URL: The Endpoint URL provided by Sage People or your implementation partner
- Secret Key: The Secret Key provided by Sage People or your implementation partner
- Error Handling: Populate the 'Error recipient email' field with an email address of someone in your company who should receive any errors generated from the webhook
- Advanced Settings - Webhook OAuth Credential: Select the name of the webhook credential you created
Create a custom offer field
The integration can offer the flexibility to the Recruiter to stop a specific new hire from being pushed into Sage People, eg contractors. Allowing for the recruitment of different employee types to have different outcomes during the offer stage.
This can be done by creating a Custom field called "Sage People Exclude" on the Offer object.
Note: Greenhouse Recruiting supports several company custom fields, including:
- Custom agency questions
- Custom application fields
- Custom candidate fields
- Custom job fields
- Custom opening fields
- Custom offer fields
- Custom referral questions
- Custom rejection questions
- Custom user fields
If your integration uses multiple field types, modify the template to fit your needs.
Next, in order to use the Sage People integration, you'll need to create a custom Offer field in Greenhouse Recruiting.
To create a custom Yes/No field, click the Configure icon on your navigation bar, then click Custom Options on the left.
Click Offers field.
Click Add field, and enter the following details to configure the new field:
- Name: Sage People Exclude
- Type: Yes/No
- Description: Say Yes in this field to stop the New Hire from being sent to Sage People. This is for Recruitment of staff that will not be entered into the HRIS eg Contractors or Temporary Staff
- Select Mandatory if required
- Leave other options blanks
To learn more about creating custom Yes/No fields, check out [LEAVE BLANK].
The Integration will skip any new hires with a "Yes" entry. The "No" entry can be set by default if required.
Use the Sage People integration with Greenhouse Recruiting
When a Greenhouse user clicks on the 'Mark as Hired' button, the request is received by Sage People. The integration will create or update a team member record and create child records for employment, salary, and bonus records. If desired, the integration can optionally process internal transfers (existing team members who are not rehires) by creating an HR request instead of the child records.
Below are the standard fields that will be transferred from Greenhouse to Sage People:
| Greenhouse fields | Sage People |
| GH Employment Start Date | fHCM2__Start_Date__c |
| GH Employment Status | fHCM2__Employment_Status__c |
| GH Employment Trigger Action | fHCM2__Trigger_Action_Email__c |
| GH Employment Type | fHCM2__Basis__c |
| GH First Name | fHCM2__First_Name__c |
| GH Home Email | fHCM2__Home_Email__c |
| GH Job Title Offer | fHCM2__Job_Title__c |
| GH Last Name | fHCM2__Surname__c |
| GH Manager Email | fHCM2__Manager__c |
| GH Mobile Phone | fHCM2__Mobile_Number__c |
| GH Preferred Name | fHCM2__Preferred_Name__c |
| GH Salary Amount | fHCM2__Amount__c |
| GH Salary Currency | fHCM2__Currency__c |
| GH User Profile | fHCM2__User_Profile__c |
After connecting the integration, you can customize data mapping in the integration settings on the Sage People platform.
Additional resources
For additional information not covered here, reach out via:
Sage People Community for current customers — Login
Sage People website for new customers — Sage People | Elevate your talent management with Sage HR software | Sage UK