> For the complete documentation index, see [llms.txt](https://docs.harmony.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.harmony.io/integrations/hris/sage-hr.md).

# Sage HR

Automate SMB HR workflows with Sage HR-powered employee data and time tracking integration

Sage HR is a comprehensive HR management solution designed for small and medium-sized businesses, providing employee data management, time tracking, leave management, and performance reviews. Connecting Sage HR to Harmony enables automated IT provisioning based on employee lifecycle events and intelligent resource management for growing organizations.

Sage HR is a supported HR data source in Harmony, allowing employee data to sync automatically and keeping your team directory and support routing up to date without manual imports.

### What the Sage HR integration enables

| Capability               | Description                                         |
| ------------------------ | --------------------------------------------------- |
| Employee Data Sync       | Sync employee profiles and organizational structure |
| Automated Onboarding     | Trigger IT provisioning for new hires               |
| Offboarding Automation   | Secure access removal during employee exits         |
| Department-Based Routing | Route IT requests based on employee department      |
| Lifecycle Automation     | Automate IT tasks for role changes and transfers    |

### Prerequisites

* **Sage HR Administrator Access**: Admin role with API access. The API key belongs to the admin who enables API access, and Sage HR invalidates it if that user loses admin permissions
* **Sage HR Subscription**: Active subscription with API entitlements
* **Harmony Account**: Active Harmony workspace

### Connect Sage HR to Harmony

#### Step 1: Enable API Access in Sage HR

1. Log in to your Sage HR account as an administrator
2. Click your name in the top-right corner, then click **Settings**
3. In the settings sidebar, click **Integrations**, then **API**
4. Click **Enable API access** to generate your API key. If the button already reads **Disable API access**, API access is on: do not click it, because disabling and re-enabling generates a new key and breaks existing connections
5. Copy the value next to **Your API key**
6. Note your Sage HR web address, for example `https://your-company.sage.hr`

#### Step 2: Navigate to Integrations

1. Log in to your Harmony dashboard
2. Go to **Settings** > **Integrations**
3. Find **Sage HR** under **HRIS** (or search for it by name) and click its card

#### Step 3: Enter API Credentials

1. Enter your **Base URL**: your Sage HR web address, for example `https://your-company.sage.hr`
2. Enter your **API key**
3. Click **Connect**

### What Harmony Syncs

**From Sage HR:**

* Employee profiles (name, email, phone)
* Job information (title, department)
* Employment status and dates
* Manager relationships and reporting hierarchy
* Approved time off that is current or starts within the next 14 days

Once connected, Harmony automatically syncs employee data from Sage HR on an ongoing basis, so your team directory and support routing stay current without manual imports.

### Use Cases

<details>

<summary>Automated New Hire Provisioning</summary>

Trigger complete IT setup when HR adds new employees to Sage HR

</details>

<details>

<summary>Role Change Management</summary>

Automatically adjust access when employees change roles or departments

</details>

<details>

<summary>Seamless Offboarding</summary>

Automate access revocation and equipment collection when employees leave

</details>

<details>

<summary>Leave-Aware Ticket Routing</summary>

Route IT tickets based on employee availability from Sage HR leave schedules

</details>


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