Automating your members eligibility
What do we mean by a Provisioning Integration?
In order to allow users to register on the platforms, we need some of their details on the system. As well as the manual upload we also have a range of integrations that once set up can do this all for you saving you time and potential errors.
How can we make it easier?
SFTP (Secure File Transfer Protocol) sFTP is a great way to upload data to your brand new platform with a whole host of benefits. There’s a decreased risk of human error as your new platform is looking for an exact match of data. It eliminates the need to download data to a desktop before uploading it to Reward Manager and because another system does the hard work you could update it daily!
SCIM (System for Cross-domain Identity Management) SCIM is an easy way for our clients to manage new starters and leavers from their business, ensuring they have the right access to the program at the right times. New hires will be added once joined and leavers will be removed once they leave. This will work automatically via the SCIM integration from Okta or Microsoft Azure and will require no additional input from HR saving you time.
BambooHR If you currently use BambooHR as your HRIS platform you can seamlessly integrate it with your new Reward Gateway platform. Just like SCIM it will sync the new starters and leavers on a frequency you chose meaning that never have to worry about providing access to your new employees or removing it from your leavers saving you time.
Setting up your new integration. Once you’ve identified which integration will support you best there are a few considerations to think about before we start the setup.
Things to consider when setting up integrations
Excluding BambooHR and SCIM what System is best to use?
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Where is your employee data held?
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Can this system generate a report with all the details needed for your eligibility file?
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If not, how many other systems do you need to get data from?
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Would you combine the data manually?
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Once completed can the system send a file via sFTP?
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If not, will this be placed on the server by someone?
Who will set it up?
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Where setting up any of the integrations who is best placed to do this?
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If it is someone external, have they been notified?
When using sFTP how often do you want to update?
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Will you be using an adding and removing members separately?
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How many new starters do you have per week?
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How many leavers do you have per week?