The Sage HR integration with HappyFox Workflows helps you automate key HR tasks by connecting your HR system with other business tools. You can create employee records, fetch employee details, or submit leave requests — all triggered by events in your workflows.

Applicable Plans: ✔️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise

Actions:

• Create Employee

• Update Employee

• Get Employee

• Create Leave Request

Prerequisites:

Plan:

• Supported on all HappyFox and Sage HR plans.

Permissions:

• You must be an Admin in HappyFox to install and configure apps.

• Your Sage HR user must be an Admin with Settings Administrator access.

Use Case:

• Automate onboarding by creating employee records in Sage HR when a candidate is hired via tools like Greenhouse, Workable, or Google Sheets.
• Trigger leave requests in Sage HR based on approvals collected in apps like Slack or email.
• Fetch employee details dynamically to use in custom workflows or to sync with databases and other HR platforms.
• Integrate HR with IT systems — e.g., auto-create a leave request and suspend accounts via other integrations when someone goes on extended leave.

Setting Up the Integration:

Step 1: Get Your Sage HR API Key

• Go to your Sage HR account.

• Click on your name on the top right, then click Settings.

• On the settings menu, click INTEGRATIONS, then click API.

• Click ENABLE API ACCESS to activate access to API and provide you with your unique API key.

Step 2: Add Sage HR to HappyFox Workflows

• Navigate to the Apps section in HappyFox Workflows.

• Search for Sage HR and select it.

• Enter your Sage HR API key.

• Provide your Sage HR Domain name, which can be found in your account URL.

  • For example, if your URL is https://happyfox.sage.hr, then your domain name is happyfox.

• Click Save to complete the integration.

Frequently Asked Questions:

• What if I change my domain in Sage HR?
  You’ll need to update the domain name in the Sage HR app configuration inside HappyFox Workflows to reflect the new domain.
   
• Can I update existing employee records with this integration?
  Yes, the Update Employee action allows you to modify employee details based on data from other apps or workflows.