This article describes the actions available when you connect Sage HR to HappyFox Workflows, and lists the HR operations you can automate with this integration.
Triggers
The Sage HR integration does not provide triggers. Workflows that include Sage HR actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Sage HR actions let you create, update, and retrieve employee records, and submit leave requests directly from a workflow step.
| Action | What it does |
|---|---|
| Create Employee | Creates a new employee record in Sage HR. |
| Update Employee | Updates the fields of an existing Sage HR employee record, such as their department, job title, or manager. |
| Get Employee | Retrieves profile information for a specified Sage HR employee for use in subsequent workflow steps. |
| Create Leave Request | Submits a new leave request in Sage HR on behalf of an employee. |
Action Details
Each action below lists the fields you configure, along with whether each field is required.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this step without a value. |
| Optional | The field can be left blank; the action will still run. |
| Conditionally Required | Required only when another field has a specific value. |
| Text | A plain string of characters. |
| Selection (pick one) | Choose a single value from a fixed list of options. |
Employee Actions
Create Employee
Creates a new employee record in Sage HR with the provided name and email, and optionally sets their work start date. Returns the new employee record on success.
| Field | Description | Validation |
|---|---|---|
| Employee Email | The work email address for the new employee. | Required · Text |
| Employee First Name | The employee's first name. | Required · Text |
| Employee Last Name | The employee's last name. | Required · Text |
| Work Start Date | The date the employee starts work. Must be in YYYY-MM-DD format. |
Optional · Text |
Update Employee
Updates the name and optionally the work start date of an existing Sage HR employee record, identified by their Employee ID.
| Field | Description | Validation |
|---|---|---|
| Employee ID | The Sage HR internal ID of the employee to update. | Required · Text |
| Employee First Name | The employee's updated first name. | Required · Text |
| Employee Last Name | The employee's updated last name. | Required · Text |
| Work Start Date | The updated work start date for the employee. Must be in YYYY-MM-DD format. |
Optional · Text |
Get Employee
Retrieves the full profile of an existing Sage HR employee by their Employee ID.
| Field | Description | Validation |
|---|---|---|
| Employee ID | The Sage HR internal ID of the employee to look up. | Required · Text |
Leave Actions
Create Leave Request
Submits a leave request for a Sage HR employee. The required fields vary depending on whether the leave is a single day or multiple days, and on which part of the day is being taken off.
| Field | Description | Validation |
|---|---|---|
| Leave Type | Whether this is a single-day or multi-day leave request. Allowed choices: Single Day (1 day leave), Multi Day (2 or more days). |
Required · Selection (pick one) |
| Time-off Policy | The leave policy to apply (for example, Holiday, Sick). Chosen from the policies configured in your Sage HR account. | Required · Selection (pick one) |
| Employee ID | The Sage HR internal ID of the employee the leave is being requested for. | Required · Text |
| Part Of Day | The portion of the day the leave covers. Allowed choices: Full Day Leave, First Half of the day (requires Total Time Off in hours), Second Half of the day (requires Total Time Off in hours), Specific timespan of the day (requires From Time and To Time). |
Required · Selection (pick one) |
| From Date | The start date of the leave. Must be in YYYY-MM-DD format. Must equal To Date when Leave Type is Single Day. |
Required · Text |
| To Date | The end date of the leave. Must be in YYYY-MM-DD format. Must equal From Date when Leave Type is Single Day. |
Required · Text |
| Total Time Off in hours | The number of hours being taken off. | Conditionally Required when Part Of Day is First Half or Second Half · Text |
| From Time | The start time of the leave, used when requesting a specific break window. Must be in HH:MM format. |
Conditionally Required when Part Of Day is Specific Timespan · Text |
| To Time | The end time of the leave, used when requesting a specific break window. Must be in HH:MM format. |
Conditionally Required when Part Of Day is Specific Timespan · Text |
| Details | A note or reason for taking the leave. | Optional · Text |
Note: From Date and To Date must be identical when Leave Type is
Single Day. Setting different dates for a single-day request causes the action to fail.
Use cases
Create a Sage HR employee record from an onboarding ticket: When an IT or HR onboarding ticket is created in HappyFox Help Desk, automatically create the new employee's record in Sage HR using the details captured in the ticket — eliminating the manual re-entry of information already collected during the support interaction.
Update an employee record when a role change ticket is resolved: When a ticket requesting an internal role change, promotion, or department transfer is resolved in HappyFox Help Desk, automatically update the employee's Sage HR record with their new job title, department, or manager — keeping the HRIS current at the point of approval without a separate manual update.
Retrieve employee details to enrich an HR support ticket: When an HR-related ticket is created in HappyFox Help Desk, use Get Employee to retrieve the employee's current profile from Sage HR — such as their department, line manager, and employment type — and add it as a private note on the ticket, giving the HR agent full context before responding.
Submit a leave request from an HR ticket: When an HR agent processes a leave request submitted through HappyFox Help Desk, automatically create the corresponding leave request in Sage HR using the dates and leave type captured in the ticket — removing the manual step of re-entering the request in two systems.
Keep Sage HR aligned with offboarding ticket outcomes: When an offboarding ticket is resolved in HappyFox Help Desk, use Update Employee to update the employee's record in Sage HR — for example, changing their employment status or end date — ensuring the HRIS reflects the offboarding outcome without a separate manual update cycle.