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HR Integration

HR Integration Overview

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title: HR Integration Overview category: HR Integration tags: hr, import, csv, rest-api, scim, provisioning priority: Normal

HR Integration Overview

HR Integration connects IdentityCenter to your organization's authoritative Human Resources system, establishing the HR system as the single source of truth for identity data. When HR records drive identity provisioning, you eliminate manual data entry, ensure consistency between HR and IT systems, and enable fully automated Joiner/Mover/Leaver lifecycle management.

Why HR Integration Matters

Without HR integration, identity provisioning depends on manual requests -- a manager emails IT to create an account, IT creates it when they have time, and no one validates the configuration against the HR record. This manual chain introduces delays, errors, and compliance gaps.

With HR integration:

Aspect Without HR Integration With HR Integration
New hire provisioning IT waits for manual request Automatic on hire date
Department transfer Manager sends email to IT Detected and processed automatically
Termination HR notifies IT, IT acts eventually Disabled on termination date
Data accuracy Manual entry, prone to errors Sourced from authoritative HR record
Audit evidence Email threads, tickets Timestamped import and event logs
Time to provision Hours to days Minutes

The HR Import Center

Navigate to Administration > HR Import (/admin/hr-import) to access the HR Import Center. From this page you can:

  • Configure HR data sources (CSV, REST API, SCIM)
  • Map HR fields to IdentityCenter identity attributes
  • Run manual imports or configure recurring schedules
  • View import history and results
  • Diagnose and resolve import errors

Supported HR Sources

IdentityCenter supports three methods for importing HR data:

CSV File Upload

Upload HR data from comma-separated value files. Ideal for organizations without an API-enabled HR system or for initial data loads.

Feature Detail
File Format UTF-8 encoded CSV with headers
Upload Methods Manual upload, network share, SFTP
Scheduling Recurring imports from file locations
Best For Small organizations, one-time imports, legacy HR systems

See CSV Import for the complete setup guide.

REST API

Connect directly to your HR system's REST API to pull employee data on demand or on a schedule.

Feature Detail
Authentication API Key, OAuth 2.0, Basic Auth
Data Format JSON response parsing
Pagination Automatic handling of paged results
Best For Modern HR platforms with API access

See REST API Import for the complete setup guide.

SCIM 2.0

Leverage the System for Cross-domain Identity Management standard for real-time, bidirectional identity synchronization.

Feature Detail
Protocol SCIM 2.0 (RFC 7644)
Operations Create, Read, Update, Delete, Search
Real-time Push-based updates from HR system
Best For Enterprise HR platforms, real-time provisioning

See SCIM 2.0 Integration for the complete setup guide.

How HR Data Drives Lifecycle Automation

HR integration is the engine behind automated lifecycle management. Here is how changes in the HR system flow through IdentityCenter:

New Hire Detection (Joiner)

HR System: New employee record created
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HR Import: Detects new EmployeeID with StartDate
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Lifecycle Engine: Evaluates Joiner templates
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Matching Template: "Standard Onboarding" fires
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Actions: Create AD account, assign groups, send welcome email

When the HR import detects a record with an EmployeeID that does not match any existing identity in IdentityCenter, and the StartDate is today or in the past, it triggers the Joiner lifecycle flow.

Department Change Detection (Mover)

HR System: Employee department updated from "Engineering" to "Sales"
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HR Import: Detects attribute change on existing identity
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Lifecycle Engine: Evaluates Mover templates
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Matching Template: "Department Transfer" fires
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Actions: Remove old groups, assign new groups, move OU, notify managers

When the HR import detects that a tracked attribute (Department, Title, Manager, Location) has changed for an existing identity, it triggers the Mover lifecycle flow.

Termination Date Detection (Leaver)

HR System: TerminationDate field populated with 2026-03-15
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HR Import: Detects termination date on existing identity
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Lifecycle Engine: Creates pending Leaver event for 2026-03-15
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On 2026-03-15: Leaver template executes
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Actions: Disable account, remove groups, forward email, backup data

When the HR import detects a TerminationDate value, IdentityCenter creates a pending lifecycle event scheduled to execute on that date.

Field Mapping

HR systems use varying field names and formats. The field mapping configuration translates HR fields into IdentityCenter's identity model:

HR Field (Common Names) IdentityCenter Field Purpose
EmployeeID, EmpNo, PersonnelNumber EmployeeID Unique identifier for matching
FirstName, GivenName FirstName Identity first name
LastName, Surname, FamilyName LastName Identity last name
EmailAddress, WorkEmail Email Primary email address
Department, DeptName, DepartmentName Department Department assignment
JobTitle, Title, Position Title Job title
ManagerID, SupervisorID, ReportsTo ManagerEmployeeID Manager relationship
HireDate, StartDate, EmploymentDate StartDate Used for Joiner trigger
TermDate, EndDate, TerminationDate TerminationDate Used for Leaver trigger
Location, OfficeLocation, WorkLocation Office Physical location
EmployeeType, WorkerType, EmpType EmployeeType Full-time, contractor, etc.

Field mapping is configured per HR source and can include transformations such as:

  • Concatenation -- Combine first and last name into display name
  • Lookup -- Map department codes to department names
  • Default values -- Set a default when the HR field is empty
  • Format conversion -- Parse date formats, normalize phone numbers

Import Scheduling

Schedule Type Description Best For
Manual Import on demand from the UI Testing, one-time loads
Hourly Run every N hours Near-real-time environments
Daily Run once per day at a set time Standard organizations
Weekly Run on specific days Low-change environments
Cron Custom schedule expression Advanced scheduling needs

Recommendation: For most organizations, a daily import at 6:00 AM local time provides a good balance between timeliness and system load. Run the import before business hours so that any Joiner or Leaver templates triggered by the import execute before the employee's workday begins.

Import History

Every import run is logged with detailed results:

Metric Description
Records Processed Total HR records evaluated
New Identities Records that matched no existing identity (potential Joiners)
Updated Identities Records with attribute changes (potential Movers)
Terminated Identities Records with termination dates (potential Leavers)
Unchanged Records with no changes since last import
Errors Records that failed validation or processing
Duration Total import execution time

Best Practices

  1. Designate the HR system as authoritative -- HR data should flow one way into IdentityCenter; do not push IT changes back to HR
  2. Use EmployeeID as the match key -- It is the most stable and unique identifier across HR records
  3. Import before business hours -- Schedule imports to run early so provisioning completes before employees arrive
  4. Validate field mappings with a test import before enabling automation
  5. Monitor import errors daily -- failed records can delay onboarding or offboarding
  6. Keep HR data clean -- Work with HR to ensure termination dates, department codes, and manager IDs are consistently populated
  7. Start with CSV if your HR system lacks an API, then migrate to REST API or SCIM as capabilities evolve

Next Steps

Tags: hr import csv rest-api scim provisioning

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