HRIS and IdP
Cakewalk syncs your company's HRIS or Identity Provider (200+ systems supported) so User attributes (department, job title, location) power Agent Policies from day one.
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Cakewalk syncs your company's HRIS or Identity Provider (200+ systems supported) so User attributes (department, job title, location) power Agent Policies from day one.
Cakewalk imports Users and their attributes from your company's HRIS or IdP during admin setup. Those attributes feed the policy engine: a Policy can match by department, job title or location, so Agents inherit the right defaults without manual user-by-user configuration.
HRIS: Human Resources Information System (Personio, HiBob, BambooHR, Rippling, Workday and others).
IdP: Identity Provider (Okta, Entra ID, Google Workspace).
User attributes: Fields synced from HRIS/IdP (department, job title, location) that Policies evaluate at Agent runtime.
💡 Why this matters: For every Agent tool call, Policies produce one of three outcomes: Auto-approve, Require approval or Deny. Those decisions depend on who the User is. HRIS/IdP sync makes "who" a structured fact, not a manual lookup.
Cakewalk connects to your company's HRIS or IdP through a single integration layer that supports 200+ systems.
User records flow into Cakewalk with name, email, department, job title and location.
Lifecycle changes (joiners, movers, leavers) flow in on each sync, so User records stay current.
Properties on the User record feed into every Policy evaluation.
Cakewalk integrates with 200+ HRIS and IdP systems. Common examples:
HRIS: Personio, HiBob, BambooHR, Rippling, Gusto, CharlieHR, Workday.
IdPs: Okta, Entra ID, Google Workspace.
Sync runs during admin setup. See Admin Setup for the step-by-step.
Choose HRIS/IdP sync or manual entry.
Authenticate with an admin account that can read user profiles, reporting lines and groups.
Approve scopes → Save → sync starts immediately.
Pick which users to invite. The rest stay imported but un-invited until you're ready.
Sync is ongoing after setup. Joiners, role changes and departures flow into Cakewalk on the next sync, so Policies always evaluate current User properties. Offboarded Users lose Agent access automatically.
No manual user creation.
User properties are accurate when Policies evaluate them.
Lifecycle changes flow into governance without admin re-entry.
Synced User attributes become inputs the policy engine can match on.
Department: Engineering, Sales, Finance, etc.
Job title: for seniority- or role-based rules.
Location: for region-scoped Policies (data residency, working hours).
A Policy might Auto-approve read actions for anyone in Engineering, Require approval for write actions and Deny destructive actions for Users outside the EU: all without naming individual users. When the HRIS adds a new engineer, the Policy applies to them on the next sync.
For the policy model, see Policies.
The HRIS/IdP integration layer has a bounded role. It is the source for Users and identity: not for apps or Agents.
HRIS User import.
IdP User import.
User property sync.
App import.
Agent import.
MCP server discovery.
App and Agent imports use a different path: a direct OAuth connection to Google Workspace during admin setup. See Admin Setup for the flow.
Admin Setup: the setup flow that runs HRIS/IdP sync
Policies: how user properties drive runtime decisions
Roles and Permissions: Admin vs employee roles
Agent Connections: the catalog of downstream MCPs (imported via a different path)
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