Connecting an HRIS

Connect an HRIS or IdP to Cakewalk with an admin account: the access the sync needs, the data it reads and what happens after you save.

One flow covers every supported system: pick your HRIS or IdP, authenticate with an admin account and approve the requested scopes. This page walks the shared flow. The same steps apply when you select an IdP.

✅ Before You Start

• You need the Cakewalk Admin role.
• You need an admin account in your HRIS or IdP with rights to read user profiles, reporting lines and groups.

---

🛠 Connect

1. Go to Settings → Data Sources → Users.
2. Select your HRIS or IdP.
3. Authenticate with the admin account.
4. Review and approve the requested scopes.
5. Save. The first sync starts immediately.

---

📦 What Syncs

• User records: name, email, manager.
• Organizational attributes: department, job title, location.
• Lifecycle events: joiners, movers and leavers, which trigger workflows in real time.
• Manager relationships, which route approvals and reporting.

Cakewalk does not read payroll data, health data or details about sexual and religious orientation.

---

⏭ After the First Sync

• User data refreshes every 2 hours.
• New hires trigger onboarding and departures trigger offboarding. See User Lifecycle.
• Set default assignees for onboarding and offboarding tasks in the integration settings if your company routes them to specific people.

Group sync is a separate connection under Settings → Data Sources → User groups, with the same authentication flow. Bidirectional group sync requires write permissions for group memberships in the IdP. For what Groups do once synced, see Groups & RBAC in Human Access.

Provider-specific prerequisites (the admin role, the plan tier, where the credential lives in that vendor's console) are in the per-system pages: Identity Source Guides.

---

📚 Related

• HRIS and IdP
• User Lifecycle