CONTEXT / SCOPE
The purpose of this SOP is to provide context on what SSO and HRIS platforms are, mention the ones MedTrainer offers our customers integrations with our platform for, and steps that Customer Support will follow regarding integration requests.
IMPACTED TEAMS
CSM Team
CS Operations
GLOSSARY
API - Application Programming Interface (the service that connects MedTrainer with the HRIS)
CRED SOFT - Self-Managed Credentialing Software (Credentialing Software)
CRED SERV / FMC - Fully Managed Credentialing Service (Credentialing Service)
CSM – Customer Success Manager
HRIS - Human Resources Information System
LMS- Learning Management System
Opp - Opportunity (where RSM registers the process of sales and information about the purchased product.)
SF - Salesforce
SSO - Single Sign-On
TL - Team Lead
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RESOURCES SSO
HRIS
MORE INTERNAL RESOURCES EXTERNAL RESOURCES |
TABLE OF CONTENTS
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For the information below, please keep in mind that an SSO service is different to an HRIS Integration, as setup processes and workflows are different. For a more detailed overview regarding HRIS, please consult this spreadsheet https://docs.google.com/spreadsheets/d/1J56jd9QuXyXLnf2msOn1QWl6j9ELkGzEPBUgdxvERWM/edit?gid=0#gid=0 Also, please remember to read the Atlassian links to the letter, so you can be informed on how these setups work, and what the admin needs to provide you with. |
Single Sign-On 101
What is SSO?
Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials (for example, a username and password) to access multiple applications. SSO can be used by enterprises, small and midsize organizations, and individuals to ease the management of multiple credentials.
In other words, SSO can be considered a federated identity management arrangement. The use of such a system is sometimes called identity federation. Open Authorization (OAuth) is the framework that enables an end user's account information to be used by third-party services, such as Facebook, without exposing the user's password.
Most Common SSO Services
Below, you will find the links to the processes for the SSOs below:
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Human Resources Information Software 101
What is HRIS?
HRIS (Human Resources Information Software) or HR management software refers to digital solutions designed to streamline and centralize HR tasks within an organization. It automates routine activities like payroll processing, talent acquisition, and employee performance tracking.
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By integrating various functions—such as benefits administration, time and attendance, and workforce analytics—into a single platform, this software enhances efficiency and facilitates data-driven decision-making. The adoption of this technology can help businesses remain compliant, competitive, and capable of managing a diverse, evolving, and often distributed workforce.
Most Common HRIS Integrations
Below, you will find the links to the processes for the HRISs below:
/wiki/spaces/NEM/pages/4142202881 (Also applies for the products: ADP Total Source and ADP Comprehensive Services)
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The following steps to create SSO and HRIS tickets are strictly for visibility, as Support will be addressing this stage:
SSO Service Tickets
Please follow these steps to create an SSO Integration Request Ticket. The following example is for Azure, please make sure to adjust according to the applicable SSO requirements:
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In the summary field, add the following title:
Enable SSO [SSO Name] Integration for [Company Name]
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Add the following in Ticket Description:
Hello team! Could you please help me with the following SSO [SSO Name] integration? Thank you!
Company name:
LMS ID:
MRR:
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Please ask your customer for the following details:
Main IT POC
Name
Email Address
Phone Number
Time Zone
[Azure AD] domain name for the company
Application ID
Secret ID
Test Credentials – CUSTOMER MUST CREATE A TEST USER SO DEV CAN VERIFY THE INTEGRATION
Username:
Password:
The Client ID:
Will the SSO Auto creation be enabled? – ASK YOUR CUSTOMER
HRIS Integration Tickets
Please follow these steps to create an HRIS Integration Request Ticket. The following example is for ADP, please make sure to adjust according to the applicable HRIS requirements:
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In the summary field, add the following title:
Enable HRIS[HRIS Name] Integration for [Company Name]
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Add the following in Ticket Description:
Hello team! Could you please help me with the following HRIS [HRIS Name] integration? Thank you!
Company name:
LMS ID:
MRR:
Answer the following questions (CSM):
Is this a brand-new customer?
Does the company exist in MedTrainer? Has this been just created, or is it an “old” customer in MedTrainer?
What does the customer want to achieve with this integration?
If the company already exists in MedTrainer, does it have employees created already?
Provide the company name and the company ID as it is registered in MedTrainer.
Validate with the customer that Connector Purchase and Consent Agreement are correct and in place
Ask your customer to send you a screenshot of the connector and consent agreement, as shown below:
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Ask the client the following Yes/No questions. Once answered, please add the responses to the Jira ticket.
Do you want notifications to be sent to each employee when their new account is created? Y/N
Do you want to update your work locations, work departments, and work positions within MedTrainer based on your ADP Workforce Now updates? Y/N
What ADP field would you like to be synced for MT location field, Homework-Location, or Work Assignments - Business Unit? Y/N
What ADP field would you like to be synced for MT position field, First Position, Primary Position, or Current Title? Y/N
Would you like the users to be created using their personal email or their work email? Y/N
If any issue arises, please discuss with your TLs to define a course of action for resolution.
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