Generic HR System Server Connection

Generic HR System (human Capital Management) involves strategic management practices related to an organization's workforce. Hire2Retire product uses SFTP (Secure File Transfer Protocol) server as the entry point to consume Employee extract files. Hire2Retire needs to set up the connection with Generic HR System's SFTP server to import Employee Extract files.

Generic HR System File Based Extraction Connection Set Up

Generic HR System features various subscription products supporting file export depending on the subscription type as explained in the section below.

One of the easiest ways to get your Generic HR System data into Hire2Retire is by using Generic HR System's SFTP export capability. To do this, you will first need to request SFTP Export from the Generic HR System Reporting tool, which will allow Hire2Retire to import files from Generic HR System's SFTP server.

External SFTP Server

How to connect Hire2Retire to the SFTP server to drop the HR Data

Once the above details are ready, you can provide them in the SFTP Connection Set Up form where you will fill out details to connect Hire2Retire to the SFTP server.

• Connection Name - A user-defined nomenclature for your connection. By default, the connect name is "Connection-SFTP Password", you can change the name as per your preference.

• Hostname - The host name to access the Generic HR System's SFTP server.

• Username - The Username of the SFTP server to be connected with Hire2Retire.

• Password - The password to access the username of SFTP server.

• Input Folder Path - SFTP folder for the current workflow. The current Hire2Retire workflow will listen to the incoming extract files from the given folder path.

• Extract Retention Period - When the files get older than the retention period, they will be removed from the selected folder in the RoboMQ's SFTP server.

Figure 1. Generic HR System Connection Set Up page - Generic HR System Instruction

Configuration

Once you have successfully configured the connections, you can continue with the Design section to configure the rest of the workflow following these steps in order.

1. HR Data Definition
2. HR to AD Profile Map
3. Lifecycle Business Rules
4. Employment Status
5. Organizational Unit Assignment - Only defined in on-premise Active Directory
6. Group Memberships
   • Security Group Memberships
   • Distribution List Memberships
   • Microsoft 365 Groups Memberships Only defined in Hybrid (with Exchange Online Services) and Entra ID
   • Entra ID Distribution List Memberships Only defined in Entra ID and Hybrid, when Exchange Online Services is configured
   • Entra ID Security Groups Only defined in Hybrid (with Enable Entra ID Security Groups) and Entra ID
   • Mail Enabled Security Group Memberships Only defined in Entra ID and Hybrid, when Exchange Online Services is configured
   • Mailing List Assignment Provided in Google Directory
7. Communication Hub

Deployment

Once your workflow has been setup, you have two optional features you can setup before deploying it.

• Compliance and Audit Trail
• Run Mode
• Error Notifications
• Monitor Receipt of Scheduled HR Extract
• Environment

Otherwise, you can proceed to deploy and test it on the Hire2Retire platform, see Deploy and Test Flow