When integrating SSO or automating starters and leavers via your HR system, there are a few things to consider depending on your organisation and how your systems are set up.
What to check before you begin
Do you have an IT team?
IT is often an essential stakeholder in your setup.
Involve your IT team – You may have multiple systems that can integrate with Perkbox, so it’s best to include them early.
Provide Admin access – Make sure they have access to Perkbox as an Admin.
Start self-service setup – IT can set up integrations by heading to Admin → Settings → Integration, where they’ll find all documentation.
Share documentation – You can also share the relevant integration documentation with them.
Is your employee data up to date?
Clean, verified data helps avoid future issues.
Verify employee data – Check that names, emails and, where applicable, department details are current in your HR system, as this is the data Perkbox may pull through.
If you’ve launched using a CSV upload – Make sure the emails in your HR system match those already in Perkbox.
Mismatched emails may create duplicate accounts.
Duplicate accounts can confuse employees and increase your licence count.
Should some or all employees access Perkbox?
Access for certain groups can only be controlled from your system.
Review who should access Perkbox – Contractors, part-time staff or probationary employees may not need access. Perkbox cannot segment users on your behalf.
Involve IT – Your IT team may be able to restrict access via systems like Microsoft Azure, Okta or Workday.
Do you have employees around the world?
Perkbox can support global teams, but setup must come first.
Review global access – Perkbox can localise benefits for different regions if you intend to give international employees access.
Add regions first – Add new regions in the Admin portal before integrating to ensure a smooth setup.
Begin integration – Once the steps above are complete, you’re ready to integrate.