Please note: Microsoft Azure AD was rebranded to Microsoft Entra ID. This rebranding only affects the name of the integration - all features and functionalities will be the same as with Azure AD
The integration between Entra ID and WorkFlex allows you to import and invite employees from Entra ID to WorkFlex, keeping their profile information updated and in sync.
To set up the integration, you will need to generate your Entra ID API credentials. To do this, follow the instructions in this guide. Once you have generated your credentials, simply click on the "connect" button in WorkFlex and enter your credentials.
To set up the SCIM connection in Microsoft Entra ID, you will need admin access to your company's Azure tenant.
Go to this URL and make sure you are tenant where you want to setup the SCIM connection.
Click on “+ New Application”
On the Browse page click on “+ Create New Application”
Enter the name of the Application or Company you want to connect to, select “Integrate any other application you don’t find in the gallery (Non-gallery)” and then click on “Create”
Once the application is created and added, you will land on the application page and then click on “Provisioning” on the left sidebar.
Click on “+ New Configuration”.
Enter the credentials provided to you here in the respective fields and then click on “Test Connection”.
Wait for the provision test connection to be completed successfully.
If this fails, please recheck whether the connection credentials are correct.
Now create the application by clicking on create button
Click on verify connection in the connection flow (Make sure you have tested the connection in the previous step).
You have completed the SCIM connection.
Now to Start the Provisioning of Users into the connected system. Go back to the Application Page on Azure. Click on “Users and Application”
Click on “+ Add user/group ”
Click on “Users and groups”
Select the users and groups that you want to get synced and then click on “Select”
Click on “Assign”
You can also similarly assign Roles to the application.
Once the Resources are assigned go back to the “Overview” in application.
Click on “Start Provisioning“
There are three options available to configure the integration
1. Invite employees
This option allows you to choose whether to automatically invite employees to WorkFlex when they are added to the HRIS. If enabled, existing and new employees will be automatically invited to WorkFlex. If disabled, you will need to manually import employees into WorkFlex after the integration has been completed.
2. Sync employee's profile data
This option ensures that the employee's profile information is always up to date by automatically filling in and updating their profile fields.
3. Deactivate employees
This option gives you the option to automatically deactivate an employee's profile on WorkFlex when they are deactivated in your HRIS.
How to manually import your employees from Entra ID and invite them to WorkFlex
To import employees:
You can use the "Invite employees" button at the employee management.
A dropdown will appear, and you can select the "Invite employee from Entra ID" option.
Then, select the employee(s) that you want to add and click "Invite".
Key information to know about data synchronization between Entra ID and WorkFlex
The minimum set of data that will be pulled from Entra ID is first name, last name, status, employment type, email.
In addition to the required fields, you may also choose to sync additional data between Entra ID and WorkFlex. This includes the following fields:
→ Employee's social security number
→ Gender
→ Date of birth
→ Residential address
→ Job title
→ Department
→ Hire date
→ Manager's email address
If you require additional information or data fields beyond the standard ones, you can use Custom Fields. These fields allow you to add new, non-standard data fields to your HRIS platform. To ensure that these new custom fields are exposed via the API key, follow the instructions outlined in this guide. In case if you decide to use Custom Fields, please, make sure to notify WorkFlex's customer success team in advance.
To sync data for these fields, you will need to enable “Sync employee's profile data” and enable them in your Entra ID API credentials. This feature can save time and effort in keeping employee information consistent across both systems.
Data synchronization between Entra ID and WorkFlex is done every three hours, so any changes made in Entra ID may take up to three hours to be reflected in WorkFlex and will always update/change WorkFlex’s data.