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Integrating SailPoint with Planday

Planday is a workforce management and employee scheduling platform that enables organizations to manage employees, departments, and workforce operations efficiently. It provides REST APIs for managing employee data and organizational structures. This document provides instructions to configure a new direct connection to a Planday source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Planday connector supports the following:

Account Management

  • Employee

Entitlement Management

  • Department
  • Employee Group
  • Employee Type

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • A Planday account with API access enabled.
  • An application created and authorized in the Planday API Access portal.

  • The following OAuth credentials obtained from the API Access page: !!! note The linked document is not maintained by SailPoint and is subject to change without notice.

    • Client ID: Located in the App Id column.
    • Refresh Token: Located in the Token column (generated after the application is authorized).

    Note

    • Planday uses OAuth 2.0 for authentication. Follow the steps in the official authorization guide to create an application and generate credentials
    • For more information, refer to Planday Authorization .

Required Permissions

Configure scopes of the following HR Objects with Read-only permissions in the Planday API Access application.

  • Employee
  • Department
  • Employee Group
  • Employee Type (optional)