Overview
The Sage HR integration syncs your employee roster into LowerPlane and automates HR compliance evidence: each employee’s role, reporting manager, and date of joining, plus your organizational structure. It also picks up people who have left, so offboarding checks can see them. LowerPlane uses a read-only API key to collect this automatically.LowerPlane collects only the organizational data needed for compliance: names, work email, role, team, reporting manager, start and end dates, and employment status. It does not collect payroll, salary, absence, timesheet, performance, recruitment, national ID, tax, or bank data.
Sage HR is used as a people source. Employees appear in People and drive the HR and offboarding checks. It is not used for Access Review, because Sage HR does not grant access to your critical systems.
Prerequisites
How to Get Your Subdomain and API Key
1
Find your subdomain
Sign in to Sage HR and look at the address bar. If you sign in at
acme.sage.hr, your subdomain is acme. You will enter only that part, not the full address.2
Open the API settings
Click your name in the upper right to expand the dropdown and choose Settings. In the left menu, expand Integrations and click API.
3
Enable API access
If API access is not already on, enable it. Sage HR then shows your API key.
4
Copy the API key
Copy the API key and store it securely.
Connecting in LowerPlane
1
Open the integration
Go to Integrations in LowerPlane and find Sage HR.
2
Enter your details
Provide the following:
- Subdomain: the part before
.sage.hr(for exampleacme) - API Key: the key you copied from Sage HR
3
Connect
Click Connect. If the subdomain or key is wrong, or API access is switched off, LowerPlane reports the problem right away instead of failing on the first sync.
What LowerPlane Monitors
Employee Directory
Names, work email, role, team, employment type, and employment status for every employee.
Reporting Structure
Each employee’s reporting manager, resolved to the manager’s email for segregation-of-duties evidence.
Start and End Dates
Start dates for onboarding timelines, and end dates so leavers are marked as terminated.
Organizational Structure
Roles and reporting lines that establish authorities and responsibilities.
Automated Checks
Once connected, LowerPlane runs these checks against every employee on each sync:
Employees missing any of these are flagged as failing, and a remediation task is created automatically.