# 1 - Initial Integrations

We have a collection of pre-build integration applications, which make it easy to manage single sign-on, provision HR, and sync data across your corporate apps and systems into SiQ.

Note: There is an IT user role that gives your IT team member access to the integration settings. See User Roles Overview and Assign User Roles and Permissions.

Set up the Employees

Step 1. Set up the HR System and Employee Import

Your people are the heart of your business. When it comes to scheduling, budgeting, and workplace planning, they are the most important factor of all. Our software integrates employee data so SiQ remains updated with your employees' on-boarding and off-boarding from your business.

Important Note about Employee Data

We recommend that you upload your employee data first as the order that the initial data is loaded will affect the relationship between the employees and the building they will be located in.

The location relationship is defined in the Employee data's Location column and this will populate the Building’s HR Location drop-down. This relationship will save you a lot of time when it comes to seating your employees. For more explanation, see Building and Employee Location Relationship

SFTP (Secure File Transfer Protocol) Employee Import

We recommend your upload the Employee Import via SFTP (Secure File Transfer Protocol). You will need to organize the following with your IT Team:

  1. Data extraction from your HR System using the correct file format, data requirements, and import template.
  2. Create an automated script that extracts the appropriate data from your HR systems.
  3. Upload the import file via SiQ-hosted SFTP server. See SFTP Employee Import for details on how active the SFTP Import.
  4. SiQ will automatically pick up the file and load it into your system.

Note that we also integrate with Namely and PeopleHR.

Step 2. Set up the Single Sign On (SSO)

Single Sign On (SSO) is the most popular method for SiQ’s customers to access the app. It allows a user to log in once to their network and thereby gain access to several network connected programs, eliminating the need to login into each system individually.

Each employee is represented in SiQ as a system user and the employee object has a number of attributes that need to be mapped to your internal user model.

For more details, see Provisioning and SSO

Step 3. Assign your User Roles to your Employees 

The User Roles define permissions for users so they can perform space-planning tasks and view specific data. The Admin assigns a user role to each employee, determining their system permissions and defining their SiQ user experience.

These are the user roles available in SiQ:

  • Viewer is the default user role for SiQ employees. Viewers only have access to floor maps and searches.
  • Admin has full access to the SiQ product and settings.
  • Location Admin can create move plans, add spaces, and make changes only within a designated location. 
  • Department Admin can create move plans, add spaces, and make changes only within one or more departments.
  • IT can access the integration settings in SiQ.

For more details about user roles, see:

Next Onboarding Step

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