Aptly + Sage HR

Overview

Aptly integrates with Sage HR to align your Delegation of Authority (DoA) and approval governance with your human capital data. By synchronizing employee records, position assignments, reporting structures, and role attributes from Sage HR into Aptly, organizations ensure delegation issuance, updates, and revocations occur automatically as workforce changes happen.

This integration removes manual administrative overhead, eliminates stale authority assignments, and empowers HR, legal, and finance teams to maintain accurate, policy-aligned authority structures across the enterprise.

Key Capabilities

Automated Workforce Synchronization
Aptly automatically imports employee information from Sage HR, including name, title, department, manager relationships, and employment status. Any change in Sage HR — such as new hires, promotions, transfers, or terminations — triggers an update in Aptly’s delegation engine.

Delegation Issuance & Revocation Automation
When workforce changes occur in Sage HR (e.g., a manager transfer or role change), Aptly evaluates and automatically issues, reassigns, or revokes delegated authorities based on your configured business rules and policies.

Role and Position Mapping
Employee job codes, department assignments, and supervisory relationships from Sage HR are used to map to Aptly roles and authority levels. This ensures that approvals and decision rights reflect the employee’s actual role in the organization.

Custom Field & Attribute Support
Default mappings cover common HR attributes, and Aptly’s configuration tooling enables you to extend mappings to custom fields or conditions — such as region, business unit, or job family — supporting complex governance scenarios.

Audit & Traceability
All syncs and delegation updates triggered by Sage HR events are logged within Aptly’s audit trail. Compliance teams can trace exactly who changed, what authority updates occurred, when they happened, and how the changes aligned with corporate policy.

Value to Organizations

Integrating Sage HR with Aptly provides a trusted, automated connection between your HR system and your delegation governance engine. This eliminates manual spreadsheet updates, reduces overdue authority reviews, and ensures that delegated authority maps to real organizational roles and reporting structures.
The result is a governance framework that scales with your workforce and supports accurate, policy-aligned authority at all times — improving compliance, reducing risk, and saving operational time.

Example Use Cases

• Onboarding: Automatically assign delegated authorities to new hires when they join and are assigned to teams in Sage HR.
• Offboarding: Instantly revoke all authorities when an employee exits the organization.
• Role Changes: Reassign approval limits and delegated authority when employees change job functions or reporting lines.
• Compliance & Audit: Generate audit reports showing how HR changes propagated into governance actions in Aptly.
• Manager Transfers: Ensure that delegated approval rights follow actual managerial relationships defined in Sage HR.