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Set up new starters automatically (and sync existing users) via Okta. Keep all your data in sync.

Why set up the Okta integration?

Have new joiners set up automatically.
Sync all existing users.
Full name, Email, Team and Job title pulled in
automatically
automatically.

How do I get access to the Okta integration

The Learn Amp team will need to enable the integration for you to access the details. Please contact us to get this set up for you. After this, the setup will be visible for admins and owners by clicking their profile image > Integrations > Okta Okta.

Is there anything I need to be aware of before setting up?

Setting up teams and managers

Typically within Learn Amp the manager is set by the users 'Primary Team' (the teams manager, becomes their manager). However for this integration, the 'Primary Team' manager will be overridden with the individuals manager within Okta. This means that teams will not have a manager, so you may wish to set these up as a sensible default if the manager field is missing within Okta.

Managers can view team members details, objectives, 1-to-1s, set tasks for them etc.

(View our ideas on future improvements to the way teams and managers will be set up at the bottom of this article).

To set up your okta integration:

Note: All users must have a valid email address in address in HiBob for the integration to work.

Sign in to your okta account: https://www.okta.com.
Click your account in right upper corner and click 'Your Org'.
You should get redirected to
okta
Okta admin
dashboard
dashboard.
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In the top navigation bar,
click Settings tab and choose Features
click Settings tab and choose Features.
In
the Features page
the Features page make sure,
that Event Hooks box
that Event Hooks box is checked.
In the top navigation bar,
click Applications tab
Click Add Application
Click Create New App
Select Web as Platform
Select OpenID Connect as Sign on method
click Applications tab.
Click Add Application.
Click Create New App.
Select Web as Platform.
Select OpenID Connect as Sign on method.
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Click Create
Click Create.
Fill in the following
form
form.
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Fill
in Application
in Application Name.
As Login
As Login redirect
URIs provide
URIs provide:
Copy
Next
to Login redirect URIs click Add URI and
to Login redirect URIs click Add URI and provide:
Copy
Click Save
Click Save
Image ModifiedClick Done
Click Done.
If you get stuck, please refer to the Okta's documentation:https://developer.okta.com/docs/guides/saml-application-setup/overview/.
On the bottom of the page, there is
a Client Credentials panelCopy Client ID and Client Secret and
a Client Credentials panel.
Copy Client ID and Client Secret and paste then into corresponding fields above
Click Sign On tab
Find OpenID Connect ID Token panel
.
Click Sign On tab.
Find OpenID Connect ID Token panel.
Copy link next
to issuer and
to issuer and paste the link
in Issuer field
in Issuer field above.
Make sure, your user is assigned to the app
:
Click Assignments tab
From Assign dropdown and click Assign
.
Click Assignments tab.
From Assign dropdown and click Assign to People button.
Click Assign next
Click Assign next to your user name.
Click Done
Click Done.
On the Okta site, in the top navigation bar,
below Security tab click APIlinkClick Create Token button
below Security tab click API link.
Click Create Token button.
Fill in the name field and
click Create
click Create Token.
Copy
the Token Value and
the Token Value and paste it into
the API Token field above
the API Token field above.
Save the form.
Before continuing integration, please make Okta admin user is assigned to the Okta app, in Okta domain.
Congratulations! The integration is finalised!

How do I make sure the users Sync?

Users are synced at least 24 hours, but will be 'immediately'* synced if...

They are invited to HiBob and match the criteria above (e.g. start date = today).
Sync users button is
pressed
pressed.

Note: Immediate means that the action will be immediately sent to the queue, sometimes at time of peak traffic there may be minor delays.

_________________________________________

Future improvement to teams and managers

We will give an option on the integration on how the manager will be handled by the system.

How should managers be handled?

Set manager at an individual level: Directly match the data in Okta, by setting a manager on an individual using our 'Override manager' setting.
Set manager at a team level: When the first user is added to a team, take their manager as the manager of that team

.

Please let us know if you need any further help or have any suggestions for improvements to this article: support@learnamp.com

Versions Compared

Old Version 1

New Version 2

Key

Set up new starters automatically (and sync existing users) via Okta. Keep all your data in sync.

To set up your okta integration: