e-days Absence Management Integration

For organizations using e-days for absence management, the Absence Management Integration allows organizations to provide a seamless experience to their employees via Single Sign-On (SSO). Users can log in to e-days and access and manage their absence balances from within their Cornerstone Universal Profile.

In addition, basic user and organizational unit (OU) information is synchronized from the Cornerstone HR system to e-days user profiles. When a new user or OU is added to the Cornerstone HR system, the user or OU will automatically be added to the organization's e-days system as well. When an existing user or OU is updated in the Cornerstone HR system, the user or OU is updated in the organization's e-days system.

This functionality is only available to organizations using Cornerstone HR.

Considerations

  • Data is only sent from Cornerstone to e-days. User record data and OU data is not sent from e-days to Cornerstone if users or OUs are updated or added in e-days.
  • Only active OUs and users are synced with e-days. Candidates and inactive users and OUs are not synced.
  • OU data is only synced from Cornerstone HR to e-days if the integration is configured to do so and if the OU is active in the portal. In addition, the integration syncs with the portal's default culture.
  • A user can only SSO in to e-days from their Universal Profile if their user record has already been established in e-days.
  • The system begins syncing users after the integration is enabled.

e-days Absence Management Integration Enablement

To enable the e-days Absence Management integration:

  1. Open e-days and navigate to the Users page (Admin > Users).
  2. Edit the Admin account.
  3. Select the Roles tab.
  4. In the Account Type field, select Api Client.
  5. Note the ClienId and ClientSecret. These values will be needed when configuring the integration.
    1. The ClientSecret is displayed only once. However, a new ClientSecret can be generated. Generating a new ClientSecret invalidates old secret values and requires the administrator to update the settings for the integration in Edge Integrate.
  6. Open the Edge Marketplace (Admin > Tools > Edge > Marketplace). Then, search for and purchase the e-days Absence Management Integration.
  7. Activate the integration via Edge Integrate (Admin > Tools > Edge > Integrations).
  8. Configure the integration on the Edge Settings page by entering the following information:
    1. Service URL - Enter the URL for the e-days portal, such as https://acme.e-days.co.uk/.
    2. Client ID - Enter the ID for the API Client user, which was obtained in step 5.
    3. Client Secret - Enter the secret value for the API Client user, which was obtained in step 5.
    4. Sync Division - Select this option to sync Division OU data from Cornerstone HR to e-days.
    5. Sync Position - Select this option to sync Position OU data from Cornerstone HR to e-days.
    6. Sync Grade - Select this option to sync Grade OU data from Cornerstone HR to e-days.
    7. Sync Cost Center - Select this option to sync Cost Center OU data from Cornerstone HR to e-days.
    8. Sync Location - Select this option to sync Location OU data from Cornerstone HR to e-days.
    9. Email Address - Enter the email address to which you want error notifications to be sent. A best practice is to set up an email distribution list of all administrators who would monitor integration errors.

Manage Absences via e-days

When the e-days Absence Management integration is enabled for a portal, users are able to quickly log in to their e-days account from within Cornerstone.

To log in to e-days from the Cornerstone portal, navigate to the Universal Profile. Then, from the Options drop-down menu, select Absence Management (e-days). The user's credentials are passed to e-days and the user is logged in to e-days without having to enter their username and password. There, the user can access and manage their absences within the e-days system.

User Sync with e-days

When the e-days Absence Management integration is enabled for a portal, basic user profile information is synchronized from the Cornerstone HR system to e-days user profiles. When a new user is added to the Cornerstone HR system, the user will automatically be added to the organization's e-days system as well. In addition, when an existing user is updated in the Cornerstone HR system, the user's profile is updated in the organization's e-days system.

To add a new user record, go to Admin > Tools > Core Functions > Users. Then, select the Add User link.

A user's user record can be edited in the following manners:

  • Go to Admin > Tools > Core Functions > Users. Then, select the name of the appropriate user.
  • Navigate to the user's Universal Profile. Select the User Record tab from the Universal Profile navigation. Then, select the Edit Record button.

User Sync Fields

The following user fields are synced from Cornerstone to e-days:

Cornerstone Field
Username
First Name
Last Name
Date of Birth
Email
Original Hire Date
Division
Position
Cost Center
Grade
Location
Manager
Approver

OU Sync with e-days

When the e-days Absence Management integration is enabled for a portal, basic OU information is synchronized from the Cornerstone HR system to e-days group. When a new OU is added to the Cornerstone HR system, the OU will automatically be added as a group to the organization's e-days system as well. In addition, when an existing OU is updated in the Cornerstone HR system, the OU is updated as a group in the organization's e-days system.

To create an OU, go to Admin > Tools > Core Functions > Organizational Units. Then, click the Manage Organizational Unit Hierarchy link.

Select the appropriate OU type from the Select Organizational Unit drop-down list. Then, click the Add [OU] link (e.g., Add Division, Add Position, Add Location).

OU Sync Fields

The following OU fields are synced from Cornerstone to e-days:

Cornerstone Field
OU ID
OU Name
OU Creation/Modification

Sync Error Handling

If the e-days Absence Management integration is enabled and an error occurs when the Cornerstone HR system submits a user record or OU to the e-days system for synchronization, then the Cornerstone HR system generates an email to the e-days integration email address. This email contains the error messages that were indicated by e-days. The email address to which these error emails are sent is the email address that is configured to receive notification messages in the event of sync failures.

One failure notification email is generated for each user record or OU that fails to sync.

Implementation

The e-days integration is available to try or to purchase via the Edge Marketplace. During this process the administrator must provide their pre-existing e-days account credentials. To access the Edge Marketplace, go to Admin > Tools > Edge > Marketplace.

This integration is only available to organizations using Cornerstone HR. Organizations must also have a e-days account.

Security

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Edge Integrations - Manage Grants access to the Integrations service for Edge Integrate where the administrator can configure, enable, and disable their third-party integrations that are used within the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge
Edge Marketplace - Manage Grants access to the Marketplace service for Edge Integrate where the administrator can browse and purchase integrations that can be used to extend the Cornerstone system. This permission cannot be constrained. This is an administrator permission. Edge