One of Sastrify’s core goals is to give companies a clear, organization-wide view of SaaS usage—from individual employees to departments and cost centers. This visibility enables finance and procurement teams to better manage budgets, allocate resources, and plan effectively.

To deliver these insights, Sastrify integrates with HRIS platforms (e.g., Workday, Personio, BambooHR), mapping active tools to organizational data. This reveals:

• Tool usage by departments and employees

• Spend by department and cost center

• Budget alignment (over, under, or on track)

• Detailed breakdowns of usage and costs

IN THIS ARTICLE

• Integrate your HRIS with Sastrify
• Which HRIS tools do we integrate with?
• Data Retrieved by HRIS Integration
• HRIS Integration: Sync, Security, and Data Handling
• Invite employees as users to Sastrify
• Assign tools to departments and cost centers
• Access consolidated views per departments and cost centers
• Assign managers to departments and cost centers
• Frequently Asked Questions

Integrate your HRIS with Sastrify

It's important to note that by default, users setting up the HRIS integration must have administrative permissions to both Sastrify (Admin role) and to the software of choice. 

If you have any questions or concerns regarding the setup process or require assistance with admin roles and permissions, please don't hesitate to contact our dedicated Sastrify Support Team.

To view and activate available HRIS integrations, go to Integrations > HR Information Systems.

To set up a new integration:

1. Click the "Manage" button on any of the HRIS cards to open a setup page. 
2. Click the "Add New Connection" button.
3. Enter the name of the integration.
4. Click the check mark to confirm.
5. Click the "Connect" button to continue.
6. You will be redirected to a guided connection page of your chosen HRIS, where you will be directed to complete a series of steps to authenticate and establish the connection (different HRIS tools will require different sets of information for establishing a successful connection).
7. You will be redirected back to Sastrify's HR Information Systems page, where you can see that the software you selected now has an active connection. (The HRIS connection status is also displayed in Settings > User & Company Data.)

Which HRIS tools do we integrate with?

To date, Sastrify is able to facilitate integration with the following 13 HRIS tools:

Data Retrieved by HRIS Integration

The integration will retrieve only the following data points:

• Employee data: ID, employeeNumber, firstName, lastName, displayFullName, jobTitle, workEmail, avatar, startDate, terminationDate
• Department data: Name, ID, Parent ID, Manager name, Manager ID
• Team data: Name, ID, Parent ID, Manager name, Manager ID
• Cost Center data: Name, ID, Parent ID, Manager name, Manager ID

Once connected and data has successfully flowed into Sastrify, the admin can then go to the User & Company Data page to view the imported data from the three designated tabs, which act as the containers for each of the master data types: employees, departments or teams, and cost centers. 

IMPORTANT: Only Sastrify users with an admin role can access the Company Data page and view the imported data coming from the HRIS integration. In other words, this page and the information it contains are not accessible to users with the Contributor or Viewer roles. 

Invite employees as users to Sastrify

After importing employee data into Sastrify, you can invite them as platform users from the Employees tab. This turns them from company records into active users with assigned roles and permissions for collaboration.

To invite employees as Sastrify users:

1. Select the Employees tab.

2. Use the checkboxes on the left side of the table to mark the employees you’d like to invite. You can select individual employees or choose all at once.

3. Click Invite to Sastrify to begin the invitation process. You’ll be redirected to a three-step invitation page:

   • Step 1: Review the selected employees.
   • Step 2: Assign the appropriate role—Viewer, Contributor, or Admin. (Note: When inviting multiple users, the same role will be applied to all.)
   • Step 3: Finalize by clicking the Invite button.
4. Once invited, these users will also be listed under the "Sastrify Users" tab.

Assign tools to departments and cost centers

To complete the setup and gain a consolidated view of tool usage, assign tools to the appropriate departments, teams, and cost centers. There are two ways to perform the assignments:

1. Assigning Departments, Teams, and Cost Centers from your Tool Stack

1. Go to the Tool Stack page. 
2. Click on the 3-dots icon of the tool you want to assign or change an owner to.
3. Select “Edit Info” to open an input view where you can enter key information. 
4. Look for the "Department", "Team", and "Cost Center" field.
5. Choose from each of the drop down menu the value best suited for that specific tool.
6. Confirm your selection by hitting "Save".
   

Tips: You can also assign or change tool owners in your tool stack in bulk at one time by selecting multiple tools and then clicking the "Edit Details" button in the lower right corner of the page.

2. Assigning Departments, Teams, and Cost Centers from the tool page

1. Go to the Tool Stack section.
2. Select the desired tool or subscription.
3. Click the "Edit" button located at the upper right corner of the page
4. Find and select the Tool Owner in the drop down menu.
5. Confirm your selection by hitting "Save".
   

Access consolidated views per departments and cost centers

Assign managers to departments and cost centers

You can assign managers to departments, teams, and cost centers, providing added visibility and control. This helps finance and procurement teams identify responsible parties at the departmental or cost center level, alongside tool owners for activities like budget reviews, usage audits, and renewal preparations.

Frequently Asked Questions

Please refer to the HRIS Integration FAQ page for a complete list of frequently asked questions