Admins
Integrations and SSO
Prepare identity, reporting, payroll, and external system connections.
Enable integrations deliberately. Know who owns the outside system, what data moves, and how the team will test it.
Integration readiness
- Identify the owner for each external system.
- Confirm the data being shared.
- Test with a small group first.
- Keep keys, secrets, and SSO metadata in the approved secure place.
- Document who to contact if the outside system changes.
SSO checklist
- Confirm the identity provider owner.
- Confirm allowed email domains or groups.
- Test with an admin, PM, and worker.
- Keep a fallback admin access plan during rollout.
- Document the support process for locked-out users.
Reports and payroll
Before using exports for payroll or reporting, confirm the date range, included records, correction process, approval owner, and storage location.