Connect Sage HR to Active Directory (on-premise)

Connect Sage HR to Active Directory (on-premise)

Connect Sage HR to Active Directory (on-premise)

When someone joins, moves or leaves in Sage HR, you want that change reflected in your on-premise Active Directory without anyone touching it by hand. To connect Sage HR to Active Directory, Joinly reads each HR change through the Sage HR REST API and applies it to your domain through the Joinly AD Agent — a lightweight connector that runs inside your network. Sage HR stays your source of truth; Joinly is the engine that keeps every account in the right OU, accurate and traceable. (This is Sage HR, the SMB HR app formerly known as CakeHR — not the Salesforce-based Sage People platform.)

Key takeaways

  • Sage HR stays your source of truth; Joinly applies every joiner, mover and leaver to on-premise Active Directory automatically.

  • The Joinly AD Agent runs inside your network and needs only an outbound HTTPS connection — no inbound ports and no domain controller exposed to the internet.

  • Joinly maps Sage HR teams, positions and job categories to the right AD security groups and target OUs, and builds the sAMAccountName, UPN and distinguished name from your own rules.

  • Because Sage HR is modular, Joinly maps only the attributes your subscribed modules expose and follows the reporting-to relationship for the manager, so accounts land in the correct OU with the right structure.

  • Every action is logged for a complete audit trail, aligned with NIS2 and ISO 27001 — and the same setup extends to a hybrid Entra ID environment.

Sage HR

Joiner

Mover

Leaver

On-premise Active Directory (AD DS)

Quick facts

Source system

Sage HR (formerly CakeHR)

Target system

On-premise Active Directory (AD DS)

Connection method

Sage HR REST API → Joinly AD Agent → Active Directory

Agent requirement

Domain-joined Windows server with a GMSA, outbound HTTPS (443) only

Supported events

Joiner, mover, leaver (incl. rehire and team / position changes)

Synced attributes

Name, sAMAccountName, UPN, mail, team, position / job title, manager, distinguished name / OU, start and end date

Real-time or batch

Frequent sync, multiple times per day

Compliance

ISO 27001, NIS2-ready, GDPR (EU data centre)

How does Joinly sync Sage HR to Active Directory?

Joinly reads each HR change in Sage HR in the cloud, then hands the action to the Joinly AD Agent inside your network, which makes the change in Active Directory. Sage HR holds the authoritative employee record; the agent is the only component that touches your domain.

  1. Joiner. HR completes the hire in Sage HR. Joinly reads the new record, determines the role from team, position and job category, and instructs the AD Agent to create the user in the correct OU, build the sAMAccountName and UPN from your rules, and add the right security groups — timed to the recorded start date.

  2. Mover. When someone changes team, position or manager, Joinly tells the agent to move the user to the matching OU, swap security-group membership and update attributes. Access that no longer fits the new position is removed, so permissions stay aligned with the actual job.

  3. Leaver. On the end date recorded in Sage HR, Joinly instructs the agent to disable the AD account and optionally move it to a disabled-users OU, so no login stays active after someone has left.

Example: A retail SMB runs Sage HR and an on-premise AD across its head office and stores. It hires a store supervisor with a start date next Monday, in the North-Region team. Joinly reads the record, and on Monday morning the AD Agent creates the user in the Stores > North OU, sets the sAMAccountName to a unique pattern, and adds the Store-Supervisors group. When the supervisor later transfers to head office, the agent moves the object to the new OU and swaps the groups the same day.

What manual AD account management costs

Without automation, every account starts as a Sage HR notification that an admin works through in Active Directory Users and Computers by hand — creating the object, choosing the OU, building the sAMAccountName, adding groups. A CSV export or a third-party gateway can push some Sage HR data to AD, but it offers limited mapping and no role-to-group logic, so the decisions still fall to people.

  • Onboarding delays. New joiners wait for an AD account and group access while a request sits in a queue, losing productive days in their first week.

  • Permissions that don’t keep up (privilege creep). When movers change team or position, old security-group membership often stays attached, so people accumulate rights they no longer need.

  • Forgotten offboarding. Accounts that aren’t disabled on time are a security and audit risk, and a shared login left active is exactly what an auditor flags.

Joinly vs. the Entra provisioning agent for AD

There is no Microsoft-published Sage HR provisioning app in the Entra gallery, so writing Sage HR data to on-premise AD normally means a third-party gateway plus the Entra provisioning agent, or a manual CSV. Both stop short of the part that actually decides access. Here’s how the two compare for a Sage HR-driven AD setup.


Joinly AD Agent

Entra provisioning agent + gateway / CSV

Source

Reads the Sage HR REST API directly

Reads Sage HR via a gateway or a scheduled export

OU placement

Rule-based on team / position / job category

Single configured container; limited logic

Role-to-group mapping

Built in, rule-based

Not available out of the box; manual

Modular attributes

Maps only the fields your modules expose, with fallbacks

Fixed schema; breaks or blanks when a field is absent

Manager / org chart

Follows the Sage HR reporting-to relationship

Static or manual mapping

sAMAccountName / UPN rules

Custom transformation with uniqueness fallback

Limited expression mapping

Audit trail

Per-action logging tied to the HR source

Limited

Watch-outs when connecting Sage HR to Active Directory

A few details decide whether this connection stays reliable at scale.

  • sAMAccountName uniqueness and length. AD limits the sAMAccountName to 20 characters and it must be unique across the domain. Joinly builds it from your rules with a fallback pattern, so duplicate names never produce a collision or a truncated, unreadable login.

  • OU placement from a flat org. Sage HR uses teams, positions and job categories rather than a deep hierarchy, so they don’t map one-to-one to your OU structure. Joinly builds explicit rules that place each user — and move them on a transfer — into the correct OU.

  • Modular subscription and available fields. Sage HR is a Core HR base with paid add-on modules, so which attributes the API returns depends on your subscription. Joinly maps only the fields that exist on your tenant and applies fallbacks, so a missing module field never leaves an AD attribute blank unexpectedly.

  • API access and the admin-bound key. Sage HR’s API key is generated by an admin and is invalidated if that admin loses admin rights. Joinly connects with a dedicated, monitored credential and raises a warning immediately if the key is revoked, so provisioning never silently stops.

  • Service-account permissions. The agent acts under a service account with delegated rights. Joinly works with least-privilege delegation scoped to the target OUs, so the agent can create, move and disable users without domain-admin rights.

Joinly handles each of these by default with custom mapping and transformation.

Always audit-ready

Every account action the Joinly AD Agent performs is logged in the Joinly cloud: who was affected, when it happened, which OU and groups changed and which Sage HR change triggered it. For NIS2 that matters directly: access can be traced back to an authorised HR source rather than an ad-hoc request. Joinly is ISO 27001 certified, runs in an EU data centre in Amsterdam, applies least-privilege by default, and is built to meet NIS2 and ISO 27001.

Example case

Take a retail SMB with around 300 staff across a head office and a dozen stores, running Sage HR but still living in an on-premise Active Directory for its till, stock and back-office systems. Every new sales assistant, supervisor or office worker starts as a Sage HR notification that IT processes by hand in AD — creating the object, choosing the store OU, building the login, adding groups. With seasonal hiring peaks and frequent moves between stores the queue never empties, and new starters often wait until their second shift for an account.

Connect Sage HR to Active Directory with Joinly and that work disappears. The Joinly AD Agent creates each user in the right store OU on the start date, builds a unique sAMAccountName, adds the correct security groups, moves people on a transfer and disables accounts on the end date with a 30-day grace window — all driven by the HR change in Sage HR.

“During the Christmas peak we used to hand-build dozens of store logins a week. Now an account is simply ready in the right store OU when the assistant starts their shift, transfers move themselves, and I can show the auditor exactly which Sage HR change created every login.” — IT Manager, retail company

The outcome this setup is designed for: onboarding drops from days to zero touch, privilege creep from old store roles is eliminated, and the team can walk into its next audit with a complete, source-backed trail.

More than a connector

A standalone Sage HR to Active Directory connection is a good start, but identity rarely stops at one target. The same Joinly setup extends to Entra ID for a hybrid environment and to your other systems, managing the complete chain from joiner to leaver with logging and governance built in. You review the exceptions; Joinly maintains the chain.

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Installation manual

Installation manual

Connect Sage HR to Active Directory (on-premise)

Connect Sage HR to Active Directory (on-premise)

Installation guide

Follow these steps to connect Sage HR to your on-premise Active Directory with Joinly. Most of the setup happens in the cloud platform; the only local component is the lightweight Joinly AD Agent, which you install on a domain-joined server.

1. Create your account

Go to platform.joinly.app and create your account.

Note: charges may apply for using the platform after the trial period ends.


Joinly account creation screen at platform.joinly.app


Sign up at platform.joinly.app to get started.

2. Find the Sage HR integration in the Joinly marketplace

Open the Joinly marketplace and search for the Sage HR integration.

Don’t see your system listed? Get in touch at support@koppelhet.nl and we’ll help you out.


Joinly marketplace showing available HR integrations


Search the marketplace for the Sage HR integration.

3. Follow the installation wizard

You may be redirected to integrations.joinly.app. Create an account there and enter your Sage HR connection details: your Sage HR subdomain and the API key (generated by an admin under Settings → Integrations → API, sent in the X-Auth-Token header). All data is encrypted and stored securely.


Joinly installation wizard for entering Sage HR connection details


Enter your Sage HR subdomain and API key in the wizard.

4. Download the Joinly AD Agent

In the platform, go to Workflows → Select a workflow → Add action → Select ‘Provisioning via Agent’ and download the installer. The agent is a lightweight Windows service that connects your domain to the Joinly cloud over an outbound HTTPS connection only — there are no inbound ports to open.


Joinly platform screen to download the AD Agent installer


Download the Joinly AD Agent installer from the provisioning settings.

5. Install the agent on a domain-joined server

Run the installer on a domain-joined Windows server that can reach a domain controller. The server needs outbound HTTPS (port 443) to the Joinly cloud and a GMSA account installation on your domain controller. Run through the installer; it registers the agent as a Windows service that starts automatically.

6. Pair the agent with your Joinly tenant

Copy the pairing token from Settings → Provisioning → AD Agent in the platform and paste it into the agent’s configuration screen. The agent uses the token to register securely with your tenant; once paired, its status shows as Connected in the platform.


Joinly AD Agent pairing screen with a connection token


Pair the agent with your tenant using the pairing token.

7. Set the target OU and attribute mapping

Configure where users are created and how their attributes are built. Map the distinguished name / OU from the Sage HR team and position, and build the sAMAccountName, userPrincipalName, mail, department and manager with Liquid templates.


Joinly field mapping screen for Sage HR to Active Directory attributes


Select the OU and attribute mapping.

8. Configure your workflows

Create an onboarding (joiner) and offboarding (leaver) workflow with trigger-based execution, then an Identity updated workflow with a Create/update employee in Active Directory action so every change in Sage HR flows through the agent to AD. Add a threshold workflow that disables the account a set period after the end date (for example 30 days), optionally moving it to a disabled-users OU.


Joinly workflow editor creating an employee onboarding workflow


Create a trigger-based onboarding workflow.


Creating a threshold workflow that runs days after the termination date


A date-threshold workflow disables accounts a set number of days after the end date.

9. Network and firewall requirements

The agent needs outbound HTTPS (443) to the Joinly cloud and a GMSA account with PowerShell access to your domain controllers. No inbound firewall rules are required, and no domain controller is exposed to the internet. For high availability you can run the agent on more than one server.

Need cloud Entra ID provisioning as well? See our guide on connecting Sage HR to Microsoft Entra ID, or contact support at support@koppelhet.nl.

Frequently asked questions

Does the Joinly AD Agent need inbound firewall openings?
No. The agent only makes an outbound HTTPS connection to the Joinly cloud and acts on your domain controllers from inside the network through a GMSA with PowerShell access. There are no inbound ports to open and no domain controller is exposed to the internet.

What account does the agent run under?
A Group Managed Service Account (GMSA) with PowerShell access to your domain controllers, scoped to the target OUs so it can create, move and disable user objects without domain-admin rights.

Which OU do new accounts land in?
The one your rules define. Joinly builds the distinguished name and OU placement from Sage HR teams, positions and job categories, and moves the object to a new OU automatically when someone transfers.

How is the sAMAccountName built and kept unique?
From your Liquid template, with the generateUniqueUsername helper falling back to the next pattern on a collision, all within AD’s 20-character limit.

Can I provision to both Active Directory and Entra ID?
Yes. The same Joinly setup drives a hybrid environment — the AD Agent for on-premise AD and the native Entra connection for the cloud. See the Sage HR to Entra ID guide.

Can I run more than one agent for high availability?
Yes. You can install the agent on multiple domain-joined servers so provisioning continues if one server is unavailable.

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