Connect Sage People to Active Directory (on-premise)

Connect Sage People to Active Directory (on-premise)

Connect Sage People to Active Directory (on-premise)

When someone joins, moves or leaves in Sage People, you want that change reflected in your on-premise Active Directory without anyone touching it by hand. To connect Sage People to Active Directory, Joinly reads each HR change through the Salesforce Platform API that Sage People is built on and applies it to your domain through the Joinly AD Agent — a lightweight connector that runs inside your network. Sage People stays your source of truth; Joinly is the engine that keeps every account in the right OU, accurate and traceable.

Key takeaways

  • Sage People stays your source of truth; Joinly applies every joiner, mover and leaver to on-premise Active Directory automatically from the Team Member data.

  • 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 People structure — HR Department, Team and Business Unit — to the right AD security groups and target OUs, and builds the sAMAccountName, UPN and distinguished name from your own rules.

  • Provisioning is driven by the Sage People Team Member record read over the Salesforce OAuth API, so the account lands in the correct OU even for people who never hold a Salesforce login.

  • 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 People

Joiner

Mover

Leaver

On-premise Active Directory (AD DS)

Quick facts

Source system

Sage People (Team Member records on Salesforce)

Target system

On-premise Active Directory (AD DS)

Connection method

Salesforce Platform API (OAuth Connected App) → 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 internal transfers)

Synced attributes

Name, sAMAccountName, UPN, mail, department, job title, manager, HR Department, Business Unit, 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 People to Active Directory?

Joinly reads each HR change in your Sage People org in the cloud through the Salesforce Platform API, then hands the action to the Joinly AD Agent inside your network, which makes the change in Active Directory. The Sage People Team Member holds the authoritative employment record; the agent is the only component that touches your domain.

  1. Joiner. HR completes the hire in Sage People. Joinly reads the new Team Member and Employment Record, determines the role from HR Department, Team and job title, 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 start date.

  2. Mover. When someone changes Team, HR Department 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 leaving date, Joinly instructs the agent to disable the AD account and optionally move it to a disabled-users OU, on a schedule you control.

Example: An engineering firm runs Sage People and an on-premise AD across three offices. It hires a design engineer with a start date next Monday. Joinly reads the Team Member record, and on Monday morning the AD Agent creates the user in the Office-A > Engineering OU, sets the sAMAccountName to a unique pattern, and adds the Engineering-CAD group. When the engineer later moves to the projects team, 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 People ticket that an admin works through in Active Directory Users and Computers by hand — creating the object, choosing the OU, building the sAMAccountName, adding groups. Microsoft’s native Salesforce provisioning targets the Salesforce User in the cloud, not on-premise AD, so for AD the decisions still fall to people.

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

  • Permissions that don’t keep up (privilege creep). When movers change Team or HR Department, 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 unused resources keep costing money.

Joinly vs. the Entra provisioning agent for AD

Microsoft’s native Salesforce provisioning writes to the Salesforce User in the cloud, and its provisioning agent can push cloud identities to on-premise AD, but it stops short of the part that actually decides access for a Sage People-driven AD setup.


Joinly AD Agent

Entra provisioning agent (Salesforce → AD)

Source

Reads Sage People Team Member / Employment Record via the Salesforce API

Reads the Salesforce User object in the org

OU placement

Rule-based on HR Department, Team and Business Unit

Single configured container; limited logic

Role-to-group mapping

Built in, rule-based

Not available out of the box; manual

HR record vs Salesforce login

Drives access from the HR person record

Tied to the licensed Salesforce User

Manager resolution

Resolves the manager lookup between team members

Limited attribute 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 People 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 HR structure. HR Department, Team and Business Unit 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.

  • It’s a Salesforce org, not a plain HR feed. Sage People data lives in Salesforce, so access is via a Connected App with OAuth and is subject to Salesforce sharing rules and permission sets. Joinly authenticates as a scoped, API-only integration user, so provisioning is reliable without over-permissioning the connection.

  • Team Member vs Salesforce User. The Sage People Team Member (the HR person record) is not the same as the Salesforce User (a licensed login). Joinly drives everything from the Team Member and Employment Record, so people who never log into Salesforce still get an AD account created, moved and disabled.

  • 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 People 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 an engineering firm with around 1,800 employees across four offices, running Sage People on Salesforce but still living in an on-premise Active Directory for its CAD, PLM and file systems. Every new engineer, drafter or site supervisor starts as a Sage People ticket that IT processes by hand in AD — creating the object, choosing the OU, building the login, adding groups. Most of these people never touch Salesforce, so the native Salesforce provisioning never sees them, and with frequent project transfers the queue never empties.

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

“Our engineers live in AD, not Salesforce, so nothing off-the-shelf provisioned them. Now an account is simply ready in the right OU when they walk in, transfers move themselves, and we can show the auditor exactly which Sage People change created every bit of access.” — Head of IT, engineering firm

The outcome this setup is designed for: onboarding drops from days to zero touch, privilege creep from old projects is eliminated, and the team can walk into its next NIS2 assessment with a complete, source-backed audit trail.

More than a connector

A standalone Sage People 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.

Schedule a demo

Installation manual

Installation manual

Connect Sage People to Active Directory (on-premise)

Connect Sage People to Active Directory (on-premise)

Installation guide

Follow these steps to connect Sage People 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 People integration in the Joinly marketplace

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

3. Follow the installation wizard

You may be redirected to integrations.joinly.app. Create an account there and enter your Sage People connection details: your Salesforce org URL and the OAuth Connected App credentials for an API-only integration user with the Sage People Native API permission set. All data is encrypted and stored securely.


Joinly installation wizard for entering Sage People connection details


Enter your Salesforce org URL and Connected App OAuth credentials 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 HR Department, Team and Business Unit, and build the sAMAccountName, userPrincipalName, mail, department and manager with Liquid templates.


Joinly field mapping screen for Sage People 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 People flows through the agent to AD. Add a threshold workflow that disables the account a set period after the leaving 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 termination.

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 People 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.

How does Joinly read Sage People for AD provisioning?
Sage People is built on Salesforce, so Joinly reads the Team Member and Employment Record through a Salesforce Connected App using OAuth 2.0, then hands each change to the AD Agent to apply on-premise. It works even for employees who never hold a Salesforce login.

Which OU do new accounts land in?
The one your rules define. Joinly builds the distinguished name and OU placement from Sage People HR Department, Team and Business Unit, 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 People 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.

Request installation support