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Joinly by KoppelHet

Integration with Portal

Automate employee onboarding, progression, and offboarding to your IT landscape

Let IT automatically adapt to HR processes. New employees receive immediate access to the right systems, job changes are processed automatically, and upon termination, access is immediately revoked. This facilitates faster, more consistent onboarding and offboarding without manual steps.

  • Portal as your central place for HR data
  • ISO27001 certified
Portal

Why would you integrate your IT environment with Portal?

In many organisations, errors, delays, and security risks occur because HR systems and IT environments operate independently. With Joinly's HR ↔ integration, you use your HR system as the central source for identity management. This ensures accounts, roles, and access are automatically synchronised based on HR data. Without manual actions.

  • Automatic onboarding, offboarding and changes

    New employees are automatically created in your IT environment (Microsoft, ERP, CRM, Financial system) as soon as they appear in your HR system. No tickets, no waiting times and instantly productive from day one.

  • Better security & compliance

    Access is automatically adjusted with role changes and immediately revoked upon termination of employment. This helps prevent zombie accounts and makes it easier to comply with security and audit requirements.

  • Less management, more control

    IT no longer needs to manage manual accounts. Everything is handled centrally, predictably, and transparently via Joinly with logging, monitoring, and error handling.

  • Save on software costs

    Nothing is more annoying than paying for something you do not use; Joinly automatically deactivates accounts that are not being used in your Microsoft environment, CRM, ERP, or other software package.

"We were able to move extremely quickly, and the flexibility of setting up the integration is a huge plus for us"
Wilvert Blauwendraad - IT Manager Dael

What happens the moment HR changes something

Four moments in an employment, the same pattern every time: Portal leads and Joinly carries out the consequences.

Your business software - Target systems

  1. Employee is created

    As soon as a new employee is created in Portal, Joinly automatically creates it in all your business applications. This ensures the account is automatically provisioned and created for the new employee.

  2. Employee data is being modified

    Joinly retrieves the updated data from your HR system and synchronises all changes to your integrated business software.

  3. Employee changes role and/or department

    A position change in Portal can affect the applications and/or permissions the employee has access to. The job change is automatically retrieved by Joinly and synchronised to your business software.

  4. Employee exits service

    When an employee leaves the company, they are automatically deactivated by Joinly so that rights from applications are revoked and accounts are deactivated.

Frequently asked questions

Questions about this integration

The questions IT managers considering this integration ask us most. If yours is not here, put it to us during the demo.

  • What exactly does the integration between Portal and Joinly do?

    Joinly reads your employees from Portal and uses that as the source of truth for access management. A new hire, a role change or a departure in Portal is translated automatically into accounts and permissions in Microsoft Entra ID, your on-premises Active Directory and your connected applications. You maintain the data once, where it belongs.

  • How does Joinly retrieve data from Portal, and how often?

    Over an API, not by exchanging files: Joinly collects the employees from an endpoint on your Portal environment, using its own authentication key. No CSV involved. How often that happens is up to you — hourly, daily or weekly, at a time you set. Most organisations run the import overnight, so a new joiner has an account waiting the next morning.

  • Which data does Joinly take from Portal?

    Only what is needed to decide on an account and the right permissions: employee number, name (including preferred and partner name), date of birth, start and end date, business and private contact details, department, manager and job title. Salary, absence and appraisal data stay in Portal. Which field ends up where is yours to set in the field mapping.

  • Does Joinly write anything back to Portal?

    Optionally. Joinly can write the username (UPN), the email address and the phone number back into Portal, so HR can see which account belongs to which employee. You switch that write-back on or off yourself; by default the integration runs one way, out of Portal.

  • Will Joinly overwrite our existing accounts?

    No. Joinly first imports your existing environment and matches the accounts it finds there to the employees from Portal. Existing accounts are recognised and adopted rather than created twice. Which matching strategy applies — person identifier, employee number or UPN — is yours to choose.

  • Can we try this without risk first?

    Yes. You run the import as a dry run first: Joinly calculates everything, writes nothing, and hands you an Excel export of exactly what would happen. After that a threshold keeps watching. If Portal delivers more new, activated or deactivated employees in one run than you allowed, Joinly blocks the import instead of executing it.

  • What about people who are not in Portal?

    Contractors, hired staff and interns are registered directly in Joinly or through a second source. From then on they follow the same lifecycle as the employees from Portal, end date included — so temporary access expires by itself instead of lingering.

  • Can we connect Portal to several systems at once?

    Yes. A single HR source can feed both Microsoft Entra ID and an on-premises Active Directory, plus your business applications and your ITSM system. Hybrid organisations use that to keep cloud and on-premise following the same truth. Several HR sources side by side is possible too.

  • How long does it take to set up the Portal integration?

    The integration is a matter of configuration, not development: Joinly collects employees from one normalised endpoint, so nothing has to be built into the platform to support Portal. The work is in the agreements — which fields lead, which naming convention you use and which permissions belong to which job. Most organisations start with onboarding and expand into role changes and offboarding afterwards.

  • Is the integration secure, and does it cover our audit obligations?

    Joinly is ISO27001-certified. Traffic with Portal runs over a secured connection with its own authentication key, and every change Joinly makes is recorded. At audit time you can show who was given which access when, why it was granted and when it was revoked again.

  • What does the integration cost?

    The integration is part of the subscription — you pay per account per month, not per connector. The pricing page shows what the plans cost and what each one includes.

More about Portal

Integrate Loket via Joinly: Automatic user management

Loket is for many organisations the central source for payroll and personnel management. However, as long as Loket is not integrated with the rest of your applications, user management remains a manual and error-prone process.

The challenge: manual user management

Loket contains up-to-date, reliable personnel data, but without a direct integration with your IT landscape, bottlenecks arise:

  • IT manages accounts manually via Excel, email or separate lists

  • Employees unnecessarily wait for access to systems upon onboarding

  • Accounts of departing employees remain active for too long

  • HR and IT work past each other, resulting in inconsistency

All this leads to increased risks of data leaks, loss of productivity, and unnecessary workload for IT management.

The solution: integrate Loket via Joinly

Joinly offers a robust, proven integration between Loket and all your business software. We automate the entire process of user provisioning and deprovisioning based on the data from Loket.

What this integration delivers:

  • New employees automatically receive accounts in the applications they need

  • Changes in role, department, or contract are immediately implemented in all your applications

  • Accounts are automatically deactivated upon departure

  • HR leads, IT no longer needs to perform manual actions

With the Loket integration, a streamlined chain from HR to IT emerges. This improves security, increases efficiency, and shortens time-to-productivity during onboarding.

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