This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to SmartHR.

Note: For detailed instructions on operating SmartHR, please refer to the manual provided by SmartHR.

Item	Details
Pre-check	SmartHR administrator privileges are required.
Setup Flow / Manual	SmartHR Settings TrustLogin Settings Values You Can Configure in Attribute Mapping Note: After connecting TrustLogin and SmartHR using the steps on this page, 　please proceed to configuring user synchronization.
Provisioning Target	〇	Supports user provisioning
	〇	Supports group provisioning
SAML Authentication Setup Manual	How to Configure SAML Authentication for SmartHR The Identity Provisioning configuration created in this procedure can be linked to an existing SAML app. For details on the SAML app configuration, seehere.
Notes	None in particular

Setup Steps

SmartHR Settings

1. Log in to SmartHR with administrator privileges.
   Check the subdomain portion of the URL you are logged in to, and copy it. (This will be used in the TrustLogin settings)
   
   
2. Click "Common Settings" on the left side of the screen.　
   
   
3. Click "External System Integration".
   
   
4. Click "Access Token".
   
   
5. Click "Issue New".
   
   
6. Set any "Access Token Name" and click "Register".
   
   
7. Copy the displayed "Access Token". (This will be used in the TrustLogin settings)
   
   
   
   This completes the preliminary preparation on the SmartHR side. Next, configure the settings on the TrustLogin side.
   

TrustLogin Settings

1. Log in to the TrustLogin Admin Page, and from the "Admin Page ＞ Settings ＞ Optional Features" menu,
   open "Settings" next to "Identity Provisioning".
   
   

2. Click "Add Service".
   
   
   
3. Search for "SmartHR", select it, and click the "Add" button.
   
   
4. You will be redirected to the "Identity Provisioning ＞ SmartHR" page.
   Click the "Edit" button.
   
   

5. Open "Access Settings", enter the following values for each setting item, and click "Save".

   Connection URL	SmartHR Settings step 1 – the subdomain portion of the URL you copied
   Access Token	SmartHR Settings step 7 – the "Access Token" you copied

   
   

6. Click the "Connect" button.
   
   

7. Once the button status updates to "Connected", the initial setup is complete.
   
   

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

The following values can be specified as SmartHR’s default functions.

Value	Description
Full Name	This is the full name with the surname first.
Full Name (Given Name First)	This is the full name with the given name first.
Username from Email	Retrieves the part of the email address before the @ and limits it to a maximum of 21 characters.
Phone Number	Standardizes phone numbers into the format xx-xxxx-xxxx or xxx-xxxx-xxxx.
Postal Code	Standardizes postal codes into the format xxx-xxxx.

Note: For an overview of the attribute mapping feature and configuration instructions, please see here.