Introduction
This integration streamlines document management by connecting Sense HR to Microsoft SharePoint. It eliminates the need for manual uploads, ensuring your employee files are always stored securely and consistently in your preferred SharePoint location.
How It Works
As soon as a document is added to an employee's profile in Sense HR, a workflow is triggered to send that file to a designated folder in SharePoint.
By default, the file name follows this format:
Date_Time_EmployeeName_DocumentName.FileExtension
Example:
2025-05-15_14:17:15_JohnDoe_TestTemplate.html
You can customise the filename structure and folder path to suit your needs. For example, your folder hierarchy could look like:
Year > Document Category > Employee Name > File
The workflow template includes additional variables you can use to build out your folder structure.
Setup & Requirements
Due to Azure configuration requirements, please download the PDF guide below and provide it to your IT team to assist with the setup.
Here are the two APIs required to get the necessary IDs for the Sharepoint Activity:
Get the list of sites
Method: GET
URL: https://graph.microsoft.com/v1.0/sites
Body: ∅
Get the list of drives
Method: GET
URL: https://graph.microsoft.com/v1.0/sites/{siteId}/drives
Body: ∅
Upload File to Sharepoint activity
SiteId: The id of the site
DriveId: The id of the drive
InputSourceUrl: Url of the pdf
FullPath: Destination path in Sharepoint (i.e. costi/test.pdf)
Support & Troubleshooting
If you encounter any issues with the integration, our support team is here to help.
Live Chat: Click the chat bubble in the bottom right corner of your system.
Email Support: [email protected]