Dossier
Dossier is a cloud-based solution for competence management, learning, and compliance. It helps organisations manage employee skills, training requirements, and regulatory compliance through a central platform.
The Identum eADM integration automates the flow of data from your HR system into Dossier. By sitting between the HR source and Dossier, eADM ensures that the competence management system always reflects the accurate organisational structure and active user base, including both internal employees and external consultants.
Integration Capabilities
The integration relies on a file-based transfer via SFTP. eADM processes identity data and pushes updates to Dossier to ensure synchronisation.
Core Features
Organisational Hierarchy Sync: eADM mirrors the organisational structure defined in the HR system (or eADM itself) into Dossier. If a department is moved or renamed in the source system, eADM updates the hierarchy in Dossier accordingly.
User Provisioning:
Employees: Users originating from the HR system are automatically created in Dossier.
External Accounts: eADM can also provision external users (e.g., consultants, temporary staff) who may not exist in the primary HR system but are managed within eADM.
Position and Department Mapping: Users are linked to the specific departments within the organisational hierarchy where they hold an active position.
Manager Assignment: The integration identifies the user's primary manager in eADM and sets them as the designated manager in Dossier. This is essential for approval flows and competence reviews.
Contact Information: Standard contact details are synchronised. Optional fields, such as private mobile numbers, can also be transferred if configured.
Configuration and Setup
The setup process for the Dossier integration is straightforward. The technical configuration is handled by Identum; the customer is only required to provide the necessary connection details and prepare existing data.
Prerequisites
SFTP Credentials You must obtain SFTP access credentials from your Dossier service provider or administrator. Once obtained, these details must be forwarded to Identum to configure the connection.
Server Address (Hostname): The URL or IP address of the Dossier SFTP server.
Username: The specific account name for the SFTP connection.
Password: The credentials for the account.
Dossier data Cleanup If you have been using Dossier prior to this integration, your environment likely contains existing departments. To avoid the creation of duplicate departments and to preserve existing competence history, you must update the existing departments in Dossier with the correct Department Number (matching the ID in your HR/eADM system) before Identum activates the integration. Failure to do this will result in the integration creating new, duplicate departments, effectively splitting your data.
Identum can assist you with this process. If you are unsure how to map these IDs or require support in preparing your data, please reach out to your Identum Implementation Consultant.
Setup Instructions
Prepare Data: Review your current Dossier structure and ensure all existing departments are tagged with the correct Department Numbers.
Collect Credentials: Gather the Server Address, Username, and Password as listed in the prerequisites.
Forward to Identum: Send the connection details to Identum Support or your designated Implementation Consultant.
Verification: Once Identum configures the connector, a test synchronisation will be performed to verify that the hierarchy maps correctly to existing departments and users are provisioned.
Security Note: Do not send passwords in plain text via standard email. Please use a secure method (such as a password sharing link or encrypted file) to transmit the password.
3. AI and Search Summary
Summary: This document details the integration between Identum eADM and Dossier (Competence Management). It explains how eADM automates the synchronisation of organisational hierarchy, user accounts, and manager relationships via SFTP. The guide outlines critical setup requirements, including the need to forward Dossier SFTP credentials to Identum and the necessity of updating existing Dossier departments with correct Department Numbers to prevent duplication (support available from Identum).