Secure File Transfer Protocol (SFTP) is a network protocol for securely accessing, transferring and managing large files and sensitive data. SFTP requires that the client accessing the server is authenticated, making this a secure method to transfer your company's sensitive data. Using this approach, you can provide your company's most up to date HRIS data by dropping your HRIS exports & any other relevant data files into an SFTP drop zone directly on the Pequity server, created by the Pequity team.

☝️ Your HRIS will have their own rules and limitations regarding SFTP integration when it comes to automated report drops, so please work with your HRIS provider & technical team to determine if setting up regular & automated file drops is possible.

How it works

Drop your HRIS employee census into the SFTP server drop zone by following the below steps.  At an agreed upon cadence, Pequity can then locate the files you have provided via SFTP, download them securely, then import the most up-to-date employee census data from the SFTP server into your Pequity instance.

Instructions

1. Download Cyberduck from this link.
   
   
2. Install Cyberduck on your local machine.
   
   
   • For macOS, double click on the Cyberduck-x.x.x.xxxxx.zip file to extract it, and copy the Cyberduck application to your Applications folder.
     
     
   • For Windows, double click on the *.exe file to run the installer.

3. Navigate to https://www.wpoven.com/tools/create-ssh-key#

• Select RSA as the type
• Select 4096 bits as the key length
• Enter a password for the key - you will need this later
• Hit Create Key
• Copy the public key - Send this file to your pequity rep via email. 
  • This is a public key - used by others to authenticate and establish a connection with the owner of the private key. Just this key by itself is harmless and can be shared widely. 
  • The public key usually starts with “ssh-rsa” 

• Copy the private key 
  • Create a file called peq-private.pem on your computer and paste the file contents in it. 
  • This file is needed to establish a cyber duck connection
    Never share this file with anyone over email. A pequity representative will never ask you to share this - someone asking for it likely has malicious intent. 

4. Once your pequity rep receives the public key, they will provide you with a username and a path for a connection. 
5. Start the Cyberduck application, and click the + icon
   
   
   
   
6. Select the SFTP Provider
   
7. Add the connection details:
   
   
   • Server: s-d1100303f07c4ba48.server.transfer.us-east-2.amazonaws.com
   • Username : provided by your pequity rep
   • Port: 22
   • Password : Not required
   • SSH Private Key : Click the dropdown and select the SSH private key file you created previously. You might be prompted to enter the password you used to create the key.
     
     
   • Path: pequity-hris/folder name (confirm folder name with your Success Manager)
     
     
8. Close the window once you’re finished adding the connection details.
   

4. Double click on the connection bookmark.
   
5. You should see a hello-*.txt once you’re successfully logged in. Now, you can securely send files directly to Pequity.
   
   
   

🎉 All done! Questions?

We’re here to help! Reach out to support@getpequity.com.