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, using the authentication credentials provided by your Pequity team. These will be unique to your company and provided through a secure password link during setup. 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.

   1. 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.

   2. For Windows, double click on the *.exe file to run the installer.

3. Start the Cyberduck application, and click the + icon at the bottom left.
   

4. Change the provider from FTP (File Transfer Protocol) to Amazon S3.
   

5. Add the connection details:

   • Nickname: pequity-hris

   • Labels: HRIS Pequity

   • Server: s3.amazonaws.com

   • Port: 443

   • Access Key ID: use the credentials provided by your Success Manager

   • Secret Access Key: use the credentials provided by your Success Manager

   • Click More Options

   • Path: pequity-hris/folder name (confirm folder name with your Success Manager)
     
     

6. Close the window once you’re finished adding the connection details.
   
   

7. Double click on the pequity-hris connection bookmark.
   

    

8. 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.