1. Log in to your Okta Admin console and navigate to Applications.
2. Click Create App integration and select SAML 2.0.
3. Enter your App name and click Next.

4. Under SAML Settings, use these credentials:
   • Single sign-on URL: Enter the URL that matches your payroll platform. E.g. if your payroll platform URL is https://example.yourpayroll.com.au/ then use https://example.yourpayroll.com.au/Security/SamlSsoConsumer.
   • Audience URI (SP Entity ID): Enter your preferred value (e.g. YourPayroll).
   • Assertional Consumer Service URL: Enter the URL that matches your payroll platform. E.g. https://example.yourpayroll.com.au/Security/SamlSsoConsumer.
   • Default RelayState: Leave this field blank.
   • Name ID format: Set to Unspecified.
   • Application username: Set to Okta username.
   • Update application username on: Set to Create and update.

5. Tick Use this for Recipient URL and Destination URL and click Finish.
6. Click View SAML setup instructions to find your Sign-on URL, Issuer URL, Entity ID, and Key x509 Certificate.

1. Log in to your Google Admin Portal and go to Web and mobile apps.
2. Click Add custom SAML app from the Add App menu.
3. Enter an App name and click Continue.

4. Copy the SSO URL, Entity ID, and Certificate provided by Google, then click Continue.

5. Under Service provider details, enter:
   • ACS URL: Enter the URL that matches your payroll platform. E.g. if your payroll platform URL is https://example.yourpayroll.com.au/ then use https://example.yourpayroll.com.au/Security/SamlSsoConsumer.
   • Entity ID: Enter your preferred value (e.g. YourPayroll).
6. Click Continue then Finish.

1. Sign in to the Microsoft Entra admin center.
2. Navigate to the Applications menu, then Enterprise Applications, and then All Applications.
3. Click New Application.

4. If you are redirected to Browse Microsoft Entra Gallery, select Create your own Application.

5. Enter a name for your application and choose the checkbox Integrate any other application you don't find in the gallery (Non-gallery).
6. Click Create.

7. Once the application is created, select Single sign-on from the side menu and click SAML.

8. Click Edit on the Basic SAML Configuration and enter:
   • Identifier (EntityID): Enter your preferred value (e.g., YourPayroll).
   • Reply URL (Assertion Consumer Service URL): Enter the URL that matches your payroll platform (e.g., https://example.yourpayroll.com.au/Security/SamlSsoConsumer).
   • Sign-on URL: Ensure this field is removed.

9. Save the configuration and copy the Login URL, Microsoft Entra Identifier, and Certificate provided by Microsoft Entra to complete the connection within the payroll platform.

1. Navigate to Payroll Settings Security Dashboard Single Sign-on (SSO) Settings.

2. Enter your SAML Sign-on URL, Issue URL, Entity ID, and Key x509 Certificate.
3. Click Test Configuration & Save.
4. You will be taken to your IdP's login page (Google, Microsoft, or Okta).
5. Enter your username and password, along with any additional security measures required by your provider (e.g. MFA).
6. Once completed, you will be taken back to the Single Sign-On (SSO) Settings page.

1. Navigate to the SSO Access tab.

2. For users with an SSO email, select the checkbox corresponding to them.
3. Click Enable SSO.
4. An email will automatically be sent to all selected users letting them know they can now use Single Sign-on.

1. Go to the login page. If you do not have an account saved, enter your email address. If you already have a saved account, click Sign in with a new account and enter your email address.
2. A Sign in with Single Sign-On option will appear; click it.
3. Enter your workspace email (refer to the email you received if unsure).
4. Enter your account password for Google, Microsoft, or Okta to verify your identity.
5. Depending on your IdP's security settings, you may need to complete additional measures such as two-factor authentication (2FA).
6. Once successfully logged in, you will be redirected back to your payroll’s dashboard.

Users can sign in directly from their IdP app dashboard. Note that the application name depends on your specific business setup.

• Google SSO tile: Select the tile from your Google Workspace Dashboard.
• Microsoft SSO tile: Select the tile from your Microsoft 365 Apps page.
• Okta SSO tile: Select the tile from your Okta "My Apps" dashboard.

Dual certificate support ensures zero downtime during certificate rotation.

1. Navigate to Payroll Settings Security Dashboard Single Sign-On (SSO) Settings.
2. Click Add another certificate.
3. Upload your secondary certificate and click Test Configuration & Save.

To prevent accidental lockouts, the system re-verifies the remaining certificate before allowing a deletion. If the remaining certificate is invalid or expired, the platform will explicitly notify the user that a valid certificate must remain in place and block the deletion.

• Green badge: More than 60 days to expiry.
• Yellow badge: 14 to 60 days to expiry.
• Red badge: Less than 14 days to expiry or expired.

If the SSO certificate has expired and everyone is locked out, Full Access Users can use the Self-Service Recovery path:

1. Navigate to the standard login page.
2. Use your payroll credentials (email, password and 2FA) to log in.
3. You will be redirected to the SSO Enforcement page where you can temporarily disable SSO to upload a new certificate to restore access immediately.

• Cannot log in: Ensure you are using the correct SSO email address linked to your payroll account.
• Persistent issues: Contact your business' admin for further assistance.
• Error code 403 (app_not_enabled_for_user): Ensure the Payroll app is correctly assigned to the user in your IdP admin settings.
• Key x509 Certificate not working: Verify that you have copied the entire certificate text, including the "BEGIN" and "END" headers.

Payroll handles 2FA independently to remain compliant with ATO regulations. Authentication with your IdP does not bypass the platform's independent security requirements.

The SSO feature will be automatically turned off. Full Access Users will be informed of this automatic process, and impacted users will be notified of the changes to how they log in.

Once terminated in the Payroll platform, SSO will no longer apply to their account.

Single Sign On will be enforced when it has been enabled for the employee; it is not required during the onboarding phase until that point.

If you have accounts across various businesses using the same SSO-enabled email, you can switch between businesses after logging in. Alternatively, you can have SSO disabled in your other business so you can login via account email and password.

SSO Settings are only accessible to Full Access Users.

Users continue to login to the EH Work app via Email + Password + 2FA. Employees will be prompted to SSO when required after login.

Brand Level Users, Partner Level Users, and Admins are not required to SSO into an SSO-enabled business if they are not also a direct business user or employee/contractor.