Automating employee management

Automate via identity provider (SCIM)

Automating employee sync with Uber for Business is an easy way of managing employees. This enables automatic employee addition or deletion based on their integration with your organization. If your organization uses Okta, OneLogin, or Azure AD as identity providers (IDP), System for Cross-domain Identity Management (SCIM) would be the best for employee roster sync.

SCIM allows you to automate employee management on your Uber for Business account instead of manually adding and removing employees. SCIM can help:

  • Give all new employees access to Uber for Business. Once new employees are added to your organization’s system, they can begin onboarding.
  • Automate deletion of employees no longer with your organization’s Uber for Business account.
  • Sync a certain group of employees by using filters in your IDP.
  • Automatically update employee profile information such as first name, last name, email, employee ID and phone number.
  • Enable group provisioning. Groups can be created within the IDP Portal (OneLogin, Azure AD, and Okta) which will automatically reflect in your Uber for Business dashboard.

More details on the SCIM onboarding process are available here. Automating employee sync may require you to work with your IT team to help enable these processes with Uber’s system. If someone on your IT team is setting up data automation, they’ll need temporary admin access to complete this process.

If you need help, please contact support at business-api-support@uber.com.

Automate using SFTP

SFTP, or Secure File Transfer Protocol, is a network protocol that provides completely secure access, transfer, and management of data files programmatically.

Adding and removing employees and coordinators

SFTP eliminates the need to manually add and delete employees or coordinators as they join or leave your company by integrating with your current employee management systems, such as Workday, Active Directory, or your organization’s HR system.

To set up data automation:

  1. Sign in to business.uber.com.
  2. Select the profile icon in the top right and click Settings.
  3. Go to Integrations.
  4. Scroll down to Data automaton and click Set up data automation.
  5. Follow instructions in the SFTP setup pop-up. Click get started to see detailed stepes to send to your IT team.

Your organization can also provide an employee roster over SFTP. For more information on the SFTP process, visit our help page.

If your company uses SAP Concur, you can sync the roster without SFTP.

Expense codes

You can also set up SFTP data automation to automatically pull new expense codes from an enterprise software system (such as Oracle or Elite) instead of manually making changes. To learn more, see this article.