Directory Apps - PerformYard| Marketplace Installation Guides - Zoho One

PerformYard for Zoho Directory

Prerequisite

  1. PerformYard administrator account with SAML SSO enabled.

Configure SAML in Zoho One/Directory

  1. If you're a Zoho One user:
    1. Sign in to Zoho One , then click Directory in the left menu.
    2. Go to Marketplace, then click Browse Applications.
    3. Use the search bar to find and install PerformYard.
      PerformYard for Zoho One

  2. If you're a Zoho Directory user:
    1. Sign in to Zoho Directory , then click Admin Panel in the left menu.
    2. Go to Applications, then click Add Application.
    3. Use the search bar to find and add PerformYard.
      PerformYard for Zoho Directory
  3. Name your app and enter Account ID.
    Note: You can find your Account ID in your PerformYard account by clicking Administration. Click Authentication. Your Account ID will be a part of the PerformYard Entity ID as follows: https://talent.performyard.com/saml/account id/metadata/
  4. Click Add.
  5. Click the Single Sign-On tab.
  6. Click Service Provider Details to check and verify the SP details. You can also edit them if needed.
  7. Click Identity Provider Details, then copy the Issuer, the Sign-in URL, and the X.509 Certificate.
    PerformYard SSO details

Configure SAML in PerformYard

To enable SAML SSO for your organization in PerformYard, contact your Customer Success Manager.
  1. Sign in to PerformYard as an administrator.
  2. Click Administration.
  3. Click Authentication, then click SAML settings.
  4. Click Add SAML Object.
  5. In the Label field, enter "Zoho Directory".
  6. Paste the copied Issuer, the Sign-in URL, and the X.509 Certificate in the Entity ID, the Single Sign On URL, and the x509cert fields respectively.
  7. Click Add SAML Object.
  8. Enable the configured SAML provider, "Zoho Directory".

Test the SAML connection

  1. Return to the Zoho Directory Admin Panel.
  2. Go to Applications, then click PerformYard.
  3. Click Assign Users, choose yourself from the list, then click Assign.
  4. Click on the icon next to the app's name. If everything is working, you should be automatically signed in and taken to PerformYard's homepage.
    Testing SAML configuration for PerformYard

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