New Employee Onboarding Tracking with SSO

scottadamson
scottadamson Member, Administrator, Moderator, Oomnitza Team admin
edited August 13 in Workflow library

When a new person is added to Oomnita, we are looking to begin the process of setting them up and tracking their onboarding process.

The systems/services being acted upon

  • Zendesk
  • Okta

Credentials required & how/where to obtain

  • Zendesk API to create and update tickets
  • Okta API to stage a user

Additional Oomnitza field required/recommended

  • Zendesk Ticket is used to track the onboarding process
  • Zendesk ticket is written to the user
  • The Okta ID is captured
  • Okta ID for Staging

Blocks required and suggested

  • Begin
  • Wait
  • Create Zendesk ticket
  • Stage user in Okta
  • Update Zendesk ticket
  • Notification
  • End

Commands and calls

  • Begin
    • Status is Onboarding
    • Created on Current Date
    • User is Employee
  • Wait
    • Assure address information has been validated
  • Create Zendesk ticket
  • Stage user in Okta
  • Update Zendesk ticket
  • Notification
    • Failure email for any of the following:
      • Create ticket
      • Stage user
      • Update ticket
  • End

Results

When a new person is entered into Oomnitza, a ticket will be created, the user is staged in Okta, and the ticket is updated and reflected that the account is staged and ticket on hold. A failure is sent if any stage is not successfully completed.

Caveats

None

Troubleshooting/Error Codes?

None