Activate New Employee (On Hire Date)

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

Set a new employee to “active” on their hire date. This will also trigger a welcome message to the community via Slack and upgrade their Zoom account to fully licensed from “basic”.

The systems/services being acted upon

Credentials required & how/where to obtain

  • Get API credentials from Slack
  • Get API credentials from Zoom

Additional Oomnitza field required/recommended

None

Blocks required and suggested

  • Begin
  • Update employee status
  • Slack API to send a “custom” welcome message
  • Zoom API to update the user account to “licensed”
  • Notification
    • Success
    • Failure
  • End

Commands and calls

  • Begin
    • Trigger on hire date
    • Status is Onboarding
    • The user type is Employee
  • Update employee status
    • Change status from Onboarding to Active
  • Body for Zoom License Change
  • Zoom API to update the user account to “licensed” from basic
  • Note Channel ID and user/title in Message
  • Slack API to send a welcome message to an internal or general channel
  • Notification
    • Success
      • Message: The user {{full_name}} has been moved from Onboarding to Active and the Zoom account has been upgraded.
    • Failure
  • End

Results

The new employee is welcomed via a Slack message, added or upgraded in the necessary systems, and provisioned accordingly.

Caveats

None

Troubleshooting/Error Codes?

None