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Create an Automated Workflow for Onboarding

Updated

When specific applications must be assigned to new hires upon joining, this template will automatically issue accounts for those applications to the new members.

 

Regarding Automated Workflow for Onboarding

Triggers for workflow execution

The workflow runs under the following triggers:

  • On Demand
  • When a User Profile is added with “Active” status
  • When a User Profile with “Initiated” status is updated to “Active” status
  • When a User Profile's “Start Date” is today
  • When a User Profile's "Location", "Department" or "Title" is updated

Actions

The following settings are possible:

  • Automatically creating the app user account upon the trigger being activated
  • Create JIRA ticket
  • Create account creation task for the app owner
  • Send Email
  • HTTP Request


Steps to creating an automated workflow for Onboarding


Step 1: Select Workflows  and click New Workflow.

 

Step 2: Click Create Workflow from Automate Onboarding.




Step 3: Select Trigger on which the workflow will be executed. For further details on On Demand Trigger, please refer to Workflow On Demand Manual trigger.


Step 4: Select apps for which you wish to create an account and click on Next
 

Step 5:  (Optional)On the Condition screen, you can set conditions such as department, role, or employment category.  If no conditions are required, please click “Skip” in the bottom right corner.
 

Step 6: Next, configure one or more actions to be executed when the workflow conditions are met based on the response received by the user. You can choose to:
 

  • Add user app accounts
  • Create JIRA Ticket
  • Create Manual task
  • Send an email to the recipient
  • Create HTTP Request

For further details on Create HTTP Request, please refer to Workflow Create HTTP Request


Step 8: Once all actions are configured, click Next to proceed.

Step 9: Click Save Workflow to save this workflow. The workflow is enabled by default; however, you may disable it in this step.


 

Step 10: The newly created workflow is displayed on the Workflow screen, from where you can view workflow run history, edit, or delete a workflow.

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