Create O365 account when employee is added to Bamboo
This is a 'Workflow' template which means that it is a single standalone workflow.
Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional
Companies are hiring in record numbers, and making Onboarding easier is a top priority for organizations.
This template saves time and reduces errors by automatically creating a new user in Microsoft Office 365 when a new employee entry is created in BambooHR.
It also emails the Microsoft Office 365 Credentials to the respective employees.
The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:
The image below shows an email received by the new employee:
This workflow assumes the following:
You can Authenticate and have Admin Access to Create New Users in Microsoft Office 365.
You can Authenticate with BambooHR as an Admin or individual who can create new employees.
The following screenshot illustrates the stages in the process:
To configure the workflow for your own use:
For educational purposes the rest of this page will take you through how the workflow template is built to acheive the desired results.
It is not necessary to read on in order to install and run this template.
However, it will help deepen your understanding of Tray.io and will give you the power to maintain and edit your workflow as necessary.