Templates / HR / Create O365 account when employee is added to Bamboo

Create O365 account when employee is added to Bamboo

Overview

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.

Connectors Used

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:

End Result

The image below shows an email received by the new employee:

end-result

Prerequisites

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.

Workflow Logic

The following screenshot illustrates the stages in the process:

new-employees-added-to-bamboo-hr-complete-wf

Getting Live

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.

Step-by-step Explanation