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Configure my organization's account provisioning workflows

Updated

Available for the following plans: Employment Unlimited
Available for the following HR classic plans: Platinum
Available for the following user access level: Admin    

The Account Provisioning Workflows feature lets admins create workflows to automate the creation and deactivation of Google Workspace or Microsoft 365 accounts. Specifically, it can automatically create accounts for starting employees and deactivate accounts for terminated employees. Before you can use Account Provisioning Workflows, you first have to set up account provisioning on the platform. To learn more about this process, please refer to the following articles:

Add workflows

Walkthrough: Add an account provisioning workflow
Add an account provisioning workflow
  1. Go to Workflows in the left-hand menu.
  2. Click the Create New button.
  3. Select the Account Provisioning option and click the Create New button.
  4. Select the When this happens field by clicking the purple Employee started trigger.
  5. Complete the following fields:
    • When:
      • Employee started.
      • Employee terminated. 
  6. Click the Save button.
  7. Select the If these conditions are met field by clicking the purple Condition here trigger.
  8. Complete the following fields:
    • Field.
    • Condition.
    • Value.
  9. Click the Save button.
  10. Select the Then do this field by clicking the purple Create Workspace account trigger.
  11. Complete the following fields:
    • Then:
      •  Create Google Workspace account.
      • Deactivate Google Workspace account.
      • Create Microsoft account.
      • Deactivate Microsoft account.
  12. Click the Save button.
  13. Click the Save Flow and Publish button.
     

Manage data

Publish an account provisioning workflow
  1. Go to Workflows in the left-hand menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Publish button.
     
Unpublish an account provisioning workflow
  1. Go to Workflows in the left-hand menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Unpublish button.
     

Edit data

Edit an account provisioning ‌workflow

Important

You cannot edit a published workflow. You have to unpublish it first before editing.

  1. Go to Workflows in the left-hand menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Edit button.
  6. Edit the workflow as needed.
  7. Click the Save button.
     

Delete data

Delete an account provisioning workflow

Important

You cannot delete a published workflow. You have to unpublish it first before deleting.

  1. Go to Workflows in the left-hand menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Delete button.
     

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