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:
- Google Workspace software provisioning on the HR platform
- Microsoft 365 software provisioning on the HR platform
Add workflows
- Click the Workflows menu.
- Click the Create New button.
- Select the Account Provisioning option and click the Create New button.
- Click the When field.
- Complete the following fields:
- When:
- Employee started.
- Employee terminated.
- When:
- Click the Save button.
- Click the If field
- Complete the following fields:
- Field.
- Condition.
- Value.
- Click the Save button.
- Click the Then field.
- Complete the following fields:
- Then:
- Create Google Workspace account.
- Deactivate Google Workspace account.
- Create Microsoft account.
- Deactivate Microsoft account.
- Then:
- Click the Save button.
- Click the Save Flow and Publish button.
Manage data
- Click the Workflows menu.
- Click the Manage Workflows tab.
- Click Account Provisioning button.
- Click the Three Dots button.
- Click the Publish button.
- Click the Workflows menu.
- Click the Manage Workflows tab.
- Click Account Provisioning button.
- Click the Three Dots button.
- Click the Unpublish button.
Edit data
Important
You cannot edit a published workflow. You have to unpublish it first before editing.
- Click the Workflows menu.
- Click the Manage Workflows tab.
- Click Account Provisioning button.
- Click the Three Dots button.
- Click the Edit button.
- Edit the workflow as needed.
- Click the Save button.
Delete data
Important
You cannot delete a published workflow. You have to unpublish it first before deleting.
- Click the Workflows menu.
- Click the Manage Workflows tab.
- Click Account Provisioning button.
- Click the Three Dots button.
- Click the Delete button.
Explore related content
- How to manage my organisation's leave workflows This feature lets you set up multiple levels of leave approval or automatically approve leave requests that meet certain requirements.
- How to manage my organisation's expense workflows This feature lets you set up a process for recording and managing expenses and automate expense request approvals.