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Configure my organisation's account provisioning workflows

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

Add an account provisioning workflow
  1. Click the Workflows menu.
  2. Click the Create New button.
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  3. Select the Account Provisioning option and click the Create New button.
    C 2.jpg
  4. Click the When field.
    C 3.jpg
  5. Complete the following fields:
    • When:
      • Employee started.
      • Employee terminated. 
  6. Click the Save button.
    C 4.jpg
  7. Click the If field
    C 5.jpg
  8. Complete the following fields:
    • Field.
    • Condition.
    • Value.
  9. Click the Save button.
    C 6.jpg
  10. Click the Then field.
    C 7.jpg
  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.
    C 8.jpg
  13. Click the Save Flow and Publish button.
    C 9.jpg

Manage data

Publish an account provisioning workflow
  1. Click the Workflows menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Publish button.
    Pub 1.jpg
Unpublish an account provisioning workflow
  1. Click the Workflows menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Unpublish button.
    Unpub 1.jpg

Edit data

Edit an account provisioning ‌workflow

Important

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

  1. Click the Workflows 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.
    Ed 1.jpg

Delete data

Delete an account provisioning workflow

Important

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

  1. Click the Workflows menu.
  2. Click the Manage Workflows tab.
  3. Click Account Provisioning button.
  4. Click the Three Dots button.
  5. Click the Delete button.
    Del 1.jpg

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