Got an HRIS? You can streamline your Onboarding Flow with YeshID
We’ve designed YeshID to orchestrate an organization’s onboarding processes. From the moment you tell YeshID that a user will be onboarded to the moment onboarding is complete, YeshID tracks progress and takes action. YeshID expects that one of the first steps in your YeshID onboarding template is something like Create a new Google account for user.
Seems a logical place to start.But in recent conversations, we have learned that lots of onboarding journeys start with a HRIS. I know, a HRIS sounds like it might be the Egyptian god of onboarding, and for all I know, it might be. But I meant it as an acronym for Human Resources Information System. It’s another one of those things I learned sitting next to an IT system admin. When onboarding starts with an HRIS - it’s the HRIS that creates the Google Account for the user.Let’s look at two different onboarding flows for “T’s Tangerines,” a company I invented to show you what the flows look like. First, here’s what the workflow would look like if T’s Tangerines had the IT Admin create the new user’s account (using YeshID, of course.)
Now here’s what it looks like if the HRIS creates the user’s account:
Let’s look into the HRIS-creates-accounts scenario a little more closely.Since YeshID always monitors your Google Workspace account all your YeshID admins are notified whenever anyone (or anything) creates a new account. If you’re an admin and HR creates a new account, you’ll get an email like this one:
Clicking Onboard
on the email will lead you to the screen to fill out user information.
After filling the particulars for the detected user, you choose an onboarding template. In this case, you’d choose one that picks up after the creation of the Google user. One like this
2. When you want to run an Onboarding Template on an existing user.
You don’t have to click emails to onboard people your HRIS system has created. You can navigate to your People page and click on the ... next to their entry and onboard them from there.
You’ll get an option Onboard user
Clicking Onboard User
on the previous screen will lead you to the screen to fill out user information.
After auto-filling the particulars of the detected user, you can go ahead and choose an onboarding template that simply picks up after the creation of the Google user.
Conclusion
If you’re creating Google Users with your HRIS, you can keep right on doing what you are doing. YeshID will help you control your onboarding process for a Google User created by your HRIS. And remember, YeshID will keep records of the process to help you Simplify SOC2 Compliance.