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Employee Workflows

Employee Workflows

Freshservice for Business Teams

88 Posts
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88 Posts

Kamakshi VCommunity Manager

posted in Employee Workflows

🚀 Your Journey Starts Here: Unlock Journeys in Freshservice + Must-Have Resources

Hello Folks !Thank you for the overwhelming response to Journeys! We hosted two sessions to make sure everyone could join in to learn more about what Journeys have to offer !!!! If you missed it, don’t worry — you can catch up with the session resources shared in the comments below.

SmartPApprentice

asked in Employee Workflows

How to change the joining date of future employee

For various reasons, the joining date for a new hire may change, either brought forward or pushed back.At the moment HR add a note; but with our automations looking at the Joining Date field from the onboarding module, we can’t find a way to edit the content and adjust it to the new date. Has anyone else met this issue and, if so, how did you work around it?

calculoApprentice

posted in Employee Workflows

Calculadora de Horas: Calcule Horas Trabalhadas, Extras e Salário Rapidamente

Use a Calculadora de Horas para calcular facilmente suas horas trabalhadas, horas extras e salários. Acesse agora e faça o cálculo rápido e preciso em https://ecalculadoradehoras.com/.

SR_SEMA_AGApprentice

asked in Employee Workflows

Using approval process for non agents during onboarding process

Hi,We will soon be using the Freshservice onboarding process for new employees. Some permissions for our ERP system need to be approved by designated business champions. We use “custom objects” and the “workflow automator” with the “reader function” to select the appropriate approver.So far, so good—the approval is sent to the right person. However, the challenge is that these approvers are not Freshservice agents, just regular requesters. Without agent permissions, they do not receive/reach any information from the onboarding process, such as the planned role in the ERP system. This lack of information prevents the approver from making an informed decision.We created a second “workflow automator” with the following setup: Event: Ticket is updated, Condition: Approval Requested, Action: Share ticket with Approver. Unfortunately, this is not working, and the ticket is not being shared with the approver.Our question is: How can we make the onboarding information available to the approver

Agent BurgersApprentice

asked in Employee Workflows

How do I make this information show on the VP Approval?

How can I make the application info show in the VP approval page? It’ll be an issue if a request submits something and the VP can even see what is being approved.

mjarzynaApprentice

asked in Employee Workflows

onboarding - limit who can fill out the form

In our onboarding flow HR enters in a new hire request via the portal. Then an email is sent to the hiring manager to specify the access the new hires needs. For compliance reasons this has to be filled out by the hiring manager or above. We have recently found out that some manager have been forwarding the link to subordinates to fill out. Is there a way to restrict that link so it can only be accessed by the hiring manager?

fictionalDataCommunity Debut

asked in Employee Workflows

Microsoft Exchange Orchestration - Create All Day Events

Hello! I’m trying to create our pass at using the Employee Onboarding module within Freshservice. I’d like to create a Microsoft Exchange calendar entry for the event “Date of Joining”, this is captured in a date field on the onboarding form. I want this to serve as a notification on a shared calendar as an All Day Event on the shared calendar for the relevant stakeholdrrs.I am attempting to create this in the workflow automator however, I’ve set the attribute on the Microsoft Exchange Orchestration Node to is_all_day to true; however when testing I get the error “Your request can't be completed. The duration of an event marked as All day must be at least 24 hours.” Does anyone have some guidance on how I can achieve this, or have any potential workarounds?

rreesContributor

asked in Employee Workflows

Employee Onboarding API (3rd party integrator Aquera) and Kit Assignment HELP- please confirm

Hello all, I wanted to see if someone can assist me in addressing a question I have before I sign a contract with a 3rd party integrator (Aquera). The goal is that our ATS (recruiting system- Greenhouse) will automatically send the employee onboarding to Freshservice after the status changes in greenhouse to “hired”.We fully leverage employee onboarding kits in Freshservice, and they work perfectly.The question is, when using the API for onboarding, are the only datapoints required the ones on the first page of onboarding? Currently, when i onboard an employee directly in Freshservice front end, on page 1 i fill in the details that trigger the kits, but page 2 shows me the ouput of the automated kits, and i hit submit on page 2…With the API, i wanted to confirm that i’d only need to enter the datapoints, and that the API would automatically process that onboarding ticket INCLUDING the kits… Has anyone else done this or can confirm/help? Thanks,!!

bruce.imberSkilled Expert

asked in Employee Workflows

Onboarding automation

I am checking for existing AD accounts in our On-Prem AD. This is being done via the App Action, Microsoft Active Directory – Orch using the Get User Details with Email. Email addresses are unique as no two are the same. We use first.last@domain.com for most of the accounts. The problem is that not everyone uses their first name, it may be a preferred first name or the last name has been shortened.The best way to find an AD account would be to search for the employee number. These are unique as there are only used once. If someone leaves, their number is never reused. If they come back, they will get their old employee number back.I can add the EmployeeID to the properties field (this is not a required field) to check for the employee number. The results appear in the App Action Response as customAttributes {"EmployeeID":"000000"}.In the Condition after the App Action, for a new hire, I am checking for the customAttributes is empty. This would tell me that there is no AD accou

naturesquestApprentice

asked in Employee Workflows

Dishwashing Liquid Hacks Every Home Needs

Dishwashing liquid isn’t just for dishes—it’s a versatile cleaner that can tackle stains, unclog drains, shine jewelry, and even wash fruits. A few drops go a long way in keeping your home clean and fresh.

bhotaSkilled Expert

asked in Employee Workflows

How to make Employee Onboarding fields conditional mandatory in Freshservice

Is there way to make an onboarding field conditional mandatory. For example, if field 1 has a particular value, then only field 2 is mandatory. This is possible for ticket form fields and service items by using Business Rules but Business Rules are not available for Onboarding form fields.

sean.groomesSkilled Expert

posted in Employee Workflows

The Onboarding Module has single handedly killing my enthusiasm for Freshervice.

Onboarding tickets can’t be shared via the “share tickets with department” interface.Onboarding tickets form fields can’t be edited. Despite presenting a similar visual interface to Service Catalog Items, which _can_ be edited after submission.Onboarding tickets can be shared with the new Sharing API, but they won’t show up in Employe Journeys.Onboarding tickets submitted by other users do not show up for Business Agent users with Onboarding Supervisor (or general Admin level) permissions in Employee Journeys. Even though Business users licenses are marketed as a way to integrate HR and other business teams who might need insight into the onboarding process. These accounts can’t see all of the available Onboarding tickets in the Employee Journeys section. The tickets do show up in the tickets module, but look like every other ticket, which renders moot the whole point of the separate Employee Journeys section. Onboarding tickets are limited to (3) stakeholders. Any stakeholders added a

TheITHelpdeskGuyApprentice

asked in Employee Workflows

Add dynamic sections in Employee Onboarding

Why can’t I use this feature (first screenshot) when at the top of this (second screenshot) I am able to

ArmohammedApprentice

asked in Employee Workflows

OnBoarding - Check Box auto ticks when selecting items

We are in the process of implementing Onboarding and have noticed that FreshService has an odd behavious of auto checking a checkbox when clicking on an item. For example, if the user selects an app and OnClick it will expand the service item and display its description which is great! We want the user to be able to read the info on whether the item is required for them or not but the checkbox is automatically ticked. We dont want this as the user may or may not know if the item is required and merely trying to read the description auto selects the item. I guess is there a way to change this behavious using JS and portal designer?

mattpayneRJSkilled Expert

asked in Employee Workflows

Employee Offboarding - External Email

We are using the employee offboarding module and have been for some time now. I am needing to make a change to the process whereby the Offboarding requests contains a couple of additional questions for a function that isn’t in Freshservice. Is there a workflow that can be created which says:If Ticket - Source Employee Offboardingxxxx question is marked yes.Then send an email externally to the team outside of the platform.

Kamil_WenApprentice

asked in Employee Workflows

Onboarding for many Countries

Hello,I created Onboarding for my country. Other countries in our organization also want to implement this in their countries. I created a few worskpace for different countries but Onboarding is possible to set only for Global Settings.I can create separate workflowsflows or a service catalog for each worskpaces and it works great. Unfortunately, in onboarding I cannot set many things depending on which country will start onboarding. For example, the email to the manager is common so it cannot be personalized depending on the country that started onboarding. And paretn and child tickets only have a fixed setting to which workspace it is to be assigned.How I can customize Onboarding for few country?

msconfig87Skilled Expert

posted in Employee Workflows

Minor bug: Icon for employee offboarding is no a transparent png

I believe the icon for employee offboarding was accidentally not made transparent like the employee onboarding one:This is visible in dark mode @alyssia.correa tagging you for direct dev report

d.itterApprentice

asked in Employee Workflows

Comprehension problem - service item for onboarding sets

I have a problem understanding the onboarding process.I have built sets that receive both mandatory service items and optional ones. For example, I want HR to determine whether an employee should receive access to a certain software. When filling out the form, the corresponding Service Item is also selected, but ultimately this information is not transferred to the onboarding ticket. I know that you can also attach Service Items to the ticket itself, but as i said, this should not always be the case, but only as soon as it is specified by HR. So how do I specify that a corresponding ticket is only created if the corresponding service item has also been selected?

SKOR_98Apprentice

asked in Employee Workflows

Empty Description Field within Employee Onboarding Request

Hi all, I am currently experiencing an issue with my employee on-boarding form in regards to implementing it in an automation workflow. The issue is documented as follows with the following screenshots.Workflow for this processThe process goes as followsService request is raised Condition node checks to see if the subject is an employee on-boarding request An email is then sent out using placeholder fields, which is the ticket subject, ID and ticket description.However, Body of the email in the action node. Thankfully, the flow works successfully, barring one issue which is the ticket description is not received. Email Upon checking the ticket itself however to see why this might be, I noticed the actual description field was empty. Empty Ticket DescriptionIs there anyway to update the Ticket description field to contain the employee information or get the employee information into the email another way.

ncorneauContributor

asked in Employee Workflows

Show Kit Items on Multiple Tickets

We’ve recently started using FreshService and I’m working on implementing the employee onboarding. I’ve set up the stakeholders and they have the ability to select items from the service catalog with the kit that was built in the employee onboarding.At this point, I’m working on setting up the ticket creation portion on the onboarding. However, we have a couple people who are part of the initial user setup. I’m wondering if there’s a way to have the items selected by the stakeholders show up on multiple tickets. Right now, I have those kit items added to the parent tickets, but I am looking to have the items selected also show up on a couple child tickets.Originally, I though these may be synced with the Parent-Child Synchronization app, but it doesn’t appear that this can be done that way. Can this possible be accomplished in some other way such as an automated workflow?I’ve included a screenshot as an example of what I’m looking at. The image below shows a couple of the onboard

desktopsupprt1Skilled Expert

asked in Employee Workflows

Re-Send hiring manager email

When an onboarding request is created by HR, the Reporting Manager gets an email.How can we manually re-send this email from the system.(Scenario - manager does not remember getting the email, or whatever, can we just click a button to resend it)

mschallmoApprentice

asked in Employee Workflows

Offboarding Form Required Email for Deactivated Users

How are people handling the Offboarding Form, where it requires a user email, but the user is deactivated? For example, our HR department calls IT with a confidential, or urgent, user offboarding request requiring their account to be deactivated immediately. We deactivate the user in AD, which then deactivates the user in Freshservice through AD integration.Because the user is now deactivated in Freshservice, when HR goes to submit the official Offboarding request, they are unable to enter the user’s email in the required field on the Offboarding form because the user is deactivted.

miranda-aApprentice

asked in Employee Workflows

Bulk Onboarding csv

Trying to automate our onboarding but having an absolute nightmare with it. I’ve created my onboarding stakeholder (just IT), Build kit etc and if I enter the details manually, everything works. However, if I use the csv bulk upload, the kit I have specified is not included.It obviously works manually, so I don’t think my details are wrong. I cannot see any option to trigger the kit apart from what I have done.Any ideas please?ThanksMiranda

asked in Employee Workflows

Employee movement form

Just as we have onboarding and offboarding processes, we also need a form for internally transferring employees from one department to another. 😊

posted in Employee Workflows

Employee movement form

Just as we have onboarding and offboarding processes, we also need a form for internally transferring employees from one department to another. 😊

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