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Connector Corner: Streamline onboarding by combining Workday Events with Azure Active Directory

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In this session, the speaker will emphasize designing an automated onboarding process that provides a seamless and engaging experience for new hires, while enhancing collaboration with your HR team. In this live virtual session, you’ll experience: How to create a connection for Workday & Azure Active Directory in Integration Service How to leverage the Workday Event Trigger activity in Studio Web How to build an end-to-end workflow for automating this HR use case using Studio Web In addition to our Q&A, this is an interactive session. For example, we’d love to hear about your experience using the Workday activities from Integration Service, as well as your suggestions for enhancements and improvements. Speaker: Samrat Dutta, Senior Product Manager, Integration Service

Connector Corner: Streamline onboarding by combining Workday Events with Azure Active Directory

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Welcome to
UiPath
CONNECTOR
CORNER
The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
Integrate to automate!
2
3
Spotlight On
Utilizing Workday
events for a seamless
employee onboarding
5
Samrat Dutta
Senior Product Manager
Diana Gray
Community Marketing Manager,
Charlie Greenberg
Product Marketing Manager
Today’s UiPath team
6
Objectives / Value Proposition
Who does this help? Why is it useful? Competitive Positioning
1.Human Resources (HR) Team: The HR team is
typically responsible for managing the onboarding
process. By implementing automation, HR
professionals can streamline administrative tasks,
such as collecting and managing employee data,
generating offer letters and contracts, and initiating
background checks.
2.IT Team: The IT team plays a crucial role in
setting up new employees with the necessary
hardware, software, accounts, and access rights
3.Compliance and Legal Team: Onboarding
automation can help in managing compliance
documentation, such as tax forms, employee
contracts, confidentiality agreements, and industry-
specific certifications. It ensures that the onboarding
process adheres to legal and regulatory standards.
4.Training and Development Team: Automation
can help deliver training modules, onboarding
materials, and orientation information to new hires.
It can also track training progress and ensure that
employees complete the necessary courses and
certifications.
• Efficiency , Time Savings, Reduced errors:
Automation streamlines the onboarding process by
reducing manual and repetitive tasks. It eliminates
the need for paperwork, manual data entry, and
chasing down multiple stakeholders for approvals.
This saves time and enables HR teams to onboard
new hires more quickly, efficiently and less prone to
errors.
• Enhanced Employee Experience: A well-designed
automated onboarding process provides a seamless
and engaging experience for new hires. They
receive access to necessary resources, and a clear
roadmap of what to expect
• Enhanced Collaboration and Communication:
Automation facilitates better collaboration among
various stakeholders involved in the onboarding
process, such as HR, IT, managers, and trainers.
1.User Friendly and accessible
2.Cost-Efficiency:
3.Continuous Improvement
Ad

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Connector Corner: Streamline onboarding by combining Workday Events with Azure Active Directory

  • 1. Welcome to UiPath CONNECTOR CORNER The UiPath ™ word mark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved. Integrate to automate!
  • 2. 2
  • 4. Utilizing Workday events for a seamless employee onboarding
  • 5. 5 Samrat Dutta Senior Product Manager Diana Gray Community Marketing Manager, Charlie Greenberg Product Marketing Manager Today’s UiPath team
  • 6. 6 Objectives / Value Proposition Who does this help? Why is it useful? Competitive Positioning 1.Human Resources (HR) Team: The HR team is typically responsible for managing the onboarding process. By implementing automation, HR professionals can streamline administrative tasks, such as collecting and managing employee data, generating offer letters and contracts, and initiating background checks. 2.IT Team: The IT team plays a crucial role in setting up new employees with the necessary hardware, software, accounts, and access rights 3.Compliance and Legal Team: Onboarding automation can help in managing compliance documentation, such as tax forms, employee contracts, confidentiality agreements, and industry- specific certifications. It ensures that the onboarding process adheres to legal and regulatory standards. 4.Training and Development Team: Automation can help deliver training modules, onboarding materials, and orientation information to new hires. It can also track training progress and ensure that employees complete the necessary courses and certifications. • Efficiency , Time Savings, Reduced errors: Automation streamlines the onboarding process by reducing manual and repetitive tasks. It eliminates the need for paperwork, manual data entry, and chasing down multiple stakeholders for approvals. This saves time and enables HR teams to onboard new hires more quickly, efficiently and less prone to errors. • Enhanced Employee Experience: A well-designed automated onboarding process provides a seamless and engaging experience for new hires. They receive access to necessary resources, and a clear roadmap of what to expect • Enhanced Collaboration and Communication: Automation facilitates better collaboration among various stakeholders involved in the onboarding process, such as HR, IT, managers, and trainers. 1.User Friendly and accessible 2.Cost-Efficiency: 3.Continuous Improvement
  • 7. 7 Key Features Workday V5.3.1 – GA 2nd August 2023
  • 8. 8 Key Use Cases 1. Sending MS Teams message to the Sales team channel whenever any new lead/account/opportunity gets created (in, say, Salesforce). 2. When a quarterly deliverable (posted as a MS Teams message in the channel) need to be tracked, automation can add replies to the same thread, in case of important status change/update 3. When a document gets signed by customer or employee, share the same notification as a channel message of the Sales/HR team 4. Sending notifications to the account/support owner or group, in case of an event such as Ticket resolution in Zendesk, or closure of an opportunity (in Salesforce) etc. 5. When a new support case is created, create a temp channel by adding the case assignee and requestor and notify the ticket number in the MS Teams channel 6. The new hire in a Sales/Marketing department can be added to the respective Sales/Marketing channels
  • 9. When a new worker is added in Workday (Event Trigger) Get details of the new worker Create a user in Azure Active Directory Business Benefits • Effort reduced by 80%+ • Time to create user in Azure AD <30sec • Combine above with automated Jira triggers • ROI less than 2 weeks Implementation Time • Less than one day to develop the unattended robot Technologies • Workday API • Azure API When a new worker is added in Workday, create a user in Azure Active Directoty 1 2 3
  • 10. 11 Next Steps Read the blog Connector Corner playlist Visit the website “Five Essential API Features for End- to-End Automation" https://www.uipath.com/blog/product- and-updates/end-to-end-automation- essential-api-features Visit our highly useful array of new connector business demos on YouTube! – including Gen-AI use cases https://www.youtube.com/playlist?list=PLG 3LgE4atuv8yx_CQ-OM46vGG4naUM4B9 Learn more about Integration Service from current articles, videos and demos https://www.uipath.com/product/ui- api-integration-automation
  • 12. 13 Our first question to you: What prebuilt connectors would you like to see in action for upcoming Connector Corner presentations?
  • 13. 14 What has your Workday experience been like? What enhancements would you suggest? Our Second QUESTION
  • 14. Q&A