topic Re: Employee Termination recipe in Workato Pros Discussion Board

Employee Termination recipe

rshunmugavelu — Tue, 12 Apr 2022 00:20:44 GMT

Hello Everyone, Hope all are well. I am new to Workato and i am trying to find if there is already a recipe exist for the use cases for employee Termination processing. Would like to see the details and understand. Thank you all.

Re: Employee Termination recipe

chijie — Tue, 12 Apr 2022 00:30:53 GMT

Hi Raj, do you have more details on what activities your interested to automate when an employee is terminated? We have an accelerator for provisioing and deprovisioning application access..typically used during employee onboarding/offboarding.

Re: Employee Termination recipe

dkunzler — Tue, 12 Apr 2022 03:03:15 GMT

This is an area I have recently been working on in our organization. Our first phase involved the termination request being kicked off in Workday. During that Workday sends a request to a Workato webhook endpoint. In Workato, I check if the request needs to be handled that day, or if it is set for a future date. If it needs to be processed that day I then create a request in ServiceNow (for IT to pick up and service for account/app deprovisioning - more automation will come to this area later). For requests that need to be processed at a later date I store the request info in a Lookup Table in Workato. I have a scheduled job that runs daily to check for entries in the Lookup Table, grabs any of them for the current date and then creates the request in ServiceNow then removes the entries in the Lookup Table.

My process is fairly simple at this point. We will adding more to this as we go. I am starting to work with the App Provisioning/Deprovisioning Accelerator now - that Cj mentioned already. 🙂

Re: Employee Termination recipe

rshunmugavelu — Tue, 12 Apr 2022 20:46:17 GMT

Hi Dorian, Thank you for sharing your details. This is more inclined to my view of the process i was thinking. Would you be kind enough to share the recipe for looking into. Appreciated in avance. Thank you.

Re: Employee Termination recipe

rshunmugavelu — Tue, 12 Apr 2022 20:48:24 GMT

Hi CJ Wee, Thank you for your quick response. What Dorian has stated in his post is more or less I am looking into. We use Workday and Jira for requests. If you can shed more ideas or know of any recipe that would be beneficial. Thank you again.

Re: Employee Termination recipe

dkunzler — Thu, 14 Apr 2022 04:29:31 GMT

Raj Shunmugavelu I can certainly share with you what I have. When I get a chance I wil get it packaged up so you can import it and take a look. I just made some changes to it from a request I had from HR. I will get back with you soon!

Re: Employee Termination recipe

autumn-spinella — Fri, 15 Apr 2022 01:41:41 GMT

Hi Dorian!! I am actually looking into the same thing! Will this be shared publicly? Or is there a chance maybe we can all collaborate?

Re: Employee Termination recipe

dkunzler — Fri, 15 Apr 2022 23:41:40 GMT

Raj Shunmugavelu Autumn Spinella

Hi Raj and Autumn. Here is the packaged up set of recipes I have for my employee termination requests. I had looked at posting it in the community recipes, but since this involves 2 Recipes, 2 Functions and a lookup table I wasn't able to share it there as a collection. So just posting it here for now. 🙂

With the Recipes there are:

ETR | WEB-001 | Workday -> Workato Endpoint This is a webhook that Workday calls to when a termination is triggered there. It sends an XML payload to this endpoint to trigger the process.

ETR | REC-002 | Daily Workday Jobs This recipe is just a scheduler that kicks off a daily task to check for termination records that are in holding (future date)

Function Recipes:

ETR | FUNC-001 | Process Term Requests to ServiceNow Tickets This recipe does the main lifting. It checks the incoming request and if it is for the current day it processes it and sends it to ServiceNow. If the request is for a future date it gets saved into the lookup table to be picked up later and processed through the daily scheduled job.

ETR | FUNC-001 | Process Daily Term Requests This function is called by the daily schedule recipe and handles the lookup and checking of requests in the look up table.

Lookup Table:

ETR | LT-001 | Workday Term Requests Used to store the requests that need to be held for a future date.

Connections:

Workday Connection

ServiceNow Connection

Slack Connection - either for Workbot or for Slack Connector depending on where you want notifications to go.

Hope this helps you out. I will be working on a similar one but for new hire requests from Workday to ServiceNow. Eventually want to expand this out so it can do App Deprovisioning as part of it as well. Longer term goal for that. 🙂

Let me know if you have any questions!

- Dorian Kunzler

Re: Employee Termination recipe

rshunmugavelu — Tue, 19 Apr 2022 00:58:18 GMT

Good Afternoon Dorian.

Hope you had a great weekend and all is well.

Thank you and appreciated very much for sharing your recipes details. I will take a look and if I have questions I will get back to you.

Once again thank you.

Regards,

Raj.

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