Overview

Using the Integration capabilities on Hire2Retire you can create various entries including service ticket, project ticket and tasks on ConnectWise PSA for various employee lifecycle changes.

Figure 1. ConnectWise PSA on Hire2Retire

Configuring Entries to be created on ConnectWise PSA

Create Entries

You can create one or more entries of any type on each employee lifecycle event. The summary table will show you all the entries configured to be created along with the lifecycle operation.

Figure 2. Creating multiple entries for ConnectWise PSA on Hire2Retire

Conditional Service Desk

You can give specific condition(s) based on attribute(s) and group(s) membership to process integration. The ticket(s) will be processed if the user has been added or removed from the specified group(s) or if certain attribute(s) matches the given condition(s).

For example, if the employee is onboarded in Product department, then the integration ticket can be made for onboarding process.

Figure 3. Conditional ITSM on Hire2Retire

Choose Operation(s)

You can create entries on ConnectWise PSA for the following Employee Lifecycle operations:

1. New Hire/Rehire Onboard
2. New Hire/Rehire Preboard
3. Update
4. Termination
5. Schedule Termination
6. Termination: Account Deletion
7. All type of Leaves ( Long Term, FMLA, Security Discipline, Legal )

Figure 4. Configure employee lifecycle operations for ConnectWise PSA

Entry Attributes

Entry Summary

Entry Summary serves as the primary headline or title of the Entry, providing a snapshot of its content or issue. You can provide a summary for each entity you are configuring, the summary will be visible along with the entity type and operations on the summary table. The Entry Summary is not populated on ConnectWise PSA.

Select Entity

You can select the Entity to create among the following:

1. Service Ticket
2. Project Ticket

Figure 5. Entities for ConnectWise on Hire2Retire

Select attributes

You can select the attributes of the entity(s) that you want to populate. You can map values from the AD to populate these attributes. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Task in an entity

A task is a sub-entity that represents a specific unit of work linked with an incident, change, or problem on ConnectWise PSA. You can create tasks to break down complex issues into manageable sub-parts. You can add one or more tasks to each entity by selecting the Add Task checkbox and populating the fields as shown.

Figure 6. Configuring Tasks for ConnectWise PSA on Hire2Retire

Example

Given below is an example to create ticket on ConnectWise PSA using Hire2Retire. In this example, whenever a new employee is onboarded, a service ticket is created on ConnectWise to provision them with the necessary hardware and software licenses essential to perform their job, hence the New Hire/Rehire Onboard and New Hire/Rehire Preboard operation is selected.

You can provide the entity summary and select the available attributes. You can add one or more tasks related to the parent entity.

You can also add any additional attributes apart from the default attributes using '+' sign. Refer to the example workflow images available below.

Figure 7. Configuring the Service Ticket Entity on Hire2Retire