Using the Integration capabilities on
Hire2Retire you can create various entities including Ticket, Change, Problem, Request Service, and Employee Onboarding on Freshservice for various employee lifecycle changes.
Configuring Entities to be created on Freshservice¶
You can create one or more Entities of any type on each employee lifecycle event. The summary table will show you all the entities configured to be created along with the lifecycle operation for which they will be created.
You can create Entities in Freshservice on the following Employee Lifecycle operations:
- New Hire/Rehire Onboard
- New Hire/Rehire Preboard
Entity Summary serves as the primary headline or title of the
Entity, 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 Entity Summary is not populated on Freshservice.
You can select the
Entity to create among the following:
- Request Service
- Employee Onboarding.
Freshservice requires a 'Requester' for any entity created. You can select a requester using:
Requester ID You can select any of the requesters currently present on the Freshservice. You can also 'Add new Requester' using the checkbox. You can map the email of incoming employee and create them as a requester.
Email You can provide Email Id of the requester. You can use this option to map the email of the manager to add the manager of an employee as the requester. You can also add a new requester on Freshservice by providing a new email Address.
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. Apart from the default attributes visible on Hire2Retire, if you add any other custom attribute(s) on the Freshservice portal, it will be visible on the Hire2Retire and you can populate it accordingly.
Given below is an example to create entity(s) on Freshservice using Hire2Retire. In this example, whenever a new employee is onboarded a Request Service is created on Freshservice to provision them with the necessary hardware essential to perform their job, hence the New Hire/Rehire Onboard operation is selected.
You can provide the entity summary and select the available attributes. You can also add custom attribute on Freshservice portal and it will be available on Hire2Retire. Here, a custom dropdown attribute named
Priority is added on the Freshservice portal and is populated on Hire2Retire.
The Request for someone else checkbox allows to make this request service for any other existing employee. You can also add any additional attributes apart from the default attributes using '+' sign. Refer to the example workflow images available below.
Figure 8. Configuring the "Request Service" attributes on Hire2Retire