Before
The team searched the identity directory for recently created employee accounts and checked which records belonged to the employee group. They then started a separate onboarding request for each eligible person, creating repeated matching and handoff work.
How it works
- Establish the detection window for newly created accounts.
- Read the accounts, exclude service logins, and retain only records in the configured employee group.
- Start the onboarding handoff for each eligible employee and report the reviewed and selected counts.
Workflow details
- Trigger and timing: The flow starts on demand through an asynchronous webhook and establishes a detection window covering the previous complete hour, with an optional replay period for older records.
- Account discovery: It reads newly created accounts from the identity directory and evaluates each record against the time window and organization criteria.
- Eligibility filtering: Only accounts belonging to the configured employee group are selected, while logins beginning with the service-account prefix are excluded.
- Onboarding handoff: Each eligible employee is processed individually, and the flow starts the published onboarding workflow with that employee's login information.
- Tracking: The flow returns the number of accounts reviewed and the number selected for onboarding, making the initial handoff coverage visible.
What changed
The eligibility rule is applied automatically to every account in the detection window, and each matching employee is handed to onboarding without a separate manual request. The process also reports how many accounts were reviewed and selected.
Work removed
Manually searching recent directory accounts, checking organization and service-account criteria, matching eligible employees to onboarding work, and starting a separate onboarding request for each person.
Expected outcome
At least two recurring manual actions per eligible account—the eligibility match and onboarding request—are replaced by automation, with fewer new employees overlooked at the initial handoff.
