Automating Employee Onboarding with Zuora Integration

This document outlines the process of integrating and automating an employee onboarding workflow using Zuora and Glean. Follow the step-by-step instructions to configure and execute the automation effectively.

Step 1

Access the Glean platform and generate a token to use within Glean.

Step 2

Refer to the Glean API documentation to identify the endpoint necessary for configuration. This will guide you on the agent's API overview page, where the relevant API endpoints are listed for your operation.

Step 3

Initiate the creation of an agent run and await the response. Clicking on this option will direct you to the configuration page, where you can proceed with the setup.

Step 4

Begin by configuring the method and URL. Ensure the method is set to POST and apply it to your instance.

Step 5

In the headers section, input the provided details by copying and pasting the necessary information.

Step 6

Proceed to the authorization setup.

Step 7

Alternatively, you can create an authentication instance and save the bearer token for reference. However, for testing purposes, manually input the bearer token generated earlier.

Step 8

With the setup complete, proceed to input the body, ensuring the inclusion of the three parameters required by the agent.

Step 9

Create a raw body section and insert pre-configured data, ensuring the agent ID is accurately entered.

Step 10

The agent ID is a unique identifier visible at the top of the agent page or within the URL. Use this ID in your configuration.

Step 11

Configure the employee type, role, and location. Ensure these elements are properly defined.

Step 12

Confirm the configurations are complete and proceed with a test run to verify accuracy.

Step 13

Initiate the test to validate the configuration.

Step 14

Review the results to confirm the agent execution and result generation.

Step 15

Observe the generated results, noting device specifications and application details in string format with JSON content.

Step 16

Utilize object helpers and json.parse to convert string input into JSON format.

Step 17

Update the process as necessary.

Step 18

Repeat the process, ensuring input reading from previous steps.

Step 19

Designate result output and paste the necessary data.

Step 20

Incorporate device information and maintain consistency with result mapping.

Step 21

Designate applications and verify configuration.

Step 22

Validate output by running the verification step.

Step 23

Execute the complete flow and provide an overview of the process.

Step 24

Retrieve the new employee onboarding report from Workday and distribute tasks according to pre-configured roles. Default paths are available for unmatched roles.

Step 25

Utilize the embedded Glean agent to determine device and application provisioning, influencing subsequent workflow steps.

Step 26

Enhance workflow efficiency by leveraging Glean intelligence, minimizing manual intervention, and initiating the workflow.

Step 27

Monitor the workflow to confirm email dispatch and evaluate received notifications.

Step 28

Inspect the email for device allocation details and a list of associated applications, confirmed through the provided data sheet.

Step 29

Conclude the process by identifying real use cases suitable for this setup to maximize effectiveness.