Advanced Workflow

To launch an employee into Enboarder, the required fields are:

Employee full name
Employee contact (email or mobile)
Direct Manager full name
Direct Manager contact (email or mobile)
Employee key date (start date for onboarding, last date of employment for offboarding etc)

Any extra fields that you wish to include as part of your workflow can be configured using Categories, Custom Fields and Locations.

Base URL:

AU 🇦🇺 : https://api.syd.e1.enboarder.com

EU 🇪🇺 : https://api.fra.e1.enboarder.com

US 🇺🇸 : https://api.ore.e1.enboarder.com

CA 🇨🇦 : https://api.can.e1.enboarder.com

API Endpoint

Using API Key - {{baseURL}}/restapi/v1/startwf/advance
Using OAuth - {{baseURL}}/restapi/v2/startwf/advance

Request Method: POST

Sample Request

{
  "nhnm": "Jane Doe",
  "nhfnm": "Jane", 
  "nhlnm": "Doe", 
  "nhmob": "+61415xxxxxx",
  "nhexternalid": "nhext-001",
  "nheml": "john@example.com",
  "chnl": "mob",
  "nhstdt": "2016-08-12",
  "managers": [
    {
      "nm": "John Van Doe",
      "fnm": "Jane Van", 
      "lnm": "Doe", 
      "mob": "+61415xxxxxx",
      "eml": "john@example.com",
      "chnl": "mob",
      "mgrlbl": "Direct Manager"
    },
    {
      "externalid": "ext-0001",
      "mgrlbl": "Direct Manager"
    }
  ],
  "customfields": [
    {
      "name": "brand",
      "value": "enboarder"
    },
    {
      "name": "location",
      "value": "Sydney"
    },
    {
      "name": "Employee Number",
      "value": "98786"
    }
  ],
  "externalid": "687368798490",
  "mode": 0
}

Response:

On Success, below response will be return

Response Body:

{ "message": "ok", "referenceid": "687368798490" }

Where referenceid is externalid passed in request body or uniqueid generated by system launched from

On Error

Resposne Body:

{ "message": "Atleast one of the fields is required [\"nheml\",\"nhmob\",\"nhmobeml\"]" }

Message will contain error message

Attribute Names & Descriptions:

Attribute Name	Description	Required (yes/no)
nhnm	Full name of Employee. It is optional in case nhexternalid is provided in payload	yes
nhfnm	First name of Employee. It is optional.	no
nhlnm	Last name of Employee. It is optional.	no
nhmob	Employee Mobile.	Either nhmob or nheml. It is optional in case nhexternalid is provided in payload
nheml	Employee Email	Either nhmob or nheml. It is optional in case nhexternalid is provided in payload
nhexternalid	Externalid of existing profile. In case this is passed in payload, then system will link existing profile for the candidate. The source system don’t need to pass nhnm, nhfnm,nhlnm, nhmob, nheml fields in this case.
chnl	Preferred channel for employee. Valid values: mob (default) eml	no
nhmobeml	This is optional field. Use it in case you want to send either email or mobile in same field for candidate Note - The system will considered value of this field only if nhmob, nheml and chnl are not present in payload	no (optional)
managers	Ordered list of all variable managers required to start the workflow. Fields needed for each manager and shown below example manager.name	yes
manager.nm	name of the manager	yes
manager.fnm	first name of the manager.It is optional.
manager.lnm	last name of the manager.It is optional.
manager.externalid	Externalid of existing profile. In case this is passed in payload, then system will link existing profile for that manager. The source system don’t need to pass nm,fnm,lnm, mob, eml fields in this case	no (optional)
manager.mob	Manager email or Mobile	yes
manager.eml	Manager email or Mobile	yes
manager.chnl	Preferred channel for manager	no
manager.mobeml	This is optional field. Use it in case you want to send either email or mobile in same field for manager Note - The system will considered value of this field only if manager.mob, manager.eml and manager.chnl are not present in payload.	no
manager.mgrlbl	Label of manager, whose details need to be added. This is required in case of workflow has multiple variable managers	no
nhstdt	Start Date of Employee	yes
customfields	List of all custom fields for the workflow. They are name , value pairs. name should match the name of custom field defined in Enboarder. Brand, location and optional categories can also be provided in custom fields with name as ‘brand’, ‘location’ and category name in Enboarder respectively.	no
externalid	This is a unique ID of the workflow. Reference of external System to match with Enboarder Workflow. This should be unique for all workflows started in Enboarder. If external is not specified then Enboarder generates a unique ID for workflow, which can be used to perform update operations on Enboarder workflow programatically.	no
mode	Mode to launch workflow, possible values are: 0 (Default): Do not launch if any workflow exists with external ID. 1 : Cancel the existing workflow and launch new workflow with this external ID. 2 : Allow launching multiple workflows with same external id but different criteria. If workflow exists with same criteria, cancel the existing one and launch the new one.	no

Parent Child Mapping

We've made it easy for you to integrate with one account in Enboarder (the parent account), and then be able to pass data into other child accounts. In order to enable data to flow from a parent account to a child account, you will need to configure child account IDs.

What you will need to change in the payload

The source system should send this child account ID in the payload in attribute childAccountID.
The possible values of this field should be provided to Enboarder support so that they can configure these IDs to each child account
When the payload is received, Enboarder will check the value of the childAccountID field. If an ID matches with any of the child account IDs, the workflow will be launched into that child account. If an ID does not match a child account, then the workflow will be launched into the parent account.

Example: If you have 3 child accounts in Enboarder and you are using the office location city as child ID, you will need to send us the below data in a CSV file:

Child Account Name	External id
Account 1	Sydney
Account 2	Brisbane
Account 3	London

Here is a sample payload for launching a workflow. Enboarder will launch the workflow into Account 2 in this case.

{ 
"nhnm": "Jane Doe", 
"nheml": "john@enboarder.com", 
"childAccountID":"Brisbane", 
"nhstdt": "2021-08-12", 
"managers": [ 
{ "nm": "Jane Van", 
"eml": "johndoe@enboarder.com", 
"mgrlbl": "Direct Manager" 
} 
], 
"customfields": [ 
{ "name": "brand", 
"value": "enboarder" 
} 
], 
"externalid": "687368798490", 
"mode": 0 
}

Set up in Enboarder

We need a mapping of your child account names and the unique ID of each child account. The child account ID can be any ID that is unique per child account and available in the source system. This ID will be used to find the child's account in Enboarder. The ID can be alphanumeric or string. It should be passed to our system as a string.

*At least one contact channel is required. If both email and mobile are included, use channel to indicate sending preference.

Enboarder API Docs: Launch an Advanced Workflow

Advanced Workflow

Attribute Names & Descriptions:

Parent Child Mapping

What you will need to change in the payload

Set up in Enboarder