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Employee Journey: Employee Data Management: Box Folder Management

dmiller
Admin Admin
Admin

This pattern is part of the Employee Data Management solution of the Employee Journey.

Created by SnapLogic in conjunction with partner Eljun, LLC


This pattern looks for active users within Workday that were updated within the last two hours and pulls employee files into their corresponding sub-folders, using the file structure created from the Box Folder Management pipeline.

In this solution, the parent directory for employee files is divided into โ€œActiveโ€ and โ€œTerminatedโ€ folders. Under each of these subfolders is a series of sub-folders A-Z (representing the first letter of each employee last name). The actual Employee File Folder is then found within the appropriate alphabetical subfolder with a naming convention โ€œEmployeeID_LastName_FirstNameโ€. Additional sub folders are created within each employee folder, each representing a functional category of documents that the HR unit may want to capture such as performance, expenses, and training.

Pipelines

Get Employee Files

With this pipeline, for active users updated in Workday within the last 2 hours, determine what information from the Workday Get_Workers object to include, then:

  • kick off the Box_Folder_Management pipeline
  • get the userโ€™s active status, employee name, and ID from Workday
  • get the userโ€™s Jobvite candidate information
  • get the userโ€™s 7Geese information and write it to the userโ€™s Performance sub folder.
  • get the userโ€™s Skilljar information and write it to the userโ€™s Training sub folder.
  • get the userโ€™s Docusign information
  • get the userโ€™s Expensify information and write it to the userโ€™s Expenses sub folder.
    Screen Shot 2021-04-26 at 1.34.28 PM

Applications in use: Workday, Box, Jobvite, 7Geese, Skilljar, Docusign, Expensify

Box_Folder_Management

This pipeline creates a folder structure within Box to store relevant data for a new hire, moves it to a separate location when an employee leaves, or archives the termination folders if the employee is rehired. In the case where an employee leaves the company, their folders are moved to the Terminated folder. If a person is re-hired, their Terminated folders are archived.

Box Folder Management

Applications in use: Box
Snaps used: Mapper, Pipeline Execute, Router, Union, JSON Splitter, Box File Operations, Exit, Filter, Copy, Join, JSON Formatter, File Writer, Box Directory Browser, Tail

Check_and_Create_Folder

This pipeline checks to see if the requested folder already exists, and if not, creates it.
checkcreatefolder

Applications in use: Box
Snaps used: Box Directory Browser, Group by N, Mapper, Join, Sequence, Router, Box Add Folder, Union

Push_File_to_Box

Use this pipeline to read a file from the SnapLogic Platform and write it to a users Box folder.

Screen Shot 2021-04-26 at 1.17.55 PM

Applications in use: Box
Snaps used: Directory Browser, Filter, File Reader, Box Write

Downloads

Get Employee Files.slp (127.1 KB)
Box_Folder_Management.slp (71.9 KB)
Check_and_Create_Folder.slp (19.6 KB)
Push_File_to_Box.slp (7.7 KB)

See Also


Diane Miller
Community Manager
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