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04-30-2024 06:54 AM - edited 04-30-2024 06:59 AM
I wanted to ask the community how does your company onboard new employees using ITSM?
Right now, we have a request form called "New Hire Request" and only managers can submit this form. This form asks 4 major questions, that'll branch into sub questions.
1.) Is this new hire a FTE or Contingent Worker?
This will ask them the basic info like name, employee number etc. so that we can create the account in Active Directory.
2.) Will the new hire need any hardware?
We have a walk-up tech corner that supplies all hardware to new employees. If they opt in for the hardware a sctask is created for them to prepare the hardware for the arrival of the new employee.
3.) Will the new hire need any purchased software?
Our sys Admin have a catalog of purchased software like Visio, Project, Adobe Pro, etc. and if they opt in here the sys admins will purchase a license, assign, and configure the hardware so that when the employee arrives, they have all their essential software.
4.) Will the new hire need any additional application access?
We have many systems being in the financial industry. We have loan applications, core system, and 15+ systems they can opt in for in order for the employee to have correct application access when they arrive.
After all of this the employee will have the correct permissions in AD, all the hardware necessary to be able to perform the job, any purchased software (our image has the base software just about all employees need), and any additional application access so they can process loans or whatever the case is.
My problem right now being a developer is that I am using flow designer to help automate all of this. It starts of nice but towards the end I am literally running out of flow designer space as I cannot add any more steps.
Here is the break down:
If user is an FTE (full time employee) or contingent worker (contractor) create a task for the support team
create sctask#1 - Support Team - Create AD Account
If user says YES to hardware (just about everyone does)
create sctask#2 - Tech Corner - Prepare Hardware
If user says YES to purchased software (this is a hit or miss but in flow designer I need to build it out for all listed options.
create sctask#3 - Sys Admins - Order Adobe Pro License
create sctask#4 - Sys Admins - Order Adobe Suite
create sctask#5 - Sys Admins - Order Visio License
create sctask#6 - Sys Admins - Order Power BI License
create sctask#7 - Sys Admins - Order Project License
If user says YES to Additional application access (this is a hit or miss but in flow designer I need to build it out for all listed options.
you get the point but listed below is the longest portion with 16 total systems we offer access to.
create sctask#8-24 - various teams - Create account for [Application Name]
By the time I use all of IF statements my flow designer is incredibly long. If you have any advice or what to share what your company does for onboarding, please share how your team performs this. At this rate we are still improving this form and it's only going to become a longer process.
Solved! Go to Solution.

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04-30-2024 11:25 AM
@Andrew Meza You just need to drag and drop the data pills from Get Catalog Variable Action to Sub-flow inputs. The variable could be a reference or a string, the process is still the same.
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04-30-2024 10:11 AM
Here are some screenshots of how to make this happen:
1. The Subflow has inputs set up that are mandatory or optional:
2. The Flow, which is associated with the Catalog Item, calls the Subflow and passes in the inputs:

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04-30-2024 11:10 AM
This is great thank you. How can I pass something thats a string and not a reference?
I ask for [first_name] and [last_name] on the intake form. How can I do what you just did but for a string?

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04-30-2024 11:25 AM
@Andrew Meza You just need to drag and drop the data pills from Get Catalog Variable Action to Sub-flow inputs. The variable could be a reference or a string, the process is still the same.

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04-30-2024 11:48 AM
Wow, the lightbulb just went off in my head!! I got it! I am still working with it but I see light at the end of the tunnel!! Thank you so much for your input!

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04-30-2024 11:49 AM
Thank you so much for your guidance, Tim! I get it now. 😁