Slack Integration Guide

How to use the Sapling <> Slack integration to maximize efficiency

Effective communication is at the heart of employee success. By connecting Sapling to Slack, you can bring HR communications directly into your team's everyday workflow.

General Overview

This integration offers two key benefits: 
  1. View and complete Sapling tasks directly from Slack. Slack will notify users of tasks they have been assigned, as well as give them the ability to complete tasks straight from Slack
  2. Push Sapling events and update notifications into a Slack channel. Get a running list of all Sapling updates for your HR team to see (including changes to employee data, activities, and updates to company settings)

How to set up the integration

To enable the Slack integration, you must have access to Integrations in Sapling (i.e. you must be an Admin or a Super Admin). You must also be an Admin in Slack.

1. How to integrate tasks

Go to Home > Integrations > Slack.

Select the "Add to Slack" button on the righthand side. From there, authorize your Slack account.

Once authorized, you will receive a message in your Slack from the Sapling Bot (this goes to you only).

The Sapling Bot will ask what Slack channel we should notify your team in about this integration now available in their Sapling settings. The notification is then posted in the selected channel to prompt your team to enable this feature.

2. How to integrate event notifications

*Note: you will need to be a Slack Admin to perform this action.

Create a new channel in Slack (for ex: a #sapling_onboarding channel)

Then, from your Slack account, use the dropdown menu in the upper lefthand corner to select Apps & Integrations: 

From the Apps and Integrations search bar, search 'Incoming' and select the incoming webhook (details found here).

Click Add Configuration and choose the channel you want to post events to (i.e. #sapling_onboarding)

Copy the unique webhook URL you receive from Slack.

Paste your unique webhook URL into Sapling (Home > Integrations > turn the Slack switch on > paste webhook). Specify the channel you'd like it to connect to ((i.e. #sapling_onboarding)

What do employees see with the Slack Integration?

Your team members will be notified on Slack about the integration, and by clicking ‘Activate’ - they will be taken to their notification settings in Sapling to update to receive notifications via Slack (instead of email, or both).

​When they are assigned tasks to complete, Sapling will send these via the Sapling Bot directly to them. This will include who the task is for, the name ,and the due date.

​Your team members can then complete Sapling tasks directly from the Sapling bot - and they will be marked as completed in Sapling.

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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