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Inviting Employees to the Employee Hub with Private Email Links

Overview​

flair already invites employees to the Employee Hub through the automatic, flow-based invite covered in Automatic Hub invites. That invite is sent to the employee's company email.

The manual bulk action on this page is the way to reach people whose company email is not usable:

  • New starters who do not have a mailbox yet
  • Shift workers who only have a personal address

For these employees, you can send an Employee Hub login link to their private email address directly from the Employees list.

Where to Find the Action​

The action lives on the Staff tab of the flair HR app in Salesforce. Select the employees you want, open the bulk-actions menu (the lightning-bolt button above the list), and you will find Send login link to private email next to the existing Invite to the Employee Hub action.

hinweis

An older combined Staff & Docs tab still works, but the app marks it deprecated in favour of the separate Staff and Docs tabs. Use Staff.

The bulk-actions menu on the Staff tab, showing Invite to the Employee Hub, Send login link to private email and Assign additional managers

To send login links in bulk:

  1. Open the flair HR app in Salesforce and go to the Staff tab
  2. Open the Employees list
  3. Select the employees you want to reach
  4. Open the bulk-actions menu above the list and choose Send login link to private email

What Happens When You Run the Action​

When you run the action, flair goes through your selection:

  • It only sends to employees who have a private email address on their record.
  • Employees in your selection with no private email are skipped, and flair lists them in a warning that stays on screen so you can see exactly who to fix.
  • A confirmation tells you how many login links were sent.

Handling Skipped Employees​

The warning that lists the skipped employees stays on screen, so you can see exactly who to fix. This is the same behavior as the existing Invite to the Employee Hub action when a company email is missing.

To reach the people who were skipped:

  1. Note the employees listed in the warning
  2. Open each employee's record and fill in the private email address
  3. Re-run Send login link to private email for the people who were skipped

Tips​

  • Fill in the private email address first. Add the private email address to the employee record before you run the action, so nobody in your selection is skipped.
  • Work through the warning, then re-run. Because the warning stays on screen, you can fix each record it lists and then run the action again for only those employees.
  • Pick the action that fits the employee. Use Invite to the Employee Hub when the company email is usable, and Send login link to private email when it is not.