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Get started with flair

flair combines two Salesforce apps, flair HR and flair Recruiting, with the web-based Employee Hub. Data and actions synchronize between the three apps to provide one source for HR and recruiting data. This guide covers activating the Employee Hub and granting temporary flair Customer Support access when you need help.

Who can use this?

HR Admins, Recruiters, and Salesforce Admins use flair HR and flair Recruiting in Salesforce. Employees and Managers use the Employee Hub. Salesforce users can grant access to their Salesforce account, and employees can grant access to their own Employee Hub account.

Understand how the flair apps work​

Salesforce is the platform for flair HR and flair Recruiting. These apps are intended for HR teams, recruiters, hiring managers, people managers, and Salesforce Admins. Customers that do not already use Salesforce can receive a Salesforce instance.

The Employee Hub runs outside Salesforce and does not require Salesforce experience. Employees and Managers use it for their day-to-day HR tasks. Hub information and actions synchronize with Salesforce.

For help finding records, pages, and list views in the Salesforce apps, see Navigate the flair apps in Salesforce.

Activate the Employee Hub​

The Integration User can use the Setup Assistant on the flair HR home page to prepare and activate the Employee Hub.

  1. On the flair HR home page in Salesforce, open the Setup Assistant.

    Setup Assistant on the flair HR home page

  2. In Add Employees, import employee details, including their email addresses.

  3. Click Enable the Employee Hub. The web dashboard and mobile app become available.

  4. Click Invite Employees. Employees receive an email invitation.

  5. Ask employees to follow the invitation link, create a password, and sign in.

  6. Optional: In Enable Slack, click Enable Slack, and then click Allow. Employees can receive flair notifications, track time, and request absences in Slack.

    Slack access prompt opened from the Setup Assistant

Assign the Flair Hub permission set​

Assign the Flair Hub permission set to the user who maintains the Employee Hub. This user acts as the Integration User.

  1. In Salesforce, open Setup from the gear icon.

    Salesforce Setup option in the gear menu

  2. Go to Administration → Users → Users.

    Users page in Salesforce Setup

  3. Open the user who will act as the Integration User.

  4. Under Permission Set Assignments, click Edit Assignments.

    Edit Assignments action for a Salesforce user

  5. Add Flair Hub to Enabled Permission Sets.

  6. Click Save. The user can maintain the Employee Hub integration.

    Flair Hub in the enabled permission sets

Get help from flair Customer Support​

Give flair Customer Support temporary access to investigate an issue in Salesforce or the Employee Hub. You control the access duration and can revoke access at any time.

Grant access in Salesforce​

  1. In your flair app in Salesforce, open your user profile menu, and click Settings.

    Salesforce Settings page used to grant account access

  2. In the left menu, click Grant Account Login Access.

  3. On the Grant Account Login Access page, find flair.hr support.

  4. Under Access Duration, select a period from one day to one month.

    Access Duration options for flair Customer Support

  5. Click Save. flair Customer Support receives access for the selected period.

Grant access in the Employee Hub​

  1. In the Employee Hub, open the three-dot menu next to your profile picture.
  2. Open Customer Support from the settings menu.
  3. Select Allow Customer Support to access my HUB account.
  4. Click Save Changes. flair Customer Support receives access to your Hub account.

Customer Support access setting in the Employee Hub

Revoke support access​

  • Return to the same access page, clear or shorten the access setting, and save your changes.

Request deletion of your Employee Hub account​

To have your Employee Hub and flair mobile app account deleted, ask your employer. HR Admins can remove Hub access or delete the employee record. See Request Employee Hub account deletion.