Within Natural HR it is possible to link a Slack Workspace to your Natural HR account so that workflow messages can be sent to either individual employees or Slack Channels.  

The integration needs to be set up by linking a Slack Workspace to the Natural HR Bot. This action needs to be undertaken by a user who is an administrator for both the Natural HR environment and the Slack Workspace by going to:

Admin -> Company -> Settings -> Slack Integration

On this page, click on the Link Slack button to link your Slack Workspace to Natural HR.  This will take you to Slack to complete an OAuth request for permission.  Click on Allow to complete the link.

Once you've completed the link, a success message will be displayed, followed by a list of the channels and users on the Slack workspace.

This screen indicates that Slack has been successfully connected to your Natural HR environment.

Sending Messages to Slack Channels

To send messages to a slack channel, first the Natural HR Bot must be invited to join the channel.  To invite the Natural HR bot to join the "general" channel, for example, enter the following in Slack:

/invite @Natural HR #general

Once invited, the Natural HR bot can then send messages to the chosen channel.  To send a message to a channel, use the workflow step type - "Send message to slack channel", entering the channel name in the "Recipients" field, like so:

For more general information on building workflows, please see our workflows training videos available here: http://workflows.training.naturalhr.com/

Note that a list of Slack Channels in your workspace can be obtained by going to Admin -> Company -> Settings -> Slack Integration.

Sending Messages to Employee

To send a slack message to an employee, first you will need to store the employee's Slack ID against their Employee record in Natural HR.  To add this, simply go to People -> Employees and click on the Edit icon on their employee card.  Click on the Edit icon, and navigate to the Job Details page.  Enter their slack ID in the "Slack" field.

When you click save, if the Slack ID is removed from the "Slack" field, this means that it is not valid.  Note that a list of Slack IDs in your workspace can be obtained by going to Admin -> Company -> Settings -> Slack Integration.

You can also use the "Update Employees" Bulk Uploader to populate Slack IDs against your employees.  For more information on bulk upload please visit the following article: Natural HR - Bulk Upload.

Once you have populated this information against your employees, you can send Slack messages to Employees by using a "Send Slack message to Specified Recipient" step in your workflow, like so:

For more general information on building workflows, please see our workflows training videos available here: http://workflows.training.naturalhr.com/

Note that a list of Slack Users in your workspace can be obtained by going to Admin -> Company -> Settings -> Slack Integration.