With this Slack integration, you can easily add new employees, remove employees who left the company and automatically have your groups synced.
1. Connect with Slack
Go into the Integrations section, and to the right of Slack under the Provisioning tab, click on the Configure button. You will then log in to Slack. You will then be asked to authorize Leo (the Officevibe Bot).
Note: If the log in is not working, please review your permissions as you must be an admin of the Slack account.
2. Invite Groups from Slack
You can either choose to invite Everyone who is in Slack to Officevibe or select specific Slack channels.
3. Link Officevibe Groups with Slack Channels (optional)
If you create groups in Officevibe, you can then map them to your existing Slack channels so new employees can automatically be added to the appropriate Officevibe groups and if an employee is removed in Slack, they will then be removed from the Officevibe group. To do so, enter the Slack channel name in the box.
Note: You must first create your Officevibe groups in the Manage - Groups - Create Group section and then come here to map them out.
4. Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you are able to manually push the sync by clicking on the Start Synchronization button.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.
5. Slack Single Sign On (optional)
If you wish for your employees to be able to click on the Slack button when logging in to be able to automatically log in with their Slack credentials, you are able to activate Single Sign On. If you have already logged in to your Slack account, you will simple click on the Single Sign On tab and the Activate button.
Note: Your employees will still be able to log in manually even if the SSO option is set up.
6. Survey Delivery (optional)
Instead of having surveys sent via email to employees, you can opt for them to be sent via Slack.
In order to set up Slack survey delivery, go to Integrations - Survey Delivery tab and click on Configure. If you have already set up the sync, you can click on the Activate button. If you don't want the daily Slack sync, you will need to log in first to Slack and then activate the Slack survey delivery by clicking on the Activate button.
If you already have a sync set up with Slack, the survey delivery will already be configured and will appear under the Already configured column. With this, you can just click on the View Settings button to activate.
Note: If someone's email doesn't match in Officevibe and in Slack, questions will be sent to the user's default setting.
7. Feedback Notifications (optional)
If you don't want to miss any new feedback coming in, you can have them posted to a channel. Simply select the channel where you'd like to see the feedback get posted and map it to the correct group in Officevibe.
In order to set up Feedback Notifications, go to Integrations - Feedback Notifications tab and click on Configure. If you have already set up the sync, you can type in the name of the Slack channel in the box and click on the Save & Activate button. If you don't want the daily Slack sync, you will need to log in first to Slack and then activate the Slack feedback notifications by entering the Slack channels and clicking on the Save & Activate button.
If you already have a sync set up with Slack, the feedback notifications will already be configured and will appear under the Already configured column. With this, you can just click on the View Settings button, enter the Slack channels and activate.
8. Inviting a Private Channel
If you need to invite Leo, the Officevibe Bot to a private Slack channel, an @leo will do the trick!