Offboarding - Setup Instructions
Note: A SecureKey and a Callback URL provided by your customer success manager will be necessary for this integration. Please ask them to provide both these details to you so you can configure it.
Follow the steps below to set up the offboarding integration between Firstbase and Rippling.
1. Configure an Onboarding Workflow in Rippling Workflows Studio
- Access your Rippling Workflows Studio via the "Tools" Menu in Rippling
- Use this Rippling offboarding workflow as a base to configure the Offboarding Integration Workflow
- Remove the google calendar step at the end of the workflow:
- Update the trigger condition to consider users with an end date of today.
- Click on "Add an action" and choose "Trigger a Webhook" option
- Configure your webhook using the following:
- The callback URL provided by your Account Manager.
- Keep the secret field empty.
- Add the JSON payload.
- In this case, the payload should include the secretKey provided by your Account Manager, as well as the user's email address that's tied to the Firstbase primary email address (generally the work email address).
- Example payload:
-
{"secureKey": "abc123",
"email": "john.smith@firstbase.com" }
-
- Click on create Workflow to finish the setup
3. Test your Integration!
- Offboard a test user that exists in Firstbase in Rippling.
- You should see this user now offboarded in Firstbase.