SOP - 24/7 Ready Provisioning

 

 

Actor

Action

Notes

1

AM / Sales

Discuss 24/7 Ready Product with client to determine if interest. Send contracts via SalesForce and complete signed contract and close opportunity.

 

2

AM / Sales (Lucas)

Create ticket for PAT for provisioning 

Macro = Integration Requests > 24/7 - Ready

Include:

  • Client Name
  • AMP Code
  • FO Tenant ID
  • Setup workbook for verification on which talent statuses to sync - already attached in macro

3

PAT

Generate the talent mass provisioning data file for the client to send to WorkN with employee statuses requested from completed workbook.

 

4

WorkN

Configure customer for provisioning

 ~ 2-3 weeks

5

WorkN

Provide PAT with list of client's production WorkN credentials

Include:

  • Username
  • Password
  • API Key (if applicable)

6

PAT

Configure integration in the Marketplace

  • Configure Username, Password, & API Key (if applicable)
  • Set Environment = Mass Provisioning 
  • Set Data Syncing = Enabled

7

PAT

Update the Zendesk ticket letting WorkN know that integration config is complete and the files have been generated

 

8

WorkN

Login to Avionte FTP and download mass provisioning files

 

9

WorkN

Load talent files

 

10

WorkN

Update the Zendesk ticket letting Avionte know once all mass provisioned clients are setup

 

11

PAT

Add public comment to ticket notifying client setup is complete, and add help documentation to ticket.

cc Avionte Training Team on ticket

12

Training

Complete additional training as requested from client for completion.

 

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