MODULE 05 · ONBOARDING & INTEGRATION ECOSYSTEM
HRIS + SSO + ERP · Welcome Swag 自動 trigger。
BambooHR / Rippling / Workday 自動偵測新員工 hire / anniversary → 自動 send Swag Link · SAML 2.0 / Okta / Azure AD 安全登入 · NetSuite / QuickBooks / Stripe 自動 monthly invoicing (Net 30/60)。
Connected Systems · 9 個 integration
Native sync · 自動 trigger · Webhook + API 雙向 sync
BH
BambooHR
Auto-sync employee hire + anniversary
RP
Rippling
Auto-trigger Welcome Swag + equipment
WD
Workday
HCM + workforce planning sync
OK
Okta
SAML 2.0 SSO · 4,820 員工
AZ
Azure AD
Microsoft Entra ID · auto-provision
GO
Google Workspace
SAML 2.0 · 4,820 員工
NS
NetSuite
ERP · Invoice + GL sync · Net 30/60
QB
QuickBooks
Accounting · monthly invoicing
SP
Stripe
Payment + subscription billing
Trigger Workflows · 4 個 automation
HRIS event → Auto-trigger → 員工收到 Swag Link → 入 address → 自動 ship
🎁 Welcome Swag on Hire
BambooHR 新 hire → 自動 email Swag Link
1
HRIS triggerBambooHR "hire event" webhook
2
Closet 自動 create Swag Link基於 employee dept + role
3
Auto email to employee「Welcome to Acme, pick your swag」
4
Employee 揀 size + 入 address7 天內完成 · 自動 ship
5
Tracking 自動 pushEmail + Closet dashboard
🎉 Work Anniversary Swag
Workday anniversary → 自動 send anniversary swag
1
HRIS detect anniversary5/10/15/20 年里程碑
2
Closet 自動 increment tier5年=Box · 10年=Premium Tee · 20年=Hoodie+Mug
3
Personal email from CEO"感謝您 N 年嘅貢獻"
4
Swag Link auto-generated員工揀 size · 自動 ship
5
Recognition broadcastInternal Slack / Teams notification
ERP & Billing · Monthly Invoicing
NetSuite + QuickBooks + Stripe · Net 30/60 自動 invoicing · Audit trail
Invoice #
Description
Issue Date
Net Term
Amount · Status
INV-202609-001
Sep 2026 · Q3 Welcome Boxes + Conference Tees
2026-09-01
Net 30
HK$ 184,200 SENT
INV-202608-014
Aug 2026 · Family Day Hoodies + Sample orders
2026-08-01
Net 30
HK$ 96,800 PAID
INV-202807-011
Jul 2026 · Q2 Quarterly merch bundle
2026-07-01
Net 60
HK$ 248,000 PAID
INV-202606-008
Jun 2026 · Custom Polo + Tote Bag bulk order
2026-06-15
Net 30
HK$ 132,400 OVERDUE 7d