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Add Employee Documents to GoCo from Google Drive
Managing employee documents can be a hassle, especially when juggling multiple tools. GoCo makes it easy to streamline this process by connecting with Google Drive. With just a few steps, you can set up a seamless integration that automatically uploads employee documents from Google Drive to their profiles in GoCo.
Follow this guide to get started:
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Click on "Marketplace" from the left side navigation.
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Search for the "Google Drive" app and click on it.
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Look for the template labeled "Add Employee Documents to GoCo from Google Drive" and click "Use this package”.
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In the folder structure on the left, go to “Imported Packages > goco_marketplace_packages > Google Drive > Add Employee Documents to GoCo from Google Drive” and click on the “Create Folders in Google Drive for each Employee [Daily]” recipe.
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Click on “Edit” at the top right of the page.
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Click on one of actions 5 or 7 and connect with your Google Drive account by clicking on "Sign in with Google".
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In both 5 and 7 actions, select the parent folder where the folders for each employee will be created.
- Step 5
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Step 7
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Click "Save" and then "Exit" at the top right of the page.
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Click on the arrow to the right of "Start Recipe" and then click on "Test Recipe". You'll see a temporary banner pop up confirming the "recipe is complete".
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Go back to the folder by clicking on it at the top of the page.
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Select the other recipe, "Add Employee Documents to GoCo from Google Drive" and then "Edit" at the top right of the page.
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Click on recipe trigger 1, and expand the google drive details
- Choose the identical parent folder that you previously selected in the other recipe.
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Click "Save" and then "Exit".
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Click "Start recipe" in both recipes.
Done! In the parent Google Drive folder you defined there will be a folder for each employee, and when you upload files to it they will be uploaded to the employee profile in GoCo. 🎉
If you have additional questions please reach out to support@goco.io 💚