Before You Begin
Who can set this up?
This functionality is available to all YuLife customers.
Be an Admin of your Slack workspace
Have Admin permissions within the YuLife HR Portal
If you donβt have the correct permissions but would like to try connecting your Slack workspace to YuLife, get in touch with your Customer Success Manager at customersuccess@yulife.com.
Step 1 β Connect YuLife and Slack
Log in to your YuLife HR Portal β team.yulife.com
In the left-hand menu, go to Settings β Messaging
Click Create new connection under the Slack section
Tip: Disconnect any existing Slack instance, if one is found.
Authorise the connection when prompted
β Once connected, youβll see Slack listed as an active integration in your Messaging settings.
Step 2 β Send messages to Employees via Slack
The Slack integration supports two outgoing message types
Invite Employees via Slack
Go to the People page in your HR Portal.
Select the employee(s) you want to invite and click Invite
Employees will receive:
An email invitation to download the YuLife app
A Slack notification prompting them to join YuLife
β οΈ Important: The employee's Slack account email must match the email address recorded in the YuLife HR Portal.
Send a Reward to an Employee via Slack
This is only available to clients who have Rewards and Recognition. Please speak to your Customer Success Manager if you'd like to upgrade your YuLife package
Go to the Reward Employees section of the YuLife Portal.
Click Send a gift to create a new reward campaign.
Enter a gift title, select recipients, choose the reward amount, and customise the message.
Click Send gift now.
Employees will receive:
A Slack notification from the YuLife bot and a prompt to join YuLife if they haven't accessed their account yet
Need Help?
If you encounter issues during setup, please reach out to your Customer Success Manager or email customersuccess@yulife.com.