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Integrating your Slack workspace with YuLife πŸ‡¬πŸ‡§πŸ‡ΊπŸ‡ΈπŸ‡ΏπŸ‡¦

Bring YuLife to where your team already works. By connecting your Slack workspace with YuLife, you can easily invite employees to the YuLife app and boost engagement directly through Slack.

Jade avatar
Written by Jade
Updated over a week ago

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 don’t 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

  1. Log in to your YuLife HR Portal β†’ team.yulife.com

  2. In the left-hand menu, go to Settings β†’ Messaging

  3. Click Create new connection under the Slack section

    • Tip: Disconnect any existing Slack instance, if one is found.

  4. Authorise the connection when prompted

βœ… Once connected, you’ll see Slack listed as an active integration in your Messaging settings.

Step 2 β€” Invite Employees to YuLife via Slack

  1. Go to the People page in the HR Portal.

  2. Select the employee(s) you want to invite and click Invite.

Employees will receive an email invitation to download and use the YuLife app, along with a Slack notification, if their Slack account matches the email in the HR Portal.

Note: Ensure the employee’s email address used in the YuLife HR Portal matches the email address on their Slack account.

Need Help?

If you encounter issues during setup, please reach out to your Customer Success Manager or email customersuccess@yulife.com.

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