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Integrating your Microsoft Teams workspace with YuLife πŸ‡¬πŸ‡§

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

Written by Jade
Updated this week

Before You Begin

Who can set this up?

This functionality is available to all YuLife customers.

  • Be an Admin of your Microsoft Teams workspace

  • Have Admin permissions within the YuLife HR Portal

If you don’t have the correct permissions but would like to try connecting your Microsoft Teams workspace to YuLife, get in touch with your Customer Success Manager at customersuccess@yulife.com.

Step 1 – Connect YuLife and Microsoft Teams

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

  2. In the side bar menu, go to Settings β†’ Messaging

  3. Click Create new connection and choose Microsoft Teams.

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

  4. Authorise the connection when prompted

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

Step 2 β€” Send messages to Employees via Microsoft Teams

  1. The Microsoft Teams integration supports two outgoing message types

    Invite Employees via Microsoft Teams

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

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

    Employees will receive:

    • An email invitation to download the YuLife app

    • A Microsoft Teams notification prompting them to join YuLife

    ⚠️ Important: The employee's Microsoft Teams account email must match the email address recorded in the YuLife HR Portal.

  2. Send a Reward to an Employee via Microsoft Teams

    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

    1. Go to the Reward Employees section of the YuLife Portal.

    2. Click Send a gift to create a new reward campaign.

    3. Enter a gift title, select recipients, choose the reward amount, and customise the message.

    4. Click Send gift now.

    Employees will receive:

    • A Microsoft Teams 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.

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