Want to surprise your new hires with a welcome gift before their first official day? You can fully automate this process using a secure file transfer (SFTP). This article on how to set up an SFTP should be reviewed as a first step.
Here is a breakdown of how the process works and what you need to know to get started.
How It Works
Create a List: Set up an automated report (dataset) from your HR system containing only new hires with an upcoming pre-hire date who should receive a pre-hire gift. The report should exclude any employees whose pre-hire date has already passed.
Provide the exact send date: You will need to include a specific "Pre-Hire Date" in your report. This needs to be calculated on your end (for example, setting the date to exactly 14 days before their official start date).
We connect the dots: Our team will set up a dedicated secure connection (SFTP) in your Snappy dashboard and link it directly to your specific pre-hire welcome campaign.
Automatic updates: You can schedule your system to send us this list as often as you like. When we receive a new file, we automatically update the list—adding new people and removing anyone who is no longer on the file.
Once a new hire's gift is sent, they are removed from this specific pre-hire setup. Going forward, they can be seamlessly added to your regular gifting programs through your standard HR integration!
Important Details to Keep in Mind
It is a dedicated connection: The SFTP connection you set up for this pre-hire campaign is reserved exclusively for this workflow. It cannot be shared with or reused for other gifting campaigns or automations.
You control the math: Snappy does not calculate the send dates on our end. Your system must calculate the exact date you want the gift sent and provide it to us in your file.
Ready to Get Started?
If you are interested in setting up automated pre-hire gifting, please reach out to your dedicated Customer Success Manager (CSM) or email our Support Team at help@snappy.com. We are here to help you get it up and running!