Demo Summary
In this video, Michael from SwagUp shows the SwagUp dashboard’s HR Integrations tab. You’ll see how to connect to over 60 HR apps, like Justworks. He shows how to set up an automated birthday gift: pick a product, size, shipping speed, and delivery time (like five days before). You can send gifts automatically or approve them first. You also learn to set up new hire swag and anniversary gifts. This tool makes employee gifting easy and automatic.
AI-Detected Features
Introduction to HR IntegrationsMichael, founder of SwagUp, welcomes you and introduces the new HR integrations feature.
00:01
Finding the Integrations TabLearn how to navigate to the Integrations tab in the SwagUp dashboard to see available apps.
00:07
Connecting Your HR AppSee how to validate your credentials and connect an HR application like Justworks.
00:25
Types of AutomationsDiscover the three automation types: new hire swag, birthdays, and work anniversaries.
00:29
Beginning Birthday SetupStart configuring an automated birthday swag send for employees.
00:44
Delivery Option ChoicesUnderstand the three delivery methods: sending a product, a redemption link, or store credits.
00:58
Picking a Swag ItemChoose a specific item from your inventory—in this demo, socks—for the birthday gift.
01:30
Shipping & Approval SettingsSelect shipping speed and decide between automatic sends or manual approval checkpoints.
01:52
Scheduling the SendSet the swag to ship on, before, or after the employee’s birthday for perfect timing.
02:18
Monitoring Automated SendsWatch orders populate in the dashboard as birthdays occur and swag ships automatically.
02:33

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