Use Case and Examples

Whatever your single source of truth is for new hires, whether that be an identity provider such as Okta, or an applicant tracking system, use the Remote API to automatically add a new hire to Remote. The new hire is added to the Onboarding page in Remote where your onboarding managers can invite them to complete onboarding. No more double entry of basic employee details such as name, job title, start date, and email address.

As the IT manager, I had a very manual process for creating and provisioning Okta accounts for new hires. The People team would email me when a new hire finishes onboarding in Remote and I manually add the person to Okta. With the Remote API, I created an automation that gets the status of new hires so I can see when their onboarding has finished, and fetches key data fields such as their name, location and role. Based on this data, I automatically provision their Okta account with the appropriate access.

As a manager, I need to approve time off and expense reimbursement requests from my direct reports in Remote. My People team keeps track of the reporting structure in Okta. Sometimes they forget to update manager details in Remote or there is a delay in making the updates. This causes confusion because my list of direct reports in Remote might not be up to date and this means I can’t approve their requests. By automatically syncing changes in the reporting structure using the API I can always see requests from my direct reports and approve them without delays so they get reimbursed more quickly.

The Remote platform has a user role called Onboarding Manager. Users with this role can log in to Remote and onboard new hires. As the head of the People team, I want all of the members in my team to have a Remote login so we can onboard international new hires as quickly as possible. Thanks to an automation we created using the Remote API, when someone joins the People team they are automatically created as a user in Remote and sent an invite to create a username and password.

I use BambooHR as my primary HRIS. As a member of the People team, I want to generate a report to understand the gender and age profile of my organization. I can use the Remote API to routinely pull name, gender, and age data from Remote to BambooHR so that I can generate reports that show the full data set for my entire organization.

As an account manager, I need to refer to our company directory to figure out who’s who so I can find answers for my customers. The company directory is in our primary HRIS. When there is a change in title for team members hired through Remote, the updates need to be made through Remote so Remote can amend the employment agreement. The titles in our central directory often become inaccurate over time. Fortunately, our IT Ops team used the Remote API to sync employee names and titles to the HRIS system and Slack profiles so I can easily see the current roles of my coworkers.

As a member of the Finance team, I need to maintain a report showing total headcount, employment type, and compensation data so we can understand how much we are spending on our workforce. This report is referenced by leadership and always needs to have the most current data. I can use the Remote API to sync the base salary of each of my employees hired through Remote so that my report shows the entire global team.

As a people manager, I want to make sure that team members hired through Remote feel included and recognized. Google calendar already reminds me of most team members’ birthdays. I can use the Remote API to also get birthdays for my international team members and add them to the team calendar.

As a member of the People team, I want to send a welcome email to all new hires with information about their first day. With the Remote API we can get the start date and use it to automatically send a welcome email.

As a member of the People team, I want to make sure new hires have access to accounts and equipment for their first day. Using the API, we can fetch the start date for new team members that are onboarding through Remote and send Slack reminders to internal teams on specific dates to ensure all is on track.

As a member of the People team, I want to make sure new hires start as soon as possible so we can keep our teams fully staffed. With the API, I can fetch the start date as well as the status of each of the onboarding tasks the new hire needs to complete. Using this data, we can create Slack alerts for the People team so they can remind new hires about outstanding tasks.

As the benefits manager, I need to make sure that all new employees are added to Carta so that we can grant them stock options. I need to manually get employee details from Remote and enter them in Carta. Thanks to the Remote API, my TechOps team has automated this so that any newly activated employees in Remote automatically sync to Carta as long as they match certain conditions such as a specific country.