Microsoft Teams

HR notifications and daily summaries in Microsoft Teams

Messaging / Requires Core HR

A Microsoft 365 admin connects PeopleForce to Teams once for the whole company. From then on approvals, reminders and surveys reach each person as cards in a direct chat, and team channels receive a daily summary of who is out, birthdays and newcomers.

Integration capabilities

Once connected, people get HR events where they already talk to each other, and HR posts to channels on a schedule instead of by hand.

Personal notifications about HR events

A request waiting for approval, an assigned task, a mention in a note, a 1:1 reminder, a Pulse survey and kudos arrive as cards in a direct chat. Each card opens the relevant page in PeopleForce and, once a decision is made, updates to show the outcome.
Personal notifications about HR events

Daily summaries in team channels

Who is on leave today, birthdays, work anniversaries, newcomers and public holidays arrive in one message to the channels you choose, at a set time on set days. The summary goes out on days that have something to report, in the company's default language.
Daily summaries in team channels

Channel posts for kudos and team changes

Once a Post automation is set up, every kudo and poll created in PeopleForce appears in the channels you pick as soon as it is created. A separate Event automation posts team changes: a new hire, a profile update, a person leaving the company. Its people filter decides whose events are announced.
Channel posts for kudos and team changes

Mechanics

Which events reach Teams

Data flows from PeopleForce to Microsoft Teams: personal cards the moment an event happens, channel summaries on a schedule. Decisions are made in PeopleForce, and the card in Teams updates to show the result.

What is sentWhere in TeamsWhenData
Approval requests
leave requests and other approvals
PeopleForce Microsoft Teams
at submission, reminder while pending
approver's direct chat
request type, leave type, dates, «View in PeopleForce» link, final status: Approved, Declined, Withdrawn
Work notifications
tasks, mentions, kudos, 1:1s, surveys, reviews
PeopleForce Microsoft Teams
at the event
person's direct chat
task name, note or comment, kudos text, meeting link, survey due date, review deadline
Announcements
when the author picks messenger delivery
PeopleForce Microsoft Teams
on publish
each recipient's chat
title, author, text
Daily summary
one message per channel per day
PeopleForce Microsoft Teams
on schedule
selected channels
on leave today, birthdays, work anniversaries, newcomers, public holidays
Channel posts
kudos, polls and team changes
PeopleForce Microsoft Teams
at the event
selected channels
kudos, polls, new hire, profile update, person left company

Personal cards use the recipient's interface language in PeopleForce, and channel summaries use the company's default language. Private leave types appear in the summary as a working or non-working day, so the reason stays within the person's record.

icon
Teams meeting links for interviews come from the Outlook Calendar integration
that integration creates the event and adds the meeting link

Channels

What can be configured

Personal notifications work out of the box. The parameters below belong to channel automations, created under Settings → Integrations → Microsoft Teams and checked with a test message.

Parameter

Options

Automation type

Daily summary, Post or Event; each tied to one or more channels

Teams channels

One or more channels from your Microsoft 365 teams; the list is fetched after connection

Leave types in the summary

All or selected; private types show as a working or non-working day

People filter

Everyone, or selected people and groups, for the summary and for Event posts

Schedule

Days of the week, time and time zone of the daily summary

Summary title

Any text; «Daily summary» by default

Test

Sends a test message to the selected channels right away

How the integration works

Who connects it, how people are matched to their Teams account, and where the actions behind each card take place.

Connection — by a Microsoft 365 administrator

A PeopleForce administrator opens Settings → Integrations → Microsoft Teams; the button leads to Microsoft's consent screen. A Microsoft 365 administrator confirms it once, and that single consent covers the whole organisation.

People matching — by work email

A person receives cards when their email in PeopleForce matches their Microsoft 365 account. The PeopleForce app installs itself in their Teams with the first message, so there is nothing for them to set up.

Actions — in PeopleForce

A card in Teams shows the event and links straight to it. Approving a request, answering a survey or completing a task happens in PeopleForce or the mobile app, and the card in Teams updates to show the status.

Frequently asked questions

What administrators and approvers ask most often while connecting Teams and in the first weeks of using it.

Step-by-step guide in the help center

How does an approver learn about a leave request?

Can a request be approved directly in Teams?

How does the team see who is out today?

Do public holidays appear in the summary?

Which parts of the messages can be customised?

Who receives notifications in Teams?

Where do Teams meeting links for interviews come from?

How is the integration connected?

See the cards in your own Teams

We will walk from a leave request to the card in Teams and set up the first daily summary for one of your channels.