Context
After a user completes Merge Link authentication, they need to choose which groups of employees from their HR tool to import employees from. This selector can be shown once we receieve the LinkedAccount.sync_completed webhook is received.
The pattern is to show an RHP after connection is complete, before the initial sync runs.
Slack threads:
Finalized design
- After the connection is complete, we GET a list of Groups from Merge's
/groups endpoint and show the name + type values in an RHP modal, where name is larger than the subtext type.
- If the customer backs out of this RHP, the connection card shows a GBR (green brick road) state, and the three-dot overflow menu shows "Complete setup" in place of "Sync now" to bring them back into the company selector.
- Only once the setup is complete (a company is selected, or "All companies" is chosen) will we attempt the initial employee sync.
Forward-looking note
Eventually this flow should support filtering by more than just "company" (e.g. department, location). The RHP should be designed with that extensibility in mind — for now it surfaces a single "Company" filter option, but the shell should accommodate more rows later.
Work required
Parent project
Part of: https://github.com/Expensify/expensify/issues/604194
Context
After a user completes Merge Link authentication, they need to choose which groups of employees from their HR tool to import employees from. This selector can be shown once we receieve the
LinkedAccount.sync_completedwebhook is received.The pattern is to show an RHP after connection is complete, before the initial sync runs.
Slack threads:
Finalized design
/groupsendpoint and show thename+typevalues in an RHP modal, where name is larger than the subtext type.Forward-looking note
Eventually this flow should support filtering by more than just "company" (e.g. department, location). The RHP should be designed with that extensibility in mind — for now it surfaces a single "Company" filter option, but the shell should accommodate more rows later.
Work required
/companiesendpointParent project
Part of: https://github.com/Expensify/expensify/issues/604194