Recipe Catalog - Users: Match Cost Rate to Account Role

This recipe—triggered when a user’s default role is updated—automatically sets a predetermined cost rate based on their role, ensuring that financial data is accurate and consistent.

Overview

Cost rates are often aligned to specific roles within an organization. This recipe—triggered when a user’s default role is updated—automatically sets a predetermined cost rate based on their role, ensuring that financial data is accurate and consistent.

After Importing the Recipe

Update the lookup table:

1. In the top bar menu, select Lookup Tables.
2. Select the Users: Default Roles to Cost Rates lookup table.
3. You can populate the lookup table via CSV to quickly add roles and cost rates:
   1. You must have a CSV file with the following column names: Role Name and Default Cost Rate in Cents.
      Note: The Role Name values are case sensitive.
   2. Select Import CSV. The Import CSV modal opens.
   3. Select Add new entries.
   4. Drag and drop your file into the modal or click the upload from device link to select a file from your computer.
   5. Check Do not import the first row (header).
   6. Select Import CSV.
4. Alternatively, you can add entries manually:
   1. Select Add entry.
   2. For each role, enter the Role Name and a Default Cost Rate in Cents (e.g. 10000 in USD is a $100 cost rate).
      Note: The Role Name field is case sensitive.
5. Select the Save (“   ”) icon.

Update the project properties:

1. In the Projects section on the left-hand section of the home page, select the Catalog Imports project.
   Note: If you moved a recipe to a different project, select that project instead.
2. Select the Settings tab.
3. Select the Project Properties subtab.
4. Select the Edit (“   ”) icon for the catalog_cost_rate_currency project property.
5. For the Value, enter the ISO code of the currency that the cost rates are in (e.g. USD).
6. Select the Save (“   ”) icon.
7. Select the Edit (“   ”) icon for the catalog_missing_cost_rate_notification_emails project property.
8. For the Value, enter a comma-separated list of emails to notify when a user’s default role is updated but there is not a mapping in the lookup table for that role. Do not include spaces.
   Note: The email notification will come from mailer@workato.com and this is not changeable. 
9. Select the Save (“   ”) icon.

Once you finish configuring the lookup table and project properties, you can select Start recipe from the Assets list or Recipe Details page to allow the recipe to activate when a trigger event occurs.